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(1)

3-Year Life Plan SMART Objectives

The concept of writing S.M.A.R.T. Objectives is very important for accomplishing individual goals. The following questionnaire will assist you in creating S.M.A.R.T. objectives. Begin by writing your objective as

clearly and concisely as possible. Then answer the related questions. Conclude by revising your objective in the space allotted.

S

pecific 3-5 objectives

M

easurable No more than 2 measurements

A

chievable 60% is enough for 3 years

R

esult Statement Early Warning System

T

rackable Track objectives using milestones

(2)

Life Planning

SESSION I

Draw a timeline. Go back 10 years and forward 10 years. List your age, family, hobbies, and career/personal goals at each point. What was your theme for the 5-year period?

● Age

● Kids

● Marriage/Significant Other

2011 Theme 2016 Theme 2021 Theme 2026 2031

Theme

● Major career goals

● Major life goals

● Hobbies

(3)

Life Plan Looking Back 10 Years and Forward 10 Years

10 Years Prior 5 Years Prior This Year 5 Years from now 10 Years from now Age

Theme

Kids

Marriage/ Significant Other

Major Career Goals

Hobbies

Dream

(4)

A. Describe your dreams for what you’d be when you grew up in college or high

school. Even if they seem funny now—write them down as they were then.

B. Describe your life and job/work today as though you love it—it’s the best.

C. Describe your life and job/work as though you hate it—how does it feel on

your most depressed day?

Life Planning

(5)

A. Write a Master Dream List—list all the things you dream of doing before you die. There are no limitations. If today’s constraints are used, you are creating a “postponed life”. I’ve attached an outline to help stimulate thought. Consider professional and personal dreams.

B. Take elements of your dreams you haven’t achieved that you want to put back into your future. Ex. You wanted to play baseball but stopped, maybe coaching a high school team would spark your interest. You wanted to be an entrepreneur however the need for “steady, predictable income” was inescapable.

Create Your Vision

(6)

Dream List

(Example)

Mountains Rivers and Waterfalls National Parks Unique Spots Achievements

The Matterhorn Volga River Yosemite Taj Mahal Write a Book

Mt.

Aconcagua-Argentina Rhine River Grand Canyon Great Wall of China Get a Pilot’s license Mt. Rainier/Mt. Hood Yangtze River Crater Lake St. Petersburg Play an instrument

Mt. Shasta Milford Sound-NZ Yellowstone Moscow Learn Yoga, Tai Chi

Mt. Cook Victoria Falls Glacier

Sacred Wall of

Chichan-Itza-Mexico Learn a language

Mt. Kilimanjaro Perito Moreno Glacier Grand Teton

Retrace Travels of --- i.e.

Marco Polo Read the works of ………

Mt. Ararat Amazon River Bryce, Zion Pyramids Get a Master’s Degree

Nepal Colorado Point Reyes

Travel the Garden Route-S.

Africa Teach at College Level

Mt. Kenya Nile Denali Machu Picchu

Learn about classical musicians & writers

(7)

My Dream List

Mountains Rivers and Waterfalls National Parks Unique Spots Achievements

(8)

A. Identify the elements of your life you love—spell out how you will keep them in your future vision.

B. Isolate what you hate and tell how you will change those things in the vision.

C. Integrate your future life with your Circle of Influence

Create Your Vision

(9)

My new life could best be described as... (3-5 goals in each section):

A. 0-12 months: Goals through “X” date

● Personal Goals

● Professional Goals

B. 12-60 months: Goals through “X” date

● Personal Goals

● Professional Goals

Create Your Vision

(10)

3-Year Life Plan SMART Objectives

The concept of writing S.M.A.R.T. Objectives is very important for accomplishing individual goals. The following questionnaire will assist you in creating S.M.A.R.T. objectives. Begin by writing your objective as

clearly and concisely as possible. Then answer the related questions. Conclude by revising your objective in the space allotted.

S

pecific 3-5 objectives

M

easurable No more than 2 measurements

A

chievable 60% is enough for 3 years

R

esult Statement Early Warning System

T

rackable Track objectives using milestones

(11)

S.M.A.R.T. Objective Questionnaire

Objective:

➢ Specific. What will the objective accomplish? How and why will it be accomplished?

➢ Measurable. How will you measure whether or not the objective has been reached (list at least two indicators)?

➢ Achievable. Is it possible? Have others done it successfully? Do you have the necessary knowledge, skills, abilities and resources to accomplish the objective? Will meeting the objective challenge you without defeating you?

(12)

S.M.A.R.T. Objective Questionnaire

➢ Results-focused. What is the reason, purpose or benefit of accomplishing the objective? What is the result (not activities leading up to the result) of the objective? (95%)

➢ Time-bound. What is the established completion date and does that completion date create a practical sense of urgency? (Milestones)

(13)

individual )

(14)

An Internal Strategic Audit

Current Evaluation -- Today

1

2

3

3 Biggest Obstacles

THREATS

Major Strengths (2 or 3)

Major Weaknesses (2 or 3)

(15)

An Internal Strategic Audit

Current Evaluation -- Today

Critical Success Factors (CSF)

Program of Improvement

How Long (Months, Years)

OPPORTUNITIES

(16)

S.M.A.R.T. Objective Questionnaire

Objective:

➢ Specific. What will the objective accomplish? How and why will it be accomplished?

➢ Measurable. How will you measure whether or not the objective has been reached (list at least two indicators)?

➢ Achievable. Is it possible? Have others done it successfully? Do you have the necessary knowledge, skills, abilities and resources to accomplish the objective? Will meeting the objective challenge you without defeating you?

(17)

S.M.A.R.T. Objective Questionnaire

➢ Results-focused. What is the reason, purpose or benefit of accomplishing the objective? What is the result (not activities leading up to the result) of the objective? (95%)

➢ Time-bound. What is the established completion date and does that completion date create a practical sense of urgency? (Milestones)

Revised Objective:

References

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