How to Determine

Your SMART
Goals [Template]

Free HubSpot Academy Lesson: Setting Business Goals

Discover different frameworks for setting goals to focus and align your business.

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 How to Use This Template:
Each template in this kit is designed to
help you achieve a different task –
defining, calculating, and evaluating your
SMART goals.

Follow the unique instructions on each

individual tab in this workbook to get
started.

ness Goals
n your business.
 Define Your SMART Goals

About the SMART Goal Framework

The SMART goal setting framework allows you to set clear and measurable goals
while encouraging you to think about how you'll get there. Whether you're setting
goals for this week or this year, this template can help you clarify your thinking and
set up tracking so that you know when you've accomplished what you've set out to
do.
How to Use This Template
Below, you'll find an example of a SMART goal on the left and adjace
right. We recommend starting at the top in the "Initial Goal" box and w
each aspect of a SMART goal, ensuring that your initial goal meets SM

Example Initial Goal

SMART Goal Attributes & Definitions

I want to get closer to my team members.

Step 1: Make it specific.

I want to know more members of my team

Specific through smarter networking and forming
Without defining exactly what you're trying to improve, it's difficult to outline the authentic relationships.
steps you need to take to make progress. A specific goal is one that you could share
with your manager in 10 seconds that would clearly explain what you're trying to
improve.
Step 2: Make it measurable.

Measurable
It's crucial that your goal is trackable and numeric. Many individuala simply say that
they want to be more well-read, for example, but they don't specify by how many
books they would like to read. As soon as you attach a number to your goal, you'll be
able to track exactly how far you've come since you set the goal and how far you
have left until you reach it.
steps you need to take to make progress. A specific goal is one that you could share
with your manager in 10 seconds that would clearly explain what you're trying to
improve.

Measurable
It's crucial that your goal is trackable and numeric. Many individuala simply say that
they want to be more well-read, for example, but they don't specify by how many I will set up intro chats with every member of my
books they would like to read. As soon as you attach a number to your goal, you'll be direct team and make a point to message each
able to track exactly how far you've come since you set the goal and how far you team member at least once a week.
have left until you reach it.

Attainable Step 3: Make it attainable.

While aiming to break records can be beneficial, it's important to keep these goals
realistic. If your company's sales reps make 50 sales calls per day, aiming to hit 300
per day is likely unattainable. Don't let yourself feel so discouraged by a huge goal My intro chats will be 30 minute syncs to get to
that you lose motivation. Instead, set yourself up to succeed by creating goals that are know my teammates and seek out collaboration
realistic. opportunities. This way, I'll be efficient and
respectful of time.
Relevant
Ask yourself why you're setting the goal that you are. How is it going to contribute to Step 4: Make it relevant.
your skill improvement? Ultimately, the goal you set should be tied back to reaching
your personal best. If it's not, consider how you can change or adjust your initial
goal.
For team members I will be working more closely
with, I will set up recurring meetings at least
Time-Bound once a month and make a point to reach out over
The final aspect of the SMART framework is one of the most important: setting a Slack to everyone at least once a month.
timeline for meeting your goal. Without a timeline, you won't be able to determine
whether the smaller changes you're making are keeping you on track toward
achieving your ultimate goal. Setting a timeline is also key for internal alignment.
When you're generating significantly more leads, for example, you'll need to make Step 5: Make it time-bound.
sure your sales team has the bandwidth to reach out to all of them.

Since we have 30 people on the team, I will have

two intro chats per week for my first three
months.
goal on the left and adjacent spaces for your own goal on the
he "Initial Goal" box and working your way down through
your initial goal meets SMART standards along the way.

Your Initial Goal

[Write your initial goal here.]

p 1: Make it specific.

[Write your specific goal here.]

: Make it measurable.
 [Write your specific, measurable goal here.]

3: Make it attainable.

[Write your specific, measurable, attainable goal

here.]

4: Make it relevant.

[Write your specific, measurable, attainable,

relevant goal here.]

5: Make it time-bound.

[Write your SMART goal here!]

 Calculate Your SMART Goals

How to Use These Calculators

Simply input the number of visitors and leads that you generate currently and your target increase in the lightly yellow-, orange-, and red-shaded cells
borders).

We'll calculate your recommended goals in the darker yellow, orange, and red cells.

VISITS Number of monthly visits

[Insert your current monthly site visits in

the cell just below this one. Share
information about your goal in the two
below that cell.]

Current 1000

Month-over-month % increase goal 5%

How many months out is your goal? 6

Recommended monthly traffic goal:

Recommended Goal 1340
 LEADS Average number of monthly website visits Visitor-to-lead conversion rate

[Insert your current monthly site visits in [Insert your current vistor-to-lead CVR in
the cell just below this one.] the cell just below this one.]

Current 1000 5.00%

By what % would you like to increase your

3%
vistor-to-lead conversion rate each month?

How many months out is your goal? 6

Recommended visitor-to-lead CVR

goal:
Recommended Goals 5.97%

CUSTOMERS Average number of monthly leads Lead-to-customer conversion rate

[Insert your current number of monthly [Insert your current lead-to-customer

leads in the cell just below this one.] CVR in the cell just below this one.]

Current 100 5.00%

By what % would you like to increase your
lead-to-customer conversion rate each 5%
month?

How many months out is your goal? 6

Recommended lead-to-customer CVR

goal:
Recommended Goals 6.70%
orange-, and red-shaded cells (the cells with black
 Number of leads

We estimate that you currently generate this

many leads per month from your website
traffic:

50

Recommended monthly lead goal:

60

Number of customers

We estimate that you currently generate this

many customers per month from your
marketing efforts:

5
Recommended monthly new customer goal:
7
 Evaluate Your SMART Goal

What is your SMART goal? #REF!

Do you feel that this goal is

realistically attainable in the time
frame you've set?

How many hours per week can

you dedicate to this goal?

What is the biggest challenge

preventing you from achieving
this goal?
What are three steps you can take
1.
to reduce or remove that
2.
challenge and succeed in reaching
3.
this goal?
Goal

Please note that your SMART goal from the first tab (cell F23), if
you've filled it in, will populate in the cell to the left.
Otherwise, you can write your own goal in cell D3 here.