Preparation
01 · Define the purpose
- Determine the workshop's objective: Focus on personal or group goals? Apply goals to a specific project?
- Focus on personal or group goals?
- Apply goals to a specific project?
02 · Prepare materials
- Physical format: SMART goal templates (paper or poster board). Whiteboards or flip charts for group examples. Markers and sticky notes.
- SMART goal templates (paper or poster board).
- Whiteboards or flip charts for group examples.
- Markers and sticky notes.
- Digital format: Online tools with pre-designed templates for collaboration.
- Online tools with pre-designed templates for collaboration.
03 · Define reference examples
- Prepare clear examples of SMART and non-SMART goals to illustrate differences.
04 · Organize the space
- Set up tables for teamwork or comfortable individual workstations.
- For virtual sessions, establish a platform for smooth collaboration and communication.
Step-by-step instructions
1
Introduction to the purpose
- Explain what SMART goals are and why they are useful for effective planning.
- Present the SMART criteria:
- Specific: What exactly do you want to achieve?
- Measurable: How will you know when you've achieved it?
- Achievable: Is it realistic and possible to accomplish?
- Relevant: Is it important for you or your project?
- Time-bound: When will you achieve it?
2
Review of examples
- Show examples of SMART and non-SMART goals:
- Non-SMART: "I want to improve my sales."
- SMART: "Increase my sales by 15% over the next three months by offering specific promotions to loyal customers."
- Analyze as a group why SMART goals are clearer and more effective.
3
Individual goal-writing exercise
- Provide each participant with a template to draft their own SMART goal.
- Ask them to write an initial goal, considering each SMART criterion.
4
Review in pairs or small teams
- Participants share their goals with a partner or in a small group.
- Teams analyze each goal and suggest improvements to make it clearer or more aligned with SMART principles.
5
Group review (optional)
- Some participants present their goals to the entire group for additional feedback.
- The facilitator highlights strong examples and offers general suggestions.
6
Final refinement
- Each participant adjusts their goal based on the feedback received.
- Optional: Document the final goals for future progress tracking.
7
Closing and reflection
- Reflect on the process:
- What did they learn about writing effective goals?
- How can they apply this skill in their lives or projects?
- Thank the participants for their collaboration and effort.
Materials
Plantillas para redactar objetivos SMART.
Pizarras, papelógrafos o herramientas digitales para registrar y compartir ejemplos.
Marcadores o dispositivos para escribir.
Practical recommendations
Ofrece ejemplos claros
Ayuda a los participantes a comprender los criterios SMART con ejemplos prácticos.
Facilita la retroalimentación
Asegúrate de que los comentarios sean específicos y constructivos.
Enfócate en la relevancia
Destaca la importancia de alinear los objetivos con los valores y prioridades del grupo o individuo.





