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SMART Goals Worksheet

Free SMART goals worksheet template — turns a vague goal into a Specific, Measurable, Achievable, Relevant, Time-bound one.

This free smart goals worksheet covers Starting (Vague) Goal, Make it SMART, Final SMART Goal, Milestones with 5 clearly marked [placeholder] fields to fill in — built for founders, freelancers, and small business owners formalizing a business decision or agreement without paying a lawyer to draft it from scratch. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.

Template — click to edit

SMART Goals Worksheet

Goal Area: [e.g. Sales, Personal Development, Project Milestone]

Starting (Vague) Goal

[e.g. "Improve customer satisfaction"]

Make it SMART

Specific: What exactly will be accomplished? [Answer]

Measurable: How will you know it's done? What number or outcome proves success? [Answer]

Achievable: Is this realistic given your resources and constraints? [Answer]

Relevant: Why does this goal matter right now? [Answer]

Time-bound: What's the deadline? [Answer]

Final SMART Goal

[Rewrite the goal combining all five elements into one clear statement — e.g. "Increase customer satisfaction score from 72 to 85 by the end of Q3, measured via post-support surveys."]

Milestones

MilestoneTarget Date
[Milestone][Date]

*A goal without a number attached to "measurable" almost always turns into an argument later about whether it was achieved — force an actual number, even a rough one.*

docstoc.io

Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.

What's included

Who this template is for

Freelancers & solo founders

Handling routine business paperwork without commissioning custom legal drafting for every document.

Small businesses

Standardizing recurring documents — leases, agreements, notices — across a growing operation.

Anyone reviewing before signing

Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.

Early-stage businesses

Getting the basics documented before things get more complex.

FAQ

Is this smart goals worksheet template really free?

Yes, completely free — view, edit, and download this smart goals worksheet as a PDF without creating an account.

What does this smart goals worksheet cover?

This business template includes Starting (Vague) Goal, Make it SMART, Final SMART Goal, Milestones. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.

Is this legal advice?

No. This is a general-purpose starting structure, not advice for your specific situation. Business agreements can hinge on details — state of formation, industry-specific regulation, how a dispute would actually play out — that a template can't account for. Have a business attorney review anything that involves real money or real risk before you rely on it.

Can I edit the wording?

Yes — edit directly on the page, adjust any section or clause, and re-fill the 5 placeholder fields to match your situation before downloading a PDF. It's a starting structure, not a rigid script.

Where can I find more free templates like this?

Browse more free business and related document templates in the docstoc library at /document-templates/.

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