GOALS PLANNING WORKSHEET – Non-exempt

Goals Related to Key Areas of Responsibility for Administrative Assistant

KEY AREAS OF RESPONSIBILITY (5-7) / PROBLEM, PROCESS, PRACTICE, PEOPLE OR ROUTINE ISSUE / OUTCOME/RESULT OR STANDARD EXPECTED / PRIORITY / DRAFT – SMART GOAL
Office/Telephone Reception / Maintaining face-to-face service during peak times / Timely response to all telephone inquiries/office visitors. / 1 / Create a check-in process by 10/30/2014 that enables next day (or earlier) follow-up with those who cannot wait for immediate service during peak times.
(Quality)
Seminar Scheduling and Coordination / Planning for seminars occurs too late to secure optimal meeting space and prepare advance communications. / Preferred spaces are secured and advance communications completed in time to ensure well-attended (meets 90% of expected attendance) events / 3 / Meet with Chair in (month) to plan annual schedule of events and on a quarterly basis to review plans for upcoming seminars beginning with first quarterly review in October 2012.
(Quantity)
Administrative Support (expense reports, book orders, purchase orders) / (Routine) / All requests processed within 24 hours of receipt and issues resolve to avoid delay in receipt of purchases. / 4 / Ensure that expense reports are processed within 24 hours of all expenses submitted. Purchase requisitions will be submitted within 24 hours of receiving complete information enabling the request.
Editorial Assistance (monitor, track & maintain lists of
manuscript submissions) / Certain associate editors consistently are behind schedule. / All manuscripts progress through the review process according to established schedule. / 2 / Conduct weekly phone/email communication with each associate editor to identify/immediate address issues before they impact the schedule. Begin October 1, 2014.
(Job Knowledge)

Goals Related to Department Goals:

DEPARTMENT
GOAL / ACTION REQUIRED BY ME / OUTCOME/RESULT OR STANDARD EXPECTED / PRIORITY / DRAFT – SMART GOALS
Timely receipt and processing of manuscripts for Journal of ______/ Tracking, monitoring and trouble-shooting of process / All manuscripts progress through the review process according to established schedule. / (See above)

Development Needs and Action Plan:

SKILL, KNOWLEDGE, BEHAVIOR NEEDED / TANGIBLE OUTCOME TO DEMONSTRATE CHANGE / LIST SPECIFIC STEPS NECESSARY TO ACHIEVE OUTCOME
Negotiation/influencing skills to negotiate action necessary to meet manuscript editing deadlines. / Techniques that persuade others to comply with requests.
Decrease by 50% the number of manuscripts that do not progress as planned. / Attend workshop on influencing skills in Fall 2012.
Review each non-compliant incidence with TAP contact for ideas.
Script & follow approach for each non-compliant incidence.
Effective use of InDesign for more professional seminar communications. / Create electronic flyers and invitations to communicate seminars. / Register for/attend InDesign CS5: Basic Document Creation (3 hrs)
Create flyer for December symposium on ______.

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