CRMO Action Plan Template

HPIZSSMP001T

Document Information
Version No. 0.1
Prepared By: Melissa Aniban
Reviewed By: 0

Document Version History

Ver. No. Ver. Date Review Date Prepared By
0.1 9-Feb-2010 Melissa Aniban

HP PRIVATE

Page 1 of 46
Asia SNS SM HP Restricted
Last changed: 03/24/2011 00:07:36
 Version Date 9-Feb-2010
Preparation Date: 9-Feb-2010
Review Date: 9-Feb-2010

Reviewed By Description
Based on FY09 Action Plan Template drafted
by Terence Gocheco

Page 2 of 46
Asia SNS SM HP Restricted
Last changed: 03/24/2011 00:07:36
General Instructions
Set your goals in the My Goals sheet. This is done only once for the entire FY. Deadline on Jan 23, 2009
Input your goals in the Grow@hp portal once approved. This will be done in February.
Once goals are aligned, create action plans that are aligned to the goals. This should be updated on a monthly
discussed during 1-1s.

File naming convention

Name this file CRMO Strategy FY09 for <name>.xls

Instructions for My Roles & Goals Sheet

Set 3-5 critical goals for the FY. Set no more than 8.
Ensure that critical goals you set are aligned with the CRMO goals, which is aligned to the GDPC Strategy.
Try to have at least 1 goal for each of the HP strategy (Capital, Growth, Efficiency).
For the Goal ID, you can set your own name to easily identify the scope of the goal, similar to the CRMO Goal ID
IM
ForOwner; C2-Training,
the goals Dutywill
set here, this Manager, My Training
be the exact and Development
same goals logged in the Grow@hp portal, under "My Success Plan
goals.
For the Roles, simply list down roles you hold.

Instructions for "My Action Plan"

For every goal, define action items / steps to achieve the goal.
Action items may be a detailed breakdown of tasks or deliverables towards meeting the goal.
Action steps connected to the same goal may not necessarily be related to each other.
Every action plan item should correspond to an accomplishment of work objectives, or a result that contributes
For the action items set here, this will be the exact same action items that may be logged in the Grow@hp port
Success Plan". This feature is however disabled at this point .
All entries follow the SMAART format.
Each entry in the Action plan is similar as an entry in the PPR document. This applies to the "Status / Next steps

Feedback / Recognition
To promote tracking and providing of feedback and recognition to peers.
Try to fill up all applicable columns. For feedback, columns match the feedback model. For recognition, identify
key results // behavior
For Awards Corrective was highlighted.
Action steps - identify awards received or proposed, or identify corrective action steps t
the mess.

My Metrics
Identify Metrics based on your goals, and track them monthly. Action steps may have metrics identified, and su
tracked in this sheet.
My
List Development Plans
down any soft skills or technical skills training, or certifications, that you have aligned to take as part of you
development plan.
List down development needs and plans, and support required to achieve the development requirements.
Track how the activities contributed to your development goals.
Track duration of activities.

My Calendar
Optional - Tracking of daily activities to serve as a self-check and log of work being done at a task level.
 HP Strategy CRMO Goal ID
Ensure repeat
business
1
Support building
the business

Drive operational
efficiency

Deliver and
Improve process
and product
quality

4
Develop technical
and process
mastery and drive
high performance
culture

5
Drive career
growth through
employee
engagement and
leadership

6
 CRMO Goal
WEBINT strategy alignment: GROWTH-Grow Current Business

1. Provide Best Total Customer Experience (CSAT >= 4.5, SOBR >= 8.3, GREEN SLA,
GREEN QD)

WEBINT strategy alignment: GROWTH-Grow New Business

1. Contribute to enhancing WEBINT marketing collaterals and documenting case studies

2. Contribute to generating new business for the organization.

WEBINT strategy alignment: EFFICIENCY-Innovation and Operational Excellence

1. Increase efficiencies through creation and use of automation and productivity tools

2. Contribute white papers and knowledge briefs to the technical community

3. Ensure OMEGA accuracy

4. Understand and participate in tests of Business Continuity and Emergency

Communication Plans

5. Contribute to Knowledge Management and drive re-use

6. Ensure allocation to projects and generate value in case of unallocated/non-billable

time

7. support Recruitment efforts thru referals or conducting interviews

8. Manage Third Party Vendor Relationships and Quality through feedback

WEBINT strategy alignment: EFFICIENCY-Quality

1. Achieve quality metric targets for projects, service management and security (SPI,
CPI, Defects, SLA, security violations, etc.)

2. Participate in continuous improvement programs at site, tower and team level

3. Contribute to achieving CMMi level 5 / ISO 20K certification

4. Ensure ISMS compliance and maturity

5. Drive Service Management Excellence via improvement programs and sharing across
all SM groups

6. Lead and/or Provide feedback to process change teams.

WEBINT strategy alignment: PEOPLE-Best Talent and High Performance Culture

1. Obtain training in key technical, process and soft skills

2. Obtain external certification

3. Contribute in the New Hire On-boarding Program either (as buddy, giving training,
enhancing training materials, transition, etc.)

4. Participate in the Mentoring Program

5. Drive active participation and leadership in Professions

6. Develop deal pursuit skills

7. Reward and Recognize People through feedback and reward recommendations

8. Lead and participate in WEBINT and/or YOE initiatives

9. Regularly provide feedback on team leaders' and managers' performance

WEBINT strategy alignment: PEOPLE-Employee Engagement

1. Understand FY10 Strategies of from HP all the way down to GDPC and WEBINT

2. Participate in the Voice of the Workforce (VOW) survey and other focus groups;
implement VOW related action plans of the team.

3. Understand Career Center Program and the Technical Career Path; use available
tools to drive your own career

4. Participate in programs for employees to have fun with co-workers (YOE or WEBINT-
led)

5. Lead and participate in team building activities to develop synergy within and across
groups (coffee talks, offsites, etc.)

6. Ensure Work-Life Balance and escalate workload issues

7. Establish and maintain regular communications to managers and participate in

asking questions to the management team

8. Participate in Social and Environmental Responsibility and Global Citizenship

9. Ensure you have a back-up (in case of emergencies/leaves) and continuity plans are
up-to-date.
 Consolidated Action Item Regist
Sl.No Meeting Date Status Action Item descirption Source
d Action Item Register
Action Item Date of Completion
Priority Owner(s) Remarks
Type Planned Revised Actual
Status No of AI's
Closed 0
In Progress 0
Dropped 0
Open 0
NA 0

Action No of AI's
Action Item 0
Information Item 0

Priority No of AI's
High 0
Low 0
Medium 0
NA 0
Goal ID Link to CRMO Goal
Ensure repeat business

Goal 1
Support building the business

Goal 2
Drive operational efficiency

Goal 3
 Deliver and Improve process and
product quality

Goal 4
Develop technical and process
mastery and drive high
performance culture

Goal 5
 Drive career growth through
employee engagement and
leadership

Goal 6
Goal 7
Goal 8

List of Roles Start Date of Role

My Goals
WEBINT strategy alignment: GROWTH-Grow Current Business

1. Provide Best Total Customer Experience (CSAT >= 4.5, SOBR >= 8.3,
GREEN SLA, GREEN QD)

WEBINT strategy alignment: GROWTH-Grow New Business

1. Contribute to enhancing WEBINT marketing collaterals and documenting

case studies

2. Contribute to generating new business for the organization.

WEBINT strategy alignment: EFFICIENCY-Innovation and Operational

Excellence

1. Increase efficiencies through creation and use of automation and

productivity tools

2. Contribute white papers and knowledge briefs to the technical community

3. Ensure OMEGA accuracy

4. Understand and participate in tests of Business Continuity and Emergency

Communication Plans

5. Contribute to Knowledge Management and drive re-use

6. Ensure allocation to projects and generate value in case of unallocated/non-

billable time

7. support Recruitment efforts thru referals or conducting interviews

8. Manage Third Party Vendor Relationships and Quality through feedback

WEBINT strategy alignment: EFFICIENCY-Quality

1. Achieve quality metric targets for projects, service management and

security (SPI, CPI, Defects, SLA, security violations, etc.)

2. Participate in continuous improvement programs at site, tower and team

level

3. Contribute to achieving CMMi level 5 / ISO 20K certification

4. Ensure ISMS compliance and maturity

5. Drive Service Management Excellence via improvement programs and

sharing across all SM groups

6. Lead and/or Provide feedback to process change teams.

WEBINT strategy alignment: PEOPLE-Best Talent and High Performance Culture

1. Obtain training in key technical, process and soft skills

2. Obtain external certification

3. Contribute in the New Hire On-boarding Program either (as buddy, giving
training, enhancing training materials, transition, etc.)

4. Participate in the Mentoring Program

5. Drive active participation and leadership in Professions

6. Develop deal pursuit skills

7. Reward and Recognize People through feedback and reward

recommendations

8. Lead and participate in WEBINT and/or YOE initiatives

9. Regularly provide feedback on team leaders' and managers' performance

WEBINT strategy alignment: PEOPLE-Employee Engagement

1. Understand FY10 Strategies of from HP all the way down to GDPC and
WEBINT

2. Participate in the Voice of the Workforce (VOW) survey and other focus
groups; implement VOW related action plans of the team.

3. Understand Career Center Program and the Technical Career Path; use
available tools to drive your own career

4. Participate in programs for employees to have fun with co-workers (YOE or

WEBINT-led)

5. Lead and participate in team building activities to develop synergy within

and across groups (coffee talks, offsites, etc.)

6. Ensure Work-Life Balance and escalate workload issues

7. Establish and maintain regular communications to managers and participate

in asking questions to the management team

8. Participate in Social and Environmental Responsibility and Global Citizenship

9. Ensure you have a back-up (in case of emergencies/leaves) and continuity

plans are up-to-date.

End Date of Role (if applicable)

Link to My Goals Action Step
Provide Best Total Customer Experience (CSAT >= 4.5,
SOBR >= 8.3, GREEN SLA, GREEN QD)

Goal 1
Contribute to enhancing WEBINT marketing collaterals
Goal 2 and documenting case studies
Contribute to generating new business for the
Goal 2 organization.
Increase efficiencies through creation and use of
automation and productivity tools

Goal 3
Contribute white papers and knowledge briefs to the
Goal 3 technical community
Ensure OMEGA accuracy

Goal 3
Understand and participate in tests of Business
Goal 3 Continuity and Emergency Communication Plans
Goal 3 Contribute to Knowledge Management and drive re-use
Ensure allocation to projects and generate value in case
Goal 3 of unallocated/non-billable time
support Recruitment efforts thru referals or conducting
interviews
Goal 3
Manage Third Party Vendor Relationships and Quality
Goal 3 through feedback
Achieve quality metric targets for projects, service
management and security (SPI, CPI, Defects, SLA,
Goal 4 security violations, etc.)
Participate in continuous improvement programs at site,
Goal 4 tower and team level
Contribute to achieving CMMi level 5 / ISO 20K
Goal 4 certification
Ensure ISMS compliance and maturity
Goal 4
Drive Service Management Excellence via improvement
Goal 4 programs and sharing across all SM groups
Goal 4 Lead and/or Provide feedback to process change teams.
Obtain training in key technical, process and soft skills

Goal 5
Goal 5 Obtain external certification
Contribute in the New Hire On-boarding Program either
(as buddy, giving training, enhancing training materials,
Goal 5 transition, etc.)
Participate in the Mentoring Program
Goal 5
Goal 5 Drive active participation and leadership in Professions
Goal 5 Develop deal pursuit skills
Reward and Recognize People through feedback and
Goal 5 reward recommendations
 Lead and participate in WEBINT and/or YOE initiatives

Goal 5
Regularly provide feedback on team leaders' and
Goal 5 managers' performance
Understand FY10 Strategies of from HP all the way down
to GDPC and WEBINT

Goal 6
Participate in the Voice of the Workforce (VOW) survey
and other focus groups; implement VOW related action
Goal 6 plans of the team.
Understand Career Center Program and the Technical
Career Path; use available tools to drive your own career
Goal 6
Participate in programs for employees to have fun with
Goal 6 co-workers (YOE or WEBINT-led)
Lead and participate in team building activities to
develop synergy within and across groups (coffee talks,
Goal 6 offsites, etc.)
Ensure Work-Life Balance and escalate workload issues

Goal 6
Establish and maintain regular communications to
managers and participate in asking questions to the
Goal 6 management team
Participate in Social and Environmental Responsibility
and Global Citizenship

Goal 6
Ensure you have a back-up (in case of
emergencies/leaves) and continuity plans are up-to-date.
Goal 6
Metrics / Deliverables Owner
Participated in contributing the finest everyday
jobs of a Duty Manager and delivering August and
September SOBR = 8.7 WOM: QD: 99.18%, SWTT:
99.76%

Creation of 2 KPS. KPS for PRWOM-PR41603-V100-

CBD Cant Order If Other Client Links CBD of
Country to Its Trucktype and WOM-PR60092 -
v100 - Null Pointer Exception due to 2 line product
description

Assured a 100% compliant on Omega Tracking

and Guarantee a Pre Tracking status with
accurate information.

Participated in the latest BCP forTyphoon Juan

Referred 5 school mates matching the

requirements on Job Openings based on HR's
notice
feedback on contingent workers/ using completion
templates with feedback links for customers
what’s(SPI, CPI, Defects, SLA, security violations,
etc.)?? ---di po aq sure kya wala po akong input
sa part na to :(
participated in new implementations scheme team
lvl.

Assuring 100% compliant on the previous security

audit.

Attended and accumulated 75 hours of training for

technical, process and softskills organized by
WEBINT

Improved 1 training material for new hire

onborading
Consulted senior member's of the team as
mentors for work efficiency

Take part on feedback sent through email for

recognized team members
Participated on WEBINT Polls, WEBINT activities
like bazaars and general assembly. One of the 16
people in CRMO that provide response onWEBINT
Paper Cup Survey
Give out feedbacks and suggestions during one on
one sessions.
Understand FY10 Strategies of from HP all the way
down to GDPC and WEBINT by making certain a
100% compliance to actions taken to fulfill the
strategies stated.

Responded to the current Voice Of the Workforce

survey with honesty and integrity
Set short term and long term goals to identify at
the same time explore on what career path to
pursue

???? -- wala din pong input :(

Partcipated on the previous coffee talk ans offsite

of CRMO
Set time and dedicate plans on recreational
activties on weekends and free time. Consulted
work load issues on team lead
Attended one on one sessions promptly,
Participated on survey and feedback asked by
managers
Using tumblers instead of paper cups to reduce
waste and reporting incidents that triggers
security and safety on workplace environments.
Recycling used papers by using it on filing receipts
submitted as reimbursement requirement.
Aligning to Team lead in case of Sickness leaves
and making certain that there is a back up
provided.
Status & Next Steps Target Date of Completion
Link to My Goals Action Step
Provide Best Total Customer Experience (CSAT >= 4.5,
Goal 1 SOBR >= 8.3, GREEN SLA, GREEN QD)
Contribute to enhancing WEBINT marketing collaterals
Goal 2 and documenting case studies
Contribute to generating new business for the
Goal 2 organization.
Increase efficiencies through creation and use of
Goal 3 automation and productivity tools
Contribute white papers and knowledge briefs to the
Goal 3 technical community
Goal 3 Ensure OMEGA accuracy
Understand and participate in tests of Business
Goal 3 Continuity and Emergency Communication Plans
Goal 3 Contribute to Knowledge Management and drive re-use
Ensure allocation to projects and generate value in case
Goal 3 of unallocated/non-billable time
support Recruitment efforts thru referals or conducting
Goal 3 interviews
Manage Third Party Vendor Relationships and Quality
Goal 3 through feedback
Achieve quality metric targets for projects, service
management and security (SPI, CPI, Defects, SLA,
Goal 4 security violations, etc.)
Participate in continuous improvement programs at site,
Goal 4 tower and team level
Contribute to achieving CMMi level 5 / ISO 20K
Goal 4 certification
Goal 4 Ensure ISMS compliance and maturity
Drive Service Management Excellence via improvement
Goal 4 programs and sharing across all SM groups
Goal 4 Lead and/or Provide feedback to process change teams.
Goal 5 Obtain training in key technical, process and soft skills
Goal 5 Obtain external certification
Contribute in the New Hire On-boarding Program either
(as buddy, giving training, enhancing training materials,
Goal 5 transition, etc.)
Goal 5 Develop deal pursuit skills
Reward and Recognize People through feedback and
Goal 5 reward recommendations
Goal 5 Lead and participate in WEBINT and/or YOE initiatives
Regularly provide feedback on team leaders' and
Goal 5 managers' performance
Understand FY10 Strategies of from HP all the way down
Goal 6 to GDPC and WEBINT
Participate in the Voice of the Workforce (VOW) survey
and other focus groups; implement VOW related action
Goal 6 plans of the team.
Understand Career Center Program and the Technical
Goal 6 Career Path; use available tools to drive your own career
 Participate in programs for employees to have fun with
Goal 6 co-workers (YOE or WEBINT-led)
Lead and participate in team building activities to
develop synergy within and across groups (coffee talks,
Goal 6 offsites, etc.)
Goal 6 Ensure Work-Life Balance and escalate workload issues
Establish and maintain regular communications to
managers and participate in asking questions to the
Goal 6 management team
Participate in Social and Environmental Responsibility
Goal 6 and Global Citizenship
Ensure you have a back-up (in case of
Goal 6 emergencies/leaves) and continuity plans are up-to-date.
Metrics / Deliverables Target Frequency Aug-10
Sep-10 Oct-10
 Recognition / Feedback
Venue Content (If applicable,
(Email, MC, paste here actual
Name of Source / Target phone, recognition / feedback
Category of feedback personal) from email.)
 What are the agreed next
What were the facts? What was the impact? steps? (feedback) What
(feedback) What was the (feedback) What key key behaviors were
situation / issue / results were highlighted? highlighted?
challenge? (recognition) (recognition) (recognition)
Reward /
Corrective action
steps.
 Part of
Development Aligned with
Plan / "My Action Team Lead /
Plan" Manager
Development Needs / Plans Y/N Y/N
 Activities

Training / Education
(10%) Relationships (20%) Actual Experience (70%)
 Training / Education (10%)

Requested and
queued already
via WEBINT TCI? Results
Y/N Target Date Actual Date Done / Passed / Failed
 Relationships (20%)

Individuals / Teams
Interacted with ;
Network Established Start Date End Date Learnings Role
 Actual Experience

Start Date End Date Learnings

Description Category Target Date
Actual Schedule Application
Calendar - Optional Log of Daily activities aimed to assist in remembering work and accomplishme
bering work and accomplishments done