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Calculator: SMART

Last edited 230 days ago by stephanie bogart.

The SMART calculator is a scoring system used to evaluate each element of a goal according to the SMART criteria (Specific, Measurable, Achievable, Relevant, Time-bound) on a scale of 0-10, with an average score calculated across these categories. An optional Energetic Alignment score can be included for a more holistic view. The scoring process involves asking guiding questions under each category to determine clarity, alignment, and confidence in achieving the goal. The final score ranges from 0-10 and indicates the level of alignment and readiness to proceed with the goal. A higher score suggests a well-aligned and actionable goal, while a lower score suggests the need for further refinement. Additional tools and templates can be developed to facilitate the scoring process, such as forms, Coda or Google Sheets, and printable worksheets for reflection and planning. The assessment is focused on the goal itself, not the person, and helps determine whether to launch, refine, or pause a goal based on its strength, readiness, and alignment.
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This helps track, refine, and energetically align each goal before launching it into action.
Here’s a clear breakdown of what you're actually calculating to obtain the SMART score and why this matters within the structure of Ho‘ohana Whoo.

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🧮 What You’re Calculating in a SMART Plan

You're scoring each element of the SMART criteria on a 0–10 scale, then calculating an average score across the five categories (Specific, Measurable, Achievable, Relevant, Time-bound). Optionally, you can add an Energetic Alignment score for a holistic view.

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🔢 The Formula

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SMART Score = (S + M + A + R + T) ÷ 5 + E

Where:
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S = Specific (How clearly defined the goal is)
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M = Measurable (How trackable the progress is)
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A = Achievable (How realistic it is given your resources and time)
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R = Relevant (How aligned it is with your purpose and vision)
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T = Time-bound (How well the goal is structured in time)
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E = Energetic Alignment (Optional: how much this goal matches your intuitive/spiritual flow)

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📊 Why You’re Scoring It This Way

Dimension of Clarity and Alignment
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🧭 What the Final Score Tells You
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If you include Energetic Alignment (E), the score becomes a whole-system readiness indicator, not just a logical one.

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🧘‍♀️ Energetic Integration Tip

You can use numerology (CD/AN) or sacred geometry overlays to validate the energy of the goal by:
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Matching the goal to personal or business numbers (e.g., your life path)
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Aligning goal launch dates with cosmic cycles (new moon, 8/8 portal, 11/11)
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Assigning sacred patterns to categories (e.g., Flower of Life for multi-service bundles)

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🔍 What Exactly Are You Scoring?

You're scoring your evaluation of the goal itself — not the person, not a keyword, and not a random word. The score is a reflective rating based on:
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How well the goal meets each SMART criterion
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How aligned the goal is with your purpose and energy
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How confident you are in executing or supporting this goal

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🧠 How Do You Determine the Numbers?

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➤ You’re using:

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Intuitive judgment (How does this feel?)
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Clarity checks (Is this detailed or vague?)
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Real-world factors (Do I have time/resources to do this?)
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Energetic resonance (Does this goal nourish my purpose or drain it?)

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🧮 Here’s How You Get Each Number (Step-by-Step)

Let’s say you’re creating a SMART Plan for: ​"Launch a pedicab tour package for hotels before SXSW."
You’ll ask a series of guiding questions under each SMART category, and rate your answer from 0 to 10 based on confidence, clarity, and alignment.

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1. Specific (S)

"Do I know exactly what I want to do?" ✔️ Example: If your goal clearly includes what, who, where, and how, give it a 9 or 10. If it just says “Get more tours,” and that’s all — score a 2–4.

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2. Measurable (M)

"How will I know if it’s working?" ✔️ If you have a goal like “Book 100 rides by March 1,” you can track that. That’s a 9 or 10. If you have no metric, just vibes — 0–3.

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3. Achievable (A)

"Do I have the people, time, money, and energy to make this happen?" ✔️ If it feels 100% doable with what you have now — score high. If you're unsure how it would even happen — score low.

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4. Relevant (R)

"Does this goal move me toward my mission, vision, or sacred why?" ✔️ If yes — give it a 9 or 10. If it’s something someone else asked you to do and you’re not lit up by it — 2 or 3.

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5. Time-bound (T)

"Do I have a clear start and end date, or event it’s connected to?" ✔️ If yes — 10. If it’s “someday when I get to it,” score lower.

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6. Energy Alignment (E)

"Does this feel right in my body and soul? Is this the right time for this?" ✔️ Do a quick gut check. ✨ Optionally, you can pull in:
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Numerology (Does it align with your CD/AN?)
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Moon cycle (New moon, full moon, etc.)
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Sacred geometry feeling (Does it feel like a whole “pattern” or is it off?)

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🧭 Summary: What You’re Scoring
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🛠️ Want a Tool to Help You Do This?

Would you like me to:
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Create a form you fill out per goal that guides you through these questions and auto-calculates the score?
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Build a template in Coda or Google Sheets with dropdowns and built-in sliders?
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Or make a printable "SMART Reflection Worksheet" for journaling or team planning?
You’re not scoring a person — you’re scoring the strength, readiness, and alignment of the goal itself, so you can decide whether to launch it, refine it, or pause it. Let’s build it together. 💫




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🧠 SMART Plan Calculator Template

SMART = Specific, Measurable, Achievable, Relevant, Time-bound

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Calculator Formula

We’ll rate each SMART criterion on a scale from 0 to 10, then apply your energetic alignment:
SMART Score = (S + M + A + R + T) ÷ 5 + E
Where:
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S = Specific – How clearly is the goal defined?
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M = Measurable – Is there a way to track progress or success?
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A = Achievable – Is it realistic with current resources and support?
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R = Relevant – Is it aligned with your soul purpose and business goals?
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T = Time-bound – Does it have a start/end date or time window?
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E = Energetic Alignment – Optional CD/AN overlay or spiritual resonance score (0–10)

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🧾 SMART Plan Calculator Table
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Formula in Coda for SMART Score: ​(Specific + Measurable + Achievable + Relevant + Time-bound) / 5 + Energy Alignment

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📌 Fields for Additional Reflection

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Key Tasks
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Obstacles
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Support Needed
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Next Steps
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Target Dates
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Numerology Influence (Optional)
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Sacred Geometry Symbol (Optional)

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🧿 Optional Energetic Overlay:

If you want to apply CD/AN formulas, I can add:
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CD = Common Denominator = Lowest factor (e.g., area of greatest weakness in the SMART score)
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AN = Adjustable Numerator = Your energetic effort/attention applied toward balance
New formula: ​Aligned SMART Score = (CD + AN) + SMART Score ÷ 2





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🔢 How to Score Each SMART Category (0–10)

This is a walk through on how to obtain the numbers to fill in a SMART Plan. You can use a blend of self-assessment, team check-ins, data, and intuition to assign each value.

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Specific (S) – How clear is the goal?
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How to Get the Score: Ask yourself or your team:
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Can I say exactly what we’re doing and why in one sentence?
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Is there room for confusion?
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If someone else read this goal, would they know what to do?

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Measurable (M) – Can we track it?
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How to Get the Score:
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What data will we track to see progress?
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Can I set a number, percentage, or frequency goal?
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Do I have a system in place (Coda, Square, Google Sheet, TaxiCaller) to monitor this?

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Achievable (A) – Can we realistically do this?
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How to Get the Score:
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Do I/we have the tools, people, and time needed?
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Am I overcommitting?
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Have I tried this before successfully?

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Relevant (R) – Is this aligned with our mission?
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How to Get the Score:
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Does this serve the greater vision (Ho‘ohana, joy, connection, impact)?
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Would I be proud to share this with my community or team?
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Will this nourish or drain my spirit?

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Time-bound (T) – Is there a deadline?
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How to Get the Score:
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Do I know when this starts and ends?
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Is there a check-in or progress milestone?
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Is it tied to an event, season, festival, or launch date?

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✨ Bonus: Energy Alignment (E)
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How to Get the Score:
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Do I feel excited and spiritually energized by this?
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Does this align with my CD/AN numerology chart or moon cycles?
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Would this goal move me closer to my essence or farther from it?

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🧭 Tools to Help You Assign Scores

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Weekly Reflection Forms – You/your team fill out these questions for each goal
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Team Sync Meetings – Review and vote together for each goal using a simple poll
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Coda Tracker – Sliders or dropdowns for each category (0–10), auto-calculate SMART Score
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Numerology/Geometry Overlay – Assign “E” based on your CD/AN templates and cosmic timing
build a scoring form and auto- calculating table and a custom reflection worksheet
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A Coda calculator with auto-score output?
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A Google Form reflection that scores and exports data?
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A ritual template to tune in and assign the Energetic Score (E)?
Want to print your doc?
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