Objectives Analysis

The Objectives Analysis page provides a central overview of staff objectives and their progress throughout the performance management cycle.

You can monitor progress against objectives, identify where additional support may be needed, and download the Objectives by Reviewee Report and Objectives Update Log Report for further analysis.
 

Quick Steps

  1. Navigate to Perf Mgmt.
  2. Select Analysis > Objectives > View Analysis.
  3. Use the available filters to find the Objectives you require.
  4. Click on an Objective's name to begin editing.
  5. Utilise the Exports to analyse Objectives across your school.

Need More Detailed Help?

Navigate to Perf Mgmt > Analysis > Objectives > View Analysis.

Performance objectives .png

The Objectives Analysis page displays all staff members who currently have an Objective assigned to them. For each Objective, you can see:

  • The Objective's Reference

  • RAG Rating and Priority

  • Title

  • Who is Responsible/Monitoring

  • Deadline and Last Updated

  • Status and Description

Objective Reports

Your Objective reports are available for download in the top-right corner of the Objectives analysis page.

Objectives Exports.png

Objectives For Each Reviewee

This report will give a live breakdown of each objective and its current status. This is useful as it means you can see an overview of which staff in your school are up to date with their performance review objectives and who might need some assistance.

Please note that only the headteacher or a user with the Performance Management Moderator permission can access this report.

To download the report, click on Export Per Reviewee via the Objectives Analysis page, then select Academic Year, and click Download PDF.

Objectives Update Log

The headteacher or a user with the Performance Management Moderator permission can access this report by clicking on Update Log via the Objectives Analysis page and selecting your date range.

This will download a .PDF document to your PC. Once opened, it will give you a breakdown of 3 sections (Inactive Objectives, Objectives Not Updated Within Specified Dates and Objectives Updated Within Specified Dates).

Once a review has been agreed, this report will keep track of when an objective was last updated, either by the reviewee or reviewer.  For an objective to be classed as 'updated', information must be typed into any of the boxes on the objective and saved.  Once saved, it will update the Last Updated column on the PDF.

If a staff member has not updated an objective for a long time, it will appear under the Objectives Not Updated Within Specified Dates section.  You may want to chat with the reviewer or reviewee that appears under this section, as they may not be keeping track of their objectives.

You will need to download this report periodically.  As it is a static report, the information won't update automatically based on when objectives are updated on Perspective.