Goal templates — Sales Development — P2
Sales Development · Sales Development · P2 — Developing Professional
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 (P2)
Carries harder lead and meeting targets with more autonomy, moving qualified leads through a larger pipeline against quota
- Specific
- Deliver: "Carries harder lead and meeting targets with more autonomy, moving qualified leads through a larger pipeline against quota"
- Measurable
- Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
- Achievable
- Scoped to this level's jfm complexity/problem-solving rubric: "Solves moderately complex qualification and outreach problems — sequencing multi-channel touches, navigating org structures to decision-makers — within established cadences."
- Relevant
- Advances the Sales Development · Sales Development mandate for a P2 — Developing Professional.
- Time-bound
- ⟨date⟩
JFM responsibility (P2)
Handles an inbound or outbound SDR specialization, fielding more technical qualification conversations on inbound leads to assess fit
- Specific
- Deliver: "Handles an inbound or outbound SDR specialization, fielding more technical qualification conversations on inbound leads to assess fit"
- Measurable
- Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
- Achievable
- Scoped to this level's jfm complexity/problem-solving rubric: "Solves moderately complex qualification and outreach problems — sequencing multi-channel touches, navigating org structures to decision-makers — within established cadences."
- Relevant
- Advances the Sales Development · Sales Development mandate for a P2 — Developing Professional.
- Time-bound
- ⟨date⟩
JFM responsibility (P2)
Navigates company structures to identify decision-makers and conducts high-level discovery conversations
- Specific
- Deliver: "Navigates company structures to identify decision-makers and conducts high-level discovery conversations"
- Measurable
- Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
- Achievable
- Scoped to this level's jfm complexity/problem-solving rubric: "Solves moderately complex qualification and outreach problems — sequencing multi-channel touches, navigating org structures to decision-makers — within established cadences."
- Relevant
- Advances the Sales Development · Sales Development mandate for a P2 — Developing Professional.
- Time-bound
- ⟨date⟩
JFM responsibility (P2)
Applies ICP and persona targeting to prioritize the right prospects across multi-channel outreach
- Specific
- Deliver: "Applies ICP and persona targeting to prioritize the right prospects across multi-channel outreach"
- Measurable
- Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
- Achievable
- Scoped to this level's jfm complexity/problem-solving rubric: "Solves moderately complex qualification and outreach problems — sequencing multi-channel touches, navigating org structures to decision-makers — within established cadences."
- Relevant
- Advances the Sales Development · Sales Development mandate for a P2 — Developing Professional.
- Time-bound
- ⟨date⟩
JFM responsibility (P2)
Refines outreach messaging and channel sequencing based on prospect response data
- Specific
- Deliver: "Refines outreach messaging and channel sequencing based on prospect response data"
- Measurable
- Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
- Achievable
- Scoped to this level's jfm complexity/problem-solving rubric: "Solves moderately complex qualification and outreach problems — sequencing multi-channel touches, navigating org structures to decision-makers — within established cadences."
- Relevant
- Advances the Sales Development · Sales Development mandate for a P2 — Developing Professional.
- Time-bound
- ⟨date⟩
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1. Carries harder lead and meeting targets with more autonomy, moving qualified leads through a larger pipeline against quota [source: JFM responsibility (P2)] Specific: Deliver: "Carries harder lead and meeting targets with more autonomy, moving qualified leads through a larger pipeline against quota" Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩. Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Solves moderately complex qualification and outreach problems — sequencing multi-channel touches, navigating org structures to decision-makers — within established cadences." Relevant: Advances the Sales Development · Sales Development mandate for a P2 — Developing Professional. Time-bound: ⟨date⟩ 2. Handles an inbound or outbound SDR specialization, fielding more technical qualification conversations on inbound leads to assess fit [source: JFM responsibility (P2)] Specific: Deliver: "Handles an inbound or outbound SDR specialization, fielding more technical qualification conversations on inbound leads to assess fit" Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩. Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Solves moderately complex qualification and outreach problems — sequencing multi-channel touches, navigating org structures to decision-makers — within established cadences." Relevant: Advances the Sales Development · Sales Development mandate for a P2 — Developing Professional. Time-bound: ⟨date⟩ 3. Navigates company structures to identify decision-makers and conducts high-level discovery conversations [source: JFM responsibility (P2)] Specific: Deliver: "Navigates company structures to identify decision-makers and conducts high-level discovery conversations" Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩. Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Solves moderately complex qualification and outreach problems — sequencing multi-channel touches, navigating org structures to decision-makers — within established cadences." Relevant: Advances the Sales Development · Sales Development mandate for a P2 — Developing Professional. Time-bound: ⟨date⟩ 4. Applies ICP and persona targeting to prioritize the right prospects across multi-channel outreach [source: JFM responsibility (P2)] Specific: Deliver: "Applies ICP and persona targeting to prioritize the right prospects across multi-channel outreach" Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩. Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Solves moderately complex qualification and outreach problems — sequencing multi-channel touches, navigating org structures to decision-makers — within established cadences." Relevant: Advances the Sales Development · Sales Development mandate for a P2 — Developing Professional. Time-bound: ⟨date⟩ 5. Refines outreach messaging and channel sequencing based on prospect response data [source: JFM responsibility (P2)] Specific: Deliver: "Refines outreach messaging and channel sequencing based on prospect response data" Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩. Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Solves moderately complex qualification and outreach problems — sequencing multi-channel touches, navigating org structures to decision-makers — within established cadences." Relevant: Advances the Sales Development · Sales Development mandate for a P2 — Developing Professional. Time-bound: ⟨date⟩
OKRs
Objectives from this level's core outputs; key results only where a real dimension or capability backs them.
JFM responsibility (P2)
Carries harder lead and meeting targets with more autonomy, moving qualified leads through a larger pipeline against quota
- From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Carries harder lead and meeting targets with more autonomy, moving qualified leads through a larger pipeline against quota"
- Evidence at this level's scope bar: "Defined deliverables / small features" — ⟨target⟩ by ⟨date⟩
JFM responsibility (P2)
Handles an inbound or outbound SDR specialization, fielding more technical qualification conversations on inbound leads to assess fit
- From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Handles an inbound or outbound SDR specialization, fielding more technical qualification conversations on inbound leads to assess fit"
- Evidence at this level's autonomy bar: "General supervision; reviewed at milestones" — ⟨target⟩ by ⟨date⟩
JFM responsibility (P2)
Navigates company structures to identify decision-makers and conducts high-level discovery conversations
- From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Navigates company structures to identify decision-makers and conducts high-level discovery conversations"
- Evidence at this level's complexity bar: "Some non-routine problems; applies established patterns" — ⟨target⟩ by ⟨date⟩
JFM responsibility (P2)
Applies ICP and persona targeting to prioritize the right prospects across multi-channel outreach
- From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Applies ICP and persona targeting to prioritize the right prospects across multi-channel outreach"
- Evidence at this level's impact bar: "Own and immediate-team deliverables" — ⟨target⟩ by ⟨date⟩
JFM responsibility (P2)
Refines outreach messaging and channel sequencing based on prospect response data
- From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Refines outreach messaging and channel sequencing based on prospect response data"
- Evidence at this level's decision rights bar: "Routine technical choices within guidance" — ⟨target⟩ by ⟨date⟩
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Objective 1: Carries harder lead and meeting targets with more autonomy, moving qualified leads through a larger pipeline against quota [source: JFM responsibility (P2)] KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Carries harder lead and meeting targets with more autonomy, moving qualified leads through a larger pipeline against quota" KR2. Evidence at this level's scope bar: "Defined deliverables / small features" — ⟨target⟩ by ⟨date⟩ Objective 2: Handles an inbound or outbound SDR specialization, fielding more technical qualification conversations on inbound leads to assess fit [source: JFM responsibility (P2)] KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Handles an inbound or outbound SDR specialization, fielding more technical qualification conversations on inbound leads to assess fit" KR2. Evidence at this level's autonomy bar: "General supervision; reviewed at milestones" — ⟨target⟩ by ⟨date⟩ Objective 3: Navigates company structures to identify decision-makers and conducts high-level discovery conversations [source: JFM responsibility (P2)] KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Navigates company structures to identify decision-makers and conducts high-level discovery conversations" KR2. Evidence at this level's complexity bar: "Some non-routine problems; applies established patterns" — ⟨target⟩ by ⟨date⟩ Objective 4: Applies ICP and persona targeting to prioritize the right prospects across multi-channel outreach [source: JFM responsibility (P2)] KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Applies ICP and persona targeting to prioritize the right prospects across multi-channel outreach" KR2. Evidence at this level's impact bar: "Own and immediate-team deliverables" — ⟨target⟩ by ⟨date⟩ Objective 5: Refines outreach messaging and channel sequencing based on prospect response data [source: JFM responsibility (P2)] KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Refines outreach messaging and channel sequencing based on prospect response data" KR2. Evidence at this level's decision rights bar: "Routine technical choices within guidance" — ⟨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 |
|---|---|---|---|
| Carries harder lead and meeting targets with more autonomy, moving qualified leads through a larger pipeline against quota | Consistent with this level's jfm knowledge-application rubric: "Applies judgment in familiar prospecting contexts, adapting messaging and channel mix to persona and inbound/outbound specialization; handles more technical qualification conversations on inbound leads." | ⟨target⟩ | ⟨date⟩ |
| Handles an inbound or outbound SDR specialization, fielding more technical qualification conversations on inbound leads to assess fit | Consistent with this level's jfm knowledge-application rubric: "Applies judgment in familiar prospecting contexts, adapting messaging and channel mix to persona and inbound/outbound specialization; handles more technical qualification conversations on inbound leads." | ⟨target⟩ | ⟨date⟩ |
| Navigates company structures to identify decision-makers and conducts high-level discovery conversations | Consistent with this level's jfm knowledge-application rubric: "Applies judgment in familiar prospecting contexts, adapting messaging and channel mix to persona and inbound/outbound specialization; handles more technical qualification conversations on inbound leads." | ⟨target⟩ | ⟨date⟩ |
| Applies ICP and persona targeting to prioritize the right prospects across multi-channel outreach | Consistent with this level's jfm knowledge-application rubric: "Applies judgment in familiar prospecting contexts, adapting messaging and channel mix to persona and inbound/outbound specialization; handles more technical qualification conversations on inbound leads." | ⟨target⟩ | ⟨date⟩ |
| Refines outreach messaging and channel sequencing based on prospect response data | Consistent with this level's jfm knowledge-application rubric: "Applies judgment in familiar prospecting contexts, adapting messaging and channel mix to persona and inbound/outbound specialization; handles more technical qualification conversations on inbound leads." | ⟨target⟩ | ⟨date⟩ |
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1. Area: Carries harder lead and meeting targets with more autonomy, moving qualified leads through a larger pipeline against quota [source: JFM responsibility (P2) — reused, no distinct responsibility content] Standard: Consistent with this level's jfm knowledge-application rubric: "Applies judgment in familiar prospecting contexts, adapting messaging and channel mix to persona and inbound/outbound specialization; handles more technical qualification conversations on inbound leads." Target: ⟨target⟩ Due: ⟨date⟩ 2. Area: Handles an inbound or outbound SDR specialization, fielding more technical qualification conversations on inbound leads to assess fit [source: JFM responsibility (P2) — reused, no distinct responsibility content] Standard: Consistent with this level's jfm knowledge-application rubric: "Applies judgment in familiar prospecting contexts, adapting messaging and channel mix to persona and inbound/outbound specialization; handles more technical qualification conversations on inbound leads." Target: ⟨target⟩ Due: ⟨date⟩ 3. Area: Navigates company structures to identify decision-makers and conducts high-level discovery conversations [source: JFM responsibility (P2) — reused, no distinct responsibility content] Standard: Consistent with this level's jfm knowledge-application rubric: "Applies judgment in familiar prospecting contexts, adapting messaging and channel mix to persona and inbound/outbound specialization; handles more technical qualification conversations on inbound leads." Target: ⟨target⟩ Due: ⟨date⟩ 4. Area: Applies ICP and persona targeting to prioritize the right prospects across multi-channel outreach [source: JFM responsibility (P2) — reused, no distinct responsibility content] Standard: Consistent with this level's jfm knowledge-application rubric: "Applies judgment in familiar prospecting contexts, adapting messaging and channel mix to persona and inbound/outbound specialization; handles more technical qualification conversations on inbound leads." Target: ⟨target⟩ Due: ⟨date⟩ 5. Area: Refines outreach messaging and channel sequencing based on prospect response data [source: JFM responsibility (P2) — reused, no distinct responsibility content] Standard: Consistent with this level's jfm knowledge-application rubric: "Applies judgment in familiar prospecting contexts, adapting messaging and channel mix to persona and inbound/outbound specialization; handles more technical qualification conversations on inbound leads." 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
- "Carries harder lead and meeting targets with more autonomy, moving qualified leads through a larger pipeline against quota"→ ⟨target⟩ by ⟨date⟩
- "Handles an inbound or outbound SDR specialization, fielding more technical qualification conversations on inbound leads to assess fit"→ ⟨target⟩ by ⟨date⟩
- "Navigates company structures to identify decision-makers and conducts high-level discovery conversations"→ ⟨target⟩ by ⟨date⟩
- "Applies ICP and persona targeting to prioritize the right prospects across multi-channel outreach"→ ⟨target⟩ by ⟨date⟩
- "Refines outreach messaging and channel sequencing based on prospect response data"→ ⟨target⟩ by ⟨date⟩
Role calibration
- Meets the scope bar: "Defined deliverables / small features"→ ⟨target⟩ by ⟨date⟩
- Meets the autonomy bar: "General supervision; reviewed at milestones"→ ⟨target⟩ by ⟨date⟩
- Meets the complexity bar: "Some non-routine problems; applies established patterns"→ ⟨target⟩ by ⟨date⟩
- Meets the impact bar: "Own and immediate-team deliverables"→ ⟨target⟩ by ⟨date⟩
- Meets the decision rights bar: "Routine technical choices within guidance"→ ⟨target⟩ by ⟨date⟩
- Meets the leadership bar: "May guide interns"→ ⟨target⟩ by ⟨date⟩
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Internal process - "Carries harder lead and meeting targets with more autonomy, moving qualified leads through a larger pipeline against quota" → ⟨target⟩ by ⟨date⟩ [source: JFM responsibility (P2)] - "Handles an inbound or outbound SDR specialization, fielding more technical qualification conversations on inbound leads to assess fit" → ⟨target⟩ by ⟨date⟩ [source: JFM responsibility (P2)] - "Navigates company structures to identify decision-makers and conducts high-level discovery conversations" → ⟨target⟩ by ⟨date⟩ [source: JFM responsibility (P2)] - "Applies ICP and persona targeting to prioritize the right prospects across multi-channel outreach" → ⟨target⟩ by ⟨date⟩ [source: JFM responsibility (P2)] - "Refines outreach messaging and channel sequencing based on prospect response data" → ⟨target⟩ by ⟨date⟩ [source: JFM responsibility (P2)] Role calibration - Meets the scope bar: "Defined deliverables / small features" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Scope)] - Meets the autonomy bar: "General supervision; reviewed at milestones" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Autonomy)] - Meets the complexity bar: "Some non-routine problems; applies established patterns" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Complexity)] - Meets the impact bar: "Own and immediate-team deliverables" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Impact)] - Meets the decision rights bar: "Routine technical choices within guidance" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Decision rights)] - Meets the leadership bar: "May guide interns" → ⟨target⟩ by ⟨date⟩ [source: level dimension (Leadership)]