Take a quick look at some of the goals you’ve made for yourself. A goal could be as broad as your bucket list or as narrow as your daily ToDo list. Are you setting yourself up for success when you’re making goals?
One of the things that trips many of us up is that the way we’re writing our lists and plans out isn’t as effective as it could. I’ve written a good bit about writing effective ToDo lists, but today I’d like to share the S.M.A.R.T. framework that I use and help others implement.
Before I begin, though, I want to be clear that this framework floats around all over the place and different S.M.A.R.T. advocates attach different meanings to each letter. The way I use it is focused on creative types – though our challenges aren’t that unique, the way we approach our work often is. So, even if you’ve seen another discussion of making your goals S.M.A.R.T., there might be something here to think about.
S.M.A.R.T. is an acronym that helps you evaluate whether your goals or action items have enough information in them to actually be useful. Here’s the framework I use:

Thinking about your goals using this framework has two major benefits: 1) it ensures that you’re thinking about the commitments your making to yourself in a considered way and 2) it helps you express your goals in a way that makes it more likely that you’ll complete them.
I’ll discuss each component in turn.
Is Your Goal Simple?
Something being simple doesn’t necessarily mean that it’s easy, but simply stated goals help you look at a list and know exactly what you need to do. If you like at a specific item and have to think about what you need to do to check that item off the list, your goal isn’t simple.
One thing we often don’t remember is that we’ll make goals for the future, but it’s easy to forget what some complicated task item or goal means once you’ve gotten some distance from it. Furthermore, making a list or goal when you’re in the zone may make it harder to understand that item when you’re not – if you’re sick or looking at the list first thing in the morning, the last thing you want to do is figure out what you’re supposed to be doing. Simple goals and tasks helps you set your future self up for success.
As we’ll see, Simple and Actionable are often related; if you make your goal actionable, you’ll have a tendency to make it simple. That said, one way to make a goal simple is to make sure that you’re not using your ToDo list as a planner, that is, listing a project when you’re trying to make a task list or vice versa. If it’s not clear what the item relates to – or that it doesn’t relate to anything – that item isn’t simple.
A goal is simple when you can look at it without it bringing up a bunch of other thoughts about what you need to do to complete that item.
Is Your Goal Meaningful?
This one trips some people up because they equate meaning and desire, but that’s an unnecessary relationship: you might not want to do something, yet it still might be meaningful to do. For instance, you may not want to do your taxes, but it still has meaning in the broader context of your life.
However, it can be supportive to have action items that you want to do, as no one wants their list to be full of frogs. The more you’re motivated to do an item on your list, the more likely you’ll do the item on the list. Remember, how you feel about goal can sometimes be more important than what you think about a goal.
A goal is meaningful, then, when you can look at it and quickly understand the importance of completing that item.
Is Your Goal Actionable?
If there’s nothing you can do to bring your goal about, it’s not a goal – it’s a wish. Not only that, it’s a wish that you’ll need some other source to grant, so why is it on your ToDo list?
Making a goal actionable is perhaps the simplest criteria to meet because it’s just a matter of thinking of what actions will bring that goal about. A simple way to make items actionable is to begin the phrase with a verb. Instead of “Chapter 1″, make the item “Write Chapter 1.”
Here’s where Simple and Actionable sit nicely together. “Write Chapter 1″, for instance, is overly complex for many people because they’ll start thinking about the different pieces of the chapter they’ll need to write. Instead of letting those pieces roll around, name them by listing the individual pieces of the chapter as sections. Then your goal could be to begin by writing one of those sections.
A goal is actionable when it is immediately clear what action needs to be taken to accomplish the goal.
Is Your Goal Realistic?
Creative people have a distinct hatred for this one, as we have that peculiar ability to change the world in important ways. To be creative is often to see reality as tentative.
However, just because we can change the way things are doesn’t mean we can do it all at once or do so without regard to the basic constraints of reality. Try as you might, you can’t change that it takes time to do things well or that you need sleep. You also can’t change social reality overnight.
Rather than put your head in the sand and try to deny the way things are, asking whether your goals are realistic helps you figure out ways to make it more likely that you’ll succeed. Identifying drag points, for instance, allows you to make sure they don’t put up and stall your momentum. As much as you may resist it, planning based on the way the world is allows you to alter the way the world is.
Realistic and Trackable are often heavily inter-related, especially when the way you track your goals is based on time. If you change your expectations of how long you want something to take, you can often change something from being unrealistic to being realistic and doable.
A goal is realistic when the endpoint is achievable with the resources you have available.
Is Your Goal Trackable?
Most S.M.A.R.T. advocates use the “T” for time-specific, but I prefer to leave it open. Some goals don’t fit into a temporal framework as easily as others, but it doesn’t mean that we can’t actively do things to bring about those goals.
For instance, consider the broad goal of being a better friend. Setting a goal to become a better friend by June 1st doesn’t quite fit – in that sense, it’s not meaningful. However, it can be a recurring broad goal that you can check in about every once in a while by asking yourself what you’re doing to a better friend to specific people. Understanding our goals in this way makes plenty of room for metacognition, intuition, and mindfulness in ways that making it rigid on time leaves out.
Of course, there are other goals that greatly benefit by having a time attached to them, and, in that case, they’re trackable by time. If you want your website launched by July 1st, then that needs to be explicit. If you want to make $6,000 dollars on a venture, then state that goal.
Aside: it’s easy to stay focused on quantitative tracking to the exclusion of qualitative tracking. Common signs of this are people who make more money but aren’t any happier, physically stronger without feeling any better about themselves, or spending a lot of time doing a bunch of activities without enjoying the experiences.
A goal is trackable when it’s clear what progress means, whether progress is tracked quantitatively or qualitatively.
Keep Things At the Appropriate Level of Perspective
Throughout this posts, I’ve used goals at different levels of perspective to illustrate that items at different levels might have different presentations. Though this is obvious, many people start wheel-spinning precisely because they’ve made a list that has items at different levels of perspective and it’s blurring the clarity that they might otherwise have.
Take a daily ToDo list, for instance. On such a list, you don’t necessarily have to have a time specified for each item if every item needs to be done today – it’s implied from it being a daily ToDo list. However, what many people do is place a bunch of items that don’t need to be done today on that list and because it’s not clear what’s what, every time they look at the list, they have to evaluate whether that thing actually needs to be done today.
Even worse is when they put projects on a daily task list, because then they’re trying to evaluate each related task of that project at the same time they’re scanning the rest of the list. That’s a lot of mental gears turning just to see what you need to be doing right now.
If you’ve ever wondered why I have a place for Projects and Tasks on the planners, now you know why – by separating the different levels of perspective, you can have some clarity for each, as well as having some idea of why those tasks are important; in that sense, the S.M.A.R.T. framework is baked right into the design of the planners.
I mention lists and levels of perspective here because many of us look at goals in the context of plans and lists rather than one at a time, or, in other cases, as soon as we start thinking about a given goal, we start thinking about the lower-level actions required to complete it or the higher-level domains that give that particular goal a context. So, for many of us, asking whether our goals are S.M.A.R.T. is effectively asking us whether our lists are S.M.A.R.T., too.
The next time you’re planning, ask yourself two questions:
- Are these goals or action-items S.M.A.R.T.?
- Would this process be easier if the items were split out and grouped according to the appropriate level of perspective required to process them?
I’ve attached a handy S.M.A.R.T. card that fits in a 3×5 format in case you wanted to keep it on your computer or near your planners. I hope it helps: S.M.A.R.T. Goals (846)




{ 10 comments… read them below or add one }
What a timely post or me — thanks. I’ve been working on new marketing materials to expand my small business, and every time I think I’ve broken down the tasks into something manageable, I get to the “I don’t know where to start!!” phase — which clearly indicates, to me, that my tasks are still too big, and I need to regroup into smaller portions.
Unfortunately, this leaves me disappointed, in the end, because I don’t have the creative energy to accomplish as much as I’d thought over the coming months, because I didn’t realize my projects were so big. I have to remind myself, though, that a project done slap-shod the first time will inevitably have to be redone in the future!
Right, off to break down my task list for the week…
Charlie, I really like your spin on the SMART acronym… especially including “meaningful” instead of the more usual “measurable.” It’s so easy to get caught up in how to make a goal achievable without stopping to think for a minute about whether it’s actually the right goal for you.
Charlie- What an excellent, excellent post. Far too often people rush into goal attainment without a plan. This is a terrific roadmap for them to follow. Just as often, people will start to attain some goal and not think about what happens AFTER they achieve it…is it SUSTAINABLE? I’m a professional organizer and on my site at http://GetSimplifized.com I address attaining goals from an organizational perspective but also try to ensure I hit the sustainability piece too. Kinda like mountain climbing…”OK, I got to the top…now what?” Thanks Charlie, I look forward to every new post in my Google Reader!
Thanks for sharing this Charlie. I’ve found that having goals that are measurable and can be tracked is really essential to making progress. I think your point about being realistic is also an important one. While we want to reach for the stars when it comes to our goals, if we set the bar so high that it seems impossible, we’ll lose motivation to go for the goal. My personal example would be growing subscribers to my blog. To make a jump from 600-10000 while it might be nice, might end up being so far away that I’d give up. But 1000 is not that far off, so I think breaking up the goal of 10,000 into mini goals is another way to make progress and measure it.
I need to do a better job of tracking my progress. I have goals that I accomplish then just cross them off my list and move on to the next item. There needs to be more accountability in my goals.
I’ve recently implemented a monthly review to track my progress and this has helped me stay more focused. As I build on this habit I’m beginning to see many holes in my productivity. It hurts, but it’s a much needed system.
Good job! It’s a great and detailed post. And it’s applicable to any goals you wish to set up. Not just daily to-do lists or life goals. But for business people as well when setting up business plans, marketing campaigns. It’s the standard framework for every little thing we do. Even if we don’t write it down. We can do this mentally. Like say, you wish to lose 10 lbs in a month. Or even if you just want a new habit. Simply thinking about the SMARTs in your goal can help you tremendously.
Although you’re probably right about creativity and reality rarely exist together as reality sets the limitations for creativity. Of course, there are ways around it. Now, the important thing after setting goals is to have the drive/vision to see it through.
This was a great article in The Globe that I caught while visiting Montreal from VT:
http://www.theglobeandmail.com/report-on-business/managing/morning-manager/forget-smart-goals-go-for-the-hard-ones/article1546926/
“Forget SMART goals; go for the HARD ones.” by Harvey Schachter
Check it out!
Charlie,
I enjoyed reading this post about SMART goals. You arguments and opinions are well-intentioned and appreciated. Thanks.
However, there are plenty of people out there–exceptions to this rule–who have done well even without such complicated formulas, instruments and techniques.
For example, I have to write things down and maintain a to-do list. By contrast, I know a few people who can keep track of things inside their own minds. They remember and take it one step at a time.
One elderly gentleman I know even berated me for SMART goals, because he processes information differently and acts on it at his own time and pace–on his own terms and conditions.
Such old-timers, me thinks, were raised in a different time zone. Back in the old days, they didn’t have the fancy tools and techniques you have come up with. And they have done just fine with their lives.
(Just something to think about, that’s all…)
For example, I know several people who can expertly calculate complicated mathematical formula and equations inside their own heads without the use of fancy gadgets, such as calculators, computers, etc.
In short, your post may be useful to a lot of people out there, me included, but not for everybody out there. Cheers!
SMART goals were an integral part of teaching when I was a full-time teacher. M for measurable was essential. I much prefer your take on it with M for meaningful.
Corporations use the SMART goal technique to help their employees set the right goals but it seems so much more motivating for me to apply it to my personal goals. Thank you for the clear explanations!!!!
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