What is a SMART goal template?
A SMART goal template is a structured tool that helps you set clear and achievable goals using the SMART criteria—Specific, Measurable, Achievable, Relevant, and Time-bound.
It's perfect for entrepreneurs, small businesses, and teams looking to stay focused, monitor progress, and achieve goals effectively.
How does a SMART goals template help?
This template helps you stay organized and by doing so, you can turn your goals into action. Plus, it also helps you in:
Providing clarity
It keeps your focus sharp and helps you set clear, specific goals instead of vague ideas.
Tracking progress
It lets you measure your progress with checkpoints, so you know where you stand and can adjust if needed.
Boosting motivation
Tracking progress and reaching milestones boosts motivation and drives you toward even bigger goals.
Best practice to use this SMART goal template
Follow these 7 simple steps to use this SMART goal template effectively:
- Grab the template (PDF, Google Docs, Word) with your details.
- Then, write down exactly what you want to achieve.
- Next up, think about how you're going to keep tabs on your progress. Are we talking numbers? Deadlines? Maybe both? Figure that out.
- Next, choose how you'll track progress—using numbers, deadlines, or milestones.
- Next, make sure your objective is achievable given your resources.
- Set deadlines to stay focused and have steady progress.
- Review and refine your plan to make adjustments if necessary and improve your desired results.
Start defining your SMART goals
Try this free SMART goals template to set clear, realistic goals and stay on track. It simplifies goal-setting, keeps you focused, and helps you achieve success.
If you're looking for some guidance or expert advice, our experienced consultants are here – let's have a conversation!
Get in Touch
Speak with an Advisor
Not sure where to start? Speak with our advisor and discuss your business goals and planning requirements.
Frequently Asked Questions
What are the SMART goals? What’s the purpose of setting SMART goals?
SMART is a goal-setting model that improves focus, clarity, and accountability, making goals more organized and achievable.
The purpose is to make your goals super clear and actually doable by the deadline you set.
Is this SMART goals template free and editable?
Yes! You can download and customize this SMART goals template for free to fit your specific needs.
How do I ensure my SMART goals stay realistic?
Follow these simple steps to keep your goals achievable:
- First, check your resources (time, skills, and tools) that match your goal.
- Break it down—if your goal is big, split it into smaller, manageable steps.
- Give yourself enough time to work at a steady pace without stress.
- Finally, track your progress and adjust as needed.
Can I use this template for both personal and professional goal-setting?
Yes, absolutely. This template is designed to work for any type of goal, from professional to personal development.
How often should I review my SMART goals?
Regularly assess your SMART goals—be it weekly, monthly, or quarterly—to monitor your progress and modify them as necessary.
