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5 Tips for Successful Goal Setting
Kelly Dickey
Accountability Coach Specialist
August 2016
Copyright © 2015 Studer Group. Please do not quote or disseminate without Studer Group authorization
Execution Framework: Evidence-Based LeadershipSM
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LEADER EVALUATIONImplement an organization-wide
leadership evaluation system to
hardwire objective accountability
LEADER DEVELOPMENTCreate process to assist leaders in
developing skills and leadership
competencies necessary to attain
desired results
MUST HAVES®
Rounding, Thank You Notes, Employee
Selection, Pre and Post Phone Calls, Key
Words at Key Times
PERFORMANCE GAPRe-recruit high and middle performers,
Move low performers up or out
STANDARDIZATIONAgendas by pillar, peer interviewing, 30/90 day
sessions, pillar goals
ACCELERATORSLeader Evaluation Manager®
Validation MatrixSM
Provider Feedback SystemSM
Studer Group Rounding
Patient Call ManagerTM
Copyright © 2015 Studer Group. Please do not quote or disseminate without Studer Group authorization
If you could change
anything about how your
organization aligns leaders
to the goals of the
organization today, what
would you change?
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Discussion:
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4
Driving Performance
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1. Establish a plan & set a clear timeline
2. Think differently about goal setting
3. Set expectations for attendance & compliance
4. Role model what right looks like
5. Ensure alignment
5
5 Tips for successful goal setting:
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Goal Development ProcessSample Timeline: July Fiscal Year
January • Strategic planning process begins and is submitted to the board for approval
April• Senior leaders set organizational goals and align them to the senior team as appropriate
May
• Collaborative measures are defined to ensure organizational needs are addressed
• Organizational goals are shared / leaders work to define individual metrics and priorities
June• Leaders finalize their goals and load into performance tool
July
• Goals are audited for continuity and tweaks made
• Senior team conducts final equity review
August• Leaders develop business unit / department operational plans to accomplish the goals!
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1. Establish a plan & set a clear timeline
2. Think differently about goal setting
3. Set expectations for attendance & compliance
4. Role model what right looks like
5. Ensure alignment
7
5 Tips for successful goal setting:
Copyright © 2015 Studer Group. Please do not quote or disseminate without Studer Group authorization
Copyright © 2015 Studer Group. Please do not quote or disseminate without Studer Group authorization
• Duration: 2 – 4 hours
• Education: Setting the stage, review of the Organizational
Goals, Goal setting 101, Intro to cascading process,
Facilitate brainstorming, etc. (60-90 Minutes)
• Breakout Session / Goal Writing: Grouped by service
line/specialty areas (60-90 Minutes)
• Review of My Boss’ Goals
• Begin draft of my aligned goals – Assignment to complete
• Begin discussion about my priorities/weights – Assignment
to complete
Goal Setting Workshops
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Group like areas or frequently connected areas
together (i.e. Clinical care teams, rehab / lab /
imaging, etc)
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• Distribute one organizational goal to each table
• Ask the tables to become the CEO of the
organization and discuss the following:
• Define the organizational goal – do you know what
it represents?
• Discuss how you see various departments across
the organization supporting these goals today.
• Where do we need to create greater alignment of
leaders to accomplish these goals as an
organization tomorrow?
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Facilitate brain storming -
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1. Establish a plan & set a clear timeline
2. Think differently about goal setting
3. Set expectations for attendance & compliance
4. Role model what right looks like
5. Ensure alignment
12
5 Tips for successful goal setting:
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Words that drive compliance in healthcare
Mandatory vs Optional
Mandatory
98%
Required
69%
Expected
26%
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Begin scheduling early to ensure sessions are
well attended. Any absent members must
receive prior approval with their 1-up.
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End sessions with a very clear timeline and
next steps! This shows importance!
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1. Establish a plan & set a clear timeline
2. Think differently about goal setting
3. Set expectations for attendance & compliance
4. Role model what right looks like
5. Ensure alignment
16
5 Tips for successful goal setting:
Copyright © 2015 Studer Group. Please do not quote or disseminate without Studer Group authorization
“If you don’t know where you are
going, any road will get you there.”
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VP or Senior leader must be present in all
sessions with his/her direct reports.
Copyright © 2015 Studer Group. Please do not quote or disseminate without Studer Group authorization
1. Establish a plan & set a clear timeline
2. Think differently about goal setting
3. Set expectations for attendance & compliance
4. Role model what right looks like
5. Ensure alignment
19
5 Tips for successful goal setting:
Copyright © 2015 Studer Group. Please do not quote or disseminate without Studer Group authorization
• What: A process to validate that individual leader goals align with
the defined prior to locking the goals
• Why
• Confirm alignment with expectations for the utilization of
common goals/templates.
• Rectify errors and oversights in the development of individual
goals.
• Validate the method of calculation aligns with the goal statement.
• Supervisor endorsement that weights reflect priorities based on
current performance for each leader.
• Prevent having to unlock and adjust goals and weights during
the performance evaluation cycle.
Audit
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• Purpose: To ensure when goals are locked if all leaders achieve
a score of 3 that the entity will achieve its goals.
• Process
• Entity Subject Matter Experts review goals by pillar looking
broadly for errors, up/down and side by side alignment.
• Executive Leaders review all direct report LEM’s looking for
errors and alignment with entity parameters.
• Each Executive presents goals to rest of Executive Team –
highlighting exceptions to the parameters for cascading common
goals.
• An Executive can challenge any leader’s goals, ranges or
weights.
Equity Review
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Equity Review Sample–
Senior Team
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Slide 24
Thank You!
Kelly Dickey
Accountability Coach Specialist
Insert Your
Photo Here
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