MY PERFORMANCE JOURNEY SET MY GOALS FACILITATION SKILLS GUIDE 1 - - PowerPoint PPT Presentation

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MY PERFORMANCE JOURNEY – SET MY GOALS

FACILITATION SKILLS GUIDE

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INTRODUCTION

The objective of this training is to teach you basic facilitation skills that will prepare you to train others how to use the Set My Goals Toolkit when setting performance goals.

FACILITATION SECTION 1

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TRAIN THE TRAINER PURPOSE

Provide facilitators with enhanced skills and knowledge of the My Performance Journey curriculum. Learn facilitation skills that enable the transfer of knowledge to your team members.

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YOUR ROLE AS A FACILITATOR

… to facilitate classroom, one on one, or small group sessions. … the flow of the presentation and maintain control. … participants through the presentation.

Plan Manage Guide

… by following the instructions provided in the facilitator guide.

Facilitate

Learn how to use the toolkit and explain in detail to others.

Set My Goals Toolkit

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As a facilitator, there are certain tasks that you are responsible to complete.

FACILITATOR RESPONSIBILITIES

Responsibilities

• Demonstrate the MPJ process
• Facilitate
• Meeting Method
• Supplies
• Communications
• Materials

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PREPARATION

A few key factors that you need to know.

GETTING READY TO FACILITATE

• Understand the purpose of the training.
• Prepare opening discussion of MPJ.
• Reflect on previous presentation.
• Practice and rehearse presentation.
• Prepare materials for distribution.

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OPENING STEPS

• Set the pace, tone and expectations.
• Display the MPJ presentation.
• Explain how the training support will use

these materials when training others.

• Give overview of materials that will be

reviewed.

A few key factors that you need to know.

GETTING READY TO FACILITATE

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DISCUSSION & QUESTIONS

• Make information relevant and engage.
• Manage an monitor discussions while

following agenda.

• Maintain focus and limit time spent on

random topics.

• Clear and concise directions.

A few key factors that you need to know.

GETTING READY TO FACILITATE

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POSITIVE MESSAGE

• Stay positive!
• A positive attitude is important for a

facilitator.

• A bad attitude can sabotage your training.
• Keep session upbeat.

A few key factors that you need to know.

GETTING READY TO FACILITATE

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TRAINING METHODS

Classroom Training/ Instructor-Led Training

• A PowerPoint presentation is used to create

customized group training sessions.

• Training materials are displayed on a large screen.
• Efficient method for presenting a large body of

material to large or small groups of team members

• Personal, face to face training.
• Ensures that everyone gets the same information

at the same time.

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TRAINING METHODS

Coaching/ One on One

• Focuses on the individual needs of an employee

and is less formal than other kinds of training.

• Review and answer questions directly.
• Suggest more effective strategies for goal setting.
• Correct errors one on one.
• Guide individual toward goals.
• Give support and encouragement.
• Provide knowledgeable feedback.

The goal of coaching is to improve an employee’s performance.

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TRAINING METHODS

Small groups and discussions are a powerful mechanism for active learning.

Small Groups

• Small groups involve the recognition and

employment of different perspectives and different skills to create an inclusive environment.

• Be clear up front about expectations and intentions

amongst participants and the facilitator.

• Use inclusive language.
• Ask for clarification if unclear about a participant’s

intent or question.

• Treat participants with respect and consideration.
• Provide sufficient time and space for participants to

gather their thoughts and contribute to discussions.

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MATERIALS – PRESENTATION

PowerPoint Presentation

• Ensure you have the presentation and facilitator

guide.

• The PowerPoint slides offer key talking points, but

they should be elaborated.

• Brief team activities are embedded in the

presentations.

• Monitor the time to stay in pace with the content and

ensure all topics are covered.

• Follow the facilitator guide to ensure you stay on

track with the presentation.

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MATERIALS – PRESENTATION TIPS

If you lose your place, pause and remember your objective. Prior to the presentation, focus on the MPJ objectives and needs of the participant. Rehearse the presentation and facilitator guide several times Stay focused on the objectives and purpose. Understand your audience, prepare, deliver confidently, and control the environment.

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MATERIALS – TOOLKIT

Set My Goals Toolkit

• The toolkit is a binder that helps leaders through the

My Performance Journey process.

• It’s contents should not be removed or skipped.
• The Competency Rating Worksheets should remain

in the toolkit and leaders should be instructed to make as many copies as necessary.

• The completed worksheets should be stored in the

binder for each employee to be referenced during review time.

• During practice and activities, the facilitator will

need to provide additional copies.

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INSTRUCTIONS

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Facilitators should have the following My Performance Journey Materials prior to their first training class:

• Set My Goals Set My Goals Toolkit

(binder)

• Set My Goals PowerPoint
• Set My Goals Facilitator Guide
• Set My Goals Handouts (for activities)

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INSTRUCTIONS

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Facilitators must refer to the following PRIOR to facilitating their own training sessions:

• Section 1 & 2 of this facilitator guide
• The PowerPoint (the facilitator guide and

PowerPoint must be used together).

• Activities with instructions are included in the

facilitator guide.

• Handouts that will be used during class

activities.

• Scenario 1, 2, & 3
• Competency Rating Worksheet

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INSTRUCTIONS

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Facilitators must thoroughly review the My Performance Journey – Set My Goals Toolkit that contains resources to be used during goal setting.

• The binder toolkit must be used with the

facilitator guide in order to learn how and when leaders will use it.

• You will also provide all leaders with the same

toolkit.

• Do not discard any of these materials.

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INSTRUCTIONS

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Determine how your department wants to schedule participants, how rooms are reserved and follow those guidelines when scheduling your training sessions.

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Next, move on to Section 2. Now that you’ve learned HOW to train others, it’s time to learn WHAT you will be training on.

YOU HAVE COMPLETED THE FACILITATION SKILLS TRAINING

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INTRODUCTION

The objective of this training is to teach you to masterfully demonstrate how and when leaders use the Set My Goals Toolkit when setting performance goals.

SET MY GOALS TOOLKIT SECTION 2

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OVERVIEW

How to train leaders to use the Toolkit to support them Refer to the sections labeled “Say” on the scripted pages of the facilitator guide Review the facilitator’s guide and the PowerPoint presentation then facilitate training for your department

What you need to know What you need to say What you need to do

Show the actual Toolkit materials while displaying the PowerPoint presentation so participants can follow along on their binder

What you need to show

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Follow an employee-centric approach for leading.

SUCCESSFUL LEADERS

Motivate others with positive attitude. Communicate often with team members. Model behaviors & expectations for others. Set clear goals and expectations.

RAISE YOUR EXPECTATIONS

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MAKE IT MEANINGFUL FOR YOUR TEAM

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STRATEGIC PRIORITIES

CULTURE TO WIN EARN CUSTOMERS FOR LIFE LEAD IN INNOVATION AND TECHNOLOGY DRIVE CORE EFFICIENCIES GROW OUR BRANDS

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Goals are WHAT we need to do to make GM Financial successful.

SMART GOALS

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Competencies are HOW a goal is met.

COMPETENCIES

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VISUALIZE HOW IT WORKS

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DRIVE THE PROCESS WTH YOUR TEAM

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KNOW THE RIGHT PATH TO TAKE

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SET MY GOALS – GOAL SETTING OPTIONS

There are three different methods to set goals in the system.

• Team Goals: To assign the same goal(s) to multiple team members.
• Goal Import: A one-time goal assignment across a large group of employees.
• Goal Wizard (recommended): A step-by-step guide to outline each component of creating your own

SMART Goal.

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PLAN FOR THE WHOLE YEAR

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EXPLAIN THE KEY DIFFERENCES

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BREAKING DOWN THE COMPETENCIES

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BREAKING DOWN THE COMPETENCIES

The competencies are key actions (behaviors) you encourage employees to perform on a daily basis to be successful.

ACTIVITY:

Open the Toolkit and find the Key Competency Table. This table shows what key actions look like in practice at a proficient level. Break into two groups - Using the table from the Toolkit, answer the following questions and provide an example of each. What are 2 key actions for Collaborating? What are 2 key actions for Work Standards? What are 2 key actions for Earning Trust?

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System Demo

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LOGIN

Click on Home next to and select Performance from the drop down menu.

SET MY GOALS: LOG IN

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SET MY GOALS

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INBOX

You will select your form from the Inbox folder to complete your goal setting.

SET MY GOALS: FORM

The My Forms page provides a snapshot of where you are in the goal and competencies process. IN PROGRESS

Stores goals and competencies form that is not yet complete.

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SET MY GOALS: STEP PROCESS

After selecting your Goals and Competencies form, below your name you will see a Route Map. ROUTE MAP

This is a graphic representation of where you are in the Set My Goals process.

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SET MY GOALS

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SET MY GOALS: MY GOALS

The first section is My Goals. MY GOALS Review Goals and add comments to your accomplishment according to your progresses.

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SET MY GOALS

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SET MY GOALS: ADD A GOAL

ADD A NEW GOAL Select <+Add New Goal> at the top right corner of My Goals section

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SET MY OALS

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SET MY GOALS: ADD A GOAL

ADD A NEW GOAL Select <+Add New Goal> at the top right corner of My Goals section

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SET MY GOALS: ADD A GOAL

GOAL WIZARD Choose Goal Wizard to guide you the process of creating a SMART goal.

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SET MY GOALS

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ADD A GOAL: GOAL WIZARD

SPECIFIC 1. Choose one strategic priority from the menu 1. Write a specific goal aligning with the chosen strategic priority

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SET MY GOALS

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ADD A GOAL: GOAL WIZARD

WRITE SPECIFIC GOAL 1. Type your keyword (e.g., customer), all the suggested goals that contains the keyword will show up 1. Choose the goal that meets your needs

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ADD A GOAL: GOAL WIZARD

SPECIFIED GOAL 1. The selected goal will populated into the comment

• box. You can modify it as

needed 1. Click NEXT to go to the Measurable step

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SET MY GOALS

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ADD A GOAL: GOAL WIZARD

MEASURABLE 1. Write specifically on how the goals will be measured 1. Click NEXT to go to Attainable step

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SET MY GOALS

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ADD A GOAL: GOAL WIZARD

ATTAINABLE 1. Choose YES to confirm the goal is attainable 1. Click NEXT to go to Relevant step

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SET MY GOALS

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ADD A GOAL: GOAL WIZARD

RELEVANT 1. Choose YES to confirm the goal is relevant 1. Click NEXT to go to Time-Bound step

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SET MY GOALS

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ADD A GOAL: GOAL WIZARD

TIME-BOUND 1. Choose specific dates for accomplishing the goal 1. Click NEXT to review your goal

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SET MY GOALS

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ADD A GOAL: GOAL WIZARD

CONFIRM YOUR GOAL 1. Quickly review your goal. You can add more details as needed 1. Click SAVE & CLOSE to go back to your goal page

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SET MY GOALS

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SET MY GOALS: CONFIRM NEW GOAL

CONFIRM NEW GOAL

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SET MY GOALS

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End of System Demo

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OBSERVATION WORKSHEET

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EMPHASIZE TWO WAY COMMUNICATION

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CLARIFY EXPECTATIONS DURING THE CONVERSATION

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CLARIFY EXPECTATIONS DURING THE CONVERSATION

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ROADMAP TO THE RIGHT CONVERSATION

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PREPARE FOR YOUR 1:1

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ADVICE FOR YOUR 1:1

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Update a Goal

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LOGIN Click on Home next to and select Performance from the drop down menu.

UPDATE A GOAL: LOG IN

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SET MY GOALS

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UPDATE A GOAL: FORM

The My Form page provides a snapshot of where you or your team member are in the goal and competencies process.

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SET MY GOALS

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UPDATE A GOAL: STEP PROCESS

After selecting your Goals and Competencies form, below your name you will see a Route Map. ROUTE MAP This is a graphic representation of where you are in the Set My Goals process.

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SET MY GOALS

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UPDATE A GOAL: CHOOSE A GOAL

CHOOSE A GOAL TO MODIFY IN MY GOALS SECTION

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SET MY GOALS

• 1. Click on pencil icon next to the goal to start updating

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UPDATE A GOAL: CHOOSE A COMPETENCY

CHOOSE A COMPETENCY TO MODIFY IN MY COMPETENCIES SECTION

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SET MY GOALS

• 1. Type directly in the comments textbox or you can use Writing Assistant to help you write comments

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You will have the option to use the Writing Assistant WRITING ASSISTANT This option will help you write your comments according to the key action selected.

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UPDATE A GOAL: CHOOSE A COMPETENCY

SET MY GOALS

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UPDATE A GOAL: SAVE CHANGES

SAVE CHANGES AND CLOSE

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SET MY GOALS

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UPDATE A GOAL: BACK TO MY FORM

The My Form page then provides a snapshot about when the form being modified

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SET MY GOALS

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ACTIVITY SCENARIO A, B and C