← R&D Management — M2

Goal templates — R&D Management — M2

R&D Program & Project Management · R&D 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 R&D engineers, scientists, and coordinators, owning the tactical on-time/on-budget/on-quality delivery of one substantive project across its full development lifecycle from idea generation to prototyping, testing, and launch.

Specific
Deliver: "Leads a skilled team of R&D engineers, scientists, and coordinators, owning the tactical on-time/on-budget/on-quality delivery of one substantive project across its full development lifecycle from idea generation to prototyping, testing, and launch."
Measurable
Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable
Scoped to this level's jfm complexity/problem-solving rubric: "Solves tactical delivery problems using structured techniques (8D, 5Why, DFMEA, risk assessment) where most variables are known; owns tactical outcomes for one project."
Relevant
Advances the R&D Program & Project Management · R&D Management mandate for a M2 — Manager II.
Time-bound
⟨date⟩

JFM responsibility (M2)

Sets clear project objectives, defines milestones, and develops the work breakdown structure (WBS) in Jira or Smartsheet, making scheduling and resourcing judgments within known technical factors.

Specific
Deliver: "Sets clear project objectives, defines milestones, and develops the work breakdown structure (WBS) in Jira or Smartsheet, making scheduling and resourcing judgments within known technical factors."
Measurable
Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable
Scoped to this level's jfm complexity/problem-solving rubric: "Solves tactical delivery problems using structured techniques (8D, 5Why, DFMEA, risk assessment) where most variables are known; owns tactical outcomes for one project."
Relevant
Advances the R&D Program & Project Management · R&D Management mandate for a M2 — Manager II.
Time-bound
⟨date⟩

JFM responsibility (M2)

Coordinates cross-functional cooperation with manufacturing, quality, and product teams to manage project dependencies and ensure predictable delivery of the project's milestones.

Specific
Deliver: "Coordinates cross-functional cooperation with manufacturing, quality, and product teams to manage project dependencies and ensure predictable delivery of the project's milestones."
Measurable
Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable
Scoped to this level's jfm complexity/problem-solving rubric: "Solves tactical delivery problems using structured techniques (8D, 5Why, DFMEA, risk assessment) where most variables are known; owns tactical outcomes for one project."
Relevant
Advances the R&D Program & Project Management · R&D Management mandate for a M2 — Manager II.
Time-bound
⟨date⟩

JFM responsibility (M2)

Manages the project budget, tracks spend against estimates, and recommends reallocation of human and equipment resources to keep delivery on track.

Specific
Deliver: "Manages the project budget, tracks spend against estimates, and recommends reallocation of human and equipment resources to keep delivery 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: "Solves tactical delivery problems using structured techniques (8D, 5Why, DFMEA, risk assessment) where most variables are known; owns tactical outcomes for one project."
Relevant
Advances the R&D Program & Project Management · R&D Management mandate for a M2 — Manager II.
Time-bound
⟨date⟩

JFM responsibility (M2)

Conducts risk assessments and applies structured problem-solving (8D, 5Why) and DFMEA/design reviews to resolve product-development issues, documenting response strategies.

Specific
Deliver: "Conducts risk assessments and applies structured problem-solving (8D, 5Why) and DFMEA/design reviews to resolve product-development issues, documenting response strategies."
Measurable
Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable
Scoped to this level's jfm complexity/problem-solving rubric: "Solves tactical delivery problems using structured techniques (8D, 5Why, DFMEA, risk assessment) where most variables are known; owns tactical outcomes for one project."
Relevant
Advances the R&D Program & Project Management · R&D Management mandate for a M2 — Manager II.
Time-bound
⟨date⟩
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1. Leads a skilled team of R&D engineers, scientists, and coordinators, owning the tactical on-time/on-budget/on-quality delivery of one substantive project across its full development lifecycle from idea generation to prototyping, testing, and launch.  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Leads a skilled team of R&D engineers, scientists, and coordinators, owning the tactical on-time/on-budget/on-quality delivery of one substantive project across its full development lifecycle from idea generation to prototyping, testing, and launch."
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Solves tactical delivery problems using structured techniques (8D, 5Why, DFMEA, risk assessment) where most variables are known; owns tactical outcomes for one project."
   Relevant:    Advances the R&D Program & Project Management · R&D Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

2. Sets clear project objectives, defines milestones, and develops the work breakdown structure (WBS) in Jira or Smartsheet, making scheduling and resourcing judgments within known technical factors.  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Sets clear project objectives, defines milestones, and develops the work breakdown structure (WBS) in Jira or Smartsheet, making scheduling and resourcing judgments within known technical factors."
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Solves tactical delivery problems using structured techniques (8D, 5Why, DFMEA, risk assessment) where most variables are known; owns tactical outcomes for one project."
   Relevant:    Advances the R&D Program & Project Management · R&D Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

3. Coordinates cross-functional cooperation with manufacturing, quality, and product teams to manage project dependencies and ensure predictable delivery of the project's milestones.  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Coordinates cross-functional cooperation with manufacturing, quality, and product teams to manage project dependencies and ensure predictable delivery of the project's milestones."
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Solves tactical delivery problems using structured techniques (8D, 5Why, DFMEA, risk assessment) where most variables are known; owns tactical outcomes for one project."
   Relevant:    Advances the R&D Program & Project Management · R&D Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

4. Manages the project budget, tracks spend against estimates, and recommends reallocation of human and equipment resources to keep delivery on track.  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Manages the project budget, tracks spend against estimates, and recommends reallocation of human and equipment resources to keep delivery 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: "Solves tactical delivery problems using structured techniques (8D, 5Why, DFMEA, risk assessment) where most variables are known; owns tactical outcomes for one project."
   Relevant:    Advances the R&D Program & Project Management · R&D Management mandate for a M2 — Manager II.
   Time-bound:  ⟨date⟩

5. Conducts risk assessments and applies structured problem-solving (8D, 5Why) and DFMEA/design reviews to resolve product-development issues, documenting response strategies.  [source: JFM responsibility (M2)]
   Specific:    Deliver: "Conducts risk assessments and applies structured problem-solving (8D, 5Why) and DFMEA/design reviews to resolve product-development issues, documenting response strategies."
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Solves tactical delivery problems using structured techniques (8D, 5Why, DFMEA, risk assessment) where most variables are known; owns tactical outcomes for one project."
   Relevant:    Advances the R&D Program & Project Management · R&D 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 R&D engineers, scientists, and coordinators, owning the tactical on-time/on-budget/on-quality delivery of one substantive project across its full development lifecycle from idea generation to prototyping, testing, and launch.

  • From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Leads a skilled team of R&D engineers, scientists, and coordinators, owning the tactical on-time/on-budget/on-quality delivery of one substantive project across its full development lifecycle from idea generation to prototyping, testing, and launch."
  • Evidence at this level's scope bar: "An established team or sub-function" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Sets clear project objectives, defines milestones, and develops the work breakdown structure (WBS) in Jira or Smartsheet, making scheduling and resourcing judgments within known technical factors.

  • From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Sets clear project objectives, defines milestones, and develops the work breakdown structure (WBS) in Jira or Smartsheet, making scheduling and resourcing judgments within known technical factors."
  • Evidence at this level's autonomy bar: "Owns planning for the group" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Coordinates cross-functional cooperation with manufacturing, quality, and product teams to manage project dependencies and ensure predictable delivery of the project's milestones.

  • From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Coordinates cross-functional cooperation with manufacturing, quality, and product teams to manage project dependencies and ensure predictable delivery of the project's milestones."
  • Evidence at this level's complexity bar: "Cross-project coordination and priorities" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Manages the project budget, tracks spend against estimates, and recommends reallocation of human and equipment resources to keep delivery on track.

  • From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Manages the project budget, tracks spend against estimates, and recommends reallocation of human and equipment resources to keep delivery on track."
  • Evidence at this level's impact bar: "Group delivery and development" — ⟨target⟩ by ⟨date⟩

JFM responsibility (M2)

Conducts risk assessments and applies structured problem-solving (8D, 5Why) and DFMEA/design reviews to resolve product-development issues, documenting response strategies.

  • From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Conducts risk assessments and applies structured problem-solving (8D, 5Why) and DFMEA/design reviews to resolve product-development issues, documenting response strategies."
  • 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 R&D engineers, scientists, and coordinators, owning the tactical on-time/on-budget/on-quality delivery of one substantive project across its full development lifecycle from idea generation to prototyping, testing, and launch.  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Leads a skilled team of R&D engineers, scientists, and coordinators, owning the tactical on-time/on-budget/on-quality delivery of one substantive project across its full development lifecycle from idea generation to prototyping, testing, and launch."
  KR2. Evidence at this level's scope bar: "An established team or sub-function" — ⟨target⟩ by ⟨date⟩

Objective 2: Sets clear project objectives, defines milestones, and develops the work breakdown structure (WBS) in Jira or Smartsheet, making scheduling and resourcing judgments within known technical factors.  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Sets clear project objectives, defines milestones, and develops the work breakdown structure (WBS) in Jira or Smartsheet, making scheduling and resourcing judgments within known technical factors."
  KR2. Evidence at this level's autonomy bar: "Owns planning for the group" — ⟨target⟩ by ⟨date⟩

Objective 3: Coordinates cross-functional cooperation with manufacturing, quality, and product teams to manage project dependencies and ensure predictable delivery of the project's milestones.  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Coordinates cross-functional cooperation with manufacturing, quality, and product teams to manage project dependencies and ensure predictable delivery of the project's milestones."
  KR2. Evidence at this level's complexity bar: "Cross-project coordination and priorities" — ⟨target⟩ by ⟨date⟩

Objective 4: Manages the project budget, tracks spend against estimates, and recommends reallocation of human and equipment resources to keep delivery on track.  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Manages the project budget, tracks spend against estimates, and recommends reallocation of human and equipment resources to keep delivery on track."
  KR2. Evidence at this level's impact bar: "Group delivery and development" — ⟨target⟩ by ⟨date⟩

Objective 5: Conducts risk assessments and applies structured problem-solving (8D, 5Why) and DFMEA/design reviews to resolve product-development issues, documenting response strategies.  [source: JFM responsibility (M2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Conducts risk assessments and applies structured problem-solving (8D, 5Why) and DFMEA/design reviews to resolve product-development issues, documenting response strategies."
  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.

AreaStandardTargetDue
Leads a skilled team of R&D engineers, scientists, and coordinators, owning the tactical on-time/on-budget/on-quality delivery of one substantive project across its full development lifecycle from idea generation to prototyping, testing, and launch.Consistent with this level's jfm knowledge-application rubric: "Applies deeper project-management and R&D-process knowledge to own a whole project's delivery; develops WBS, milestones, and risk plans, making judgments within known technical factors."⟨target⟩⟨date⟩
Sets clear project objectives, defines milestones, and develops the work breakdown structure (WBS) in Jira or Smartsheet, making scheduling and resourcing judgments within known technical factors.Consistent with this level's jfm knowledge-application rubric: "Applies deeper project-management and R&D-process knowledge to own a whole project's delivery; develops WBS, milestones, and risk plans, making judgments within known technical factors."⟨target⟩⟨date⟩
Coordinates cross-functional cooperation with manufacturing, quality, and product teams to manage project dependencies and ensure predictable delivery of the project's milestones.Consistent with this level's jfm knowledge-application rubric: "Applies deeper project-management and R&D-process knowledge to own a whole project's delivery; develops WBS, milestones, and risk plans, making judgments within known technical factors."⟨target⟩⟨date⟩
Manages the project budget, tracks spend against estimates, and recommends reallocation of human and equipment resources to keep delivery on track.Consistent with this level's jfm knowledge-application rubric: "Applies deeper project-management and R&D-process knowledge to own a whole project's delivery; develops WBS, milestones, and risk plans, making judgments within known technical factors."⟨target⟩⟨date⟩
Conducts risk assessments and applies structured problem-solving (8D, 5Why) and DFMEA/design reviews to resolve product-development issues, documenting response strategies.Consistent with this level's jfm knowledge-application rubric: "Applies deeper project-management and R&D-process knowledge to own a whole project's delivery; develops WBS, milestones, and risk plans, making judgments within known technical factors."⟨target⟩⟨date⟩
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1. Area: Leads a skilled team of R&D engineers, scientists, and coordinators, owning the tactical on-time/on-budget/on-quality delivery of one substantive project across its full development lifecycle from idea generation to prototyping, testing, and launch.  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper project-management and R&D-process knowledge to own a whole project's delivery; develops WBS, milestones, and risk plans, making judgments within known technical factors."
   Target:   ⟨target⟩   Due: ⟨date⟩

2. Area: Sets clear project objectives, defines milestones, and develops the work breakdown structure (WBS) in Jira or Smartsheet, making scheduling and resourcing judgments within known technical factors.  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper project-management and R&D-process knowledge to own a whole project's delivery; develops WBS, milestones, and risk plans, making judgments within known technical factors."
   Target:   ⟨target⟩   Due: ⟨date⟩

3. Area: Coordinates cross-functional cooperation with manufacturing, quality, and product teams to manage project dependencies and ensure predictable delivery of the project's milestones.  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper project-management and R&D-process knowledge to own a whole project's delivery; develops WBS, milestones, and risk plans, making judgments within known technical factors."
   Target:   ⟨target⟩   Due: ⟨date⟩

4. Area: Manages the project budget, tracks spend against estimates, and recommends reallocation of human and equipment resources to keep delivery on track.  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper project-management and R&D-process knowledge to own a whole project's delivery; develops WBS, milestones, and risk plans, making judgments within known technical factors."
   Target:   ⟨target⟩   Due: ⟨date⟩

5. Area: Conducts risk assessments and applies structured problem-solving (8D, 5Why) and DFMEA/design reviews to resolve product-development issues, documenting response strategies.  [source: JFM responsibility (M2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies deeper project-management and R&D-process knowledge to own a whole project's delivery; develops WBS, milestones, and risk plans, making judgments within known technical factors."
   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 R&D engineers, scientists, and coordinators, owning the tactical on-time/on-budget/on-quality delivery of one substantive project across its full development lifecycle from idea generation to prototyping, testing, and launch."→ ⟨target⟩ by ⟨date⟩
  • "Sets clear project objectives, defines milestones, and develops the work breakdown structure (WBS) in Jira or Smartsheet, making scheduling and resourcing judgments within known technical factors."→ ⟨target⟩ by ⟨date⟩
  • "Coordinates cross-functional cooperation with manufacturing, quality, and product teams to manage project dependencies and ensure predictable delivery of the project's milestones."→ ⟨target⟩ by ⟨date⟩
  • "Manages the project budget, tracks spend against estimates, and recommends reallocation of human and equipment resources to keep delivery on track."→ ⟨target⟩ by ⟨date⟩
  • "Conducts risk assessments and applies structured problem-solving (8D, 5Why) and DFMEA/design reviews to resolve product-development issues, documenting response strategies."→ ⟨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 R&D engineers, scientists, and coordinators, owning the tactical on-time/on-budget/on-quality delivery of one substantive project across its full development lifecycle from idea generation to prototyping, testing, and launch."  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Sets clear project objectives, defines milestones, and develops the work breakdown structure (WBS) in Jira or Smartsheet, making scheduling and resourcing judgments within known technical factors."  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Coordinates cross-functional cooperation with manufacturing, quality, and product teams to manage project dependencies and ensure predictable delivery of the project's milestones."  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Manages the project budget, tracks spend against estimates, and recommends reallocation of human and equipment resources to keep delivery on track."  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (M2)]
  - "Conducts risk assessments and applies structured problem-solving (8D, 5Why) and DFMEA/design reviews to resolve product-development issues, documenting response strategies."  →  ⟨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)]