Goal templates — Senior BI Analyst / BI Architect

Business Intelligence (BI) Analyst · General · P5 — Expert Professional

These are canon-derived frames, not advice: every line is either verbatim JobFrame canon text or a fixed template wrapping it. ⟨target⟩ / ⟨baseline⟩ / ⟨date⟩ are placeholders for the manager to fill in. Nothing here is generated by AI — rows are omitted, never invented, when the canon lacks the underlying field.

MBO areas

Key result areas from this level's responsibilities, each with a standard grounded in the canon leveling rubric where one exists.

Area	Standard	Target	Due
Ensure BI solutions are widely used	Consistent with this level's decision rights: "Authority over a technical domain"	⟨target⟩	⟨date⟩
Set reporting standards	Consistent with this level's decision rights: "Authority over a technical domain"	⟨target⟩	⟨date⟩
Lead BI projects and initiatives	Consistent with this level's decision rights: "Authority over a technical domain"	⟨target⟩	⟨date⟩
Design and implement scalable BI architectures	Consistent with this level's decision rights: "Authority over a technical domain"	⟨target⟩	⟨date⟩
Mentor junior analysts	Consistent with this level's decision rights: "Authority over a technical domain"	⟨target⟩	⟨date⟩
Drive BI innovation and adoption	Consistent with this level's decision rights: "Authority over a technical domain"	⟨target⟩	⟨date⟩
Collaborate with IT for infrastructure improvements	Consistent with this level's decision rights: "Authority over a technical domain"	⟨target⟩	⟨date⟩
Develop and enforce data governance policies	Consistent with this level's decision rights: "Authority over a technical domain"	⟨target⟩	⟨date⟩

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1. Area: Ensure BI solutions are widely used  [source: responsibility (component)]
   Standard: Consistent with this level's decision rights: "Authority over a technical domain"
   Target:   ⟨target⟩   Due: ⟨date⟩

2. Area: Set reporting standards  [source: responsibility (component)]
   Standard: Consistent with this level's decision rights: "Authority over a technical domain"
   Target:   ⟨target⟩   Due: ⟨date⟩

3. Area: Lead BI projects and initiatives  [source: responsibility (component)]
   Standard: Consistent with this level's decision rights: "Authority over a technical domain"
   Target:   ⟨target⟩   Due: ⟨date⟩

4. Area: Design and implement scalable BI architectures  [source: responsibility (component)]
   Standard: Consistent with this level's decision rights: "Authority over a technical domain"
   Target:   ⟨target⟩   Due: ⟨date⟩

5. Area: Mentor junior analysts  [source: responsibility (component)]
   Standard: Consistent with this level's decision rights: "Authority over a technical domain"
   Target:   ⟨target⟩   Due: ⟨date⟩

6. Area: Drive BI innovation and adoption  [source: responsibility (component)]
   Standard: Consistent with this level's decision rights: "Authority over a technical domain"
   Target:   ⟨target⟩   Due: ⟨date⟩

7. Area: Collaborate with IT for infrastructure improvements  [source: responsibility (component)]
   Standard: Consistent with this level's decision rights: "Authority over a technical domain"
   Target:   ⟨target⟩   Due: ⟨date⟩

8. Area: Develop and enforce data governance policies  [source: responsibility (component)]
   Standard: Consistent with this level's decision rights: "Authority over a technical domain"
   Target:   ⟨target⟩   Due: ⟨date⟩

Scorecard

Only perspectives with real canon backing are shown — no Financial or Customer perspective, since nothing in the canon grounds business-financial or customer measures for a role alone.

Learning & growth

Proficiency: "Reading Comprehension"→ ⟨target⟩ by ⟨date⟩
Proficiency: "Active Listening"→ ⟨target⟩ by ⟨date⟩
Proficiency: "Speaking"→ ⟨target⟩ by ⟨date⟩
Proficiency: "Critical Thinking"→ ⟨target⟩ by ⟨date⟩
Proficiency: "Active Learning"→ ⟨target⟩ by ⟨date⟩
Proficiency: "Writing"→ ⟨target⟩ by ⟨date⟩

Role calibration

Meets the scope bar: "Multiple systems or a technical domain"→ ⟨target⟩ by ⟨date⟩
Meets the autonomy bar: "Sets direction within the domain"→ ⟨target⟩ by ⟨date⟩
Meets the complexity bar: "Novel, high-ambiguity problems; establishes the approach"→ ⟨target⟩ by ⟨date⟩
Meets the impact bar: "Org / multi-team outcomes"→ ⟨target⟩ by ⟨date⟩
Meets the decision rights bar: "Authority over a technical domain"→ ⟨target⟩ by ⟨date⟩
Meets the leadership bar: "Leads cross-team technical initiatives"→ ⟨target⟩ by ⟨date⟩

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Learning & growth
  - Proficiency: "Reading Comprehension"  →  ⟨target⟩ by ⟨date⟩   [source: O*NET skill (MF-118 KSA)]
  - Proficiency: "Active Listening"  →  ⟨target⟩ by ⟨date⟩   [source: O*NET skill (MF-118 KSA)]
  - Proficiency: "Speaking"  →  ⟨target⟩ by ⟨date⟩   [source: O*NET skill (MF-118 KSA)]
  - Proficiency: "Critical Thinking"  →  ⟨target⟩ by ⟨date⟩   [source: O*NET skill (MF-118 KSA)]
  - Proficiency: "Active Learning"  →  ⟨target⟩ by ⟨date⟩   [source: O*NET skill (MF-118 KSA)]
  - Proficiency: "Writing"  →  ⟨target⟩ by ⟨date⟩   [source: O*NET skill (MF-118 KSA)]

Role calibration
  - Meets the scope bar: "Multiple systems or a technical domain"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Scope)]
  - Meets the autonomy bar: "Sets direction within the domain"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Autonomy)]
  - Meets the complexity bar: "Novel, high-ambiguity problems; establishes the approach"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Complexity)]
  - Meets the impact bar: "Org / multi-team outcomes"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Impact)]
  - Meets the decision rights bar: "Authority over a technical domain"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Decision rights)]
  - Meets the leadership bar: "Leads cross-team technical initiatives"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Leadership)]