SMART Goals Checkpoint Worksheet

SMART Goals Progress Checkpoint
If you made good use of our SMART goals worksheet, you should have noticed some
commendable progress by now, and be on your way to some highly rewarding results.
This worksheet can be used as a ‘checkpoint’ to see where you stand in relation to your
goal and what strategies may need to be reevaluated in order to maximize your
potential for goal accomplishment. You can revisit this worksheet as a progress check as
often as you wish while striving for your desired results. We recommend once per
month as a starting point.
My SMART Goal: ________________________________________
Goal Review Questions
EFFORTS & CHANGE
1) What efforts have I made in pursuit of my goal so far? (list all relevant efforts)
2) What are some notable changes I have made in my daily life in pursuit of my
goal?
3) At this time, do I feel confident that my goal will be attained by my set
‘deadline?’ Why or why not?
SETBACKS & CHALLENGES
1) What are some challenges I have faced in pursuit of my goal?
2) What setbacks/ regressions have I experienced since I set my goal? (Ex. Ate
poorly over the weekend, overspent on a novelty item, completed another
assignment at the last minute, etc.)
3) What are some reasons that may have contributed to my setbacks? (Be
careful, a reason is not the same thing as an excuse*).
Z
* A reason looks at the circumstances and the precedents of your behavior. It requires thought,
insight, and allows you to identify challenges and discover unhealthy patterns. Excuses are quick
explanations for undesirable behavior. Try to note the difference between the two. If your ‘reason’
doesn’t allow you to determine challenges that can be worked on, it may simply be an ‘excuse.’
4) Given my challenges, how can I change my behavior and strategies to face fewer
setbacks?
*Remember, setbacks are an essential part of the process. They are inevitable and can be frustrating,
but are very important as they carry much information. Change the way you view your setbacks.
Instead of failures and indications that you don’t have what it takes, see them as opportunities for
self-discovery, reevaluation, and change.
STRATEGY REVAMP
Here is where we should look at what has worked in helping us move forward and make
positive change towards attaining our goal, and what has not.
List some things that have been helpful to you in staying on track and why you believe
they were successful:
Ex. Helpful Strategy: preparing my lunch in the morning  Reason: ensures it gets
done/ avoids morning rush
List some things that have been unhelpful to you in staying on track and why you
believe they were unsuccessful as well as a viable alternative solution:
Ex. Unhelpful Strategy: working out every morning before work  Reason: very tiring,
losing 7 hours sleep/ week  Alternative: wake up early to work out every other
weekday day instead of every day.
Once you have identified what you need to change, you can revisit your original SMART
goals and adjust them accordingly. Best of luck to you! 