Objective Setting Form

Agree clear SMART objectives with measures, milestones, support and review dates – with worked examples and a change log.

Editable Word document
7
10pages
Guidance notes included
aml consultancy solutions

People & HR

Objective Setting Form

About this document

What it’s for

A form for agreeing an employee’s objectives for the review year, with guidance on writing SMART objectives, before-and-after examples, space for up to five objectives and a log for recording agreed changes during the year.

When to use it

  • At the start of each review year
  • When someone joins, changes role or returns from long leave
  • When priorities change significantly part-way through the year

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Part 1 – Writing good objectives
  • Examples – from weak to SMART
  • Part 3 – Objectives
  • Objective 1
  • Objective 2
  • Objective 3
  • Objective 4
  • Objective 5
  • Development objective
  • Review dates
  • Part 5 – Agreement

How to complete it

  • Read the SMART guidance and examples together
  • Agree three to six objectives with measures and support
  • Set review dates and record any later changes in Part 4
  • Both sign; the employee keeps a copy

Key points to check

  • Pro-rata or adjust targets for part-time work and agreed adjustments
  • Objectives should be agreed, not simply imposed
  • Link each objective to a business or team priority

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

People & HR

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

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