SayPro Goal-setting templates

SMART Goal Template

The SMART goal framework is an effective way to set clear and achievable goals. It ensures that the goals are Specific, Measurable, Achievable, Relevant, and Time-bound.

SMART Goal Template:

Goal	Specific	Measurable	Achievable	Relevant	Time-bound	Actions/Steps	Progress/Comments
Example: Finalize research report	Write the research report based on findings from previous months	Number of pages completed (e.g., 15 pages by the end of the month)	Yes, based on available data and resources	Relevant to the project deadline	End of February 2025	Outline structure, gather references, write sections, review	Reviewing draft by Feb 10, 2025

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2. Goal-Setting Worksheet

This worksheet helps break down goals into smaller, manageable actions and encourages follow-up.

Goal-Setting Worksheet:

Goal Description	Why is this goal important?	Key Results/Outcomes	Deadline	Action Steps	Resources Needed	Responsible Person	Progress/Status
Example: Submit course proposal for accreditation	Ensure course is compliant with regulatory standards	Course proposal approved by QCTO	March 2025	Research standards, draft proposal, submit to QCTO	Research materials, draft outline	Echinia Mataban	Draft in progress, feedback due by Feb 10, 2025

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3. Quarterly Goal Tracker

A tracker focused on long-term objectives (e.g., quarterly or annual goals), breaking them down into quarterly, monthly, and weekly targets.

Quarterly Goal Tracker:

Quarter	Goal	Key Results/Outcomes	Action Steps for Quarter	Deadline for Milestones	Status	Notes
Q1	Improve course approval process	Faster approval times, increased compliance	1. Streamline submission process 2. Standardize documentation 3. Conduct team training	End of March 2025	In progress	Need to finalize process checklist
Q2	Complete research on slums	Research data collected and analyzed	1. Conduct surveys 2. Organize data 3. Draft report	End of June 2025	Pending	Awaiting final survey results

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4. GROW Model Template

The GROW model (Goal, Reality, Options, Will) helps with structured coaching and planning. It’s useful for setting goals in team discussions or individual coaching.

GROW Model Template:

Stage	Details
Goal	What is the specific goal you want to achieve?
Reality	What is the current situation regarding this goal? What challenges exist?
Options	What are the potential actions or strategies to reach this goal?
Will	What actions will you commit to taking? What’s your timeline?

Example:

• Goal: Complete course proposal for accreditation by March.
• Reality: The proposal draft is incomplete; research has started but needs more input.
• Options: 1) Allocate more time to writing 2) Collaborate with colleagues for feedback 3) Use existing templates to speed up the process.
• Will: I will write 5 pages of the proposal every week until the end of February and seek feedback by March 5th.

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5. Action Plan Template

This template helps to break down tasks and allocate resources for goal completion.

Action Plan Template:

Goal	Action Step	Responsible	Deadline	Resources Needed	Progress
Example: Submit research report	Research and gather data	Echinia Mataban	Feb 15, 2025	Access to previous research reports, research tools	In progress
	Write first draft	Echinia Mataban	Feb 20, 2025	Writing software, references	Pending
	Final revisions	Echinia Mataban	Feb 28, 2025	Feedback from peers	Pending

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6. Kanban Goal-Setting Template

The Kanban board style can be used for visual tracking of tasks related to goals. This helps teams focus on the flow of tasks and ensures that work is being managed effectively.

Kanban Goal-Setting Template (Columns: To Do, In Progress, Done):

Task	To Do	In Progress	Done
Goal 1: Submit research proposal	Draft proposal
Goal 2: Collect data for ongoing research	Research existing literature	Conduct surveys

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7. Monthly Goals Tracker

Track monthly progress toward long-term goals, focusing on measurable milestones.

Monthly Goals Tracker Template:

Goal	Target for This Month	Key Results/Outcomes	Deadline	Action Steps	Status/Progress
Example: Finalize course proposal	Submit draft to team for feedback	Feedback received and incorporated into proposal	February 15, 2025	Research, draft sections, review	70% complete
Example: Complete initial analysis for research project	Complete data analysis and draft report sections	Analysis complete, report sections ready for review	February 25, 2025	Analyze data, write report	50% complete