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воскресенье, 30 ноября 2025 г.

RoundMap® : Synopsis

 


RoundMap: Impact-First Strategic Alignment for Future-Fit Organizations

In a business environment where the relentless pursuit of maximizing shareholder value often leads to the depletion of natural resources, the exploitation of labor, and the externalization of risks onto society, RoundMap® takes a fundamentally different approach. Traditional business models that prioritize short-term profits frequently do so at the expense of other stakeholders, causing more harm than good and leaving a legacy of environmental degradation and social inequity.

RoundMap® is built on the principle of Impact-First, ensuring that every decision made within the organization is driven by a commitment to creating shared value that benefits all stakeholders, not just shareholders. Unlike conventional models that may overlook the broader consequences of their actions, RoundMap® integrates ethical stewardship, equitable practices, and sustainable innovation into the core of its strategic framework. This ensures that customers, employees, communities, and the environment thrive due to the organization’s success.

The heart of RoundMap®’s approach is the Impact-First Business Plan and the Impact-First, Future-Fit philosophy. These guiding principles help organizations achieve long-term prosperity while safeguarding the resources and relationships they depend on. The following image, showing the strategic alignment of the framework, brings this philosophy to life, ensuring that every facet of the business—from visionary leadership to frontline operations—aligns with sustainability, equity, and innovation principles, providing guidance and support.

By embracing RoundMap®’s comprehensive, future-focused framework, organizations are not only equipped to meet today’s challenges but also to thrive in a world where ethical responsibility, resource conservation, and long-term resilience are the true measures of success. This commitment to shared value fosters a business environment where positive impact and profitability go hand in hand, driving sustainable growth for all and reassuring the audience about the positive outcomes of this approach.


The framework is anchored by Equitable Stewardship at its core, guiding the organization with principles of fairness, responsibility, and long-term impact. Surrounding this are the Four Roles of Impact-First Leadership, the Four Functions of Future-Fit Management, and the Four Pillars of Purposeful Teamwork—each offering a detailed pathway to achieving the organization’s mission in a cohesive and aligned manner.

The following sections delve into these components, outlining this impact-first, future-fit framework’s fundamental principles, functions, and roles. Together, they provide a roadmap for organizations committed to leading with integrity, innovating purposefully, and collaborating for collective success.

Four Principles of Equitable Stewardship

Equitable Stewardship represents a fundamental shift in how organizations interact with and relate to their stakeholders. Traditionally, companies have operated with a top-down approach, often prioritizing their interests over those of the communities, customers, and environments they impact. Equitable Stewardship, at the core of the RoundMap® framework, challenges this paradigm by recognizing that organizations cannot and should not dominate their stakeholders but must instead engage with them meaningfully.

This concept goes beyond ethical considerations; it acknowledges the importance of giving stakeholders a voice in the organization’s journey. While decision-making ultimately rests with leadership, Equitable Stewardship emphasizes the value of listening to and integrating stakeholder advice into those decisions. By actively engaging with stakeholders—understanding their interests, concerns, and aspirations—organizations can work toward truly improving lives and creating positive, lasting impact within their ecosystems, instilling a sense of optimism and hope for the future.

Equitable Stewardship is about more than just ethical oversight; it fosters a culture of respect, inclusion, and collaboration where stakeholders are partners in the organization’s mission. This approach ensures that the company’s actions are aligned with the needs and desires of those it affects, leading to more informed, responsible, and impactful decisions

1. Inclusive Decision-Making

  • Definition: Inclusive Decision-Making ensures that all voices within the organization are heard and considered, particularly those of underrepresented or marginalized groups. This principle emphasizes the importance of diverse perspectives in shaping decisions that affect the entire organization and its stakeholders.
  • Purpose: Inclusive Decision-Making aims to foster a culture of equity and respect where everyone has a seat at the table. By ensuring that decision-making processes are inclusive, the organization can create more well-rounded, fair, and innovative solutions that reflect the needs and values of its diverse stakeholders.

2. Ethical Responsibility

  • Definition: Ethical Responsibility involves holding the organization accountable to high moral standards in all its actions. This principle ensures that the organization complies with legal requirements and operates with integrity, transparency, and respect for human rights and the environment.
  • Purpose: Ethical Responsibility aims to build and maintain trust with stakeholders by ensuring that the organization consistently acts with honesty and fairness. By embedding ethical responsibility into the core of its operations, the organization can protect its reputation, foster long-term loyalty, and contribute to the greater good.

3. Equitable Resource Distribution

  • Definition: Equitable Resource Distribution refers to the fair allocation of the organization’s resources, including capital, opportunities, and support, across all stakeholder groups. This principle ensures that resources are distributed in a way that promotes equity, addresses disparities, and supports the well-being of all stakeholders.
  • Purpose: Equitable Resource Distribution eliminates inequities within the organization and its broader ecosystem. By ensuring that resources are allocated fairly, the organization can support the growth and development of all stakeholders, particularly those historically underserved or disadvantaged, thereby creating a more just and sustainable system.

4. Sustainable Impact

  • Definition: Sustainable Impact focuses on the long-term effects of the organization’s actions on society and the environment. This principle emphasizes making decisions that benefit the organization today and ensure a positive and lasting impact for future generations.
  • Purpose: Sustainable Impact aims to align the organization’s goals with the broader needs of society and the planet. By prioritizing sustainability in its decision-making processes, the organization can contribute to the well-being of current and future stakeholders, ensuring that its legacy is one of positive, equitable, and lasting change.

Four Roles of Impact-First Leadership

Impact-First Leadership reimagines the role of leaders as catalysts for purposeful action and long-term value creation. Unlike traditional leadership models that prioritize financial outcomes and hierarchical control, Impact-First Leadership emphasizes leading purposefully, fostering innovation, and building trust across the organization. Leaders are not merely focused on short-term results; they are committed to guiding the organization in a way that aligns with its mission to create shared value for all stakeholders.

In this approach, leaders play a pivotal role in inspiring a purposeful vision, steering the strategic evolution of the organization, and empowering others to realize their full potential. This form of leadership shifts away from the conventional focus on profit and control towards a model that encourages collaboration, inclusivity, and adaptability. By prioritizing impact, these leaders drive the organization toward sustainable success, ensuring every decision and action contributes to a positive, long-term legacy.

1. Inspiring Purposeful Vision

  • Definition: Inspiring Purposeful Vision is the role of leadership in crafting and communicating a vision deeply rooted in the organization’s core purpose. This vision serves as the guiding star, aligning all stakeholders around a shared, long-term mission beyond profit to include societal impact and sustainability.
  • Purpose: Inspiring Purposeful Vision ensures that the organization’s direction is clear, meaningful, and aligned with its values. By inspiring a purposeful vision, leaders motivate and unite the organization to work toward a future that benefits all stakeholders, driving impact and success.

2. Guiding Strategic Evolution

  • Definition: Guiding Strategic Evolution involves leading the continuous adaptation and refinement of the organization’s strategy. It requires foresight, agility, and a deep understanding of emerging trends and stakeholder needs. It ensures that the organization remains relevant, resilient, and aligned with its long-term goals.
  • Purpose: The purpose of Guiding Strategic Evolution is to navigate the organization through change and complexity, ensuring that strategies evolve in response to internal and external shifts. This role helps the organization stay future-fit, maintaining its competitive edge while staying true to its impact-first mission.

3. Building Inclusive Trust

  • Definition: Building Inclusive Trust involves fostering a culture of transparency, accountability, and fairness throughout the organization. It involves actively engaging with all stakeholders, ensuring their voices are heard and decisions are made ethically, equitably, and inclusively.
  • Purpose: Building Inclusive Trust creates a foundation of credibility and integrity upon which the organization can build lasting relationships. By cultivating trust, leaders ensure that the organization operates fairly and justly, enhancing its reputation and securing the loyalty of stakeholders.

4. Empowering Collective Potential

  • Definition: Empowering Collective Potential focuses on unleashing the combined strengths and talents of the organization’s people. This role is about creating an environment that encourages collaboration, innovation, and shared learning, allowing the organization’s and its ecosystem’s collective capabilities to flourish.
  • Purpose: Empowering Collective Potential maximizes the organization’s impact by harnessing its human resources. Through empowerment, leaders enable teams to achieve more outstanding outcomes, driving the organization toward its goals with creativity and collective energy.

Four Functions of Future-Fit Management

Future-Fit Management strategically redefines the traditional functions of management to meet the demands of an ever-changing and increasingly complex business environment. While conventional management often focuses on maintaining stability, control, and efficiency within established frameworks, Future-Fit Management strategically emphasizes adaptability, foresight, and continuous alignment with the organization’s long-term goals and values.

In this approach, management is not just about planning, organizing, and controlling; it’s about envisioning the future, cultivating leadership that can respond to change, dynamically organizing resources, and ensuring responsive and ethical governance. The Four Functions of Future-Fit Management ensure the organization remains agile, resilient, and aligned with its purpose.

By focusing on these future-oriented functions, management moves beyond the traditional reactive approach and becomes a proactive force that drives the organization’s long-term success. This shift enables the organization to navigate uncertainty and thrive in it, ensuring that management practices are as dynamic and forward-thinking as the challenges they address.

1. Envisioning Strategic Foresight

  • Definition: Envisioning Strategic Foresight involves anticipating future trends, challenges, and opportunities and integrating this foresight into the organization’s strategic planning. This function emphasizes the importance of proactive thinking, long-term planning, and the capacity to navigate uncertainty by preparing for multiple future scenarios.
  • Purpose: Envisioning Strategic Foresight ensures the organization remains forward-looking and prepared to adapt to changing conditions. By incorporating strategic foresight into management practices, the organization can stay ahead of the curve, mitigate risks, and capitalize on emerging opportunities, ensuring sustainable growth and resilience.

2. Cultivating Adaptive Leadership

  • Definition: Cultivating Adaptive Leadership focuses on developing flexible, responsive leaders who can guide the organization through change. This function emphasizes the importance of continuous learning, emotional intelligence, and the ability to pivot strategies and approaches as circumstances evolve, all while maintaining alignment with the organization’s core values.
  • Purpose: Cultivating Adaptive Leadership aims to build a resilient leadership culture that can thrive in dynamic environments. By fostering adaptability in leadership, the organization can navigate disruptions, inspire confidence during change, and drive innovation, ensuring it remains agile and competitive.

3. Orchestrating Dynamic Organizing

  • Definition: Orchestrating Dynamic Organizing involves designing and managing structures, processes, and resources to allow flexibility and responsiveness. This function creates an organizational framework that adapts to shifting demands, encourages collaboration, and supports continuous improvement across all levels.
  • Purpose: Orchestrating Dynamic Organizing ensures that the organization’s infrastructure is stable and adaptable, supporting its strategic goals while remaining responsive to change. By dynamically organizing resources and processes, the organization can optimize efficiency, foster innovation, and maintain alignment with its long-term vision.

4. Stewarding Responsive Governance

  • Definition: Stewarding Responsive Governance means managing the organization’s governance structures transparently, accountablely, and aligned with ethical standards and stakeholder expectations. This function emphasizes the importance of real-time feedback, ethical oversight, and the ability to adapt governance practices to meet emerging challenges and opportunities.
  • Purpose: Stewarding Responsive Governance ensures that the organization’s decision-making processes are effective and ethically sound. By fostering a governance framework responsive to change and including stakeholder input, the organization can build trust, enhance its reputation, and ensure that its actions align with its purpose and values.

Four Pillars of Purposeful Teamwork

Purposeful Teamwork transforms the way teams collaborate and operate within an organization. Traditional teamwork often emphasizes coordination and task completion within established silos, focusing primarily on efficiency and productivity. In contrast, Purposeful Teamwork is centered around intentional collaboration, alignment with the organization’s mission, and fostering an environment where every team member is engaged, empowered, and working towards shared, meaningful goals.

This approach recognizes that true collaboration goes beyond simply working together; it involves understanding and aligning each team member’s contributions with the organization’s broader purpose. By emphasizing systemic collaboration, purpose-driven alignment, empowered autonomy, and continuous learning and adaptation, Purposeful Teamwork ensures that teams are effective and deeply connected to the organization’s mission and values. This leads to more innovative solutions, greater employee satisfaction, and a more vital, cohesive organization.

1. Systemic Collaboration

  • Definition: Systemic Collaboration refers to the integrated and coordinated effort across all levels and functions of the organization to achieve shared objectives. It emphasizes breaking down silos, fostering cross-functional teamwork, and ensuring that every team member is aligned with the overall purpose and strategy. Collaboration is not just an act but a systemic approach that permeates the entire organization, ensuring that all parts of the system work together effectively.
  • Purpose: Systemic Collaboration harnesses the organization’s collective intelligence and capabilities to achieve more remarkable outcomes. By encouraging a culture of collaboration, teams can innovate more effectively, respond more rapidly to challenges, and ensure that efforts are aligned with the organization’s mission and values. This pillar supports the creation of a unified and cohesive organization where every part is greater than the sum of its parts.

2. Purpose-Driven Alignment

  • Definition: Purpose-driven alignment ensures that every action, decision, and initiative within the organization is guided by its core purpose. This pillar focuses on creating a solid connection between the organization’s mission and day-to-day operations, ensuring that all activities are strategically aligned to advance its goals. It requires clarity of purpose at all levels and a commitment to aligning individual and collective efforts towards that purpose.
  • Purpose: The purpose of Purpose-Driven Alignment is to create coherence and focus within the organization, ensuring that all efforts are directed toward achieving a common, impactful goal. By aligning activities with the organization’s purpose, teams can avoid distractions, reduce inefficiencies, and amplify their impact, driving the organization toward sustainable success and long-term relevance.

3. Empowered Autonomy

  • Definition: Empowered Autonomy grants individuals and teams the freedom and authority to make decisions within their areas of responsibility while aligning with the organization’s overall goals and values. This pillar emphasizes trust, commitment, and the capability of individuals to take initiative and act decisively without needing constant oversight, fostering a culture of ownership and innovation.
  • Purpose: Empowered Autonomy aims to enable teams and individuals to act quickly and creatively in response to challenges and opportunities, driving innovation and efficiency. By empowering people to make decisions and take ownership of their work, the organization becomes more agile and responsive, capable of adapting to changes and seizing opportunities as they arise, all while staying aligned with its core mission.

4. Continuous Learning and Adaptation

  • Definition: Continuous Learning and Adaptation refers to the organization’s commitment to fostering a culture of ongoing education, reflection, and improvement. This pillar supports a curiosity, resilience, and flexibility mindset, where teams and individuals are encouraged to learn from experiences, embrace new information, and adapt their strategies and processes in response to evolving circumstances.
  • Purpose: Continuous Learning and Adaptation ensure that the organization remains innovative, resilient, and capable of thriving in a rapidly changing environment. By embedding learning and adaptation into the organizational culture, teams can continuously enhance their skills, stay ahead of industry trends, and effectively respond to new challenges, ensuring long-term success and impact.

The Four Frontiers of Meaningful Innovation

Innovation is at the heart of any organization’s ability to create lasting impact and stay ahead in a rapidly changing world. Within the RoundMap® framework, innovation is explored through four frontiers—Strategic Innovation, Product Innovation, Operational Innovation, and Management Innovation—each representing a critical area where meaningful transformation can occur. Inspired by the work of Gary Hamel, author of The Future of Management, these four types of innovation are essential for any organization aiming to make a significant, positive impact on its stakeholders and the broader ecosystem.

Unlike traditional approaches that may focus innovation efforts solely on products or technology, the RoundMap® framework encourages a holistic view of innovation that integrates all aspects of the organization. By embracing these four frontiers, organizations can ensure that their innovation efforts are aligned with their purpose, responsive to stakeholder needs, and capable of driving sustainable growth.

1. Strategic Innovation

  • Definition: Strategic Innovation involves rethinking the fundamental approach to the organization’s mission and market positioning. It’s about exploring new business models, redefining value propositions, and identifying uncharted markets or customer segments. At this frontier, organizations can make bold moves that redefine their future direction.
  • Purpose and Impact: Strategic Innovation ensures the organization remains relevant and competitive by challenging the status quo and finding new pathways to success. Stakeholder engagement is critical here, as their insights can help the organization understand emerging needs and opportunities, ensuring that strategic shifts are aligned with creating maximum positive impact.

2. Product Innovation

  • Definition: Product Innovation focuses on developing or improving new products. It enhances customer value by meeting their evolving needs with innovative features, functionality, and design. The organization can most directly impact customer satisfaction and market differentiation in this frontier.
  • Purpose and Impact: The purpose of Product Innovation is to create products that not only meet but exceed customer expectations, thereby driving customer loyalty and market share. Engaging with customers and other stakeholders is vital to ensure that the innovation truly resonates with their needs and values, leading to products that impact their lives.

3. Operational Innovation

  • Definition: Operational Innovation involves rethinking and improving the organization’s internal processes and workflows. This includes optimizing supply chains, enhancing efficiency, and implementing new technologies or methodologies that reduce costs, increase speed, and improve quality. This frontier is crucial for maintaining the organization’s agility and responsiveness.
  • Purpose and Impact: Operational Innovation aims to create more efficient and effective working methods, enhancing the organization’s overall performance and capacity to deliver value. Stakeholders, especially employees and partners, play a key role in identifying pain points and opportunities for improvement, ensuring that operational changes lead to a more sustainable and impactful organization.

4. Management Innovation

  • Definition: Management Innovation involves pioneering new leadership, governance, and organizational culture approaches. It’s about reimagining how people are managed, decisions are made, and how the organization fosters creativity, collaboration, and accountability. This frontier has the potential to transform the very fabric of the organization.
  • Purpose and Impact: Management Innovation aims to create a work environment that empowers people, fosters innovation, and aligns everyone with the organization’s purpose. Engaging stakeholders—especially employees—ensures that these innovations address real needs and lead to a more inclusive, equitable, and dynamic organization that maximizes its positive impact.

PACE Formula: The Rhythm of Strategic Excellence

And finally, you’ll have noticed the components of the PACE formula, which paints the overall picture:

  • Positioning: Positioning embodies the deliberate crafting and communication of a brand’s unique value and identity within the marketplace. Its goal is to set a brand apart in consumers’ minds by anchoring it to distinct perceptions, emotions, and experiences.
  • Activating: Customer activation is the catalytic process of motivating and guiding customers from initial awareness to enthusiastic engagement. To ignite their journey with the brand by unlocking meaningful experiences and tangible value.
  • Committing: Committing is the unwavering dedication to upholding and embodying the brand’s promises, the company’s values, and its overarching purpose. This is to ensure that every action and interaction resonates authentically with the foundational beliefs and aspirations that define its essence.
  • Elevating: Elevating signifies the continuous ascent towards excellence, where insights fuel evolution, engagement drives refinement, and relentless innovation amplifies value. Together, they foster an ever-rising trajectory of impact and growth.

PACE represents a brand’s journey of strategic distinction, active engagement, unwavering dedication, and continuous ascent. Positioning shapes its unique stance in the market. Activation ignites the customer’s relationship with the brand. Commitment ensures authentic alignment with core beliefs and promises. Elevating harnesses insights and innovation to amplify impact. All these need to be in a harmonious rhythm to drive enduring value and growth.

Some Distinguishing Features of RoundMap

In the evolving tapestry of organizational methodologies, RoundMap® stands distinct, presenting a fresh paradigm of holistic business operations. Infusing equity, purpose, and sustainable value creation into its very fabric, RoundMap® challenges and enriches traditional frameworks. Herein lie its distinguishing features:

  • Purpose Beyond the Present: While most frameworks conflate purpose and mission, RoundMap™ discerns them, magnifying the significance of purpose. It’s the soul of an organization, providing the profound “why” behind its existence and offering substance beyond mere profit. In contrast, mission details the present-day “what.” This distinction becomes pivotal in an era where purpose drives choices for many, especially the younger generation.
  • Crafting Customer Triumphs: The emphasis isn’t just on acquiring or serving the customer; RoundMap® argues that achieving the customer’s goals is vital. An organization’s duty isn’t fulfilled with a transaction; it’s about championing the customer to achieve their goals. This proactive strategy boosts loyalty, spawns referrals, and slashes customer attrition.
  • Blueprint for Broader Impact: In RoundMap®, there’s a clear onus on the broader societal canvas. The Impact Model isn’t an afterthought but a strategic compass directing how an organization wishes to shape its societal, environmental, and fiscal footprint. As businesses are increasingly viewed through the lens of social responsibility, this model offers a distinguishing edge.
  • Consentric Collaboration and Leadership: Central to RoundMap® is Consentricity, a multi-dimensional organizational model. It promotes equitable distribution of created value to all stakeholders, from team members to society at large, and emphasizes improved collaboration and distributed leadership. It seeks to break down silos, empower individuals, and foster a more cohesive, agile, and responsive organizational structure. It advocates for consent-based decision-making and prioritizes roles over traditional functions. This holistic ethos is deeply embedded into the framework, reshaping how organizations operate and interact internally and externally.
  • The Confluence of Unity: The Circle of Confluence, core to the Consentric Organizational Model, isn’t merely another non-executive board; it’s a philosophy. It signifies the harmonious confluence of diverse forces and stakeholders. More than that, it underscores the fair dispersal of the wealth or profit sculpted by the organization.
  • Orchestrating Value Distribution: At the core of RoundMap’s Business Navigator lies a commitment to value creation and its judicious distribution. This framework, structured around five pivotal stages, culminates in the ‘Distribution Stage.’ This stage ensures that value doesn’t remain concentrated or siloed but is equitably disseminated among stakeholders. It’s not a mere allocation process; it’s a conscious effort to ensure that the fruits of discovery, design, development, and direction are justly shared. It echos the overarching ethos of building impactful, equitable, and sustainable enterprises in today’s multifaceted business environment.
  • The Positive Core – Anchoring Strengths: RoundMap® identifies and celebrates the Positive Core, a nucleus of organizational strengths and assets that range from embedded knowledge to positive emotions. Recognizing and harnessing these positive elements can act as a catalyst for transformative growth.
  • Navigating Beyond Conventional Routes: While RoundMap® is undoubtedly holistic, it pioneers filling gaps in contemporary frameworks. Its forward-leaning, equitable approach sets a novel paradigm, shaping the future of sustainable business success in an intricate landscape.

RoundMap®, in essence, isn’t just a tool but a transformative philosophy, sculpting a future where businesses are not solely profit-driven but are bound by purpose, responsibility, and equity. Its unique features bridge contemporary gaps and envision an enterprise that thrives on sustainable practices, equitable value distribution, and unwavering societal responsibility. In RoundMap®, the modern business finds its compass, guiding it toward success and significance.


https://tinyurl.com/nheav7nb

суббота, 29 ноября 2025 г.

How to Write SMART Goals: Examples, Step-by-Step Guide, and Free Template

 

In order to be effective, your goals should be SMART: specific, measurable, achievable, relevant, and time-bound. In this guide, we’ll show you how to write effective SMART goals for professional and personal scenarios.

What Is a SMART Goal?

SMART goal is a framework for defining objectives, where each goal is specific, measurable, achievable, relevant, and time-bound (SMART). Follow this method to establish clear, attainable goals that hold you accountable to a deadline.

SMART goals are useful in all professional sectors and industries, as well as in personal life (see examples of personal and professional SMART goals below). Using this framework will help ensure that you are working toward clearly defined goals that you can execute by a deadline.

Additionally, the SMART framework eliminates guesswork and back-and-forth among parties. It also helps individuals and teams track progress with pre-defined success metrics.


Jake Munday is the Founder and CEO of Custom Neon, a company that creates custom signage. He says, “This framework ensures that objectives are not simply aspirational but also actionable by helping you create precise, manageable goals that can be tracked within a given timeframe.”

How to Create a SMART Goal

SSpecificWhat do you want to accomplish? What specific outcome do you want to achieve?
MMeasurableHow will you measure your success? What type of data will you include? How will you evaluate it, and how frequently will you check?
AAttainableDo you have all the necessary skills and resources to achieve this goal? If not, can you obtain them?
RRelevantIs this goal aligned with your other goals, or the overarching goals of your team or organization?
TTime-BoundWhat is the timeframe for achieving this goal?

To create a SMART goal, decide what you want to accomplish, and then address each component of the SMART acronym. Make sure that your goal centers on an outcome, not a practice or set of behaviors. A SMART goal should, in the end, achieve something.

Use the chart below to see if your goal meets the SMART criteria at a high level. For a more in-depth discussion of how to write SMART goals, see our step-by-step how-to below.

Though it’s important that you clearly define your goal using the method above, remember that it’s still worthwhile to brainstorm all your various ideas. Once you see all the potential options, work with your team to refine the list and create SMART goals.


“I like to brainstorm with my team about our overarching or more nebulous goals, and then turn those into SMART goals,” says Allison Schmidt, the Marketing Manager at Get Online NOLA. “For example, a more vague goal could be to increase sales this year or to grow a TikTok following. However, that doesn't set you up for success. But having a broad goal helps you to break that down into more specific pieces or your SMART goals.”

To turn Schmidt’s example into a SMART goal, you would simply run it through the chart above — or follow the in-depth how-to below — to make it actionable, concrete, and measurable.

How to Write SMART Goals

To write a SMART goal, simply define each component in the SMART acronym. Go in order, and ensure that your proposed goal is specific, measurable, attainable, relevant, and time-bound. If it doesn’t meet each of these criteria, slowly refine it until it does.

Follow the step-by-step how-to below for guidance on how to write and refine your goals to ensure that they are SMART.

S: Ensure Your Goal Is Specific

Think about this step as the mission statement for your goal. Focus on an outcome you want to achieve, not just a set of practices you want to implement. Be as specific as possible.

To do this, answer the five W questions (who, what, when, where, and why):

  • Who: Consider who needs to be involved to achieve the goal. Consider appointing roles and responsibilities.
  • What: Dive into the details of what you want to accomplish.
  • When: Envision a general sense of the timeline you anticipate you’ll need to achieve this goal. You’ll have to be much more specific about this in the “T” section of the how-to.
  • Where: This question may not always apply, especially if you’re setting personal goals, but if there’s a location or relevant event your goal is tied to, identify it here.
  • Why: What is the reason for the goal? When it comes to using this method for employees, the answer will likely be along the lines of company advancement or career development.
     

“Define the goal as clearly as possible. Avoid vagueness which can lead to misdirection,” says Munday.

M: Decide How You Will Measure Your Goal

In this step, decide which metrics you will use to track your progress and to define whether or not you are successful. Doing so makes a goal more tangible because it provides a way to concretely measure progress. If your goal will take several months to complete, set some milestones tied to specific subtasks.

“Ensure that the goal can be quantified or a clear indicator of progress can be identified,” says Munday. If the goal can’t be quantified, you will need to adjust it.

A: Ensure Your Goal Is Attainable

“Your goal should be challenging yet attainable with the available resources,” continues Munday.

Look at the resources available to you — people, capital, tools, etc. — and assess whether this goal is realistic with your current means. You might also look at data on past projects to determine whether this new goal is attainable.

If not, that doesn’t mean you need to abandon your goal. Simply assess the costs of investing in additional resources, or consider extending your timeline in the time-bound section below.

R: Ensure That Your Goal Is Relevant to Larger Objectives

In this scenario, relevance refers to how well your goal aligns to larger team or organizational initiatives. Ideally, your goal will support the other work you’re doing and serve your long-term goals in some way. If nothing else, it should not detract or divert energy away from goals you’re already committed to.

T: Give Yourself a Time Limit for Accomplishing Your Goal

Setting a hard deadline will help you measure progress, even if you don’t accomplish your goal in the allotted time period.

Anyone can set goals, but if it lacks realistic timing, chances are you’re not going to succeed. Commit to a target date for deliverables, and ask all stakeholders whether this goal is likely to be completed in the allotted time period.

If the goal will take three months to complete, it’s useful to define what should be achieved halfway through the process. Providing time constraints also creates a sense of urgency.

Microsoft Word SMART Goals Worksheet


When to Use: Use this worksheet to brainstorm and refine your SMART goals. Start by making an extensive list of all possibilities, and then slowly edit and refine that list in order to draft your final SMART goal.

Notable Features: The template is broken out into sections for each letter in the acronym: specific, measurable, achievable, relevant, and time-bound. Each section includes prompts that will help you brainstorm all the variables that you need to take into account. Then, you can home in on your priorities and write your finalized SMART goals.

How to Pick the Right SMART Goals

The “right” SMART goals will be in line with larger team or organizational objectives. Don’t commit to any new goal that conflicts with or counteracts an existing goal. Instead, make sure all goals align and work together to achieve organizational success.

“To choose the right SMART goals, I first assess the overall objectives of the project or initiative,” says Munday of Custom Neon. “Understanding the end game allows me to reverse engineer the steps needed to get there, which I then shape into specific SMART goals. It’s crucial that each goal directly contributes to the larger objective to maintain coherence and focus throughout the project.”


Alex Ugarte, the Operations Manager at London Office Space, echoes this sentiment. “Ensure [your goals] align closely with broader ambitions,” he says. “This ensures that every effort directly supports your overarching aims, optimizing impact and resource use.”

One way to accomplish this is to look at the larger organizational goal and break it down into smaller, more manageable goals. This not only makes it less intimidating to get started but also brings the loftier goals out of the abstract and transforms them into concrete, actionable steps.

Examples of SMART Goals

You can write SMART goals for any professional setting or industry, as well as for your personal life. Below, you’ll find real-world examples of initiatives and how to format them as SMART goals.

Professional SMART Goal to Improve Employee Performance and Retention



Ritchie Tendencia, the CEO of CSV Now (Consult Silicon Valley Now), wanted to improve overall employee satisfaction and performance. That’s a great impulse, but as written, it wasn’t concrete enough — that is, SMART enough — to be achievable or impactful.

Tendencia then defined the parameters of his goal using the SMART framework. The SMART version of this goal is as follows:

I want to reduce employee turnover rates by at least 10 percent in the next quarter.

This specific, measureable, and time-bound goal led to an “increased employee satisfaction via a structured training program [that] led to a 15 percent reduction in turnover rates and improved client satisfaction,” says Tendencia. “[This demonstrates] the effectiveness of the SMART framework in driving meaningful outcomes.”

Professional SMART Goal to Decrease Customer Churn Rate



Axel Lavergne is the Founder of ReviewFlowz, a review and testimonial service for SaaS companies. He wanted to increase customer satisfaction and retention — in other words, to decrease customer churn. His team needed to define both the timeline of this objective and the success metrics.

We aim to reduce customer churn rate by 10 percent in six months.

Once Lavergne and his team had clear-cut metrics and a schedule to adhere to, he ended up exceeding his goal. “We achieved this by improving our onboarding process, offering more comprehensive training resources, and regularly checking in with new customers. This resulted in stronger customer relationships and a significant reduction in churn,” he says.

Personal SMART Goal to Become a Better Leader

Jake Munday of Custom Neon wanted to improve his leadership skills and become a stronger CEO. However, he needed to focus his efforts on something tangible so the goal could be measured and the necessary actions wouldn’t be so vague.

Here’s how he turned it into a SMART goal:

I want to complete a leadership development course in three months, by dedicating two hours every week to study.

“This goal was specific to professional growth, measurable by course completion, achievable within my weekly schedule, relevant to enhancing my leadership skills as a founder and CEO, and time-bound by a three-month period,” says Munday.

Personal SMART Goal to Increase My Business Knowledge

Lavergne of ReviewFlowz wanted to increase his business knowledge by reading more books but needed to concretize the goal. He followed the SMART formula and wrote the following SMART goal:

I will increase my business knowledge by reading one business book per month for a year.

“This goal was specific, measurable, achievable, relevant to my professional growth, and time-bound, helping me stay disciplined and informed,” says Lavergne. “It significantly broadened my knowledge and improved my business strategies, making me a more effective leader.”

How to Track SMART Goals

It is imperative to track SMART goals to measure your progress and assess whether or not you were successful. Because SMART goals require you to define the metrics and timeframe of each goal up front, they are relatively easy to track and report on.

Below are some expert tips for tracking SMART goals:

  • Ensure That the Goal Is Actually Measurable: “Make sure the goals you set out are actually measurable,” says Ugarte of London Office Space. “Have quantifiable criteria to track progress and determine when the goal has been achieved. For example, rather than aiming to ‘improve customer satisfaction,’ instead set a goal to ‘achieve a customer satisfaction score of 90 percent as measured by our end-of-service surveys.’" 
  • Stick to the Metrics You Defined Up Front: Part of defining a SMART goal is choosing how you will measure success. To effectively report on your performance, don’t change these metrics midway through.
  • Set Up a Tracking System: Use project management software or another goal-tracking program to monitor your progress. This ensures that you have a single source of truth for all team members to refer to and will help keep you accountable to your goals. Visit our complete roundup of goal tracking templates to get started tracking your progress.
  • Consistently Evaluate Your Progress: Decide how frequently you will track progress. Don’t refer to your metrics so often that it becomes its own source of stress (i.e. every day), but check often enough that you are looped into any unanticipated hangups. Consistently monitoring progress will allow you to communicate and collaborate early if things go off course.
  • Celebrate Every Win: “Make sure you celebrate once the goal's been hit,” says Logan Mallory, VP of Marketing at Motivosity, “recognizing that hard work, energy, and commitment is how you keep folks motivated, preventing future goals from feeling like a thankless hamster wheel.”

  • Reflect on and Learn from Each Round of Goals: Even if you fall short of a goal, it’s worth reflecting on it with the team. What went well, and what could have gone better? Bring those new insights to your next round of goals, and adjust criteria — such as time or resources — to hit your new goals.
  • Don’t Be Afraid to Reassess and Edit Your SMART Goals: “I always make sure I've got a few sessions scheduled across a week or two to revisit my SMART goals before finalizing them,” says Mallory of Motivosity. “SMART goals are like any rough draft. The very first stab at it probably won't be the best or most elegant. Give yourself time to play around with the goals, revisiting their clarity and details and really leaving space for final tweaks.”

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