SMART Goals Worksheet

Directions: This worksheet is intended to help you set SMART goals. After you have discussed what your goals should genera
scorecard or your managers goals, you would want to do the following:

1. Take each goal and ask yourself all of the following questions
2. Place an X in each box for which the question is answered by the goal you have in mind
3. Place an X in each box for which you and you manager agree on the answer to the question at hand (i.e you have had a dis
4. Answer the questions for which you have an X in either or both boxes
5. Look to see how many X's you have in each category. If you have more than half the questions IN EACH SMART CATEGOR
on to the next step. If you do not have at least half, then you need to have a discussion with your manager about expectations
6. Word your goal to incorporate the answers to the questions to make it a SMART goal. Your goals should all begin with an ac
Perform, Measure, etc etc.)

Mark an X if the
question is
Category Question to ask yourself answered
Specific What do I want/need to accomplish?

What is the outcome/result I need to achieve?

Do I know what I need to do in order to achieve
this?
Do others impacted by this goal have the same
understanding of it as I do? Have I confirmed
this with my Key Work Partners?

Is it clear to others what I am trying to achieve?

What are the performance targets I am shooting

Measurable for?
What are the numeric or written descriptions
used to help the team and me know when
expected results have been met? Are they
clear?

How will I know when the goals have been met?

Where can I go to check progress and verify
outcomes?
What performance targets will trigger a
discussion with my manager? (such as missed
dates, defects, margins, etc)

What efforts do I have to put forth to achieve

Attainable this goal?
Can I work towards this goal with some
confidence that it will be achieved?
 What would prevent me from achieving this
goal? (eg. Barriers or Obstacles)

What resources do I need to achieve this goal?

Do the goals address customer requirements

Relevant and key work partners' needs?

Are the goals directly related to business goals?

Do the goals make sense considering my job
description and responsibilities?

Timebound How long will it take to achieve this goal?

When am I expected to achieve this goal by?
Are regular dates set up to review progress?
Will this timing enable people who depend on
me to achieve their own goals?
orksheet

ve discussed what your goals should generally look like based on the

e in mind
the question at hand (i.e you have had a discussion about it)

alf the questions IN EACH SMART CATEGORY answered, then you can move
ssion with your manager about expectations for the goal at hand.
T goal. Your goals should all begin with an action word (e.g. Develop, Create,

Mark an X if you
and your manager
agree on the
answer to the
question Answer to the question