Purpose
This template standardizes how employees and managers define, track, and evaluate goals. It aligns individual contributions with organizational strategy and ensures measurable performance.
Template Structure
| Objective (O) | Key Result Area (KRA) / Key Result (KR) | KPI / Measurement | Weightage (%) | Target | Timeline | Employee Self-Rating | Manager Rating | Final Status (Achieved/Not Achieved/Partial) | Comments |
| Deliver high-quality software projects | Ensure 95% on-time project delivery | % of projects delivered on/before deadline | 25% | ≥95% | FY Q1–Q4 | ||||
| Improve client satisfaction | Achieve positive CSAT score | Avg. CSAT rating from client surveys | 20% | ≥4.5/5 | FY Q1–Q4 | ||||
| Build team capability | Conduct technical training sessions | # of sessions delivered | 15% | 4 per year | FY Q2–Q4 | ||||
| Enhance code quality | Reduce defects in UAT/production | Defect density (%) | 20% | <1% | FY Q1–Q4 | ||||
| Demonstrate organizational values | Collaboration & culture fit | 360° feedback & manager evaluation | 20% | Meets/Exceeds expectations | FY Q1–Q4 |
How to Use
- Objectives (O): Broad goals aligned with business priorities.
- KRAs/KRs: Specific measurable results under each objective.
- KPI/Measurement: The metric by which success will be judged.
- Weightage: Assign importance to each goal; must total 100%.
- Target: Define the expected outcome (numerical or qualitative).
- Timeline: Period (quarterly/annual).
- Employee Self-Rating: Completed by employee at review.
- Manager Rating: Completed by manager with evidence.
- Final Status: Marked as Achieved, Not Achieved, or Partial.
- Comments: For contextual feedback and development notes.
Example (for a Sales Executive Role)
| Objective (O) | KRA / KR | KPI / Measurement | Weightage (%) | Target | Timeline | Employee Self-Rating | Manager Rating | Final Status | Comments |
| Increase revenue | Generate qualified leads | # of SQLs generated | 30% | 40 SQLs per quarter | Q1 | ||||
| Improve closures | Convert SQLs to deals | Win ratio (%) | 30% | ≥25% | Q1–Q2 | ||||
| Strengthen client relationships | Achieve repeat client revenue | % of revenue from repeat clients | 20% | ≥20% of total revenue | Annual | ||||
| Team collaboration | Support marketing alignment | Participation in campaigns | 10% | 3 joint campaigns | Q1–Q4 | ||||
| Organizational values | Uphold culture & ethics | Manager assessment | 10% | Meets expectations | Annual |