SMART Goals Template

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SMART Goals Template

Use this template to manage your short-term and long-term goals within the SMART methodology.

Joe Steinkamp

Tabby Jewett

Name:

@Helena Jaramillo

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Current Job Title: {Title}

Manager: {Name}

Last Modified Date:

March 8

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Short Term Goal

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Long Term Goal

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Q4 2022 Short-Term

Q4 2022 Short-Term

One

⚪ Not Started

I’d like to lead the vision & strategy of a new product

Two

⚪ Not Started

I’d like to lead the vision & strategy of a new product

Three

⚪ Not Started

I’d like to lead the vision & strategy of a new product

Four

⚪ Not Started

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Long-Term Goals

Long-Term Goals

I’d like to lead the vision & strategy of a new product

1 year

Accomplished

I would love to move into management in the next 2 year

2 year

Accomplished

I want to be a thought leader in UX research

3 years

Accomplished

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Instructions

Getting Started

Goal setting is a helpful way to build the career you want. By setting goals and creating a clear roadmap for how you’ll reach your intended target, you can decide how to apply your time and resources to make progress. Without goals, it can be difficult to determine how to get a certain job, promotion, or other milestones you want to achieve. In this framework, we want to define short-term (per half), long-term (1-3 years), and personal goals (short-term).

To help, we use a framework called SMART goals – Specific, Measurable, Achievable, Relevant, and Time-Bound. Defining these parameters as they pertain to your goal helps ensure that your objectives are attainable within a certain time frame. This approach eliminates generalities and guesswork, sets a clear timeline, and makes it easier to track progress and identify missed milestones. If you like more information about SMART goals read this

article⁠

Short-Term Goals (Per Quarter)

3 to 5 goals co-created with your manager that align with the company's strategic pillars and product roadmap

Goals should be specific, measurable, achievable, relevant, and time-bound, and should be ambitious (set just beyond the threshold of what seems possible)

1 to 2 goals should be directly related to your team/product work

Objectives can be edited/changed/added to throughout the year

Soft skills/EQ related objectives will be evaluated at mid-year and end of year

These goals are one of many key factors in performance reviews

Example

I want to plan and run a design thinking workshop for the new notification team in the next 3 months.

Long-Term Career Goals (1-3 years)

2 to 3 long term goals

Long-term goals will be tracked during career conversations with your manager but not evaluated against

Don’t know where to start? Fill out this template to help you gain clarity on your

long-term goals⁠

Example

I would like to move into more of a strategic design role in the next 3 years — working on the companies more high-impact projects.

Personal-Life Goals (Per Quarter)

2 to 4 short-term personal goals (health, leadership, relationships, learning, EQ, etc)

These goals include anything personally you’d like to work on and are not evaluated against

Example

I want to run a half marathon by the end of the year.

I want to read one book per month for the next three months.

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Appendix

Short-Term Goals

Short-Term Goals

🎯 Goal: What do I hope to achieve?

How is it specific?

How is it measureable

How is it achievable?

How is it relevant?

How is it time-based?

Status

Type

Related Long-Term Goal

Quarter

One

⚪ Not Started

Career

I’d like to lead the vision & strategy of a new product

Q4 2022

Two

⚪ Not Started

Career

I’d like to lead the vision & strategy of a new product

Q4 2022

Three

⚪ Not Started

Career

I’d like to lead the vision & strategy of a new product

Q4 2022

Four

⚪ Not Started

Personal

Q4 2022

Past Goal

⚪ Not Started

Career

I’d like to lead the vision & strategy of a new product

Q3 2022

⚪ Not Started

Career

⚪ Not Started

Career

There are no rows in this table

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Goal Statuses

Goal Statuses

Status Name

Description

⚪ Not Started

Has not yet started working on this goal

🟢 On Track

No notable risks

🟠 Issues

High risk with no plan to move forward

🔴 Off Track

Goal will not be completed

🔵 Done

Goal completed

There are no rows in this table

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