Nowa strona 1 » SMART Goals Worksheet (Editable)

A Tool for HR Leaders and Managers to Guide Employees in Setting Effective and Achievable Goals

Instructions for Use

This worksheet is designed to help employees and managers collaboratively define goals that are clear, actionable, and aligned with broader business objectives. Each section of the SMART framework should be filled out thoroughly to ensure that the goal-setting process is effective and results-driven.

SMART Goal Framework Overview

The SMART framework provides a structured approach to goal-setting to ensure that each goal is:

Specific: Clearly define the goal and what is expected.
Measurable: Identify criteria for tracking progress and determining success.
Achievable: Ensure the goal is realistic and attainable within the given time frame.
Relevant: Align the goal with broader business objectives or personal development.
Time-bound: Set a clear deadline or timeline for achieving the goal.

SMART Goals Worksheet (Editable Template)

Goal Title:
Provide a short title or name for the goal.
Example: Increase Monthly Sales Target by 20%

1. Specific
What exactly do you want to achieve? Be as clear and detailed as possible.

What is the goal?
Who is involved?
Where will it happen?
Why is this goal important?

Example:
Increase monthly sales revenue by 20% through the acquisition of new clients in the North American market.

2. Measurable
How will you measure success? What indicators will help you track progress?

What metrics or data will you use to track progress?
What will success look like?
How will you know when the goal has been achieved?

Example:
Sales revenue increased by $500,000 each month.
New clients: 10 new clients signed per month.

3. Achievable
Is this goal realistic? Do you have the necessary resources, skills, and support to achieve it?

Is the goal realistic and attainable?
What resources (time, support, tools) are needed?
Are there any constraints or obstacles to consider?

Example:
Yes, I have access to sales training, a marketing budget, and a team of account managers to help reach the target. However, I will need additional leads from marketing efforts to make the goal achievable.

4. Relevant
How does this goal align with larger organizational objectives or personal career development goals?

Does this goal support overall business priorities or personal growth?
How will achieving this goal impact your role, team, or organization?

Example:
Achieving this sales target aligns with the company’s growth strategy of expanding into the North American market. It will also contribute to my professional development by enhancing my ability to lead large client accounts.

5. Time-bound
When do you want to achieve this goal? Set a clear deadline or milestone.

What is the timeline for achieving this goal?
What is the specific deadline or timeframe?
What are the key milestones to track progress?

Example:
Achieve a 20% increase in monthly sales revenue within the next three months, by June 30th.

Goal Review and Next Steps

Action Plan
What specific steps will you take to achieve this goal? Break it down into smaller, actionable tasks.

Step 1:
Example: Conduct a client segmentation analysis to prioritize target accounts.
Step 2:
Example: Collaborate with marketing for a targeted lead generation campaign.
Step 3:
Example: Schedule weekly follow-up meetings with the sales team for accountability.

Potential Obstacles and Solutions
Identify any challenges you anticipate and plan how to overcome them.

Obstacle:
Example: Limited marketing leads for the North American market.
Solution:
Example: Increase collaboration with marketing for additional campaigns targeting specific industries.

Progress Checkpoints
Set regular intervals to check progress and adjust as needed.

First Checkpoint: By end of Week 2: Assess progress and adjust sales approach.
Second Checkpoint: Midway through Month 1: Evaluate client engagement and lead quality.

Goal Reflection and Feedback

After the goal period is over, reflect on the following:

Did you achieve the goal?
What worked well in achieving the goal?
What challenges did you face, and how did you overcome them?
What could you do differently next time?
How can you apply the lessons learned to future goals?

Editable Format

This SMART Goals Worksheet can be created in various editable formats for ease of use:

Word Document
Google Docs (collaborative)
Excel/Google Sheets (for tracking and progress updates)
Online Form (using platforms like Google Forms or Microsoft Forms for submission and tracking)

Template Download Options:

Provide download links for users to access the editable templates in various formats:

Download Word Template
Download Google Doc Template
Download Excel/Google Sheets Template
Online Form Access

By utilizing this SMART Goals Worksheet, HR leaders and managers can help their employees set clear, measurable, and attainable goals that align with both personal growth and organizational objectives. Regular follow-ups using this worksheet will drive accountability and ensure that employees remain focused on achieving their goals.