Objectives & Plans

Motivate your people to go beyond. Use Objectives & Plans to align objectives, enable collaboration and execute strategy.

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Align people and strategy

Our objectives and plans software enables partners and employees to align objectives, share updates and collaborate on group, client and sector plans. We get the right balance between accountability and autonomy, maximising motivation and engagement.


Objectives & Plans

  • Align strategic pillars and shared plans (client, sector etc) by role and focus
  • Share objectives and plans to increase collaboration and accountability
  • Progress dashboards and full visibility of plans for firm leaders


Objectives & Plans

  • Improve accountability, collaboration and innovation on shared plans
  • Pursue growth by encouraging client focus and practice collaboration
  • Identify, recognise and reward partners and employees for collaborative behaviour


From the outset we received great feedback and uptake from colleagues and partners, despite the project launch coming at a time of considerable technology change. Performance Leader has won over the most unexpected of people."

Kirsty Weller, Head of People, DAC Beachcroft


One of the key features I love using about the system is the data analytics. That gives me the ability to have a clean snapshot of the workforce, how people are performing across divisions, locations or at levels… This ensures a consistency of treatment and also a consistency of performance."

David Meagher, Head of People & Culture, Shine Wing Australia


We chose Performance Leader for three reasons: we really liked the team; we liked the system because it is crisp, relevant to what we need and easy to use; and we instinctively felt that Performance Leader was the right fit for us."


Frequently asked questions

Who can access and view plans?

Before you can see a plan (e.g. a department, sector or client plan) you need to be given permission by the plan owner. Once you’ve got permission you can see everyone in that plan and their objectives.

What if some departments or sectors don’t have plans?

You can launch department, sector or client plans for those who are part of those plans, and they can get on with setting and aligning objectives. Others can still set objectives but won’t align them to plans. It’s important to note that you can launch our software day one and progressively add plans. This is quite a different approach to some of our competitors who require an enormous amount of time, effort and coordination from clients just to get to the start line. Also, if you need help with planning, we can recommend consultants in Australia, the US, UK and Europe who have extensive experience helping professional firms with planning.

Are objectives visible to the whole firm?

You can make objectives visible or private. If objectives are visible, anyone in the firm can see the objectives of anyone else. If objectives are visible, and the user wants confidentiality, they can override visibility setting and keep the objective private.

Why do objective collaboration tools often fail in professional firms?

Objective management tools typically fail for reasons:


They ask too much of partners. They want constant engagement and make unrealistic assumptions about partner time. We’re focused on timely and efficient activity.


They fail to respect partner autonomy will fail. We’re interested in objectives that are both impactful for the firm and meaningful for the individual. Collaboration works best when motivation is both extrinsic and intrinsic.


They don't appreciate that sustainable change in professional firms is achieved through constant evolution. Start with a simple approach and build on it. Start by saving time and creating a positive experience. From there, more ambitious goals for partnership collaboration can be planned and executed.

Integrations for a seamless and secure user experience

Single Sign On and HR systems integrations give your people a best of breed experience with the convenience of integrated solution.

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