← Business Development / Corporate Strategy — M2

Goal templates — Business Development / Corporate Strategy — M2

Business Development / Corporate Strategy · Business Development / Corporate Strategy · M2 — Manager II

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.

SMART goals

One row per canon core output / responsibility this level owns.

JFM responsibility (M2)

Manages a skilled team of analysts/associates and serves as liaison between senior leadership and the operations team on strategic projects

Specific: Deliver: "Manages a skilled team of analysts/associates and serves as liaison between senior leadership and the operations team on strategic projects"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment within known factors to keep projects on track; adapts established approaches to project-specific situations."
Relevant: Advances the Business Development / Corporate Strategy · Business Development / Corporate Strategy mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

JFM responsibility (M2)

Owns tactical execution of specific strategic projects from conception through implementation, ensuring milestones and quality bars are met

Specific: Deliver: "Owns tactical execution of specific strategic projects from conception through implementation, ensuring milestones and quality bars are met"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment within known factors to keep projects on track; adapts established approaches to project-specific situations."
Relevant: Advances the Business Development / Corporate Strategy · Business Development / Corporate Strategy mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

JFM responsibility (M2)

Coordinates cross-functional contributors to complete market and business assessments supporting acquisition opportunity evaluation

Specific: Deliver: "Coordinates cross-functional contributors to complete market and business assessments supporting acquisition opportunity evaluation"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment within known factors to keep projects on track; adapts established approaches to project-specific situations."
Relevant: Advances the Business Development / Corporate Strategy · Business Development / Corporate Strategy mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

JFM responsibility (M2)

Oversees preparation of detailed financial models, valuations and proposals drafted for senior leadership review

Specific: Deliver: "Oversees preparation of detailed financial models, valuations and proposals drafted for senior leadership review"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment within known factors to keep projects on track; adapts established approaches to project-specific situations."
Relevant: Advances the Business Development / Corporate Strategy · Business Development / Corporate Strategy mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

JFM responsibility (M2)

Facilitates strategy working sessions and ensures research insights are translated into actionable recommendations for review by management

Specific: Deliver: "Facilitates strategy working sessions and ensures research insights are translated into actionable recommendations for review by management"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment within known factors to keep projects on track; adapts established approaches to project-specific situations."
Relevant: Advances the Business Development / Corporate Strategy · Business Development / Corporate Strategy mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

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1. Manages a skilled team of analysts/associates and serves as liaison between senior leadership and the operations team on strategic projects  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Manages a skilled team of analysts/associates and serves as liaison between senior leadership and the operations team on strategic projects"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment within known factors to keep projects on track; adapts established approaches to project-specific situations."
   Relevant:    Advances the Business Development / Corporate Strategy · Business Development / Corporate Strategy mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

2. Owns tactical execution of specific strategic projects from conception through implementation, ensuring milestones and quality bars are met  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Owns tactical execution of specific strategic projects from conception through implementation, ensuring milestones and quality bars are met"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment within known factors to keep projects on track; adapts established approaches to project-specific situations."
   Relevant:    Advances the Business Development / Corporate Strategy · Business Development / Corporate Strategy mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

3. Coordinates cross-functional contributors to complete market and business assessments supporting acquisition opportunity evaluation  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Coordinates cross-functional contributors to complete market and business assessments supporting acquisition opportunity evaluation"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment within known factors to keep projects on track; adapts established approaches to project-specific situations."
   Relevant:    Advances the Business Development / Corporate Strategy · Business Development / Corporate Strategy mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

4. Oversees preparation of detailed financial models, valuations and proposals drafted for senior leadership review  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Oversees preparation of detailed financial models, valuations and proposals drafted for senior leadership review"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment within known factors to keep projects on track; adapts established approaches to project-specific situations."
   Relevant:    Advances the Business Development / Corporate Strategy · Business Development / Corporate Strategy mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

5. Facilitates strategy working sessions and ensures research insights are translated into actionable recommendations for review by management  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Facilitates strategy working sessions and ensures research insights are translated into actionable recommendations for review by management"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Exercises judgment within known factors to keep projects on track; adapts established approaches to project-specific situations."
   Relevant:    Advances the Business Development / Corporate Strategy · Business Development / Corporate Strategy mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

OKRs

Objectives from this level's core outputs; key results only where a real dimension or capability backs them.

JFM responsibility (M2)

Manages a skilled team of analysts/associates and serves as liaison between senior leadership and the operations team on strategic projects

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Manages a skilled team of analysts/associates and serves as liaison between senior leadership and the operations team on strategic projects"
Evidence at this level's scope bar: "An established team or sub-function" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Owns tactical execution of specific strategic projects from conception through implementation, ensuring milestones and quality bars are met

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Owns tactical execution of specific strategic projects from conception through implementation, ensuring milestones and quality bars are met"
Evidence at this level's autonomy bar: "Owns planning for the group" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Coordinates cross-functional contributors to complete market and business assessments supporting acquisition opportunity evaluation

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Coordinates cross-functional contributors to complete market and business assessments supporting acquisition opportunity evaluation"
Evidence at this level's complexity bar: "Cross-project coordination and priorities" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Oversees preparation of detailed financial models, valuations and proposals drafted for senior leadership review

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Oversees preparation of detailed financial models, valuations and proposals drafted for senior leadership review"
Evidence at this level's impact bar: "Group delivery and development" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Facilitates strategy working sessions and ensures research insights are translated into actionable recommendations for review by management

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Facilitates strategy working sessions and ensures research insights are translated into actionable recommendations for review by management"
Evidence at this level's decision rights bar: "Owns staffing, priorities, performance for the group" — ⟨target⟩ by ⟨date⟩

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Objective 1: Manages a skilled team of analysts/associates and serves as liaison between senior leadership and the operations team on strategic projects  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Manages a skilled team of analysts/associates and serves as liaison between senior leadership and the operations team on strategic projects"
  KR2. Evidence at this level's scope bar: "An established team or sub-function" — ⟨target⟩ by ⟨date⟩

Objective 2: Owns tactical execution of specific strategic projects from conception through implementation, ensuring milestones and quality bars are met  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Owns tactical execution of specific strategic projects from conception through implementation, ensuring milestones and quality bars are met"
  KR2. Evidence at this level's autonomy bar: "Owns planning for the group" — ⟨target⟩ by ⟨date⟩

Objective 3: Coordinates cross-functional contributors to complete market and business assessments supporting acquisition opportunity evaluation  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Coordinates cross-functional contributors to complete market and business assessments supporting acquisition opportunity evaluation"
  KR2. Evidence at this level's complexity bar: "Cross-project coordination and priorities" — ⟨target⟩ by ⟨date⟩

Objective 4: Oversees preparation of detailed financial models, valuations and proposals drafted for senior leadership review  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Oversees preparation of detailed financial models, valuations and proposals drafted for senior leadership review"
  KR2. Evidence at this level's impact bar: "Group delivery and development" — ⟨target⟩ by ⟨date⟩

Objective 5: Facilitates strategy working sessions and ensures research insights are translated into actionable recommendations for review by management  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Facilitates strategy working sessions and ensures research insights are translated into actionable recommendations for review by management"
  KR2. Evidence at this level's decision rights bar: "Owns staffing, priorities, performance for the group" — ⟨target⟩ by ⟨date⟩

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
Manages a skilled team of analysts/associates and serves as liaison between senior leadership and the operations team on strategic projects	Consistent with this level's jfm knowledge-application rubric: "Applies deeper specialist knowledge to lead a skilled team and own tactical outcomes on defined strategic and M&A projects."	⟨target⟩	⟨date⟩
Owns tactical execution of specific strategic projects from conception through implementation, ensuring milestones and quality bars are met	Consistent with this level's jfm knowledge-application rubric: "Applies deeper specialist knowledge to lead a skilled team and own tactical outcomes on defined strategic and M&A projects."	⟨target⟩	⟨date⟩
Coordinates cross-functional contributors to complete market and business assessments supporting acquisition opportunity evaluation	Consistent with this level's jfm knowledge-application rubric: "Applies deeper specialist knowledge to lead a skilled team and own tactical outcomes on defined strategic and M&A projects."	⟨target⟩	⟨date⟩
Oversees preparation of detailed financial models, valuations and proposals drafted for senior leadership review	Consistent with this level's jfm knowledge-application rubric: "Applies deeper specialist knowledge to lead a skilled team and own tactical outcomes on defined strategic and M&A projects."	⟨target⟩	⟨date⟩
Facilitates strategy working sessions and ensures research insights are translated into actionable recommendations for review by management	Consistent with this level's jfm knowledge-application rubric: "Applies deeper specialist knowledge to lead a skilled team and own tactical outcomes on defined strategic and M&A projects."	⟨target⟩	⟨date⟩

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1. Area: Manages a skilled team of analysts/associates and serves as liaison between senior leadership and the operations team on strategic projects  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper specialist knowledge to lead a skilled team and own tactical outcomes on defined strategic and M&A projects."
   Target:   ⟨target⟩   Due: ⟨date⟩

2. Area: Owns tactical execution of specific strategic projects from conception through implementation, ensuring milestones and quality bars are met  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper specialist knowledge to lead a skilled team and own tactical outcomes on defined strategic and M&A projects."
   Target:   ⟨target⟩   Due: ⟨date⟩

3. Area: Coordinates cross-functional contributors to complete market and business assessments supporting acquisition opportunity evaluation  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper specialist knowledge to lead a skilled team and own tactical outcomes on defined strategic and M&A projects."
   Target:   ⟨target⟩   Due: ⟨date⟩

4. Area: Oversees preparation of detailed financial models, valuations and proposals drafted for senior leadership review  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper specialist knowledge to lead a skilled team and own tactical outcomes on defined strategic and M&A projects."
   Target:   ⟨target⟩   Due: ⟨date⟩

5. Area: Facilitates strategy working sessions and ensures research insights are translated into actionable recommendations for review by management  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper specialist knowledge to lead a skilled team and own tactical outcomes on defined strategic and M&A projects."
   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.

Internal process

"Manages a skilled team of analysts/associates and serves as liaison between senior leadership and the operations team on strategic projects"→ ⟨target⟩ by ⟨date⟩
"Owns tactical execution of specific strategic projects from conception through implementation, ensuring milestones and quality bars are met"→ ⟨target⟩ by ⟨date⟩
"Coordinates cross-functional contributors to complete market and business assessments supporting acquisition opportunity evaluation"→ ⟨target⟩ by ⟨date⟩
"Oversees preparation of detailed financial models, valuations and proposals drafted for senior leadership review"→ ⟨target⟩ by ⟨date⟩
"Facilitates strategy working sessions and ensures research insights are translated into actionable recommendations for review by management"→ ⟨target⟩ by ⟨date⟩

Role calibration

Meets the scope bar: "An established team or sub-function"→ ⟨target⟩ by ⟨date⟩
Meets the autonomy bar: "Owns planning for the group"→ ⟨target⟩ by ⟨date⟩
Meets the complexity bar: "Cross-project coordination and priorities"→ ⟨target⟩ by ⟨date⟩
Meets the impact bar: "Group delivery and development"→ ⟨target⟩ by ⟨date⟩
Meets the decision rights bar: "Owns staffing, priorities, performance for the group"→ ⟨target⟩ by ⟨date⟩
Meets the leadership bar: "Manages a team; sometimes manages leads"→ ⟨target⟩ by ⟨date⟩

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Internal process
  - "Manages a skilled team of analysts/associates and serves as liaison between senior leadership and the operations team on strategic projects"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Owns tactical execution of specific strategic projects from conception through implementation, ensuring milestones and quality bars are met"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Coordinates cross-functional contributors to complete market and business assessments supporting acquisition opportunity evaluation"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Oversees preparation of detailed financial models, valuations and proposals drafted for senior leadership review"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Facilitates strategy working sessions and ensures research insights are translated into actionable recommendations for review by management"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]

Role calibration
  - Meets the scope bar: "An established team or sub-function"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Scope)]
  - Meets the autonomy bar: "Owns planning for the group"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Autonomy)]
  - Meets the complexity bar: "Cross-project coordination and priorities"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Complexity)]
  - Meets the impact bar: "Group delivery and development"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Impact)]
  - Meets the decision rights bar: "Owns staffing, priorities, performance for the group"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Decision rights)]
  - Meets the leadership bar: "Manages a team; sometimes manages leads"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Leadership)]