Step-by-Step Guide: Setting Goals Using SMART-ER Goals
“The trouble with not having a goal is that you can spend your life running up and down the field and never score.”
— Bill Copeland
If you’ve ever felt busy but stuck, productive but not progressing, or hardworking without clear results, the issue often isn’t effort — it’s lack of a clear, structured goal. SMART-ER goals give you a proven framework to turn vague intentions into achievable outcomes.
This guide walks you step by step through setting goals that are clear, realistic, actionable, and continuously improved.
Step 1: Understand Why Goal Setting Matters
Without goals:
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You react instead of direct
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You stay busy but unfocused
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Progress feels accidental instead of intentional
With SMART-ER goals:
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Your efforts are aligned
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Your time and resources are used productively
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You can measure progress and adjust as needed
SMART goals help you clarify what you want and how to get there, instead of drifting year after year.
Step 2: Start With One Clear Goal (Not Ten)
Choose one meaningful goal to work on first.
Ask yourself:
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What do I actually want to improve or achieve?
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If I could only make progress in one area this year, what would it be?
Write the goal in plain language first. Don’t worry about SMART yet.
Example (rough goal):
“I want to advance in my career.”
Step 3: Make Your Goal Specific
A goal must be clear and focused to create motivation and direction.
Ask the 5 “W” questions:
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What do I want to accomplish?
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Why is this goal important?
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Who is involved?
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Where will this happen?
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Which resources or limits are involved?
Refine your goal so it leaves no room for confusion.
Example (Specific):
“I want to gain the skills and experience needed to become Head of Marketing in my organization so I can grow my career and lead a successful team.”
Step 4: Make Your Goal Measurable
If you can’t measure it, you can’t manage it.
Ask:
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How much?
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How many?
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How will I know when this goal is accomplished?
Measurement keeps you motivated and allows you to track real progress.
Example (Measurable):
“I will complete required training courses and gain leadership experience necessary for the role within five years.”
Step 5: Make Your Goal Achievable
Your goal should stretch you — but still be realistic.
Ask:
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How can I accomplish this?
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Is this realistic given my current resources?
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What constraints (time, money, energy) exist?
An achievable goal helps you identify opportunities instead of creating frustration.
Example (Achievable):
“I have access to training programs, mentorship opportunities, and the time to develop these skills over the next five years.”
Tip:
Avoid goals dependent on others’ decisions.
❌ “Get promoted”
✅ “Gain the skills and experience required to be considered for promotion”
Step 6: Make Your Goal Relevant
Your goal should matter to you and align with your life and priorities.
Ask:
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Does this goal feel worthwhile?
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Is now the right time?
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Does it align with my other responsibilities and values?
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Am I the right person to pursue this right now?
A relevant goal fits your current season of life — not just an ideal version of it.
Example (Relevant):
“This goal aligns with my long-term career plans and is realistic given my personal and professional commitments.”
Step 7: Make Your Goal Time-Bound
Every goal needs a deadline — otherwise, it becomes a wish.
Ask:
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When will this be completed?
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What can I do in:
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6 months?
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6 weeks?
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Today?
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Breaking time into milestones prevents procrastination and overwhelm.
Example (Time-Bound):
“I will complete initial leadership training within 12 months, take on new responsibilities within 3 years, and be fully qualified within 5 years.”
Step 8: Add the “ER” — Evaluate and Review
SMART-ER goals go beyond setting and forgetting.
Evaluate
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Are your actions producing results?
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What’s working well?
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What needs adjustment?
Review
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Review progress weekly or monthly
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Update timelines or methods if needed
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Adjust goals as circumstances change
Goals should evolve as you evolve.
Step 9: Write Your Final SMART-ER Goal
Combine everything into one clear statement.
SMART-ER Goal Example:
“I will gain the skills, experience, and qualifications needed to become Head of Marketing in my organization within five years by completing leadership training, gaining hands-on experience, and reviewing my progress quarterly.”
Step 10: Turn Your Goal Into Immediate Action
Finish by answering:
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What is one action I can take today?
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What is my next small milestone?
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When will I review my progress?
Progress happens through action — not intention.
Final Reminder
SMART-ER goals don’t guarantee success — but not having a goal almost guarantees stagnation.
Clarity creates momentum. Momentum creates results.