Goal templates — Program & Portfolio Management — M1

R&D Program & Project Management · Program & Portfolio Management · M1 — Manager (Team Lead)

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 (M1)

Supervises a unit of associate project managers/coordinators, owning meeting cadence, agendas, workflows and the 'single source of truth' for assigned research programs

Specific: Deliver: "Supervises a unit of associate project managers/coordinators, owning meeting cadence, agendas, workflows and the 'single source of truth' for assigned research programs"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Limited scope; resolves routine scheduling, documentation and handoff issues using established practices, escalating anything ambiguous."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M1 — Manager (Team Lead).
Time-bound: ⟨date⟩

JFM responsibility (M1)

Ensures documentation of meeting notes, key decisions and lessons learned is consistently maintained across the team's projects

Specific: Deliver: "Ensures documentation of meeting notes, key decisions and lessons learned is consistently maintained across the team's projects"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Limited scope; resolves routine scheduling, documentation and handoff issues using established practices, escalating anything ambiguous."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M1 — Manager (Team Lead).
Time-bound: ⟨date⟩

JFM responsibility (M1)

Oversees supervised ownership of low/mid complexity projects across assigned client/research accounts, redistributing day-to-day work among unit staff

Specific: Deliver: "Oversees supervised ownership of low/mid complexity projects across assigned client/research accounts, redistributing day-to-day work among unit staff"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Limited scope; resolves routine scheduling, documentation and handoff issues using established practices, escalating anything ambiguous."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M1 — Manager (Team Lead).
Time-bound: ⟨date⟩

JFM responsibility (M1)

Coordinates cross-functional project team meetings, serving as the operational bridge between scientific, computational and business units to ensure seamless handoffs

Specific: Deliver: "Coordinates cross-functional project team meetings, serving as the operational bridge between scientific, computational and business units to ensure seamless handoffs"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Limited scope; resolves routine scheduling, documentation and handoff issues using established practices, escalating anything ambiguous."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M1 — Manager (Team Lead).
Time-bound: ⟨date⟩

JFM responsibility (M1)

Supports financial processes within the unit — estimating work, monitoring budgets and feeding agency financial processes for assigned projects

Specific: Deliver: "Supports financial processes within the unit — estimating work, monitoring budgets and feeding agency financial processes for assigned projects"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Limited scope; resolves routine scheduling, documentation and handoff issues using established practices, escalating anything ambiguous."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M1 — Manager (Team Lead).
Time-bound: ⟨date⟩

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1. Supervises a unit of associate project managers/coordinators, owning meeting cadence, agendas, workflows and the 'single source of truth' for assigned research programs  [source: JFM responsibility (M1)]
   Specific:    Deliver: "Supervises a unit of associate project managers/coordinators, owning meeting cadence, agendas, workflows and the 'single source of truth' for assigned research programs"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Limited scope; resolves routine scheduling, documentation and handoff issues using established practices, escalating anything ambiguous."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M1 — Manager (Team Lead).
   Time-bound:  ⟨date⟩

2. Ensures documentation of meeting notes, key decisions and lessons learned is consistently maintained across the team's projects  [source: JFM responsibility (M1)]
   Specific:    Deliver: "Ensures documentation of meeting notes, key decisions and lessons learned is consistently maintained across the team's projects"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Limited scope; resolves routine scheduling, documentation and handoff issues using established practices, escalating anything ambiguous."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M1 — Manager (Team Lead).
   Time-bound:  ⟨date⟩

3. Oversees supervised ownership of low/mid complexity projects across assigned client/research accounts, redistributing day-to-day work among unit staff  [source: JFM responsibility (M1)]
   Specific:    Deliver: "Oversees supervised ownership of low/mid complexity projects across assigned client/research accounts, redistributing day-to-day work among unit staff"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Limited scope; resolves routine scheduling, documentation and handoff issues using established practices, escalating anything ambiguous."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M1 — Manager (Team Lead).
   Time-bound:  ⟨date⟩

4. Coordinates cross-functional project team meetings, serving as the operational bridge between scientific, computational and business units to ensure seamless handoffs  [source: JFM responsibility (M1)]
   Specific:    Deliver: "Coordinates cross-functional project team meetings, serving as the operational bridge between scientific, computational and business units to ensure seamless handoffs"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Limited scope; resolves routine scheduling, documentation and handoff issues using established practices, escalating anything ambiguous."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M1 — Manager (Team Lead).
   Time-bound:  ⟨date⟩

5. Supports financial processes within the unit — estimating work, monitoring budgets and feeding agency financial processes for assigned projects  [source: JFM responsibility (M1)]
   Specific:    Deliver: "Supports financial processes within the unit — estimating work, monitoring budgets and feeding agency financial processes for assigned projects"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Limited scope; resolves routine scheduling, documentation and handoff issues using established practices, escalating anything ambiguous."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M1 — Manager (Team Lead).
   Time-bound:  ⟨date⟩

OKRs

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

JFM responsibility (M1)

Supervises a unit of associate project managers/coordinators, owning meeting cadence, agendas, workflows and the 'single source of truth' for assigned research programs

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Supervises a unit of associate project managers/coordinators, owning meeting cadence, agendas, workflows and the 'single source of truth' for assigned research programs"
Evidence at this level's scope bar: "A single team" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M1)

Ensures documentation of meeting notes, key decisions and lessons learned is consistently maintained across the team's projects

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Ensures documentation of meeting notes, key decisions and lessons learned is consistently maintained across the team's projects"
Evidence at this level's autonomy bar: "Manages within established goals" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M1)

Oversees supervised ownership of low/mid complexity projects across assigned client/research accounts, redistributing day-to-day work among unit staff

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Oversees supervised ownership of low/mid complexity projects across assigned client/research accounts, redistributing day-to-day work among unit staff"
Evidence at this level's complexity bar: "Day-to-day delivery and people issues" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M1)

Coordinates cross-functional project team meetings, serving as the operational bridge between scientific, computational and business units to ensure seamless handoffs

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Coordinates cross-functional project team meetings, serving as the operational bridge between scientific, computational and business units to ensure seamless handoffs"
Evidence at this level's impact bar: "Team output and health" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M1)

Supports financial processes within the unit — estimating work, monitoring budgets and feeding agency financial processes for assigned projects

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Supports financial processes within the unit — estimating work, monitoring budgets and feeding agency financial processes for assigned projects"
Evidence at this level's decision rights bar: "Owns team execution, hiring input, performance" — ⟨target⟩ by ⟨date⟩

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Objective 1: Supervises a unit of associate project managers/coordinators, owning meeting cadence, agendas, workflows and the 'single source of truth' for assigned research programs  [source: JFM responsibility (M1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Supervises a unit of associate project managers/coordinators, owning meeting cadence, agendas, workflows and the 'single source of truth' for assigned research programs"
  KR2. Evidence at this level's scope bar: "A single team" — ⟨target⟩ by ⟨date⟩

Objective 2: Ensures documentation of meeting notes, key decisions and lessons learned is consistently maintained across the team's projects  [source: JFM responsibility (M1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Ensures documentation of meeting notes, key decisions and lessons learned is consistently maintained across the team's projects"
  KR2. Evidence at this level's autonomy bar: "Manages within established goals" — ⟨target⟩ by ⟨date⟩

Objective 3: Oversees supervised ownership of low/mid complexity projects across assigned client/research accounts, redistributing day-to-day work among unit staff  [source: JFM responsibility (M1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Oversees supervised ownership of low/mid complexity projects across assigned client/research accounts, redistributing day-to-day work among unit staff"
  KR2. Evidence at this level's complexity bar: "Day-to-day delivery and people issues" — ⟨target⟩ by ⟨date⟩

Objective 4: Coordinates cross-functional project team meetings, serving as the operational bridge between scientific, computational and business units to ensure seamless handoffs  [source: JFM responsibility (M1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Coordinates cross-functional project team meetings, serving as the operational bridge between scientific, computational and business units to ensure seamless handoffs"
  KR2. Evidence at this level's impact bar: "Team output and health" — ⟨target⟩ by ⟨date⟩

Objective 5: Supports financial processes within the unit — estimating work, monitoring budgets and feeding agency financial processes for assigned projects  [source: JFM responsibility (M1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Supports financial processes within the unit — estimating work, monitoring budgets and feeding agency financial processes for assigned projects"
  KR2. Evidence at this level's decision rights bar: "Owns team execution, hiring input, performance" — ⟨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
Supervises a unit of associate project managers/coordinators, owning meeting cadence, agendas, workflows and the 'single source of truth' for assigned research programs	Consistent with this level's jfm knowledge-application rubric: "Functional PPM expert applying established practices and templates (single-source-of-truth, meeting governance, budget tracking) to supervise daily operations of a coordination unit."	⟨target⟩	⟨date⟩
Ensures documentation of meeting notes, key decisions and lessons learned is consistently maintained across the team's projects	Consistent with this level's jfm knowledge-application rubric: "Functional PPM expert applying established practices and templates (single-source-of-truth, meeting governance, budget tracking) to supervise daily operations of a coordination unit."	⟨target⟩	⟨date⟩
Oversees supervised ownership of low/mid complexity projects across assigned client/research accounts, redistributing day-to-day work among unit staff	Consistent with this level's jfm knowledge-application rubric: "Functional PPM expert applying established practices and templates (single-source-of-truth, meeting governance, budget tracking) to supervise daily operations of a coordination unit."	⟨target⟩	⟨date⟩
Coordinates cross-functional project team meetings, serving as the operational bridge between scientific, computational and business units to ensure seamless handoffs	Consistent with this level's jfm knowledge-application rubric: "Functional PPM expert applying established practices and templates (single-source-of-truth, meeting governance, budget tracking) to supervise daily operations of a coordination unit."	⟨target⟩	⟨date⟩
Supports financial processes within the unit — estimating work, monitoring budgets and feeding agency financial processes for assigned projects	Consistent with this level's jfm knowledge-application rubric: "Functional PPM expert applying established practices and templates (single-source-of-truth, meeting governance, budget tracking) to supervise daily operations of a coordination unit."	⟨target⟩	⟨date⟩

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1. Area: Supervises a unit of associate project managers/coordinators, owning meeting cadence, agendas, workflows and the 'single source of truth' for assigned research programs  [source: JFM responsibility (M1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Functional PPM expert applying established practices and templates (single-source-of-truth, meeting governance, budget tracking) to supervise daily operations of a coordination unit."
   Target:   ⟨target⟩   Due: ⟨date⟩

2. Area: Ensures documentation of meeting notes, key decisions and lessons learned is consistently maintained across the team's projects  [source: JFM responsibility (M1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Functional PPM expert applying established practices and templates (single-source-of-truth, meeting governance, budget tracking) to supervise daily operations of a coordination unit."
   Target:   ⟨target⟩   Due: ⟨date⟩

3. Area: Oversees supervised ownership of low/mid complexity projects across assigned client/research accounts, redistributing day-to-day work among unit staff  [source: JFM responsibility (M1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Functional PPM expert applying established practices and templates (single-source-of-truth, meeting governance, budget tracking) to supervise daily operations of a coordination unit."
   Target:   ⟨target⟩   Due: ⟨date⟩

4. Area: Coordinates cross-functional project team meetings, serving as the operational bridge between scientific, computational and business units to ensure seamless handoffs  [source: JFM responsibility (M1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Functional PPM expert applying established practices and templates (single-source-of-truth, meeting governance, budget tracking) to supervise daily operations of a coordination unit."
   Target:   ⟨target⟩   Due: ⟨date⟩

5. Area: Supports financial processes within the unit — estimating work, monitoring budgets and feeding agency financial processes for assigned projects  [source: JFM responsibility (M1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Functional PPM expert applying established practices and templates (single-source-of-truth, meeting governance, budget tracking) to supervise daily operations of a coordination unit."
   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

"Supervises a unit of associate project managers/coordinators, owning meeting cadence, agendas, workflows and the 'single source of truth' for assigned research programs"→ ⟨target⟩ by ⟨date⟩
"Ensures documentation of meeting notes, key decisions and lessons learned is consistently maintained across the team's projects"→ ⟨target⟩ by ⟨date⟩
"Oversees supervised ownership of low/mid complexity projects across assigned client/research accounts, redistributing day-to-day work among unit staff"→ ⟨target⟩ by ⟨date⟩
"Coordinates cross-functional project team meetings, serving as the operational bridge between scientific, computational and business units to ensure seamless handoffs"→ ⟨target⟩ by ⟨date⟩
"Supports financial processes within the unit — estimating work, monitoring budgets and feeding agency financial processes for assigned projects"→ ⟨target⟩ by ⟨date⟩

Role calibration

Meets the scope bar: "A single team"→ ⟨target⟩ by ⟨date⟩
Meets the autonomy bar: "Manages within established goals"→ ⟨target⟩ by ⟨date⟩
Meets the complexity bar: "Day-to-day delivery and people issues"→ ⟨target⟩ by ⟨date⟩
Meets the impact bar: "Team output and health"→ ⟨target⟩ by ⟨date⟩
Meets the decision rights bar: "Owns team execution, hiring input, performance"→ ⟨target⟩ by ⟨date⟩
Meets the leadership bar: "Direct people management of one team"→ ⟨target⟩ by ⟨date⟩

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Internal process
  - "Supervises a unit of associate project managers/coordinators, owning meeting cadence, agendas, workflows and the 'single source of truth' for assigned research programs"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M1)]
  - "Ensures documentation of meeting notes, key decisions and lessons learned is consistently maintained across the team's projects"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M1)]
  - "Oversees supervised ownership of low/mid complexity projects across assigned client/research accounts, redistributing day-to-day work among unit staff"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M1)]
  - "Coordinates cross-functional project team meetings, serving as the operational bridge between scientific, computational and business units to ensure seamless handoffs"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M1)]
  - "Supports financial processes within the unit — estimating work, monitoring budgets and feeding agency financial processes for assigned projects"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M1)]

Role calibration
  - Meets the scope bar: "A single team"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Scope)]
  - Meets the autonomy bar: "Manages within established goals"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Autonomy)]
  - Meets the complexity bar: "Day-to-day delivery and people issues"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Complexity)]
  - Meets the impact bar: "Team output and health"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Impact)]
  - Meets the decision rights bar: "Owns team execution, hiring input, performance"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Decision rights)]
  - Meets the leadership bar: "Direct people management of one team"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Leadership)]