SMART Goals
What
I created this workshop and accompanying template to help people set intentional and actionable goals using the SMART framework. It’s designed to bridge the gap between dreaming and doing by providing structure and clarity. Whether it’s financial goals, personal milestones, or a mix of both, this activity will help you break down your aspirations into achievable steps.
Who
This workshop is perfect for people who want to set clear goals for their year, whether they’re focusing on personal growth, financial stability, or career advancement. It’s also great for small groups looking to brainstorm together, such as accountability partners, teams, or goal-setting clubs.
When
Use this template whenever you’re at a crossroads or entering a new phase of life. It’s especially useful at the start of a new year, quarter, or month—or any time you feel the need to refocus your energy and priorities.
How
Follow these steps to make the most of the template:
Start with reflection: Spend 5-10 minutes thinking about your current situation. What’s working? What’s not? Jot down any thoughts that come to mind.
Brainstorm goals: Use the provided prompts to think about your 1-month, 6-month, and 12-month goals. Don’t hold back—be honest and dream big.
Apply the SMART framework: For each goal, refine it by making it Specific, Measurable, Attainable, Relevant, and Timely.
Prioritize: Identify which goals are the most urgent or meaningful to focus on first.
Set reminders: Create a system to revisit your goals regularly. Whether it’s weekly check-ins, journaling, or adding reminders to your calendar, consistency is key.
Take action: Break each goal into smaller steps and commit to starting with just one action today.
Tips
Be flexible! Goals can evolve as your priorities shift.
Celebrate progress, no matter how small—it keeps you motivated.
Pair this activity with a daily reflection habit, like journaling, to stay on track.
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