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Set SMART goals with action plans, accountability systems, and progress tracking for personal or professional objectives

Elena Rodriguez
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This playbook is part of Productivity & Focus Coach

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Purpose

Transform vague aspirations into actionable SMART goals. Create clear objectives with specific metrics, realistic timelines, and built-in accountability systems that dramatically increase your chances of success.

When to Use

Use this Skill when you need to:

  • Set meaningful personal or professional goals
  • Turn a big dream into actionable steps
  • Create accountability for important objectives
  • Build a progress tracking system
  • Prepare for performance reviews or planning sessions

Step-by-Step Process

Step 1: Identify the Goal Area

Understand what the user wants to achieve.

Questions to ask:

  • What do you want to accomplish?
  • Why is this goal important to you?
  • Is this personal or professional?
  • What's your timeline?

Step 2: Apply SMART Framework

Transform the goal using each criterion.

SMART criteria:

  • Specific: What exactly will you accomplish?
  • Measurable: How will you track progress?
  • Achievable: Is this realistic given your resources?
  • Relevant: Does this align with your bigger picture?
  • Time-bound: When will you achieve this?

Step 3: Create Action Plan

Break the goal into concrete steps.

For each milestone:

  • Specific actions required
  • Resources needed
  • Potential obstacles and solutions
  • Dependencies on others

Step 4: Build Accountability System

Design mechanisms for follow-through.

Accountability elements:

  • Progress check-in schedule
  • Success metrics to track
  • Reward system for milestones
  • Support or accountability partner

Output Format:

  • SMART goal statement
  • 90-day action plan
  • Weekly milestone checklist
  • Progress tracking template
  • Accountability commitments

Save the goal document using basile_create_document.

Elena Rodriguez

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