SMART Goal Setting Workbook

Using the SMART criteria when setting goals can help to ensure that they are clear, achievable, and align with the overall objectives of the organization or individual. It can also help to increase motivation and focus, making it more likely that the goal will be achieved.

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Use the Workbook to Plan Your Goals 

We need a plan so we stay focused and align our effort for the year.

Use the SMART method:

  1. SMART goal setting is a method of setting goals that is widely used in business and organizations. The acronym SMART stands for Specific, Measurable, Achievable, Relevant, and Time-bound. These five criteria are used to ensure that goals are well-defined and achievable.
  2. Specific: A specific goal has a clear target or outcome that is well defined. It should answer the questions of what, why and how.
  3. Measurable: A measurable goal can be quantified or tracked in some way. This allows for progress to be monitored and the goal's achievement to be evaluated.
  4. Achievable: The goal should be realistic and attainable. It should be something that can be achieved with the resources and capabilities available.
  5. Relevant: A relevant goal is one that aligns with the overall objectives and mission of the organization or individual.
  6. Time-bound: A goal should have a specific deadline for completion. This creates a sense of urgency and helps to focus efforts towards achieving the goal.
Goal Setting Workbook - Finance Leader Academy

SMART Goal Setting Workbook

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