MY BLUEPRINT

OBJECTIVE SETTING

Quick Look Summary

1

WHAT’S IN THE TOOLKIT?

1 2 3 4 5

Reminder of why

we’re focusing on

performance

development and

objective-setting

in particular

Reminder of what you

need to include in your

‘My Blueprint’ and top tips

and examples to help you

(including how to enter

your objectives onto

Perform)

Reminder of our

performance

measurement approach

and what to include in

your quarterly and

annual review

conversations

Quick-look

summary of how

‘My Blueprint’ will

work across the

year

FAQs and

where to go

to if you have

any questions

The toolkit is broken up into 5 bite-sized sections:

QUICK-LOOK SUMMARY OF ‘MY BLUEPRINT’ ACROSS THE YEAR

2021 OBJECTIVE

SETTING TOOLKIT

MY BLUEPRINT: OBJECTIVE-SETTING: JAN/FEB 2021

We’re focusing on objective

setting through Jan and Feb, with

masterclasses, toolkits and clinics

to help you. The key dates you

need to pay attention to are :

• Everyone should have their

annual ‘What’ objectives plus

Key Results entered onto

Perform by 12 Feb

• Q1 areas of focus and annual

Behaviour and Personal growth

objectives entered onto

Perform by the end of Feb

In parallel, the People Leader and Colleague ‘Setting ourselves up for a

successful year’ masterclasses and clinics will run through Jan and Feb:

Thurs 7th Jan 1.30pm-3pm

Tues 12th Jan 9.30am-11am

Wed 13th Jan 1.30pm-3pm

Thurs 14th Jan 9.30-11am

Thurs 21st Jan 10am-11.30am

Mon 18th Jan 9.30am-11am

Mon 18th Jan 1.30pm-3pm

Tues 19th Jan 9.30am–11am

Tues 19th Jan 1.30pm-3pm

Wed 20th Jan 9.30am-11am

Wed 20th Jan 1.30pm-3pm

Thurs 21st Jan 1.30pm-3pm

Fri 22nd Jan 9.30am-11am

Mon 25th Jan 9.30am-11am

Mon 25th Jan 1.30pm-3pm

Tues 26th Jan 9.30am-11am

Tues 26th Jan 1.30pm-1pm

Wed 27th Jan 10am-10.45am Commercial

Wed 27th Jan 12pm-12.45pm Customer

Wed 27th Jan 2pm-2.45pm All Functions

Thurs 28th Jan 10am-10.45am Commercial

Thurs 28th Jan 12pm-12.45pm Customer

Thurs 28th Jan 2pm-2.45pm All Functions

Tues 2nd Feb 10am-10.45am Customer

Tues 2nd Feb 12pm-12.45pm All Functions

Tues 2nd Feb 2pm-2.45pm Customer

Wed 3rd Feb 10am-10.45am Commercial

Wed 3rd Feb 12pm-12.45pm All Functions

Wed 3rd Feb 2pm-2.45pm Commercial

Colleague

masterclasses

Follow-up

clinics

People Leader

masterclasses

MY BLUEPRINT: CONVERSATIONS THROUGH THE YEAR

Throughout the year

you should be having

regular 1:1s with your

manager where you’re

talking about your

Behaviours and

Personal Growth

objectives as well as

how you’re getting on

with your deliverables.

You will also continue to

have quarterly progress

update conversations

and an annual review

conversation.

Quarterly progress updates:

Annual review:

Each quarter, have a progress update conversation and capture

on Perform:

• Key commentary on how the quarter has gone including how

you’re doing with your behaviours and personal growth objectives

• Both manager and colleague enter commentary

• Answer Brilliantly/Yes/Partially plus commentary, assessing

to what extent you’ve delivered on your ‘what’ quarterly areas of

focus

• Colleague and manager discuss and enter commentary

• Manager enters the assessment answer

• Answer Yes/No plus commentary, assessing whether you’ve

delivered on your behaviours and personal growth quarterly areas

of focus

• Colleague and manager discuss and enter commentary

• Manager enters the assessment answer

• Answer Yes/No plus commentary to the summary questions of

whether there are any performance concerns or whether you’re

ready for a stretch opportunity

• Colleague and manager discuss and enter commentary

• Manager enters the assessment answer

• Record new areas of focus for the quarter ahead and archive

the areas of focus from the quarter just gone on Perform

• Colleague does this

In addition to the 4th quarter’s assessment

on how you’ve done with the quarter’s

areas of focus, you will also complete a

separate ‘annual review’ form on Perform

that captures:

• Key commentary on how the year has

gone and how you’ve done against your

objectives

• Both manager and colleague enter

commentary

• Answer Brilliantly/Yes/Partially plus

commentary assessing to what extent

you’ve delivered on your ‘What’ objectives

• Colleague and manager discuss and

enter commentary

• Manager enters the assessment answer

• Answer Yes/No plus commentary

assessing whether you’ve delivered on your

behaviours and personal growth objectives

• Colleague and manager discuss and

enter commentary

• Manager enters the assessment answer

Annual review:

6

WHERE TO GO IF YOU HAVE ANY QUESTIONS...

Your line manager should be a useful first port of call for questions about your objectives.

Our performance development mailbox is monitored regularly if you have any queries you want to send through:

performance_development@ybs.co.uk