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SMART Goal Setting Worksheet Note Remember to make sure your goal is S M A R T – Specific Measurable Attainable Realistic and you can Track it with a timeline Short Term

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									              SMART Goal Setting Worksheet

Note: Remember to make sure your goal is S.M.A.R.T. – Specific, Measurable, Attainable,
Realistic, and you can Track it with a timeline.

Short-Term - 3 to 6 months or less
Examples – Quit smoking, pay off a credit card, save for a vacation, read a self-help book, take a
class, begin an exercise routine, etc.

  Area                Goal               Tasks Required      Start Date   Check-Up      Completion
                                                                            Date(s)        Date
                                       1.                   1.            1.            1.
                                       2.                   2.            2.            2.
Financial
                                       3.                   3.            3.            3.
                                       4.                   4.            4.            4.
                                       1.                   1.            1.            1.
                                       2.                   2.            2.            2.
Health
                                       3.                   3.            3.            3.
                                       4.                   4.            4.            4.
                                       1.                   1.            1.            1.
Personal                               2.                   2.            2.            2.
Growth                                 3.                   3.            3.            3.
                                       4.                   4.            4.            4.


Intermediate – 6 to 12 months
Examples – Open an IRA, begin writing a book, lose weight, hike the Grand Canyon, etc.

  Area                Goal                    Tasks          Start Date   Check-Up      Completion
                                                                            Date(s)        Date
                                       1.                   1.            1.            1.
                                       2.                   2.            2.            2.
Financial
                                       3.                   3.            3.            3.
                                       4.                   4.            4.            4.
                                       1.                   1.            1.            1.
                                       2.                   2.            2.            2.
Health
                                       3.                   3.            3.            3.
                                       4.                   4.            4.            4.
Personal                               1.                   1.            1.            1.
Growth                               2.                  2.            2.          2.
                                     3.                  3.            3.          3.
                                     4.                  4.            4.          4.


Long-term – A year or more
Examples – Save for a wedding, house or retirement; get your book published, learn a new
language, etc.

  Area               Goal                  Tasks          Start Date   Check-Up    Completion
                                                                         Date(s)      Date
                                     1.                  1.            1.          1.
                                     2.                  2.            2.          2.
Financial
                                     3.                  3.            3.          3.
                                     4.                  4.            4.          4.
                                     1.                  1.            1.          1.
                                     2.                  2.            2.          2.
Health
                                     3.                  3.            3.          3.
                                     4.                  4.            4.          4.
                                     1.                  1.            1.          1.
Personal                             2.                  2.            2.          2.
Growth                               3.                  3.            3.          3.
                                     4.                  4.            4.          4.

								
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