SMART Goals Templates for Work
The Smart Goal setting framework is a great way to bring structure and trackability for managing progress against your objectives. The acronym SMART stands for Specific, Measurable, Attainable, Realistic, and Time-Based. In order to be a SMART goal, the goal needs to meet all five of these criteria. If you'd like to learn more, here's an in-depth explanation of Smart Goals including examples.
Example Smart Goals Guide
If you're rolling out Smart Goals within your organization, it's helpful to write a guide that is available to all team members to get everyone on the same page. Notejoy makes it fast and easy to get your team on the same page to set SMART goals and establish them with pinned notes and templates.
Smart Goals Guide
We're leveraging the SMART goals framework for goal setting.
- X/XX - please draft your Smart Goals in this notebook
- X/XX - deadline for review with manager
- X/XX - finalized Smart Goals ready for the entire team
- X/XX - first check-in on Smart Goals progress for entire team
Review the deadlines and information about Smart Goals in this document, and then head over to draft your own Smart Goals at the Smart Goals Template note pinned to the top of this notebook.
What are Smart Goals?
The acronym SMART stands for Specific, Measurable, Attainable, Realistic, and Time-Based. In order to be a SMART goal, the goal needs to meet all five of these criteria.
Specific goals are well defined and clear on what needs to be accomplished. What exactly do you want to achieve? The more specific the description, the less room there is for interpretation between a good and bad result.
Measurable goals have clearly identified how you'll evaluate whether or not you are successful or not. Often, this also means breaking your goal down into quantifiable evidence of whether it's accomplished or not. Eating healthier is not a goal, however eating vegetables twice a day and dessert only once a month, is.
Attainable goals are realistic about what is possible given the availability of resources, knowledge, and time. Ideally, it should stretch your abilities but remain in the realm of possibility to get done.
Relevant goals are important to you and will make a material impact on achieving your larger objectives. Does it make a difference to your overall objectives if this goal is met? While many goals are worthwhile expenditures of time, it may not always be the right timing or match to current needs.
Time-based goals lock goals into a specific timeframe and specify when they will be completed by. This also ties into the M for measurable goal because in order for a goal to truly be measurable, it needs to be time-based.
What are some examples of good and bad SMART goals?
- Good: Onboard 10 customers into product beta by end of Q1.
- Bad: Onboard customers into product beta.
In this example, the bad goal fails several Smart Goal criteria by not being specific, measurable, or time-based. If you were to onboard 2 customers in the next five years, it would technically fulfill the goal because it isn't specific about when it needs to happen (end of Q1), and what success looks like in a measurable way (10 customers).
- Good: Deliver 2 or more team presentations and ask peers for feedback
- Bad: Work on improving presentation skills
In this example, it's not specific or measurable what "work on improving presentation skills" means. By breaking it down into a smaller goal of delivering 2 presentations to teams, it makes it a much more concrete and measurable goal.
Example Smart Goals Template
For your own individual goals, it can be as complicated or as simple as you'd like. Here is a simple template below to get started. If you're using this in Notejoy, you can leverage our template functionality to make it easy for the team to leverage a shared template of your choice. See our guide on using Notejoy for Goals for more.
Smart Goals Template
How to use this note
- Right click on this note and click 'Duplicate' to make your own copy.
- Customize the new note's title with your name. For example, 'Sam's Q1 Goals'
- Fill in your goals below with 3-5 goals, and delete these instructions after you're done using them.
Hello team! We are using the SMART goal setting framework to set goals as a team. This means that our goals should be Specific, Measurable, Attainable, Realistic, and Time-Based. For more information on what this means refer to the Smart Goals Guide.
My Smart Goals
- Goal #1
- Goal #2
- Goal #3
Notejoy makes setting and sharing Smart Goals easy
Notejoy makes it fast and easy to get your team on the same page to set SMART goals and establish them with pinned notes and templates.
- Real-Time Collaboration - As a cloud-based solution, Notejoy allows you to share your goals with internal and external collaborators. These collaborators can view, discuss, and comment on goals as well as view the latest version.
- Always in Sync - Rather than managing different versions of agendas or multiple threads of conversation, Notejoy allows the entire team to always see agendas including changes and discussions at the same time.
- Keep Goals in One Searchable Place - have one place to keep track of and maintain one system of record for your team's goals. Manage who has access to what information, and enable team members old and new to search across past and current goals.