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Strategy Best Practices
SMART(ER)
Goals Template
SMART(ER) Goals stands for Specific, Measurable, Achievable, Relevant, Time-Bound, Evaluate and Re-Do.
Setting SMART(ER) Goals helps to clarify ideas, focus individual or team efforts and efficiently use time and
resources. Most importantly, using the SMART(ER) Goals framework sets you up to succeed in achieving your
goals. The following explains each part of the tool and how to best utilize it:
• Specific –This first step should be viewed as a Mission Statement for the goal. It should answer the Who, What, Where, When and Why
of the goal.
• Measurable – What metrics are going to be used to determine if the goal is met? This section provides tangibility to a goal because it
measures concrete progress.
• Achievable – This section may require serious self-evaluation because in order to make the goal attainable you may be required to
learn new skill or change old attitudes. If you or your team don’t currently possess the skills required, you may need to focus additional
time on what it would take in terms of resources and/or time to attain them.
• Relevant – Relevance requires that the metrics fit with the broader business goals of the company.
• Time-Bound – If the goal lacks realistic time objectives, the chances of success decrease dramatically. It is important to provide target
dates for all deliverables and decide if the goal can be accomplished within the time frame given.
• Evaluate – It is important to constantly measure how your original goals measure up to reality.
• Re-Do – If the original goals need amendments, simply Re-Do them.
Want more tools and templates? Visit https://upboard.io/
SMART(ER) Goals Template
Want more tools and templates? Visit https://upboard.io/
SMART(ER) Goals Template
S Specific
This step is viewed as a
Mission Statement for the
goal. It should answer the
Who, What, Where, When
and Why of the goal.
M Measurable
What metrics are going to be
used to determine if the goal
is met?
A Achievable Self evaluation in order to
make the goal attainable.
R Relevant
Relevance requires that the
metrics fit with the broader
business goals of the
company.
T Time-Bound Realistic time objectives.
E Evaluate
It is important to constantly
measure how your original
goals measure up to reality.
R Re-Do
If the original goals need
amendments, simply Re-Do
them
Want more tools and templates? Visit https://upboard.io/
Join the upBOARD Community to instantly find, customize or
create your own business processes including:
• Interactive online templates
• Full business processes
• Dashboards & analytics
• Team collaboration tools

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SMART(ER) Goals Template for Businesses

  • 1. Want more tools and templates? Visit https://upboard.io/ Strategy Best Practices SMART(ER) Goals Template
  • 2. SMART(ER) Goals stands for Specific, Measurable, Achievable, Relevant, Time-Bound, Evaluate and Re-Do. Setting SMART(ER) Goals helps to clarify ideas, focus individual or team efforts and efficiently use time and resources. Most importantly, using the SMART(ER) Goals framework sets you up to succeed in achieving your goals. The following explains each part of the tool and how to best utilize it: • Specific –This first step should be viewed as a Mission Statement for the goal. It should answer the Who, What, Where, When and Why of the goal. • Measurable – What metrics are going to be used to determine if the goal is met? This section provides tangibility to a goal because it measures concrete progress. • Achievable – This section may require serious self-evaluation because in order to make the goal attainable you may be required to learn new skill or change old attitudes. If you or your team don’t currently possess the skills required, you may need to focus additional time on what it would take in terms of resources and/or time to attain them. • Relevant – Relevance requires that the metrics fit with the broader business goals of the company. • Time-Bound – If the goal lacks realistic time objectives, the chances of success decrease dramatically. It is important to provide target dates for all deliverables and decide if the goal can be accomplished within the time frame given. • Evaluate – It is important to constantly measure how your original goals measure up to reality. • Re-Do – If the original goals need amendments, simply Re-Do them. Want more tools and templates? Visit https://upboard.io/ SMART(ER) Goals Template
  • 3. Want more tools and templates? Visit https://upboard.io/ SMART(ER) Goals Template S Specific This step is viewed as a Mission Statement for the goal. It should answer the Who, What, Where, When and Why of the goal. M Measurable What metrics are going to be used to determine if the goal is met? A Achievable Self evaluation in order to make the goal attainable. R Relevant Relevance requires that the metrics fit with the broader business goals of the company. T Time-Bound Realistic time objectives. E Evaluate It is important to constantly measure how your original goals measure up to reality. R Re-Do If the original goals need amendments, simply Re-Do them
  • 4. Want more tools and templates? Visit https://upboard.io/ Join the upBOARD Community to instantly find, customize or create your own business processes including: • Interactive online templates • Full business processes • Dashboards & analytics • Team collaboration tools