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OBJECTIVE PLANNING PROCEDURE

Example Only. This document should be customized to reflect the nature of your organisation, the
legislative and regulatory framework it operates within, and the purpose and scope to which you use the
Qudos software. Seek professional advice.

PURPOSE

Measurable objectives are set to prioritise our activities, and focus our attention on items considered to be of
maximum importance to achieve:

Legislative and regulatory compliance

Customer satisfaction
Expectations of shareholders, employees and other stakeholders

These objectives are key factors in decisions relating to resource allocation, methods and actions taken throughout
our organisation.

SCOPE

This procedure documents our business rules for:

Setting objectives
Planning, recording and tracking actions
Reviewing achievement

This procedure applies to corporate objectives and those cascaded down to various levels throughout the
organisation. It applies to objectives set for all business units on any topic. It specifically excludes personal
objectives set for individual development. These are addressed in accordance with the Individual Development
procedure.

REFERENCES

QUALITY - ISO 9001:2000 - Clause 5.4.1 QUALITY OBJECTIVES

ENVIRONMENT - ISO 14001:2004 - Clause 4.3.3 OBJECTIVES, TARGETS AND PROGRAMME(S)
HEALTH & SAFETY - AS/NZS 4801:2001 - Clause 4.3.3 OBJECTIVES & TARGETS
HEALTH & SAFETY - OHSAS 18001:2007 - Clause 4.3.3 OBJECTIVES & PROGRAMME(S)
FOOD SAFETY - ISO 22000:2005 - Clause 5.2 FOOD SAFETY POLICY
INFORMATION SECURITY - ISO 27001:2005 - Clause 5.1 MANAGEMENT COMMITMENT
AUTOMOTIVE QUALITY - ISO/TS 16949:2002 - Clause 5.4.1 QUALITY OBJECTIVES
[ Click here and list relevant policies]
Corrective action procedure
Preventive action procedure
Individual Development procedure
[ Click here and list relevant procedures]

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RESPONSIBILITY
[ Click here and type job title ]
[ Click here and type job title ]
[ Click here and type job title ]

Overall responsibility for corporate objective planning

Setting objectives for business units
Setting objectives for teams

ACTION / METHOD

Software
All planned objectives are recorded using the Qudos / Objectives module. Actions planned and taken to achieve
objectives are recorded on Action forms. The following steps in this procedure assume a basic working knowledge
of that application. For guidance on using the application in general or in any particular step, refer to its Help file
and training presentations.

The Cascade principle

Corporate objectives will often be achieved by the combined achievement of numerous contributory objectives.

Corporate

Business unit

Team

Business unit

Team

Team

Business unit

Team

Team

Team

Fig. 1
The person responsible for planning an objective will check that objectives set at lower levels are complementary
and contribute to their objective. This check will be recorded in the relevant Action form.

Planning Objectives
Objectives may be set at formal management review and business planning meetings and also in the event of:

Existing objective being achieved

Time-expiry of previous objective
New opportunity being presented
Cause for concern

The Objective form is used to generate each objective. The planner will complete at least the following sections:

Category
Date created
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Summary or title
Application (location and business unit)
Reason(s) for setting the objective
Detail
(Optional) Attach relevant documents providing guidance or further information

The Planner will generate an Action form to flag and assign responsibility for actions necessary to achieve the
objective (refer to Action procedures for further details).
In order to prioritise the objective, values will be entered for its importance in terms of the listed drivers. For
guidance, see the section on Driver values below. The software will automatically total the values entered. Note:
The Objectives Register may be sorted on the basis of total driver scores.
The Planner will lock the Objective form to prevent unauthorised changes being made to it.

Recording progress / status

Actions planned and taken regarding the objective will be entered in the associated Objective and any related
Action forms generated from it.
The Planner will record the level of completion on the Objective form using the spin button for % Complete. Our
business rules for indicating progress are described in the section on Completion % values below. When the
objective has been achieved, the Planner may indicate the fact using the Achieved radio button in the Status
area, and entering the completion date.
In some cases, authority may be given not to proceed with the objective. Such authority may only be given in
writing by the [ Click here and type job title ]. In this event, the planner may indicate the situation using the Parked
radio button in the Status area.

Driver values
The following table describes the drivers for our objectives:
(Note: some examples are included based on Kaplan and Nortons Balanced Scorecard.
These are to be modified to suit)
Driver
Financial
Customer

Business Process
Learning and growth

Description
The extent to which owner / shareholder
value is affected
The extent to which customer satisfaction
is affected, or current / potential
customers have expressed a need or
expectation
The extent to which the efficiency or
effectiveness of business processes is
affected
The extent to which training, knowledge,
and cultural attitudes are affected for
individual and organisational improvement

Each driver is assessed and valued in accordance with the following table:
(Note: some examples are included. These are to be modified to suit)
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Value
1-2
3-4
5-6
7-8
9-10

Definition
Irrelevant
Not very important
Moderately important
Very important
Crucial

Completion % values
The following tables are provided for guidance:
(Note: some examples are included. These are to be modified to suit)
%
Description
0
Planning not yet started
20
Action planned
40
Action planned and in progress
60
Action substantially complete
80
Action completed or almost completed
100
Objective achieved all documentation completed

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