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APPLY SMART GOALS
AS CAREER MANAGER
Bernard Belluz, PMO lead France
CONTENT
ā€¢SMART Goals
ā€¢ Definition
ā€¢ Description
ā€¢ Assessment
ā€¢ Example

Ā© 2006 PTC
SMART GOALS : DEFINITION
ā€¢

A SMART Goal is a goal, Specific, Measurable, Achievable, Realistic and Timely
setup.

Letter

Major Term

Minor Terms

S

Specific

Significant, Stretching, Simple

M

Measurable

Meaningful, Motivational, Manageable

A

Attainable

Appropriate, Achievable, Agreed,
Assignable, Actionable, Action-oriented,

Ambitious
R

Relevant

T

Time-bound

Ā© 2006 PTC

Realistic, Results/Results-focused/Resultsoriented, Resourced, Rewarding
Time framed, Timed, Time-based,
Timeboxed, Timely, Timebound, TimeSpecific, Timetabled, Trackable, Tangible
SMART GOALS: SPECIFIC
A specific goal has a much greater chance of being accomplished than a
general goal.
To set a specific goal you must answer the six "W" questions:
Who:

Who is involved?

What:

What do I want to accomplish?

Where: Identify a location.
When:

Establish a time frame.

Which: Identify requirements and constraints.
Why:

Ā© 2006 PTC

Specific reasons, purpose or benefits of accomplishing the goal.
SMART GOALS: MEASURABLE
Establish concrete criteria for measuring progress toward the attainment of
each goal you set.
When you measure your progress, you stay on track, reach your target dates,
and experience the exhilaration of achievement that spurs you on to
continued effort required to reach your goal.
To determine if your goal is measurable, ask questions such as
How much?
How many?
How will I know when it is accomplished?

Ā© 2006 PTC
SMART GOALS : ACHIEVABLE - ATTAINABLE
When you identify Goals that are most important to you, you begin to figure out
ways you can make them come true.
You develop the attitudes, abilities, skills, and financial capacity to reach them.
You begin seeing previously overlooked opportunities to bring yourself closer to the
achievement of your Goals.
You can attain most any goal you set when you plan your steps wisely and establish a
time frame that allows you to carry out those steps.
Goals that may have seemed far away and out of reach eventually move closer and
become attainable, not because your Goals shrink, but because you grow and
expand to match them.
When you list your Goals you build your self-image.
You see yourself as worthy of these Goals, and develop the traits and personality that
allow you to possess them.

Ā© 2006 PTC
SMART GOALS : REALISTIC
To be realistic, a goal must represent an objective toward which you are both
willing and able to work.
A goal can be both high and realistic; you are the only one who can decide just
how high your goal should be.
But be sure that every goal represents substantial progress. A high goal is
frequently easier to reach than a low one because a low goal exerts low
motivational force.
Some of the hardest jobs you ever accomplished actually seem easy simply
because they were a labor of love.
Your goal is probably realistic if you truly believe that it can be accomplished.
Additional ways to know if your goal is realistic is to determine if you have
accomplished anything similar in the past or ask yourself what conditions
would have to exist to accomplish this goal.

Ā© 2006 PTC
SMART GOALS : TIMELY
A goal should be grounded within a time frame.
With no time frame tied to it there's no sense of urgency.
If you want to lose 10 lbs, when do you want to lose it by? "Someday" won't
work.
But if you anchor it within a timeframe, "by May 1st", then you've set your
unconscious mind into motion to begin working on the goal.
T can also stand for Tangible - A goal is tangible when you can experience it
with one of the senses, that is, taste, touch, smell, sight or hearing. When
your goal is tangible you have a better chance of making it specific and
measurable and thus attainable.

Ā© 2006 PTC
SMART GOALS : ASSESSMENT TOOLS
Specific
ā€“ Clearly state
ā€“ Describing a function to be perform
ā€“ Uses actions verbs to described what has to be done

Measurable
ā€“ It is quantifiable
ā€“ Limits and parameters are defined
ā€“ Results are observable

Achievable Attainable
ā€“ There is a required degree of experience
ā€“ The necessary skills and knowledge are present
ā€“ The resources to carry the work out are available

Realistic ā€“ Result Oriented
ā€“ It is a clear link to department or company goals
ā€“ It is clearly linked to your key job tasks
ā€“ It will help you to achieve development objectives / career plans

Timely ā€“ Time bound
ā€“ It was a clearly define completion date
ā€“ There is a clearly define duration to the gaol
ā€“ The frequency with which work must be performed is clearly
defined

Ā© 2006 PTC
SMART GOALS : ASSESSMENT TEMPLATE

Creating SMART Goals (Repeat process for each of your goals)
Step 1:

ā€“ Describe your goal (Suggested Words to Use When Writing SMART Goals)
ā€¢ Choose a verb: increase, decrease, reduce, improve, deliver, grow
ā€¢ Define the object: what you wish or will work toward to get better at and for whom
ā€¢ Identify how much: target goals and a reference to the meeting of success
ā€¢ Identify by when: time frame for completion of goal

Step 2:
ā€“ Complete the development of your goal by defining the following elements.
ā€¢ Who , What, Where, When, Why:

ā€“ Self-Assessment:
ā€¢ How Measured:
ā€¢ How Verified:

Ā© 2006 PTC
SMART GOALS : ASSESSMENT TEMPLATE

All Goals should be "SMART," test your goal by answering these
questions:
Step 3:
ā€“ Specific -Describe this Goal in enough detail so that you can specifically define what is
to be done; how it is important, or how it will have an impact on your overall vision. Is it
challenging?
ā€“ Measurable -Describe how this Goal is Measurable. How will you know when the goal
has been accomplished?
ā€“ Attainable -Describe how this Goal is Attainable. Can it be accomplished?
ā€“ Relevant ā€“ Describe how this Goal is Relevant. How does it relate to your big picture?
ā€“ Timely -Describe how this Goal is Timely. Can it be accomplished in a reasonable
amount of time?

Ā© 2006 PTC
SMART GOALS : EXAMPLE

General Examples

ā€“ To increase something (profits, customer satisfaction, sales, effectiveness)
ā€“ To make something (products, services, image)
ā€“ To improve something (processes, results, relationships)
ā€“ To reduce something (risk, expenses, competition)
ā€“ To save something (time, money, space, energy)

Ā© 2006 PTC
SMART GOALS : EXAMPLE

Example 1

Not a SMART goal:
ā€“ Students will improve their writing skills in English 9.
ā€¢ Does not identify a measurement or time frame. The trendā€ is not measurable.

SMART goal:
ā€“ The percentage of English 9 students scoring a 3 or better on the writing standards rubric will
increase by the end of second term.
ā€“ Data study may have revealed a trend indicating at best 72% of students have received a 3
or higher on the standard. An increasing trend would be anything above 73%, with an
ultimate goal towards 100%.

Example 2
Not a SMART goal or general goal would be
ā€“ Get in shape

SMART goal would say
ā€“ Join a health club and workout 3 days a week
Ā© 2006 PTC
SMART GOALS : EXAMPLE

Example 3

Not a SMART goal:
ā€“ I want to increase my sales.

SMART goal:
ā€“ By the next quarter, I will have increased my sales a minimum of 10% by calling on one
more customer each day, following up with 3 existing customers weekly, and play one
additional game of golf each week with prospects.

Example 4
Not a SMART goal:
ā€“ I will take some professional development courses

SMART Goal Statement:
ā€“ By January 1st of [insert year], I will have researched and decided on five courses I want
to complete over a three year period. I will register in my first course to start September
of [insert year]. My course plan fits with my five year career plan and I will have
determined a budget and gathered the financial resources and family support in place
prior to January 1st [insert same year as above].
Ā© 2006 PTC
SMART GOALS : EXAMPLE

Example 5

Not a SMART goal:
ā€“ I want my job to be a good fit.

SMART goal:
ā€“ By the end of November of [insert year], I will be in a position that fits with my Myers
Briggs Type Indicator (e.g. ENFJ), utilizes my top ten transferable skills, fits my top five
career values, correlates with my top 5 passions, provides for the top five work
environment preferences I have (e.g. short commute, open concept office, matrix
management style, natural light in work area and perfume free environment). I will join a
job search club, research to create a list of 50 companies that fit with my good fit profile
and participate in ten or more networking events.

Example 6
Not a SMART goal:
ā€“ To introduce new products/service.

SMART goal:
ā€“ To introduce 4 new products/services by [date].
Ā© 2006 PTC
SMART GOALS : EXAMPLE

Example 7

Not a SMART goal:
ā€“ To maximize customer satisfaction in [year]

SMART goal:
ā€“ To increase customer satisfaction ratings to 90% by the end of [year]

Ā© 2006 PTC

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Apply Smart Goals Bernard Belluz

  • 1. APPLY SMART GOALS AS CAREER MANAGER Bernard Belluz, PMO lead France
  • 2. CONTENT ā€¢SMART Goals ā€¢ Definition ā€¢ Description ā€¢ Assessment ā€¢ Example Ā© 2006 PTC
  • 3. SMART GOALS : DEFINITION ā€¢ A SMART Goal is a goal, Specific, Measurable, Achievable, Realistic and Timely setup. Letter Major Term Minor Terms S Specific Significant, Stretching, Simple M Measurable Meaningful, Motivational, Manageable A Attainable Appropriate, Achievable, Agreed, Assignable, Actionable, Action-oriented, Ambitious R Relevant T Time-bound Ā© 2006 PTC Realistic, Results/Results-focused/Resultsoriented, Resourced, Rewarding Time framed, Timed, Time-based, Timeboxed, Timely, Timebound, TimeSpecific, Timetabled, Trackable, Tangible
  • 4. SMART GOALS: SPECIFIC A specific goal has a much greater chance of being accomplished than a general goal. To set a specific goal you must answer the six "W" questions: Who: Who is involved? What: What do I want to accomplish? Where: Identify a location. When: Establish a time frame. Which: Identify requirements and constraints. Why: Ā© 2006 PTC Specific reasons, purpose or benefits of accomplishing the goal.
  • 5. SMART GOALS: MEASURABLE Establish concrete criteria for measuring progress toward the attainment of each goal you set. When you measure your progress, you stay on track, reach your target dates, and experience the exhilaration of achievement that spurs you on to continued effort required to reach your goal. To determine if your goal is measurable, ask questions such as How much? How many? How will I know when it is accomplished? Ā© 2006 PTC
  • 6. SMART GOALS : ACHIEVABLE - ATTAINABLE When you identify Goals that are most important to you, you begin to figure out ways you can make them come true. You develop the attitudes, abilities, skills, and financial capacity to reach them. You begin seeing previously overlooked opportunities to bring yourself closer to the achievement of your Goals. You can attain most any goal you set when you plan your steps wisely and establish a time frame that allows you to carry out those steps. Goals that may have seemed far away and out of reach eventually move closer and become attainable, not because your Goals shrink, but because you grow and expand to match them. When you list your Goals you build your self-image. You see yourself as worthy of these Goals, and develop the traits and personality that allow you to possess them. Ā© 2006 PTC
  • 7. SMART GOALS : REALISTIC To be realistic, a goal must represent an objective toward which you are both willing and able to work. A goal can be both high and realistic; you are the only one who can decide just how high your goal should be. But be sure that every goal represents substantial progress. A high goal is frequently easier to reach than a low one because a low goal exerts low motivational force. Some of the hardest jobs you ever accomplished actually seem easy simply because they were a labor of love. Your goal is probably realistic if you truly believe that it can be accomplished. Additional ways to know if your goal is realistic is to determine if you have accomplished anything similar in the past or ask yourself what conditions would have to exist to accomplish this goal. Ā© 2006 PTC
  • 8. SMART GOALS : TIMELY A goal should be grounded within a time frame. With no time frame tied to it there's no sense of urgency. If you want to lose 10 lbs, when do you want to lose it by? "Someday" won't work. But if you anchor it within a timeframe, "by May 1st", then you've set your unconscious mind into motion to begin working on the goal. T can also stand for Tangible - A goal is tangible when you can experience it with one of the senses, that is, taste, touch, smell, sight or hearing. When your goal is tangible you have a better chance of making it specific and measurable and thus attainable. Ā© 2006 PTC
  • 9. SMART GOALS : ASSESSMENT TOOLS Specific ā€“ Clearly state ā€“ Describing a function to be perform ā€“ Uses actions verbs to described what has to be done Measurable ā€“ It is quantifiable ā€“ Limits and parameters are defined ā€“ Results are observable Achievable Attainable ā€“ There is a required degree of experience ā€“ The necessary skills and knowledge are present ā€“ The resources to carry the work out are available Realistic ā€“ Result Oriented ā€“ It is a clear link to department or company goals ā€“ It is clearly linked to your key job tasks ā€“ It will help you to achieve development objectives / career plans Timely ā€“ Time bound ā€“ It was a clearly define completion date ā€“ There is a clearly define duration to the gaol ā€“ The frequency with which work must be performed is clearly defined Ā© 2006 PTC
  • 10. SMART GOALS : ASSESSMENT TEMPLATE Creating SMART Goals (Repeat process for each of your goals) Step 1: ā€“ Describe your goal (Suggested Words to Use When Writing SMART Goals) ā€¢ Choose a verb: increase, decrease, reduce, improve, deliver, grow ā€¢ Define the object: what you wish or will work toward to get better at and for whom ā€¢ Identify how much: target goals and a reference to the meeting of success ā€¢ Identify by when: time frame for completion of goal Step 2: ā€“ Complete the development of your goal by defining the following elements. ā€¢ Who , What, Where, When, Why: ā€“ Self-Assessment: ā€¢ How Measured: ā€¢ How Verified: Ā© 2006 PTC
  • 11. SMART GOALS : ASSESSMENT TEMPLATE All Goals should be "SMART," test your goal by answering these questions: Step 3: ā€“ Specific -Describe this Goal in enough detail so that you can specifically define what is to be done; how it is important, or how it will have an impact on your overall vision. Is it challenging? ā€“ Measurable -Describe how this Goal is Measurable. How will you know when the goal has been accomplished? ā€“ Attainable -Describe how this Goal is Attainable. Can it be accomplished? ā€“ Relevant ā€“ Describe how this Goal is Relevant. How does it relate to your big picture? ā€“ Timely -Describe how this Goal is Timely. Can it be accomplished in a reasonable amount of time? Ā© 2006 PTC
  • 12. SMART GOALS : EXAMPLE General Examples ā€“ To increase something (profits, customer satisfaction, sales, effectiveness) ā€“ To make something (products, services, image) ā€“ To improve something (processes, results, relationships) ā€“ To reduce something (risk, expenses, competition) ā€“ To save something (time, money, space, energy) Ā© 2006 PTC
  • 13. SMART GOALS : EXAMPLE Example 1 Not a SMART goal: ā€“ Students will improve their writing skills in English 9. ā€¢ Does not identify a measurement or time frame. The trendā€ is not measurable. SMART goal: ā€“ The percentage of English 9 students scoring a 3 or better on the writing standards rubric will increase by the end of second term. ā€“ Data study may have revealed a trend indicating at best 72% of students have received a 3 or higher on the standard. An increasing trend would be anything above 73%, with an ultimate goal towards 100%. Example 2 Not a SMART goal or general goal would be ā€“ Get in shape SMART goal would say ā€“ Join a health club and workout 3 days a week Ā© 2006 PTC
  • 14. SMART GOALS : EXAMPLE Example 3 Not a SMART goal: ā€“ I want to increase my sales. SMART goal: ā€“ By the next quarter, I will have increased my sales a minimum of 10% by calling on one more customer each day, following up with 3 existing customers weekly, and play one additional game of golf each week with prospects. Example 4 Not a SMART goal: ā€“ I will take some professional development courses SMART Goal Statement: ā€“ By January 1st of [insert year], I will have researched and decided on five courses I want to complete over a three year period. I will register in my first course to start September of [insert year]. My course plan fits with my five year career plan and I will have determined a budget and gathered the financial resources and family support in place prior to January 1st [insert same year as above]. Ā© 2006 PTC
  • 15. SMART GOALS : EXAMPLE Example 5 Not a SMART goal: ā€“ I want my job to be a good fit. SMART goal: ā€“ By the end of November of [insert year], I will be in a position that fits with my Myers Briggs Type Indicator (e.g. ENFJ), utilizes my top ten transferable skills, fits my top five career values, correlates with my top 5 passions, provides for the top five work environment preferences I have (e.g. short commute, open concept office, matrix management style, natural light in work area and perfume free environment). I will join a job search club, research to create a list of 50 companies that fit with my good fit profile and participate in ten or more networking events. Example 6 Not a SMART goal: ā€“ To introduce new products/service. SMART goal: ā€“ To introduce 4 new products/services by [date]. Ā© 2006 PTC
  • 16. SMART GOALS : EXAMPLE Example 7 Not a SMART goal: ā€“ To maximize customer satisfaction in [year] SMART goal: ā€“ To increase customer satisfaction ratings to 90% by the end of [year] Ā© 2006 PTC