Incentive Compensation Goal Submission Form

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For FY25 we have updated our performance management rating scale and have included the details below:
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Employee Information* This field is required.
Employee First Name
Employee Last Name
Position Title
Supervisor First Name
Supervisor Last Name
Supervisor Email
Please Select
Please Select
Central Services
UTK
UTIA
UTS
UTM
UTHSC
UTC
Campus Location
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Please select position classification* This field is required.
Exempt Advancement Support (monthly)
Non-Exempt Advancement Support (bi-weekly)
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Please select position type below* This field is required.Advancement Officer or Support: annual giving, stewardship, donor relations, communications, central operations, & alumni
Major Gift Officer
Exempt Advancement Officer/Support (monthly)
Non-Exempt Advancement Support (bi-weekly)
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You selected Advancement Officer. Please enter the quantitative goals first. If you have additional quantitative or qualitative goals, you can then enter them later in the form. We recommend a minimum of 3 goals; however, you are welcome to enter additional goals outside of that number. Please keep in mind that these goals should be achievable within the performance year.

Quantitative - Objective goals that are numbers-based, countable or measurable. For example, HR has a team goal to increase visibility to our LinkedIn page by 10% as part of our employee brand initiative.

When entering a quantitative goal, a baseline, primary, stretch and assigned weight percentage are required.

Qualitative - Descriptive subjective goals that are observed and measured on how it impacts the organization. For example, HR has a goal to refine our closeout process to improve candidate experience.

When entering a qualitative goal, you are not required to enter a baseline, primary and stretch.
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For Advancement Officer or Support you can enter both quantitative and qualitative goals. We recommend a mix of 3-5 goals for exempt and 1-2 goals for non-exempt; however, you are welcome to enter additional goals outside of that number. Please keep in mind that these goals should be achievable within the performance year. For each goal please assign a weight percentage with the overall total equaling to 100%.

Quantitative - Objective goals that are metrically-based, countable or measurable. For example, UTFI Talent Management has a goal to maintain 100% compliance when reviewing and approving I9 identification for new hires.

When entering a quantitative goal, please include numerical assignments in the benchmark, primary, stretch, & aspirational fields to ensure employee understanding.

Qualitative - Descriptive subjective goals that are observed and measured on how it impacted the organization. For example, UTFI Talent Management has a collective goal that serves to provide efficiencies to current practices or procedures for each campus/institute.

When entering a qualitative goal, you are not required to enter in a benchmark, primary, stretch, & aspirational numerical assignments.
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Major Gift Officer Benchmark MetricsThis grid could serve as a guide when setting major gift officer goals for the fiscal year. While the grid provides baseline benchmark recommendations for managers, portfolio, pipeline and length of employment in current position should be considered.
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Dollars Raised* This field is required.The form will calculate the stretch & aspirational goals once you enter the amounts.
Fully Contributing Benchmark (set by supervisor)
Primary (set by supervisor)
Stretch (40% over primary)
Aspirational (100% over primary)
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Visits* This field is required.The form will calculate the stretch & aspirational goals once you enter the amounts.
Fully Contributing Benchmark (set by supervisor)
Primary (set by supervisor)
Stretch (10% over primary)
Aspirational (25% over primary)
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Proposals Delivered* This field is required.The form will calculate the stretch & aspirational goals once you enter the amounts.
Fully Contributing Benchmark (set by supervisor)
Primary - Set by the supervisor
Stretch (10% over primary)
Aspirational (25% over primary)
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Please input the first goalOnce the goal description is entered, please select if the goal is qualitative or quantitative. If quantitative, all fields will be required. All goals will need an assigned weight percentage and must total to 100%.
Goal Description
Please Select
Please Select
Quantitative
Qualitative
Goal Type
Fully Contributing Benchmark
Primary - Set by the supervisor
Stretch - Set by the supervisor
Aspirational - Set by the supervisor
Weight (%)
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Please input the second goalOnce the goal description is entered, please select if the goal is qualitative or quantitative. If quantitative, all fields will be required. All goals will need an assigned weight percentage and must total to 100%.
Goal Description
Please Select
Please Select
Quantitative
Qualitative
Goal Type
Fully Contributing Benchmark
Primary - Set by the supervisor
Stretch - Set by the supervisor
Aspirational - Set by the supervisor
Weight (%)
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Please input the third goalOnce the goal description is entered, please select if the goal is qualitative or quantitative. If quantitative, all fields will be required. All goals will need an assigned weight percentage and must total to 100%.
Goal Description
Please Select
Please Select
Quantitative
Qualitative
Goal Type
Fully Contributing Benchmark
Primary - Set by the supervisor
Stretch - Set by the supervisor
Aspirational - Set by the supervisor
Weight (%)
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You have entered the recommend number of goals, would like to add more?* This field is required.
YESNO
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Please input an additional goalOnce the goal description is entered, please select if the goal is qualitative or quantitative. If quantitative, all fields will be required. All goals will need an assigned weight percentage and must total to 100%.
Goal Description
Please Select
Please Select
Quantitative
Qualitative
Goal Type
Fully Contributing Benchmark
Primary - Set by the supervisor
Stretch - Set by the supervisor
Aspirational - Set by the supervisor
Weight (%)
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Please input an additional goalor if your goal submissions are complete, please press next and then submit.
Goal Description
Please Select
Please Select
Quantitative
Qualitative
Goal Type
Fully Contributing Benchmark
Primary - Set by the supervisor
Stretch - Set by the supervisor
Aspirational - Set by the supervisor
Weight (%)
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Please input an additional goalor if your goal submissions are complete, please press next and then submit.
Goal
Baseline
Primary - Set by the supervisor
Stretch - Set by the supervisor
Weight (%)
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Please input an additional goalor if your goal submissions are complete, please press next and then submit.
Goal
Baseline
Primary - Set by the supervisor
Stretch - Set by the supervisor
Weight (%)
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Before you submit, does the below add up to 100? If not, you will need to adjust your weight percentage in the goals listed.You can click on the dots below to check your goals or you can press previous.
Should be Empty: