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The City of Portland, Oregon

Office of Management & Finance

Bureau of Technology Services

BTS HelpDesk: 503-823-5199

1120 SW 5th Avenue, Suite 1111, Portland, OR 97204

SuccessFactors: Performance & Goal Management (PMGM)

SuccessFactors LogoSAP Success Factors PM/GM is a cloud solution that will streamline the Performance Management and Goals process when fully implemented citywide.

  • It will improve the performance review process by integrating seamlessly with Learning Management System as well as the Onboarding module (planned) and aligns with the overall strategic plan for career development, compensation planning and succession planning initiatives.
  • Improved productivity as it aligns employees to corporate goals, increase daily engagement, improve performance accountability and more efficient review process.
  • High Retention as it creates meaningful feedback, understand development needs and provide fair compensation adjustments.

SF PMGM Screen2


For an overview of the project, business process, and new Performance & Objectives Management module of SuccessFactors, watch the video overview below (32:31).  Click the YouTube button to view full screen.

For a detailed overview, view this PDF:  [ Performance and Development Process Overview ]

Video Tutorials for the Basic Process:



Employee:  Creating Objectives  (9:51)
Employee:  Using the Performance Form  (8.42)
Managers:  Review Employee Objectives  (6:49)
Managers:  The Performance Form  (8:08)
Managers:  Create a Performance Forms (3:32)


High-level Timeline



Kick-off Workshop

11/08/2018 – 11/09/2018

Iteration 1 Workbook Approval


Iteration 1  Walkthrough and Sign Off


Iteration 2 Workbook Approval


Iteration 2 Walkthrough and Sign Off


Iteration 3 Workbook Approval


Iteration 3 Walkthrough and Sign Off


Final Workbook Approval


User Acceptance Testing 

1/14/2019 –1/23/2018

Final Configuration Sign off


Move to Production 





Project Team  

Role Name Extension
Executive Sponsors Serilda Summers-McGee, HR Director 3-5219
  Jeff Baer, BTS Director 3-5540
Bureau Managers Diana Allen, SAP Manager 5-8427
  Kate Schmidt, HCM Team Lead 5-8433
  Ron Zito, HR Manager 3-7644
Functional Lead HCM Vineeta Rawal 3-6917
SME, Internal Consultant Pam Davis 3-2775
Functional Consultant, EBS Monica Borden-Ooley 5-8415
Project Manager Arron Fries 3-4622
EBS Training & Communications Charlie Dudley 5-8475
Developer Cody Deckard 5-8407
Developer Trikanth Basetty 5-8453
Developer Thang Ngo 5-8437
Functional Consultant, Aspire Alice Acosta  
Project Management Consultant, Aspire Christie Moore  

PMGM - Performance & Objectives FAQ

Questions and answers regarding the PMGM process in SuccessFactors.

PMGM - 360 & Calibration FAQ

Questions and answers regarding the 360 Review and Calibration processes in SuccessFactors PMGM module.