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Tips & Tricks Tuesday: Managing objectives for a periodic review

Tuesday, August 21, 2012 by Andrew Conkling

When preparing for a performance review, it can often be difficult to summarize what you've worked on over the last quarter or, worse, the last year. This week's tip, shared by dogrover, outlines how to keep track easily so you have a ready list each time you are preparing for a review.

My current employer uses a quarterly system of objectives to track how everyone does throught the year. Every three months, we review our current set of goals, and get a new batch. Some of these repeat, others don't. The whole system, rather originally, is called "Management By Objectives" or "MBO" for short.

My problem is that some of these tasks really do take three months (or longer) to complete. Worse, I need to report on everything twice: once each quarter, and again at the end of the year. I'd also like to know what worked (and didn't) work during past years.

How to keep track of all those quarterly objectives? Here's my system. It took about a year to refine. It's fairly low maintenance, and pays off best at annual review time.

Read the full post for all the details about the setup.

Thanks for sharing this tip, dogrover! You're our Tips & Tricks Tuesday winner this week.

Do you have a suggestion for our weekly Tips & Tricks post? Got an interesting set-up or idea? Head over to the Tips & Tricks forum, add a new topic, and let us know how you use Remember The Milk. Each week we'll give away a 1 year Pro account to the user whose idea inspires the Tips & Tricks Tuesday blog post for that week.

Posted in: Tips & Tricks