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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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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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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:
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The Environmental Scan is an opportunity to take stock of where your organization is currently, in terms of its position within the broader environment within which you operate. What other organizations are doing similar work? What competitors or allies are on the horizon? What does this tell you?
This resource outlines key components of an environmental scan, questions you might ask and sources of information to approach for answers.
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Does it feel like your organization could focus even more on mission-driven decisions that move you towards organizational goals and purpose?
If you answered yes, you are not alone. Good decision-making can be challenging; however, it also creates the foundation for team members – including board, staff and volunteers – to feel engaged with their role, develop their skills, and make their best contribution to organizational goals.
