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SMART Goals Template

Use this template to manage your short-term and long-term goals within the SMART methodology.
Name:
@Helena Jaramillo
Current Job Title: {Title}
Manager: {Name}
Last Modified Date:
October 1
Short Term Goal
Long Term Goal
Current Quarter Short-Term
1
Search
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
Past Goal
⚪ Not Started
I’d like to lead the vision & strategy of a new product

Long-Term Goals
0
Search
I’d like to lead the vision & strategy of a new product
1 year
I would love to move into management in the next 2 year
2 year
I want to be a thought leader in UX research
3 years

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 .
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 .

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.

Appendix
Short-Term Goals
1
Search
🎯 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
1
One
⚪ Not Started
Career
I’d like to lead the vision & strategy of a new product
Current
2
Two
⚪ Not Started
Career
I’d like to lead the vision & strategy of a new product
Current
3
Three
⚪ Not Started
Career
I’d like to lead the vision & strategy of a new product
Current
4
Four
⚪ Not Started
Personal
Current
5
Past Goal
⚪ Not Started
Career
I’d like to lead the vision & strategy of a new product
Q3 2022
There are no rows in this table

Goal Statuses
0
Search
Status Name
Description
1
⚪ Not Started
Has not yet started working on this goal
2
🟢 On Track
No notable risks
3
🟠 Issues
High risk with no plan to move forward
4
🔴 Off Track
Goal will not be completed
5
🔵 Done
Goal completed
There are no rows in this table

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