SMART Goals Worksheet

Download this SMART Goals worksheet to help you achieve your goals in the easiest way possible.

What Is a SMART Goal?

‘SMART’ is an acronym that stands for Specific, Measurable, Achievable (or Attainable), Relevant, and Time-bound. SMART goals meet all 5 of these criteria — and, as a result, are strategic, focused, and actionable.

Let’s explore each characteristic a little further.

Specific: The goal should be very precise with no room for misinterpretation.
Measurable: The goal should be quantifiable, and progress should be easy to track.
Achievable: The goal should be attainable — not outlandish or unrealistic.
Relevant: The goal should contribute to your broader, overarching goals.
Time-bound: The goal should have a defined start and end date.

Why Are SMART Goals Important?

Why use SMART goals? When you use the SMART goal framework, you rid yourself of confusion and gain clarity. Setting a SMART goal will help you understand exactly what you need to do (and when you need to do it) to achieve your desired outcome.

As Zig Ziglar, motivational teacher and trainer, once said, “A goal properly set is halfway reached.”

On the other hand, if your goals aren’t SMART, they’re… well, dumb!

Seriously, goals that aren’t SMART are often more like wishes and resolutions — they feel good to make, but they’re virtually impossible to implement and achieve.

In short, you’re more likely to achieve your goal when you make it SMART.

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InUnison Mentorships

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Aaron Montgomery
Managing Partner of Montgomery Development Group

Accounting & Finance
Human Resources
Management
Marketing
Operations
Sales
Starting Up
Technology

Additional Strengths: Leadership skills, marketing, employee challenges, analyzing financial reports and time management.

My First Job Was
I worked at McDonald’s as a “bun caramelizer” when I was 14. I spent three months there before I “graduated” to fries and later burger assembly. It was almost 6 months before they let me anywhere near a cash register.

Best Advice I’ve Received
Good judgment comes from experience, but experience comes from bad judgement. If you think long, you think wrong. Better to do something imperfectly than to do nothing perfectly.

Valuable Lessons I’ve Learned
That no matter who you are or what you’ve done, everything up until now could just be the prologue to your greatest success.

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Catherine Cary
President of Bremo Pharmacies

Accounting & Finance
Human Resources
Management
Marketing
Operations
Sales
Starting Up
Technology

Additional Strengths: Pharmacy, health & wellness, leadership, motivating staff into a cohesive team, goal setting

My First Job Was
My first and only job was with Bremo Pharmacy. I began working in the family business at the age of 12. I began with dusting shelves and running errands, then eventually graduated to cashier. By high school and college, I was helping out as a pharmacy technician and delivery driver until I graduated from pharmacy school. From dusting shelves to a pharmacist, to a CEO, I have done every job in the company at one point or another.

Best Advice I’ve Received
I have learned that the best way to accomplish company goals is to lead a strong team with clear goals and expectations. Setting realistic and measurable goals, then empowering your team to take ownership of the steps to accomplish the goals will get you way further than trying to accomplish the tasks on your own.

Valuable Lessons I’ve Learned
I learned the power of a positive attitude from my father Dan Herbert, who said “you’ve got to believe.” He had an optimistic vision for the future and saw each day’s struggles as a path toward reaching his vision. This inspired me and set me on my own pathway of optimism. My business coach also gave me great advice to set a “cadence of accountability.” when outlining clear expectations for my team. Similarly, I found author, Brene Brown, very insightful in her advice, “clear is kind.” This message helped me to provide more open and honest feedback to my team, rather than sugarcoat issues that need to be addressed.

Get to Know Catherine

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Why should you work with an InUnison mentor?

You’ll learn new skills as a business owner from someone who has been there and done that.
You’ll strengthen your business acumen through business planning and strategy discussions, and get open, honest, candid advice.
You’ll meet with someone who is right here in the Richmond region – a mentor who understands the local business climate and its challenges.

Who can participate?

All premium-level members – and up to four additional staff members – are eligible to participate in the program.

What is the timeframe for mentorship?

This program is a resource for ongoing learning. For example, if your problem is solved with your current mentor, you may apply for another session with the same mentor or another mentor who has a different specialty that aligns with your situation.

Will my mentor share any of our discussions with others?

Your mentor is a true professional who understands the importance of candor and confidentiality. So you can feel comfortable discussing anything about your situation. By sharing all your concerns, you can come up with solutions together, with all conversations kept just between the two of you.