Modelo Excel: Modelo de Metas SMART

Title: SMART Goals Template

 Descrição:

 

This spreadsheet is designed to help individuals and teams set and track their SMART goals. It includes sections for defining goals, breaking them down into specific, measurable, achievable, relevant, and time-bound components, and tracking progress with an action plan and monthly progress updates.

 

  • Goal Definition: Enter the goal and provide a detailed description.
  • SMART Criteria: Breaks down the goal into Specific, Measurable, Achievable, Relevant, and Time-bound components.
  • Action Plan: Details the tasks required to achieve the goal, including task description, deadline, responsible person, and status.
  • Monthly Progress: Tracks progress on a monthly basis, comparing baseline revenue, target revenue, actual revenue, and progress percentage.

 

Advice/Tips:
  • Goal Definition:
    • Clearly define the goal to ensure it is understandable and actionable.

  • SMART Criteria:
    • Ensure each component (Specific, Measurable, Achievable, Relevant, Time-bound) is thoroughly detailed to create a well-rounded goal.

  • Action Plan:
    • Break down the goal into manageable tasks with clear deadlines and assign responsibilities to ensure accountability.

  • Monthly Progress:
    • Regularly update the progress to monitor performance and make necessary adjustments to stay on track.

Fonte: Custom Calculator

Click the following icon to open the full workbook viewer in a new tab, allowing you to easily edit and save.

Click the following icon to download the spreadsheet, allowing you to save the file on your computer along with edits.

Example of using calculator:

Detailed example of using Spreadsheet: Tasks for user to complete:

 

  1. Goal Definition Section:
    • Enter the goal and provide a detailed description.
      • Example values:
        • Goal: Increase monthly sales revenue
        • Description: Aim to increase sales revenue by 20% over the next six months by enhancing marketing efforts and improving customer service.

  2. SMART Criteria:
    • Break down the goal into Specific, Measurable, Achievable, Relevant, and Time-bound components.
      • Example values:
        • Specific: Increase sales revenue by 20%
        • Measurable: Track monthly sales figures
        • Achievable: Enhance marketing and customer service
        • Relevant: Supports overall business growth
        • Time-bound: Achieve within six months

  3. Action Plan:
    • Detail the tasks required to achieve the goal, including task description, deadline, responsible person, and status.
      • Example values:
        • Task Description: Launch new marketing campaign
        • Deadline: March 15, 2024
        • Responsible Person: Emily
        • Status: In Progress

  4. Monthly Progress:
    • Track progress on a monthly basis, comparing baseline revenue, target revenue, actual revenue, and progress percentage.
      • Example values:
        • Month: January
        • Baseline Revenue: $10,000
        • Target Revenue: $12,000
        • Actual Revenue: $11,500
        • Progress %: 95.83%

Why is interactive calculator useful:

This spreadsheet consolidates all aspects of SMART goal setting and tracking in one place, making it easier to create actionable plans and monitor progress. By providing a structured approach, it helps users set clear, achievable goals and maintain focus on their objectives.

 

Fonte: Custom Spreadsheet

Conclusão:

The SMART Goals Template is an essential tool for setting, tracking, and achieving goals. By providing a detailed and organized approach to goal setting, it helps users stay focused and motivated, ensuring that goals are clearly defined, achievable, and tracked effectively. Regular updates and reviews ensure that goals remain aligned with overall objectives and progress is monitored consistently.

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