KPI Planner

This planner should be used to create a road map for a business unit or career.

KPD Planner Template

Employee/Business Unit Name: Date Created: Date Last Submitted: Date Approved:

What is the target for the next (1 - 2 years)?

(Should be an achievable target for the 1 - 2 year timeframe)

How does the target align with the group or company goals?
(describe alignment)

What are you longer-term objectives (3-5 years)?

(eg. Type of work, desired practice, skill level, title, target revenue/ebit etc)

How does this longer term objective align with the group or company goals?
(describe alignment)

What Development/Action is needed to improve current performance or achieve longer term career aspirations?
(Create a development plan per objective)

KPD 1
Specific
(Outline Specific Smart objective, e.g 1M sales within 1 year )

Measurable
(How will we know you have achieved the objectives eg. On-the-Job outcomes, behavior change, target revenue reached etc.)

Achievable
What are the key steps and/or actions necessary to accomplish this objective? (eg. 70% on the Job Experience, 20% Coaching and Mentoring, 10% Education and Courses, sales strategy)

Realistic
What are the Mitigations and/or actions if roadblocks are encountered for each step? (eg. outline mitigations)

Timely
(What is the due date?)

Specify negative or positive impact on Balanced scorecard

(+/(+/(+/(+/) Financial Perspective ) Customer Perspective ) Business Process Perspective ) Learning, Recruitment and Innovation Perspective

KPD 2
Specific
(Outline Specific Smart objective, e.g 1M sales within 1 year )

Measurable
(How will we know you have achieved the objectives eg. On-the-Job outcomes, behavior change, target revenue reached etc.)

Achievable
What are the key steps and/or actions necessary to accomplish this objective? (eg. 70% on the Job Experience, 20% Coaching and Mentoring, 10% Education and Courses, sales strategy)

Realistic
What are the Mitigations and/or actions if roadblocks are encountered for each step? (eg. outline mitigations)

Timely
(What is the due date?)

Specify negative or positive impact on Balanced scorecard

(+/(+/(+/(+/) Financial Perspective ) Customer Perspective ) Business Process Perspective ) Learning, Recruitment and Innovation Perspective