Goal templates — Program & Portfolio Management — M2

R&D Program & Project Management · Program & Portfolio Management · 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)

Leads a skilled team of project managers (or junior managers) owning tactical execution of a defined set of research programs end-to-end

Specific: Deliver: "Leads a skilled team of project managers (or junior managers) owning tactical execution of a defined set of research programs end-to-end"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Resolves issues within known parameters; identifies and mitigates project risks and decides what needs escalation to management or the Governance Board."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

JFM responsibility (M2)

Drives and manages timelines across the team's portfolio, proactively identifying issues and generating solutions with reduced oversight

Specific: Deliver: "Drives and manages timelines across the team's portfolio, proactively identifying issues and generating solutions with reduced oversight"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Resolves issues within known parameters; identifies and mitigates project risks and decides what needs escalation to management or the Governance Board."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

JFM responsibility (M2)

Owns risk and issue management for assigned programs — mitigating, preventing and resolving risks, and escalating items needing management or Governance Board resolution

Specific: Deliver: "Owns risk and issue management for assigned programs — mitigating, preventing and resolving risks, and escalating items needing management or Governance Board resolution"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Resolves issues within known parameters; identifies and mitigates project risks and decides what needs escalation to management or the Governance Board."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

JFM responsibility (M2)

Monitors and records progress of the team's portfolio against milestones and forecasts, and periodically reports status to management

Specific: Deliver: "Monitors and records progress of the team's portfolio against milestones and forecasts, and periodically reports status to management"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Resolves issues within known parameters; identifies and mitigates project risks and decides what needs escalation to management or the Governance Board."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

JFM responsibility (M2)

Drives cross-functional cooperation among scientific, computational and business stakeholders to keep tactical handoffs and deliverables on track

Specific: Deliver: "Drives cross-functional cooperation among scientific, computational and business stakeholders to keep tactical handoffs and deliverables on track"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Resolves issues within known parameters; identifies and mitigates project risks and decides what needs escalation to management or the Governance Board."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M2 — Manager II.
Time-bound: ⟨date⟩

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1. Leads a skilled team of project managers (or junior managers) owning tactical execution of a defined set of research programs end-to-end  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Leads a skilled team of project managers (or junior managers) owning tactical execution of a defined set of research programs end-to-end"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Resolves issues within known parameters; identifies and mitigates project risks and decides what needs escalation to management or the Governance Board."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

2. Drives and manages timelines across the team's portfolio, proactively identifying issues and generating solutions with reduced oversight  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Drives and manages timelines across the team's portfolio, proactively identifying issues and generating solutions with reduced oversight"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Resolves issues within known parameters; identifies and mitigates project risks and decides what needs escalation to management or the Governance Board."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

3. Owns risk and issue management for assigned programs — mitigating, preventing and resolving risks, and escalating items needing management or Governance Board resolution  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Owns risk and issue management for assigned programs — mitigating, preventing and resolving risks, and escalating items needing management or Governance Board resolution"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Resolves issues within known parameters; identifies and mitigates project risks and decides what needs escalation to management or the Governance Board."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

4. Monitors and records progress of the team's portfolio against milestones and forecasts, and periodically reports status to management  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Monitors and records progress of the team's portfolio against milestones and forecasts, and periodically reports status to management"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Resolves issues within known parameters; identifies and mitigates project risks and decides what needs escalation to management or the Governance Board."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

5. Drives cross-functional cooperation among scientific, computational and business stakeholders to keep tactical handoffs and deliverables on track  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Drives cross-functional cooperation among scientific, computational and business stakeholders to keep tactical handoffs and deliverables on track"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Resolves issues within known parameters; identifies and mitigates project risks and decides what needs escalation to management or the Governance Board."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management 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)

Leads a skilled team of project managers (or junior managers) owning tactical execution of a defined set of research programs end-to-end

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Leads a skilled team of project managers (or junior managers) owning tactical execution of a defined set of research programs end-to-end"
Evidence at this level's scope bar: "An established team or sub-function" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Drives and manages timelines across the team's portfolio, proactively identifying issues and generating solutions with reduced oversight

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Drives and manages timelines across the team's portfolio, proactively identifying issues and generating solutions with reduced oversight"
Evidence at this level's autonomy bar: "Owns planning for the group" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Owns risk and issue management for assigned programs — mitigating, preventing and resolving risks, and escalating items needing management or Governance Board resolution

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Owns risk and issue management for assigned programs — mitigating, preventing and resolving risks, and escalating items needing management or Governance Board resolution"
Evidence at this level's complexity bar: "Cross-project coordination and priorities" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Monitors and records progress of the team's portfolio against milestones and forecasts, and periodically reports status to management

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Monitors and records progress of the team's portfolio against milestones and forecasts, and periodically reports status to management"
Evidence at this level's impact bar: "Group delivery and development" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Drives cross-functional cooperation among scientific, computational and business stakeholders to keep tactical handoffs and deliverables on track

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Drives cross-functional cooperation among scientific, computational and business stakeholders to keep tactical handoffs and deliverables on track"
Evidence at this level's decision rights bar: "Owns staffing, priorities, performance for the group" — ⟨target⟩ by ⟨date⟩

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Objective 1: Leads a skilled team of project managers (or junior managers) owning tactical execution of a defined set of research programs end-to-end  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Leads a skilled team of project managers (or junior managers) owning tactical execution of a defined set of research programs end-to-end"
  KR2. Evidence at this level's scope bar: "An established team or sub-function" — ⟨target⟩ by ⟨date⟩

Objective 2: Drives and manages timelines across the team's portfolio, proactively identifying issues and generating solutions with reduced oversight  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Drives and manages timelines across the team's portfolio, proactively identifying issues and generating solutions with reduced oversight"
  KR2. Evidence at this level's autonomy bar: "Owns planning for the group" — ⟨target⟩ by ⟨date⟩

Objective 3: Owns risk and issue management for assigned programs — mitigating, preventing and resolving risks, and escalating items needing management or Governance Board resolution  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Owns risk and issue management for assigned programs — mitigating, preventing and resolving risks, and escalating items needing management or Governance Board resolution"
  KR2. Evidence at this level's complexity bar: "Cross-project coordination and priorities" — ⟨target⟩ by ⟨date⟩

Objective 4: Monitors and records progress of the team's portfolio against milestones and forecasts, and periodically reports status to management  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Monitors and records progress of the team's portfolio against milestones and forecasts, and periodically reports status to management"
  KR2. Evidence at this level's impact bar: "Group delivery and development" — ⟨target⟩ by ⟨date⟩

Objective 5: Drives cross-functional cooperation among scientific, computational and business stakeholders to keep tactical handoffs and deliverables on track  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Drives cross-functional cooperation among scientific, computational and business stakeholders to keep tactical handoffs and deliverables on track"
  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
Leads a skilled team of project managers (or junior managers) owning tactical execution of a defined set of research programs end-to-end	Consistent with this level's jfm knowledge-application rubric: "Applies judgment within known factors to lead a skilled team owning tactical execution of timelines, risk and forecasts across a program set."	⟨target⟩	⟨date⟩
Drives and manages timelines across the team's portfolio, proactively identifying issues and generating solutions with reduced oversight	Consistent with this level's jfm knowledge-application rubric: "Applies judgment within known factors to lead a skilled team owning tactical execution of timelines, risk and forecasts across a program set."	⟨target⟩	⟨date⟩
Owns risk and issue management for assigned programs — mitigating, preventing and resolving risks, and escalating items needing management or Governance Board resolution	Consistent with this level's jfm knowledge-application rubric: "Applies judgment within known factors to lead a skilled team owning tactical execution of timelines, risk and forecasts across a program set."	⟨target⟩	⟨date⟩
Monitors and records progress of the team's portfolio against milestones and forecasts, and periodically reports status to management	Consistent with this level's jfm knowledge-application rubric: "Applies judgment within known factors to lead a skilled team owning tactical execution of timelines, risk and forecasts across a program set."	⟨target⟩	⟨date⟩
Drives cross-functional cooperation among scientific, computational and business stakeholders to keep tactical handoffs and deliverables on track	Consistent with this level's jfm knowledge-application rubric: "Applies judgment within known factors to lead a skilled team owning tactical execution of timelines, risk and forecasts across a program set."	⟨target⟩	⟨date⟩

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1. Area: Leads a skilled team of project managers (or junior managers) owning tactical execution of a defined set of research programs end-to-end  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies judgment within known factors to lead a skilled team owning tactical execution of timelines, risk and forecasts across a program set."
   Target:   ⟨target⟩   Due: ⟨date⟩

2. Area: Drives and manages timelines across the team's portfolio, proactively identifying issues and generating solutions with reduced oversight  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies judgment within known factors to lead a skilled team owning tactical execution of timelines, risk and forecasts across a program set."
   Target:   ⟨target⟩   Due: ⟨date⟩

3. Area: Owns risk and issue management for assigned programs — mitigating, preventing and resolving risks, and escalating items needing management or Governance Board resolution  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies judgment within known factors to lead a skilled team owning tactical execution of timelines, risk and forecasts across a program set."
   Target:   ⟨target⟩   Due: ⟨date⟩

4. Area: Monitors and records progress of the team's portfolio against milestones and forecasts, and periodically reports status to management  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies judgment within known factors to lead a skilled team owning tactical execution of timelines, risk and forecasts across a program set."
   Target:   ⟨target⟩   Due: ⟨date⟩

5. Area: Drives cross-functional cooperation among scientific, computational and business stakeholders to keep tactical handoffs and deliverables on track  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies judgment within known factors to lead a skilled team owning tactical execution of timelines, risk and forecasts across a program set."
   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

"Leads a skilled team of project managers (or junior managers) owning tactical execution of a defined set of research programs end-to-end"→ ⟨target⟩ by ⟨date⟩
"Drives and manages timelines across the team's portfolio, proactively identifying issues and generating solutions with reduced oversight"→ ⟨target⟩ by ⟨date⟩
"Owns risk and issue management for assigned programs — mitigating, preventing and resolving risks, and escalating items needing management or Governance Board resolution"→ ⟨target⟩ by ⟨date⟩
"Monitors and records progress of the team's portfolio against milestones and forecasts, and periodically reports status to management"→ ⟨target⟩ by ⟨date⟩
"Drives cross-functional cooperation among scientific, computational and business stakeholders to keep tactical handoffs and deliverables on track"→ ⟨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
  - "Leads a skilled team of project managers (or junior managers) owning tactical execution of a defined set of research programs end-to-end"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Drives and manages timelines across the team's portfolio, proactively identifying issues and generating solutions with reduced oversight"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Owns risk and issue management for assigned programs — mitigating, preventing and resolving risks, and escalating items needing management or Governance Board resolution"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Monitors and records progress of the team's portfolio against milestones and forecasts, and periodically reports status to management"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Drives cross-functional cooperation among scientific, computational and business stakeholders to keep tactical handoffs and deliverables on track"  →  ⟨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)]