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SETTING SMARTER GOALS IN 7 EASY STEPS ~ William Thomson, also known as Lord Kelvin, Scottish physicist

By Duncan Haughey (1824-1907)


Specific: the goal must be explicitly defined, without any ambiguity.
The concepts of SMART and SMARTER provide an It cannot be subject to individual interpretation but must explain
excellent way to make sure your project goals and specifically what has to be achieved and the type of outcome
objectives are trackable, relevant, that there are enough expected.
resources to achieve them, and there is a definite Measurable: the completion criteria and related quantitative or
qualitative measurement method must be clearly described. In other
delivery deadline.
words, you must be able to answer the question: “How will I know
Try these seven steps to help you set SMARTER goals that the objective is attained and which evidences are required to
for your projects: confirm it?”
1. Specific Attainable: this criterion emphasizes the importance of setting an
Exactly what is it you want to achieve in your business objectives that is challenging for your team but nonetheless reachable
against the existing constraints. It also requests you to assess whether
or personal life? A good goal statement explains the the objective is realistic taking into account the other objectives that
what, why, who, where and when of a goal. If your goal you have already set for the same employee. If the target is out of
statement is vague, you will find it hard to achieve reach, your objective will become meaningless. This criteria also
because it will be difficult to define success. poses the question of the resource, authority and means needed to
accomplish the objective: confirm how the goal can be reached
2. Measurable
(specific skills to be acquired, training available, human or financial
You must be able to track progress and measure the resources, level of authority…). An objective cannot be reached “by
result of your goal. A good goal statement answers the all means” but through method and means aligned with your
question, how much or how many. How will I know company ethic and values.
when I have achieved my goal? Relevant: the goal must be tied to your organization priorities and to
the employee maturity in his role. Goals that align to your company
3. Agreed strategy, the team mission and the employee development and that do
Your goal must be relevant to your stakeholders and not conflict with other objectives are relevant. It also requires to
agreed with them. Examples of people to agree your goal check whether the timing for the objective is appropriate.
with are your line manager, employees and customers. Time-bound: this criterion stresses the importance to specify an
appropriate time frame for your goal: when is it supposed to start and
4. Realistic
to end? What are the steps and critical milestones to accomplish it?
Your goal should be stretching, but realistic and relevant What are the intermediate outcomes expected and by when?
to you and your company. Make sure the actions you Answering those questions contributes to define a sense of priority
need to take to achieve your goal are things within your for your staff and helps them to organize their tasks around their
control. Is your goal achievable? various objectives.
Evaluated: as a manager, it is your responsibility to set challenging
5. Time-Bound goals for you team but also to support your staff in reaching their
Goals must have a deadline. A good goal statement will targets by assessing the progress on a regular basis and by providing
answer the question, when will I achieve my goal? some recommendations or coaching session to overcome eventual
Without time limits, it's easy to put goals off and leave obstacles. Define some specific checkpoints (at a predefined
frequency or at critical milestones) and the related expected
them to die. As well as a deadline, it's a good idea to set
deliverables. Do not wait for the objective to reach its time-limit to
some short-term milestones along the way to help you deliver your feedbacks: this is counter-productive because it does not
measure progress. support the development of your collaborator and may even create
6. Ethical frustration if the target is missed. The final evaluation result of the
Goals must sit comfortably within your moral compass. objective completion should not come as a surprise to your employee
but should be the reflect of the intermediate reviews plus the
Most people resist acting unethically. Set goals that meet evaluation of the last mile and its final output.
a high ethical standard. Recognized/Rewarded or Revisited: when reaching the end of the
7. Recorded time frame defined for the goal execution, run the final evaluation to
Always write down your goal before you start working assess the success or failure in achieving the objectives. Ask your
employee for the lessons learned while executing the objective. What
towards it. Written goals are visible and have a greater
would they do differently next time? Why? What could they manage
chance of success. The recording is necessary for the easily? What were the main obstacles? How have they been able to
planning, monitoring and reviewing of progress. Is your overcome them? What have they learned? If the objective is reached,
goal written down? explain the type of reward that the employee can expect (impact of
the evaluation on possible promotion or mobility, extended
responsibilities and autonomy on similar activities at the next
opportunity, monetary compensation…) and in any case recognize
the accomplishment. It is important to praise the employee for his
performance, especially when outstanding. On the other hand, if the Relevant
outcomes are below expectation, it is crucial to run a full review with
your employee to understand what went wrong and why. Ask The fourth term stresses the importance of choosing goals that matter. A
penetrating questionsto get to the essence of the issue and share ideas Bank Manager's goal to "Make 50 peanut butter and jelly sandwiches by
on what could have been done differently. This discussion allows you 2:00pm." may be Specific, Measurable, Attainable, and Time-Specific, but
to revisit the objective in order to draw the appropriate lacks Relevance. Many times you will need support to accomplish a goal:
conclusions and should become the basis for defining new goals that resources, a champion voice, someone to knock down obstacles. Goals that
will help your employee to improve his weak areas. are relevant to your boss, your team, your organization will receive that
needed support.

Paul J. Meyer describes the characteristics of S.M.A.R.T. goals in his Relevant goals (when met) drive the team, department, and organization
book Attitude is Everything (2003). This S.M.A.R.T.E.R. goal is a variation of forward. A goal that supports or is in alignment with other goals would be
the S.M.A.R.T. goals. In this section we have outlined how to create considered a relevant goal.
S.M.A.R.T.E.R. goals. A relevant goal can answer yes to these questions:
Specific
 Does this seem worthwhile?
The first term stresses the need for a specific goal over and against a more
general one. This means the goal is clear and unambiguous; without vagaries
 Is this the right time?
and platitudes. To make goals specific, they must tell a team exactly what is
expected, why is it important, who’s involved, where is it going to happen and
 Does this match our other efforts/needs?
which attributes are important.

A specific goal will usually answer the five "W" questions:  Are you the right person?
Time-specific
 What: What do I want to accomplish?
 Why: Specific reasons, purpose or benefits of accomplishing the The fifth term stresses the importance of grounding goals within a time frame,
goal. giving them a target date. A commitment to a deadline helps a team focus
 Who: Who is involved? their efforts on completion of the goal on or before the due date. This part of
 Where: Identify a location. the S.M.A.R.T.E.R. goal criteria is intended to prevent goals from being

 Which: Identify requirements and constraints.


overtaken by the day-to-day crises that invariably arise in an organization. A
time-specific goal is intended to establish a sense of urgency.
Measurable
A time-specific goal will usually answer the question:
The second term stresses the need for concrete criteria for measuring progress
toward the attainment of the goal. The thought behind this is that if a goal is
 When?
not measurable, it is not possible to know whether a team is making progress
 What can I do 6 months from now?
toward successful completion. Measuring progress is supposed to help a team
 What can I do 6 weeks from now?
stay on track, reach its target dates, and experience the exhilaration of
achievement that spurs it on to continued effort required to reach the ultimate
 What can I do today?

goal. Evaluate
A measurable goal will usually answer questions such as: The sixth term stresses the importance of always evaluating how your goal is
progressing (or has progressed). It is important to understand that this step is
 How much? conducted throughout the entire goal process, as well as after the goal is met.
 How many? The idea is to create a progress report to see if you are where you want to be
 How will I know when it is accomplished? in your goal. This is a crucial step before the seventh and last step.

Attainable Revise

The third term stresses the importance of goals that are realistic and attainable. The seventh and last step brings everything back in full circle. It stresses the
While an attainable goal may stretch a team in order to achieve it, the goal is importance of always being able to adapt to your environment and the
not extreme. That is, the goals are neither out of reach nor below standard challenges that arise. Revise enables you to be able to change your goals (by
performance, as these may be considered meaningless. When you identify increasing or decreasing them) depending on the results of your evaluation
goals that are most important to you, you begin to figure out ways you can step.
make them come true. You develop the attitudes, abilities, skills, and financial
capacity to reach them. The theory states that an attainable goal may cause
goal-setters to identify previously overlooked opportunities to bring
themselves closer to the achievement of their goals.

An attainable goal will usually answer the question:

 How: How can the goal be accomplished?

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