Goal templates — Program & Portfolio Management — M3

R&D Program & Project Management · Program & Portfolio Management · M3 — Senior Manager

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 (M3)

Manages a department/team of program and project managers, responsible for operations and budgets across a portfolio of research programs

Specific: Deliver: "Manages a department/team of program and project managers, responsible for operations and budgets across a portfolio of 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: "Diverse issues requiring trend evaluation across a portfolio; balances resourcing, timelines and risk trade-offs across multiple programs."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M3 — Senior Manager.
Time-bound: ⟨date⟩

JFM responsibility (M3)

Evaluates diverse program issues and emerging trends to adjust execution plans and resourcing across the managed portfolio

Specific: Deliver: "Evaluates diverse program issues and emerging trends to adjust execution plans and resourcing across the managed portfolio"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Diverse issues requiring trend evaluation across a portfolio; balances resourcing, timelines and risk trade-offs across multiple programs."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M3 — Senior Manager.
Time-bound: ⟨date⟩

JFM responsibility (M3)

Develops and delivers program and portfolio status reviews and dashboards to functional management and business partners

Specific: Deliver: "Develops and delivers program and portfolio status reviews and dashboards to functional management and business partners"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Diverse issues requiring trend evaluation across a portfolio; balances resourcing, timelines and risk trade-offs across multiple programs."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M3 — Senior Manager.
Time-bound: ⟨date⟩

JFM responsibility (M3)

Owns risk and issue governance across the team, deciding which items to resolve directly versus escalate to the Governance Board

Specific: Deliver: "Owns risk and issue governance across the team, deciding which items to resolve directly versus escalate to the Governance Board"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Diverse issues requiring trend evaluation across a portfolio; balances resourcing, timelines and risk trade-offs across multiple programs."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M3 — Senior Manager.
Time-bound: ⟨date⟩

JFM responsibility (M3)

Partners with functional leaders to ensure data-enabled, timely program-level decision making and consistent stage-gate documentation

Specific: Deliver: "Partners with functional leaders to ensure data-enabled, timely program-level decision making and consistent stage-gate documentation"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Diverse issues requiring trend evaluation across a portfolio; balances resourcing, timelines and risk trade-offs across multiple programs."
Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M3 — Senior Manager.
Time-bound: ⟨date⟩

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1. Manages a department/team of program and project managers, responsible for operations and budgets across a portfolio of research programs  [source: JFM responsibility (M3)]
   Specific:    Deliver: "Manages a department/team of program and project managers, responsible for operations and budgets across a portfolio of 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: "Diverse issues requiring trend evaluation across a portfolio; balances resourcing, timelines and risk trade-offs across multiple programs."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M3 — Senior Manager.
   Time-bound:  ⟨date⟩

2. Evaluates diverse program issues and emerging trends to adjust execution plans and resourcing across the managed portfolio  [source: JFM responsibility (M3)]
   Specific:    Deliver: "Evaluates diverse program issues and emerging trends to adjust execution plans and resourcing across the managed portfolio"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Diverse issues requiring trend evaluation across a portfolio; balances resourcing, timelines and risk trade-offs across multiple programs."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M3 — Senior Manager.
   Time-bound:  ⟨date⟩

3. Develops and delivers program and portfolio status reviews and dashboards to functional management and business partners  [source: JFM responsibility (M3)]
   Specific:    Deliver: "Develops and delivers program and portfolio status reviews and dashboards to functional management and business partners"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Diverse issues requiring trend evaluation across a portfolio; balances resourcing, timelines and risk trade-offs across multiple programs."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M3 — Senior Manager.
   Time-bound:  ⟨date⟩

4. Owns risk and issue governance across the team, deciding which items to resolve directly versus escalate to the Governance Board  [source: JFM responsibility (M3)]
   Specific:    Deliver: "Owns risk and issue governance across the team, deciding which items to resolve directly versus escalate to the Governance Board"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Diverse issues requiring trend evaluation across a portfolio; balances resourcing, timelines and risk trade-offs across multiple programs."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M3 — Senior Manager.
   Time-bound:  ⟨date⟩

5. Partners with functional leaders to ensure data-enabled, timely program-level decision making and consistent stage-gate documentation  [source: JFM responsibility (M3)]
   Specific:    Deliver: "Partners with functional leaders to ensure data-enabled, timely program-level decision making and consistent stage-gate documentation"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Diverse issues requiring trend evaluation across a portfolio; balances resourcing, timelines and risk trade-offs across multiple programs."
   Relevant:    Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M3 — Senior Manager.
   Time-bound:  ⟨date⟩

OKRs

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

JFM responsibility (M3)

Manages a department/team of program and project managers, responsible for operations and budgets across a portfolio of research programs

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Manages a department/team of program and project managers, responsible for operations and budgets across a portfolio of research programs"
Evidence at this level's scope bar: "Multiple teams or a sub-function" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M3)

Evaluates diverse program issues and emerging trends to adjust execution plans and resourcing across the managed portfolio

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Evaluates diverse program issues and emerging trends to adjust execution plans and resourcing across the managed portfolio"
Evidence at this level's autonomy bar: "Sets goals within functional strategy" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M3)

Develops and delivers program and portfolio status reviews and dashboards to functional management and business partners

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Develops and delivers program and portfolio status reviews and dashboards to functional management and business partners"
Evidence at this level's complexity bar: "Multi-team execution and resourcing trade-offs" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M3)

Owns risk and issue governance across the team, deciding which items to resolve directly versus escalate to the Governance Board

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Owns risk and issue governance across the team, deciding which items to resolve directly versus escalate to the Governance Board"
Evidence at this level's impact bar: "Sub-function outcomes" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M3)

Partners with functional leaders to ensure data-enabled, timely program-level decision making and consistent stage-gate documentation

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Partners with functional leaders to ensure data-enabled, timely program-level decision making and consistent stage-gate documentation"
Evidence at this level's decision rights bar: "Owns goals, budget input, and people decisions across teams" — ⟨target⟩ by ⟨date⟩

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Objective 1: Manages a department/team of program and project managers, responsible for operations and budgets across a portfolio of research programs  [source: JFM responsibility (M3)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Manages a department/team of program and project managers, responsible for operations and budgets across a portfolio of research programs"
  KR2. Evidence at this level's scope bar: "Multiple teams or a sub-function" — ⟨target⟩ by ⟨date⟩

Objective 2: Evaluates diverse program issues and emerging trends to adjust execution plans and resourcing across the managed portfolio  [source: JFM responsibility (M3)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Evaluates diverse program issues and emerging trends to adjust execution plans and resourcing across the managed portfolio"
  KR2. Evidence at this level's autonomy bar: "Sets goals within functional strategy" — ⟨target⟩ by ⟨date⟩

Objective 3: Develops and delivers program and portfolio status reviews and dashboards to functional management and business partners  [source: JFM responsibility (M3)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Develops and delivers program and portfolio status reviews and dashboards to functional management and business partners"
  KR2. Evidence at this level's complexity bar: "Multi-team execution and resourcing trade-offs" — ⟨target⟩ by ⟨date⟩

Objective 4: Owns risk and issue governance across the team, deciding which items to resolve directly versus escalate to the Governance Board  [source: JFM responsibility (M3)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Owns risk and issue governance across the team, deciding which items to resolve directly versus escalate to the Governance Board"
  KR2. Evidence at this level's impact bar: "Sub-function outcomes" — ⟨target⟩ by ⟨date⟩

Objective 5: Partners with functional leaders to ensure data-enabled, timely program-level decision making and consistent stage-gate documentation  [source: JFM responsibility (M3)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Partners with functional leaders to ensure data-enabled, timely program-level decision making and consistent stage-gate documentation"
  KR2. Evidence at this level's decision rights bar: "Owns goals, budget input, and people decisions across teams" — ⟨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 department/team of program and project managers, responsible for operations and budgets across a portfolio of research programs	Consistent with this level's jfm knowledge-application rubric: "Evaluates diverse program issues and trends; manages department operations, budgets and portfolio reporting standards."	⟨target⟩	⟨date⟩
Evaluates diverse program issues and emerging trends to adjust execution plans and resourcing across the managed portfolio	Consistent with this level's jfm knowledge-application rubric: "Evaluates diverse program issues and trends; manages department operations, budgets and portfolio reporting standards."	⟨target⟩	⟨date⟩
Develops and delivers program and portfolio status reviews and dashboards to functional management and business partners	Consistent with this level's jfm knowledge-application rubric: "Evaluates diverse program issues and trends; manages department operations, budgets and portfolio reporting standards."	⟨target⟩	⟨date⟩
Owns risk and issue governance across the team, deciding which items to resolve directly versus escalate to the Governance Board	Consistent with this level's jfm knowledge-application rubric: "Evaluates diverse program issues and trends; manages department operations, budgets and portfolio reporting standards."	⟨target⟩	⟨date⟩
Partners with functional leaders to ensure data-enabled, timely program-level decision making and consistent stage-gate documentation	Consistent with this level's jfm knowledge-application rubric: "Evaluates diverse program issues and trends; manages department operations, budgets and portfolio reporting standards."	⟨target⟩	⟨date⟩

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1. Area: Manages a department/team of program and project managers, responsible for operations and budgets across a portfolio of research programs  [source: JFM responsibility (M3) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Evaluates diverse program issues and trends; manages department operations, budgets and portfolio reporting standards."
   Target:   ⟨target⟩   Due: ⟨date⟩

2. Area: Evaluates diverse program issues and emerging trends to adjust execution plans and resourcing across the managed portfolio  [source: JFM responsibility (M3) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Evaluates diverse program issues and trends; manages department operations, budgets and portfolio reporting standards."
   Target:   ⟨target⟩   Due: ⟨date⟩

3. Area: Develops and delivers program and portfolio status reviews and dashboards to functional management and business partners  [source: JFM responsibility (M3) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Evaluates diverse program issues and trends; manages department operations, budgets and portfolio reporting standards."
   Target:   ⟨target⟩   Due: ⟨date⟩

4. Area: Owns risk and issue governance across the team, deciding which items to resolve directly versus escalate to the Governance Board  [source: JFM responsibility (M3) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Evaluates diverse program issues and trends; manages department operations, budgets and portfolio reporting standards."
   Target:   ⟨target⟩   Due: ⟨date⟩

5. Area: Partners with functional leaders to ensure data-enabled, timely program-level decision making and consistent stage-gate documentation  [source: JFM responsibility (M3) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Evaluates diverse program issues and trends; manages department operations, budgets and portfolio reporting standards."
   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 department/team of program and project managers, responsible for operations and budgets across a portfolio of research programs"→ ⟨target⟩ by ⟨date⟩
"Evaluates diverse program issues and emerging trends to adjust execution plans and resourcing across the managed portfolio"→ ⟨target⟩ by ⟨date⟩
"Develops and delivers program and portfolio status reviews and dashboards to functional management and business partners"→ ⟨target⟩ by ⟨date⟩
"Owns risk and issue governance across the team, deciding which items to resolve directly versus escalate to the Governance Board"→ ⟨target⟩ by ⟨date⟩
"Partners with functional leaders to ensure data-enabled, timely program-level decision making and consistent stage-gate documentation"→ ⟨target⟩ by ⟨date⟩

Role calibration

Meets the scope bar: "Multiple teams or a sub-function"→ ⟨target⟩ by ⟨date⟩
Meets the autonomy bar: "Sets goals within functional strategy"→ ⟨target⟩ by ⟨date⟩
Meets the complexity bar: "Multi-team execution and resourcing trade-offs"→ ⟨target⟩ by ⟨date⟩
Meets the impact bar: "Sub-function outcomes"→ ⟨target⟩ by ⟨date⟩
Meets the decision rights bar: "Owns goals, budget input, and people decisions across teams"→ ⟨target⟩ by ⟨date⟩
Meets the leadership bar: "Manages managers and/or several teams"→ ⟨target⟩ by ⟨date⟩

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Internal process
  - "Manages a department/team of program and project managers, responsible for operations and budgets across a portfolio of research programs"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M3)]
  - "Evaluates diverse program issues and emerging trends to adjust execution plans and resourcing across the managed portfolio"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M3)]
  - "Develops and delivers program and portfolio status reviews and dashboards to functional management and business partners"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M3)]
  - "Owns risk and issue governance across the team, deciding which items to resolve directly versus escalate to the Governance Board"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M3)]
  - "Partners with functional leaders to ensure data-enabled, timely program-level decision making and consistent stage-gate documentation"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M3)]

Role calibration
  - Meets the scope bar: "Multiple teams or a sub-function"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Scope)]
  - Meets the autonomy bar: "Sets goals within functional strategy"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Autonomy)]
  - Meets the complexity bar: "Multi-team execution and resourcing trade-offs"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Complexity)]
  - Meets the impact bar: "Sub-function outcomes"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Impact)]
  - Meets the decision rights bar: "Owns goals, budget input, and people decisions across teams"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Decision rights)]
  - Meets the leadership bar: "Manages managers and/or several teams"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Leadership)]