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Annual Goal Setting & Development

Annual Goal Setting & Development

Annual Goal Setting and Development

Resource Provided By Vantage Point

The First Phase of Performance Management: Goal Setting

Use this worksheet to develop annual performance goals, assess progress and provide feedback to ensure that employees are meeting their objectives and career goals.

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Executive Director Recruitment and Transition

Executive Director Recruitment and Transition

Executive Director Recruitment and Transition

Resource Provided By Vantage Point

Successfully recruiting your next senior leader is multi-stage process that begins and ends with a well-articulated succession plan.

This template outlines the key steps in the succession planning process, and provides a structure to gather input from key stakeholders. In addition, it outlines organizational objectives and timelines.

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Organizational Contingency Inventory

Organizational Contingency Inventory

Organizational Contingency Inventory

Resource Provided By Vantage Point

The contingency inventory is essential to the transfer of key knowledge in your organization.

It’s a document that is updated regularly with critical information and made available to anyone at the senior leadership level.

It provides a reference document for a variety of critical positions and ensures that important information is transmitted to employees who move into new positions through succession management processes.

This information may also be required for a variety of other reasons, including unexpected employee departures.

Use this tool to improve your organization's institutional memory and to transfer organizational knowledge.

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Looking for succession planning support?

Vantage Point offers on-site workshops, custom training or consulting to support your organization in planning proactively for leadership transitions.

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Steps to Organization-Wide Succession Planning

Steps to Organization-Wide Succession Planning

Steps to Organization-Wide Succession Planning

Resource Provided By Vantage Point

The goal of succession planning is to introduce and maintain a culture of leadership continuity within your organization. Succession plans are critical to the success of your organization and should provide for a process that recognizes, develops and retains leadership talent. Organizations often create a succession plan outlining the process for retaining, developing, and/or replacing position within the organization.

Use this resource to jump-start succession planning within your organization.

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Looking for succession planning support?

Vantage Point offers on-site workshops, custom training or consulting to support your organization in planning proactively for leadership transitions.

Other Resources

SOAR Framework

SOAR Framework

SOAR Framework

Resource Provided By Vantage Point

SOAR is a way to set goals based on the organizational practice of Appreciative Inquiry (AI). This vision-based approach of open dialogue invites organizational members to learn and value their personal histories, the history of their organization and its culture. The AI approach allows them to:

  • Build on their strengths (the positive core).
  • Discover opportunities.
  • Visualize goals and strategic alternatives.
  • Identify enabling objectives.

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