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SMART criteria

SMART criteria for goals, objectives, plans, tasks, etc.:

  • Specific: target one area clearly and precisely.
  • Measurable: quantify progress toward success by using metrics.
  • Achievable: able to start, able to continue, and able to accomplish.
  • Relevant: closely connected to what's happening and being considered.
  • Timely: occurring at a favorable or useful time and opportune.

Wikipedia: SMART critera

SMARTER criteria adds two letters:

  • Evaluate: examine the work in progress and after, to adjust as needed.
  • Reward: Recognize success, acknowledge achievements.

Related FAST criteria:

  • Frequently discussed: shape the key discussions for getting work done.
  • Ambitious: intended to satisfy high aspirations and challenging to achieve.
  • Specific: target one area clearly and precisely.
  • Transparent: open, clear, and shared with the team and organization.

Specific

Target one area clearly and precisely.

Questions that may help:

  • Scope: What is in scope versus out of scope?
  • Functionality: What are the inputs, processes, and outputs?
  • Understanding: What is the terminology, ubiquitous language, etc.?
  • Results: What are any objectives, outcomes, impacts?
  • Phrasing: Can you use positive phrases and action verbs?

Alternatives:

  • Strategic: relating to the identification of long-term or overall aims and interests and the means of achieving them.

Measurable

Quantify progress toward success by using metrics.

Questions that may help:

  • What metrics are being used and why?
  • How do measurements help manage the work and improve it?
  • What are the key performance indicators?
  • What are any leading indicators and lagging indicators?
  • How do various stakeholders access the metrics?

Alternatives:

  • Motivating: stimulate interest in, or enthusiasm for, doing something.

Achievable

Able to start, able to continue, and able to accomplish.

Questions that may help:

  • Who is working on this? List any roles, responsibilities, participants, etc.
  • What resources are needed? List any inputs, dependencies, materials, etc.
  • How are the challenges? List any risks, assumptions, constraints, etc.

Alternatives:

  • Actionable: ready to start and possible to accomplish.
  • Accomplishable, Attainable: can be successfully completed.
  • Assignable: can be given to a person or team who are responsible.
  • Agreed: discussed or negotiated and then accepted by all parties.
  • Action-oriented: willing or likely to take practical action to deal with a problem or situation.
  • Ambitious: intended to satisfy high aspirations and challenging to achieve.
  • Aligned: coming together in agreement or alliance.

Relevant

Closely connected to what's happening and being considered.

Questions that may help:

  • Can you summarize the purpose, rationale, etc.?
  • Can you summarize the context, connections, etc.?
  • How does this relate to the participants, their roles, and goals?
  • How does this interconnect with other work, such as positively or negatively?

Alternatives:

  • Relatable: able to be shown or established to have a causal or logical connection to something.
  • Realistic: having or showing a sensible and practical idea of what can be achieved or expected.
  • Resourced: provided with materials, money, staff, and other assets necessary for effective operation.
  • Reasonable: sensible, appropriate, and fair.
  • Results-based: focused on valuable outcomes.

Timely

Occurring at a favorable or useful time and opportune.

Questions that may help:

  • When is this happening?
  • Why is the timing important?
  • Where can participants see a timeline, or calendar, or schedule, etc.?
  • Is there anything important that happens before this or after this?

Alternatives:

  • Trackable: can be tracked, or monitored, or analyzed.
  • Time-based, time-bound, time-boxed, time-limited: for a specified amount time.
  • Time-sensitive: has to be done by a particular time, or in a particular period.
  • Timeframe: a period of time, especially a specified period in which something happens.
  • Testable: able to be tested or tried.
  • Transparent: open, clear, and shared with the team and organization.

Evaluate

Examine the work progress, the participants' performance, and changes over time, and adjust as needed.

Questions that may help:

  • What are lessons learned, both during the work and after it?
  • What changes are possible, or recommended, during the work and after it?
  • How do the participants update their SMART criteria during work in progress?

Alternatives:

  • Examine: look at something carefully in order to make judgments.
  • Edit: make changes to something in order to improve it.

Reward

Recognize success, acknowledge achievements.

Questions that may help:

  • When milestones are reached, what kinds of rewards will be given?
  • Do participants have any ideas for rewards, or preferred rewards?
  • What are comparable rewards for similar work at other organizations?

Alternatives:

  • Reviewed: examined, or inspected, or approved.
  • Retrospective: able to be looked back on, such as for lessons learned, or continuous improvement, etc.