Goal templates — Program & Portfolio Management — M6
R&D Program & Project Management · Program & Portfolio Management · M6 — Vice President
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 (M6)
Leads the Program & Portfolio Management department across R&D through senior managers, with long-term effect on company success
- Specific
- Deliver: "Leads the Program & Portfolio Management department across R&D through senior managers, with long-term effect on company success"
- Measurable
- Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
- Achievable
- Scoped to this level's jfm complexity/problem-solving rubric: "Abstract, cross-functional portfolio issues; makes Go/No-Go funding, pivot and stop decisions through ruthless PTRS-informed prioritization."
- Relevant
- Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M6 — Vice President.
- Time-bound
- ⟨date⟩
JFM responsibility (M6)
Owns research annual planning, pre-clinical stage-gate processes, and reporting of progress on portfolio goals and resourcing
- Specific
- Deliver: "Owns research annual planning, pre-clinical stage-gate processes, and reporting of progress on portfolio goals and resourcing"
- Measurable
- Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
- Achievable
- Scoped to this level's jfm complexity/problem-solving rubric: "Abstract, cross-functional portfolio issues; makes Go/No-Go funding, pivot and stop decisions through ruthless PTRS-informed prioritization."
- Relevant
- Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M6 — Vice President.
- Time-bound
- ⟨date⟩
JFM responsibility (M6)
Owns the P&L for the R&D portfolio, manages the budget, and approves major expenditures across functions/divisions
- Specific
- Deliver: "Owns the P&L for the R&D portfolio, manages the budget, and approves major expenditures across functions/divisions"
- Measurable
- Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
- Achievable
- Scoped to this level's jfm complexity/problem-solving rubric: "Abstract, cross-functional portfolio issues; makes Go/No-Go funding, pivot and stop decisions through ruthless PTRS-informed prioritization."
- Relevant
- Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M6 — Vice President.
- Time-bound
- ⟨date⟩
JFM responsibility (M6)
Leads regular Go/No-Go gate reviews — making decisions on funding, pivots and stopping projects through ruthless, PTRS-informed prioritization and capital allocation
- Specific
- Deliver: "Leads regular Go/No-Go gate reviews — making decisions on funding, pivots and stopping projects through ruthless, PTRS-informed prioritization and capital allocation"
- Measurable
- Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
- Achievable
- Scoped to this level's jfm complexity/problem-solving rubric: "Abstract, cross-functional portfolio issues; makes Go/No-Go funding, pivot and stop decisions through ruthless PTRS-informed prioritization."
- Relevant
- Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M6 — Vice President.
- Time-bound
- ⟨date⟩
JFM responsibility (M6)
Builds and mentors a team of program and senior project managers, and represents the R&D portfolio to executive leadership including VPs and C-suite
- Specific
- Deliver: "Builds and mentors a team of program and senior project managers, and represents the R&D portfolio to executive leadership including VPs and C-suite"
- Measurable
- Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
- Achievable
- Scoped to this level's jfm complexity/problem-solving rubric: "Abstract, cross-functional portfolio issues; makes Go/No-Go funding, pivot and stop decisions through ruthless PTRS-informed prioritization."
- Relevant
- Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M6 — Vice President.
- Time-bound
- ⟨date⟩
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1. Leads the Program & Portfolio Management department across R&D through senior managers, with long-term effect on company success [source: JFM responsibility (M6)] Specific: Deliver: "Leads the Program & Portfolio Management department across R&D through senior managers, with long-term effect on company success" Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩. Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Abstract, cross-functional portfolio issues; makes Go/No-Go funding, pivot and stop decisions through ruthless PTRS-informed prioritization." Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M6 — Vice President. Time-bound: ⟨date⟩ 2. Owns research annual planning, pre-clinical stage-gate processes, and reporting of progress on portfolio goals and resourcing [source: JFM responsibility (M6)] Specific: Deliver: "Owns research annual planning, pre-clinical stage-gate processes, and reporting of progress on portfolio goals and resourcing" Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩. Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Abstract, cross-functional portfolio issues; makes Go/No-Go funding, pivot and stop decisions through ruthless PTRS-informed prioritization." Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M6 — Vice President. Time-bound: ⟨date⟩ 3. Owns the P&L for the R&D portfolio, manages the budget, and approves major expenditures across functions/divisions [source: JFM responsibility (M6)] Specific: Deliver: "Owns the P&L for the R&D portfolio, manages the budget, and approves major expenditures across functions/divisions" Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩. Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Abstract, cross-functional portfolio issues; makes Go/No-Go funding, pivot and stop decisions through ruthless PTRS-informed prioritization." Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M6 — Vice President. Time-bound: ⟨date⟩ 4. Leads regular Go/No-Go gate reviews — making decisions on funding, pivots and stopping projects through ruthless, PTRS-informed prioritization and capital allocation [source: JFM responsibility (M6)] Specific: Deliver: "Leads regular Go/No-Go gate reviews — making decisions on funding, pivots and stopping projects through ruthless, PTRS-informed prioritization and capital allocation" Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩. Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Abstract, cross-functional portfolio issues; makes Go/No-Go funding, pivot and stop decisions through ruthless PTRS-informed prioritization." Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M6 — Vice President. Time-bound: ⟨date⟩ 5. Builds and mentors a team of program and senior project managers, and represents the R&D portfolio to executive leadership including VPs and C-suite [source: JFM responsibility (M6)] Specific: Deliver: "Builds and mentors a team of program and senior project managers, and represents the R&D portfolio to executive leadership including VPs and C-suite" Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩. Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Abstract, cross-functional portfolio issues; makes Go/No-Go funding, pivot and stop decisions through ruthless PTRS-informed prioritization." Relevant: Advances the R&D Program & Project Management · Program & Portfolio Management mandate for a M6 — Vice President. Time-bound: ⟨date⟩
OKRs
Objectives from this level's core outputs; key results only where a real dimension or capability backs them.
JFM responsibility (M6)
Leads the Program & Portfolio Management department across R&D through senior managers, with long-term effect on company success
- From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Leads the Program & Portfolio Management department across R&D through senior managers, with long-term effect on company success"
- Evidence at this level's scope bar: "A major function or division" — ⟨target⟩ by ⟨date⟩
JFM responsibility (M6)
Owns research annual planning, pre-clinical stage-gate processes, and reporting of progress on portfolio goals and resourcing
- From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Owns research annual planning, pre-clinical stage-gate processes, and reporting of progress on portfolio goals and resourcing"
- Evidence at this level's autonomy bar: "Accountable for division strategy and outcomes" — ⟨target⟩ by ⟨date⟩
JFM responsibility (M6)
Owns the P&L for the R&D portfolio, manages the budget, and approves major expenditures across functions/divisions
- From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Owns the P&L for the R&D portfolio, manages the budget, and approves major expenditures across functions/divisions"
- Evidence at this level's complexity bar: "Enterprise priorities and external factors" — ⟨target⟩ by ⟨date⟩
JFM responsibility (M6)
Leads regular Go/No-Go gate reviews — making decisions on funding, pivots and stopping projects through ruthless, PTRS-informed prioritization and capital allocation
- From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Leads regular Go/No-Go gate reviews — making decisions on funding, pivots and stopping projects through ruthless, PTRS-informed prioritization and capital allocation"
- Evidence at this level's impact bar: "Division-wide / organization-wide" — ⟨target⟩ by ⟨date⟩
JFM responsibility (M6)
Builds and mentors a team of program and senior project managers, and represents the R&D portfolio to executive leadership including VPs and C-suite
- From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Builds and mentors a team of program and senior project managers, and represents the R&D portfolio to executive leadership including VPs and C-suite"
- Evidence at this level's decision rights bar: "Owns strategy, budget, and org for a division" — ⟨target⟩ by ⟨date⟩
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Objective 1: Leads the Program & Portfolio Management department across R&D through senior managers, with long-term effect on company success [source: JFM responsibility (M6)] KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Leads the Program & Portfolio Management department across R&D through senior managers, with long-term effect on company success" KR2. Evidence at this level's scope bar: "A major function or division" — ⟨target⟩ by ⟨date⟩ Objective 2: Owns research annual planning, pre-clinical stage-gate processes, and reporting of progress on portfolio goals and resourcing [source: JFM responsibility (M6)] KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Owns research annual planning, pre-clinical stage-gate processes, and reporting of progress on portfolio goals and resourcing" KR2. Evidence at this level's autonomy bar: "Accountable for division strategy and outcomes" — ⟨target⟩ by ⟨date⟩ Objective 3: Owns the P&L for the R&D portfolio, manages the budget, and approves major expenditures across functions/divisions [source: JFM responsibility (M6)] KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Owns the P&L for the R&D portfolio, manages the budget, and approves major expenditures across functions/divisions" KR2. Evidence at this level's complexity bar: "Enterprise priorities and external factors" — ⟨target⟩ by ⟨date⟩ Objective 4: Leads regular Go/No-Go gate reviews — making decisions on funding, pivots and stopping projects through ruthless, PTRS-informed prioritization and capital allocation [source: JFM responsibility (M6)] KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Leads regular Go/No-Go gate reviews — making decisions on funding, pivots and stopping projects through ruthless, PTRS-informed prioritization and capital allocation" KR2. Evidence at this level's impact bar: "Division-wide / organization-wide" — ⟨target⟩ by ⟨date⟩ Objective 5: Builds and mentors a team of program and senior project managers, and represents the R&D portfolio to executive leadership including VPs and C-suite [source: JFM responsibility (M6)] KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Builds and mentors a team of program and senior project managers, and represents the R&D portfolio to executive leadership including VPs and C-suite" KR2. Evidence at this level's decision rights bar: "Owns strategy, budget, and org for a division" — ⟨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 the Program & Portfolio Management department across R&D through senior managers, with long-term effect on company success | Consistent with this level's jfm knowledge-application rubric: "Defines long-term R&D portfolio strategy, annual planning and stage-gate processes, owning P&L and capital allocation across functions/divisions." | ⟨target⟩ | ⟨date⟩ |
| Owns research annual planning, pre-clinical stage-gate processes, and reporting of progress on portfolio goals and resourcing | Consistent with this level's jfm knowledge-application rubric: "Defines long-term R&D portfolio strategy, annual planning and stage-gate processes, owning P&L and capital allocation across functions/divisions." | ⟨target⟩ | ⟨date⟩ |
| Owns the P&L for the R&D portfolio, manages the budget, and approves major expenditures across functions/divisions | Consistent with this level's jfm knowledge-application rubric: "Defines long-term R&D portfolio strategy, annual planning and stage-gate processes, owning P&L and capital allocation across functions/divisions." | ⟨target⟩ | ⟨date⟩ |
| Leads regular Go/No-Go gate reviews — making decisions on funding, pivots and stopping projects through ruthless, PTRS-informed prioritization and capital allocation | Consistent with this level's jfm knowledge-application rubric: "Defines long-term R&D portfolio strategy, annual planning and stage-gate processes, owning P&L and capital allocation across functions/divisions." | ⟨target⟩ | ⟨date⟩ |
| Builds and mentors a team of program and senior project managers, and represents the R&D portfolio to executive leadership including VPs and C-suite | Consistent with this level's jfm knowledge-application rubric: "Defines long-term R&D portfolio strategy, annual planning and stage-gate processes, owning P&L and capital allocation across functions/divisions." | ⟨target⟩ | ⟨date⟩ |
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1. Area: Leads the Program & Portfolio Management department across R&D through senior managers, with long-term effect on company success [source: JFM responsibility (M6) — reused, no distinct responsibility content] Standard: Consistent with this level's jfm knowledge-application rubric: "Defines long-term R&D portfolio strategy, annual planning and stage-gate processes, owning P&L and capital allocation across functions/divisions." Target: ⟨target⟩ Due: ⟨date⟩ 2. Area: Owns research annual planning, pre-clinical stage-gate processes, and reporting of progress on portfolio goals and resourcing [source: JFM responsibility (M6) — reused, no distinct responsibility content] Standard: Consistent with this level's jfm knowledge-application rubric: "Defines long-term R&D portfolio strategy, annual planning and stage-gate processes, owning P&L and capital allocation across functions/divisions." Target: ⟨target⟩ Due: ⟨date⟩ 3. Area: Owns the P&L for the R&D portfolio, manages the budget, and approves major expenditures across functions/divisions [source: JFM responsibility (M6) — reused, no distinct responsibility content] Standard: Consistent with this level's jfm knowledge-application rubric: "Defines long-term R&D portfolio strategy, annual planning and stage-gate processes, owning P&L and capital allocation across functions/divisions." Target: ⟨target⟩ Due: ⟨date⟩ 4. Area: Leads regular Go/No-Go gate reviews — making decisions on funding, pivots and stopping projects through ruthless, PTRS-informed prioritization and capital allocation [source: JFM responsibility (M6) — reused, no distinct responsibility content] Standard: Consistent with this level's jfm knowledge-application rubric: "Defines long-term R&D portfolio strategy, annual planning and stage-gate processes, owning P&L and capital allocation across functions/divisions." Target: ⟨target⟩ Due: ⟨date⟩ 5. Area: Builds and mentors a team of program and senior project managers, and represents the R&D portfolio to executive leadership including VPs and C-suite [source: JFM responsibility (M6) — reused, no distinct responsibility content] Standard: Consistent with this level's jfm knowledge-application rubric: "Defines long-term R&D portfolio strategy, annual planning and stage-gate processes, owning P&L and capital allocation across functions/divisions." 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 the Program & Portfolio Management department across R&D through senior managers, with long-term effect on company success"→ ⟨target⟩ by ⟨date⟩
- "Owns research annual planning, pre-clinical stage-gate processes, and reporting of progress on portfolio goals and resourcing"→ ⟨target⟩ by ⟨date⟩
- "Owns the P&L for the R&D portfolio, manages the budget, and approves major expenditures across functions/divisions"→ ⟨target⟩ by ⟨date⟩
- "Leads regular Go/No-Go gate reviews — making decisions on funding, pivots and stopping projects through ruthless, PTRS-informed prioritization and capital allocation"→ ⟨target⟩ by ⟨date⟩
- "Builds and mentors a team of program and senior project managers, and represents the R&D portfolio to executive leadership including VPs and C-suite"→ ⟨target⟩ by ⟨date⟩
Role calibration
- Meets the scope bar: "A major function or division"→ ⟨target⟩ by ⟨date⟩
- Meets the autonomy bar: "Accountable for division strategy and outcomes"→ ⟨target⟩ by ⟨date⟩
- Meets the complexity bar: "Enterprise priorities and external factors"→ ⟨target⟩ by ⟨date⟩
- Meets the impact bar: "Division-wide / organization-wide"→ ⟨target⟩ by ⟨date⟩
- Meets the decision rights bar: "Owns strategy, budget, and org for a division"→ ⟨target⟩ by ⟨date⟩
- Meets the leadership bar: "Leads the leadership of a division"→ ⟨target⟩ by ⟨date⟩
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Internal process - "Leads the Program & Portfolio Management department across R&D through senior managers, with long-term effect on company success" → ⟨target⟩ by ⟨date⟩ [source: JFM responsibility (M6)] - "Owns research annual planning, pre-clinical stage-gate processes, and reporting of progress on portfolio goals and resourcing" → ⟨target⟩ by ⟨date⟩ [source: JFM responsibility (M6)] - "Owns the P&L for the R&D portfolio, manages the budget, and approves major expenditures across functions/divisions" → ⟨target⟩ by ⟨date⟩ [source: JFM responsibility (M6)] - "Leads regular Go/No-Go gate reviews — making decisions on funding, pivots and stopping projects through ruthless, PTRS-informed prioritization and capital allocation" → ⟨target⟩ by ⟨date⟩ [source: JFM responsibility (M6)] - "Builds and mentors a team of program and senior project managers, and represents the R&D portfolio to executive leadership including VPs and C-suite" → ⟨target⟩ by ⟨date⟩ [source: JFM responsibility (M6)] Role calibration - Meets the scope bar: "A major function or division" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Scope)] - Meets the autonomy bar: "Accountable for division strategy and outcomes" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Autonomy)] - Meets the complexity bar: "Enterprise priorities and external factors" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Complexity)] - Meets the impact bar: "Division-wide / organization-wide" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Impact)] - Meets the decision rights bar: "Owns strategy, budget, and org for a division" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Decision rights)] - Meets the leadership bar: "Leads the leadership of a division" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Leadership)]