MY HR BALANCE

03 · Leader

Performance & Goals Toolkit

Set credible goals, score results consistently, and produce defensible performance ratings.

Plan OKRs and KPIs, document baselines, targets, and data sources, then run mid-cycle and end-cycle reviews with consistent weighted scoring.

What is included

Performance & goals

  1. 01

    Editable OKR Planning Template with baseline, target, data-source, mid-cycle, and end-cycle sections

  2. 02

    Excel Performance Calculation Workbook with weighted scoring, achievement caps, higher/lower-is-better logic, rating bands, employee summary, and weight checks

  3. 03

    Practical OKR/KPI guide

Use and licence

Single-buyer licence for use within one organisation. Resale and public redistribution are not included.