Published 29 May 2023 | By Tiffany Argent, Roselin Manawis
What is a SMART Goals Template?
A SMART goals template is a premade document that can help you create goals that are Specific, Measurable, Achievable, Relevant, and Timely or Time-bound (SMART). You can use this to increase business profit, productivity, employee and customer satisfaction, and growth.
SMART Goals Template
Use this simple SMART goals template to efficiently analyze your SMART goals step-by-step. You can also use this template to do the following:
- Report problems that you might encounter before they happen
- Schedule deadlines without going to a different application or form
- Attach media, PDF files, and notes as supplementary documents
In this article
- Purpose and Benefits
- How to Create a SMART Goals Template
- How to Use a SMART Goals Template
- FAQs about SMART Goals Templates
- Create and Achieve Your Goals with a Digital Solution
- Related SMART Goals Templates
Purpose and Benefits
The main purpose of a SMART goals template is to help you create more realistic goals and manage them. With it, you can greatly simplify the process of setting and tracking goals and improve operational efficiency.
Using a SMART goals template can also help with the following:
- Providing structure for operations to better achieve goals
- Promoting consistency and standardization across teams and employees as the SMART goals template can help keep everyone on the same page
- Saving time and reducing waste in operations and processes as a template can streamline processes
- Encouraging accountability and transparency
- Tracking results and performing assessments
How to Create a SMART Goals Template
Create your own SMART goals template through the following steps:
#1 Define the Goal Area
Start by identifying the area or aspect of your operations that you want to focus on and improve. It could be about employee development, sales targets, project management, profit goals, or any other area that requires goal setting.
#2 Set Specific Goals
After identifying your focus, determine the specific objectives you want to achieve. Be clear and concise when articulating your goals, and evaluate their relevance in relation to your overall objectives, values, and priorities.
#3 Identify Measurable Indicators
Establish measurable indicators or metrics that will help you track progress and evaluate success. Quantify your goals whenever possible and keep track of them as they happen. Doing so allows for objective measurement and provides a benchmark for assessing your achievements.
#4 Assess Feasibility and Achievability
Consider the feasibility of your goals based on available resources, skills, and constraints. To ensure that your goals are realistic and attainable, assess the potential challenges you may face as you work towards your goals and determine if you have the necessary means to accomplish them.
#5 Set Time-Bound Deadlines
Assign specific deadlines or timeframes to your goals. Doing so creates a sense of urgency and promotes effective planning, progress monitoring, and contingency planning.
#6 Create the Template
Now that you have defined the components of your SMART goals, it’s time to create the template. Make it so it is easily reproducible, such as those created digitally. This will allow multiple people to use it all at once and ensure all goals are standardized in their creation and implementation.
However, you should also regularly review your SMART goals template to track progress, make adjustments, and update deadlines if needed. This ensures that your goals remain relevant and aligned with your evolving circumstances.
Training employees on the proper use of the SMART goals template and goal-setting is also an essential part of using and reviewing your template. With adequate training, you can better ensure your SMART goals are properly communicated and carried out.
How to Use a SMART Goals Template
The best way to fill out and use your SMART goals template is in order of Specific, Measurable, Achievable, Relevant, and Timely or Time-bound. When doing so, consider the following best practices:
Ensure that your goals are very clear and easy to understand. To ensure specificity, it should answer one, some, or all of the following:
- Who should be involved in achieving the goal?
- What exactly do you want to accomplish?
- When do you want to achieve your goal?
- Where should the goal be achieved, if applicable?
- Which items, obstacles, factors, or requirements should be taken into consideration?
- Why do you want to achieve this goal?
After listing your specific goal or goals, write down how you plan to measure your progress. Here, you can better reword your goal to include your metrics or list down the metrics themselves.
Measurable goals have quantifiable criteria that allow progress to be objectively tracked. By including specific metrics or indicators, you can determine whether you’re making progress toward your goal.
Also sometimes called “Attainable,” this is the section where you evaluate the feasibility of your goal and the steps you want to take toward it.
Although the relevancy of your goal to your overall business need should have been determined in the process of creating it, it is important to disclose the reason for your goal. Further evaluate how your goals are relevant to your business and other objectives here.
Timely or Time-bound
Before officially carrying out the necessary steps to achieve your goal, create a timeline for your process. Set a realistic deadline for your goal while considering all other factors mentioned so far and analyze how feasible it can be.
Here is a sample SMART goals template in use for reference:
FAQs about SMART Goals Templates
High-level leaders are typically in charge of creating SMART goals and using the proper documents for them. It is their responsibility to cascade this down to other employees and involve them in the creation process.
Yes, a SMART goals template can be used for goals outside of a business. SMART goals are a methodology that can be adopted by anyone and in any setting where they need to establish targets, including students, professionals, teams, and other groups.
You can use SMART goals to set goals for the following:
- Increase in sales
- Project management
- Employee growth
Create and Achieve Your Goals with a Digital Solution
Stay on track with your goals with a digital SMART goals template to help you out. Going digital with your SMART goals template is a great way to ensure that you can always track your progress. With a digital solution, you can ensure all necessary information is easily accessible to everyone, as well as manage and track your progress.
One digital solution you should consider is SafetyCulture (formerly iAuditor), a mobile-ready application that aims to streamline your operations to get better every day by digitizing all your processes. With SafetyCulutre, you can monitor your progress as you go along with the help of checklists, anytime and anywhere.
To get started with SafetyCulture, you can download a free SMART goals template from the Public Library and edit it as you see fit or create your own from scratch. All templates and reports you make will then be stored in the cloud with modifiable access controls per file, easily accessible from any device. Manage and track your goals even when you are not with your team, and be assured that they will also stay updated.
You can also use SafetyCulture to do the following:
- Improve operational efficiency by reporting issues and creating corrective actions for them in the app
- Communicate with your team anytime and from anywhere by raising a Heads Up
- Schedule the due date for your goals to ensure you stay on track
- Train employees on proper SMART goal-setting in one place
- Integrate existing workflow software into the app for a more efficient work experience
- Generate analytical reports to view your progress at a glance
- Export your reports and SMART goals templates in PDF, Word, Excel, or Weblink formats
Related SMART Goals Templates
Performance Management Template
Use this free performance management template to start collating key information about your employees’ performance on the job. Effectively manage every step and initiative related to your overall performance management system.
Project Audit Questionnaire Template
Use this template to gather insights from the project stakeholders and set up plans or other applicable future actions. This template can help with analyzing and identifying points for improvement during the project, addressing them, and creating better strategies for them.