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SMART Goals Planner

Clear, measurable goal setting

AVAILABLE FORMATS
PDF
Spreadsheet
OVERVIEW

What it is and why it matters

SMART Goals is a no-nonsense framework to help you translate those big, hazy visions into concrete, actionable steps. Think of it as the scaffolding that helps you build your business empire, brick by brick.

The aims and objectives are pretty straightforward:

  • Clarity: To define exactly what you want to achieve. No more vague notions of "growth" or "success."
  • Focus: To prioritise what's actually important, cutting through the noise and distractions.
  • Measurable Progress: To track your journey and see how far you've come. Because nothing's more motivating than cold, hard data proving you're not just spinning your wheels.
  • Achievability: To set realistic goals that actually have a shot of being accomplished, rather than setting yourself up for inevitable disappointment.
  • Accountability: To keep yourself, and your team, on track and committed to the plan.

Who should use it?

Honestly, anyone who wants to get stuff done. Whether you're a solo founder bootstrapping your way to success, or a seasoned CEO leading a team of hundreds, SMART goals can help you stay focused and drive progress.

It's particularly useful when you're:

  • Launching a new product (Product Development)
  • Entering a new market (Go-To-Market Strategy)
  • Trying to improve your website's ranking (SEO)
  • Scaling your sales team (Sales)
  • Improving your customer satisfaction scores (Customer Success)

A little history:

The SMART framework wasn't dreamed up in some Silicon Valley incubator yesterday. It's been around for ages – dating back to an November 1981 issue of Management Review by George T. Doran, who was a consultant at Washington Power Company at the time.

The acronym itself has shifted in meaning over the years, but the core principles have stayed remarkably consistent. The idea remains the same: that goals need to be Specific, Measurable, Achievable, Relevant, and Time-bound. It's a classic for a reason - it works.

HOW TO USE

How to make the most of it

Alright, here's how to wrangle this SMART Goals Planner into submission. We've provided it in two formats: a handy PDF and a flexible Google Sheet, so pick whichever works best for your style.

Define Your Goal (Specific)

What exactly do you want to achieve? Avoid vague language. Instead of "increase website traffic," try "increase organic website traffic by 20%". The more specific you are, the better.

Make It Measurable

How will you know when you've achieved your goal? What metrics will you track? In our example, that would be using analytics tools (Google Analytics, perhaps) to monitor website traffic figures.

Ensure It's Achievable

This is where honesty comes in. Can you realistically reach this goal with the resources you have available? Don't aim for the moon if you're still building your rocket.

Make It Relevant

Does this goal align with your overall business objectives? Is it going to move the needle in the right direction? If your main aim is to increase sales, then a goal of "redesigning the company logo" probably isn't all that relevant.

Set a Timeframe (Time-bound)

When do you want to achieve this goal? Give yourself a deadline. It creates a sense of urgency and keeps you focused. "Increase organic website traffic by 20% within the next three months" is much more powerful than "increase organic website traffic...eventually."

Simply work your way through the planner, filling in each section with as much detail as possible. Once you've completed it, you'll have a clear, concise roadmap for achieving your goal. Share it with your team, track your progress, and adjust as needed. It's not set in stone, so don't be afraid to tweak things as you go.

ADVICE

Tips to do it better

A couple of bits of advice from someone who's been there:

  • Don't Overcomplicate It: The beauty of the SMART framework is its simplicity. Don't get bogged down in endless planning and analysis. Just get started.
  • Be Honest With Yourself: Setting unrealistic goals is a waste of time. Be brutally honest about what you can realistically achieve with your current resources.
  • Review Regularly: Don't just set your goals and forget about them. Review them regularly (weekly, monthly, quarterly) to ensure you're still on track.
  • Celebrate Wins: When you achieve a goal, take the time to celebrate. Acknowledge the hard work and effort that went into it. It's good for morale, and it keeps you motivated to tackle the next challenge.
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Goal Setting
Business Model
Productivity
Strategy
Execution