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Goal Setting worksheet

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S.M.A.R.T. GOALS WORKSHEET
Crafting S.M.A.R.T. Goals are designed to help you identify if what you want to achieve is realistic
and determine a deadline. When writing S.M.A.R.T. Goals use concise language, but include
relevant information. These are designed to help you succeed, so be positive when answering
the questions.
Your assignment is to develop 4 SMART goals. You will be submitting this assignment via CANVAS
to your instructor by the deadline of Friday, October 29th. Color code each Goal to help keep
your goals organized. I would like these goals to be focused in the both academic and personal.
Student Name: Samantha Borjas
CPD150
INITIAL
GOALS
Write the goals you have in mind
1. Travel to NYC
2. Transfer to a University
3. Experience living on my own (Becoming Independent)
4. Start a business
S
What do you want to accomplish? Who needs to be included? When do you want to do this? Why is this a
goal?
1. I want to travel to NYC. While I'm visiting I'd like to visit tourist attractions and enjoy the
food this amazing city has to offer. I would like to visit the city with a friend or a relative. I
want to accomplish this goal by early 2022. I would prefer that I visit NYC during the
winter because it is my favorite season. This is one of my goals because I have never
traveled anywhere on the east coast.
2. I would like to earn my Bachelor's Degree in Social Work. I should be the only person
included in this goal because it is up to me to finish my schooling. I would like to first finish
my 2 years at Phoenix College and then look into transferring to a university. This is a goal
of mine because my career of choice (therapist) requires a Social Work degree.
SPECIFIC
3. I want to lease an apartment. I would prefer to lease an apartment with a relative or
trusted friend. I don't think I'm comfortable with leasing an apartment on my own yet. I
think that I would rather see how it is living with a roommate before taking the big step of
leasing an apartment on my own. This is a goal of mine because I want to push myself to
become more independent and not have to depend so much on my parents.
4. I want to start a business. I don't specifically know what I want to sell in my business.
Some ideas I have include handmade clothing, beauty items, reselling my own clothing,
or baked goods. I'd feel more comfortable starting locally before going through with my
own website. This is a goal of mine because I have always been interested in the
creative and marketing aspects of starting a business.
M
How can you measure progress and know if you’ve successfully met your goal?
1. My goal is to save up a total of $3,000-5,000 for a 3 day trip. I would prefer to travel
with a partner so expenses can be split up evenly between one another. The rest of our
own money could be spent on ourselves or souvenirs. I'd like to save up $20 dollars each
week leading up to my desired travel date. I would be able to measure my progress by
using the envelope budgeting system. This system allows you to physically portion your
monthly income according to different categories (food, fun, self-care, travel, clothing,
shoes). I would be able to tell that I have successfully met my goal by reaching a total of
$3,000-5,000 in budgeting savings.
2. I would be able to measure my progress by making sure I pass all of my classes with AC. My main priority should be to maintain a good GPA that could get me into my dream
University. I would be able to tell that I have successfully met my goal by passing all my
classes at PC with good grades and getting into the University of my choice.
MEASURABLE
3. I would first like to start off by looking for a reliable roommate. Then, I'd like to find a job
that could provide me with an income that would allow me to afford my rent and other
living expenses. I would be able to measure my progress by using the envelope
budgeting system. This system would allow me to save up for the first few months of rent
for my apartment. I would be able to tell that I have successfully met my goal by
reaching the total amount of budgeting savings needed for my rent.
4. I would first like to save up enough money in order to fully fund my business expenses.
Then I'd like to start off small with my inventory before ordering bigger amounts of
supplies. I would be able to measure my progress by using the envelope budgeting
system. I've used this system previously when trying to save up for concert tickets or even
luxury goods for myself. I can confirm this method has worked very well with me. I would
be able to tell that I have successfully met my goal by reaching the total amount of
budgeting savings needed to kick-off my small business
A
Do you have the skills required to achieve the goal? If not, can you obtain them? What is the motivation for
this goal? Is the amount of effort required on par with what the goal will achieve?
ACHIEVABLE
1. I believe I have the skills required to achieve my goal. I have prior experience to
saving up money for out-of-state travel. My main motivation for this goal is to be able to
enjoy my time on the East Coast. I have never traveled to the East Coast before so it
would be a new experience for me. The amount of effort required is definitely on par
with what the goal will achieve. I think that all the time I spent saving up my money will
pay off as I enjoy my time in a new state/city.
2. I believe I have the skills required to achieve my goal. I see myself working hard and
putting all the effort necessary to graduate and work in my career of choice. My main
motivation for this goal is that I am a first generation college student. The amount of
effort required is definitely on par with what the goal will achieve because my family will
be proud of me as well as myself.
3. I don’t think that I have the skills required to achieve my goal. Currently, I’m working a
medium wage job and I don’t think I’d be able to afford rent as it is extremely expensive
in Arizona. I think I would have to search for a job that would give me the income
necessary to obtain this goal. My main motivation for this goal is my parents. My parents
from a young age were very independent and I’d like to show them and myself that I
have what it takes to be on my own. The amount of effort required is definitely on par
with what the goal will achieve because it will display that I am fully capable of being
on my own.
4. I don’t think that I have the skills required to achieve my goal. Starting a business has
been something I never fully thought of. I feel this is a goal that is very time consuming
and requires full attentiveness. In order to proceed with this goal I feel I would have to
ask for advice from other small business or business students. The amount of effort
required is definitely on par with what the goal will achieve because it is self-rewarding.
R
Why am I setting this goal now? Is it aligned with my overall objectives?
1. I am setting this goal now because it’s been a while since I have traveled due to the
pandemic. I believe my goal is aligned with my overall objectives because I am fully
capable of planning and budgeting a trip out-of-state.
2. I am setting this goal now because it is my first year at PC. I believe my goal is aligned
with my overall objectives because I need to start to think about the classes necessary
to transfer to the university of my choice,
RELEVANT
3. I am setting this goal now because at one point in my life I will need to stop
depending on my parents. I believe my goal does not align with my overall objectives
currently. I see myself moving out and living independently during my last two years of
college. I think that as of right now my education should come first before anything.
4. I am setting this goal now because I see myself starting a business in the future. Starting
a business requires a lot of consideration and I think now is prime when doing my
research. I believe my goal does not align with my overall objectives currently. I would
feel comfortable starting a business when I have done thorough research on all aspects
of starting and managing a business.
T
What’s the deadline and is it realistic?
TIME-BOUND
SMART
GOAL
1. Early 2022. I believe this deadline might not be realistic. When planning a big trip to
NYC budgeting should be planned months in advance.
2. Junior/Senior year of college. I believe this deadline is realistic. I think that I will feel
comfortable moving out on my own when I'm older and financially stable.
3. May of 2025. I believe this deadline is realistic. I understand that it will take a lot of time
and effort to reach my goal.
4. After college graduation. I believe this deadline is realistic. I would have more time on
my hands to focus on starting and managing my business.
Review what you have written, and craft a new goal statement based on what the answers to the questions
above have revealed. These should be the same 4 goals you had at the beginning, but now write them out
as SMART Goals.
1. I will fully budget and plan a trip to NYC with a relative/friend by late 2022.
2.
3.
4.
I will graduate college on time with my degree in social work by 2025.
I will become independent and lease an apartment with a relative/friend by the last few years of
school.
I will begin to research information to start a small business in the near future.
After you have finalized your 4 SMART Goals, include action steps you will take to ensure you
achieve these goals.
Smart Goal 1:
I will fully budget and plan a trip to NYC with a
relative/friend by late 2022
Acton Steps:
1. Find a relative/friend willing to go on the
trip with me
2. Begin budgeting this trip with the
envelope system
3. Look for flights to NYC
4. Look for hotels in NYC
5. Go on the trip!
Smart Goal 2:
I will graduate college on time with my degree
in social work by 2025
Smart Goal 3:
I will become independent and lease an
apartment with a relative/friend by the last few
years of school.
Smart Goal 4:
I will begin to research information to start a
small business in the near future.
Action Steps:
1. Prioritize assignments
2. Make sure I pass every class
3. Take classes necessary to transfer
4. Apply to University of my choice
5. Graduate on TIME! (2025)
Action Steps:
1. Focus on being financially stable
2. Find a roommate willing to slip up rent
3. Look for afford leases
4. SIGN LEASE!
5. Move in.
Action Steps:
1. Focus on completing post-secondary
education
2. Begin research on starting a business
3. Learn how to manage business
4. Fund business
5. Obtain permits necessary to start business
6. START SELLING!
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