Manage performance
Create organisation priorities
Define the priorities, measures, and targets that guide performance work.
Organisation administrators and leaders6 min read
Complete this task
- Who can do it
- Organisation administrators; authorised leaders can review plans within their scope.
- Before you start
- The performance cycle, framework, units and responsible areas must be ready.
- Where to go
- Open Organisation Plan.
- Steps
- 1. Create the plan period and settings.
- 2. Add KRA sections, objectives, KPIs, targets and weights.
- 3. Validate the plan, then use the available approval or activation action.
- Completion
- The plan shows its approved or active status and its records are available for allocation.
What belongs in the plan
The organisation plan describes what the organisation wants to achieve in the performance period. It should include clear result areas, objectives, KPIs, targets, timelines, and responsible units.
Make priorities easy to use
A strong plan is simple enough for staff to understand and precise enough for managers to measure.
- Use plain objective names.
- Add KPIs that show whether progress is happening.
- Set targets that can be measured.
- Assign responsible units before allocating work to staff.
- Approve the plan only when it is ready to guide performance records.
Related guides
Allocate prioritiesAssign approved priorities to units or staff before contracts are created.Open guideReview performance recordsUnderstand assigned priorities, sign-off steps, and contract history.Open guideComplete performance plansTurn assigned priorities into delivery actions, risks, and progress notes.Open guide