SMART Planning

SMART Plan Guidance

Use the SMART Plan Worksheet for this exercise.

Step 1 – Define your SMART goal.

Be as specific as you can. Include any costs associated with achieving that goal. Try to summarize your goal in one sentence, for instance, “I will make a list of all my spending categories,” or “I will visit my family in Saskatoon for a week.”

Step 2 – Outline the steps towards your goal.

Write down all the steps you will need to take, big or small. This will give you a clear path toward your goal.

Step 3 – Look at the challenges and think of strategies for dealing with them.

There are often road blocks on the path to achieving our goals. Think about what some of these might be. What resources and knowledge do you have to overcome them?

Step 4 – Set deadlines.

Having a deadline for your goal is a great way to keep you on track. You may want to set deadlines for each step as well. Achieving each step will keep you motivated to the finish!