Smart goal action plan template

Achieve your goals faster with our easy-to-use Smart Goal Action Plan Template! Create an effective strategy and track progress with ease.
Or import into an existing account
Smart goal action plan template

What is a Smart goal action plan?

A SMART goal action plan is a detailed plan that outlines specific, measurable, achievable, relevant, and time-bound (SMART) goals, and the steps needed to achieve those goals. A SMART goal action plan typically includes setting objectives, identifying the action steps to meet those objectives and the resources and timeline needed. 

By creating a SMART goal action plan, organizations can ensure that they are setting realistic and achievable goals, and that they have a clear roadmap for achieving those goals. The plan helps to break down complex goals into manageable steps, assign responsibilities, and track progress towards achieving the objectives.

What's included in this Smart goal action plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Smart goal action plan template for?

This Smart goal action plan template is designed for teams of all sizes and industries. It can be used by large companies, small businesses, non-profits, and even individuals. This template is perfect for helping teams create an organized and effective plan to achieve their goals.

1. Define clear examples of your focus areas

A focus area identifies the main area of focus for your team’s goal. Common focus areas include customer satisfaction, productivity, and revenue. When creating a Smart goal action plan, it is important to clearly define each focus area and the objectives that need to be achieved in order to reach the goal.

2. Think about the objectives that could fall under that focus area

Objectives are specific end-goals that need to be achieved in order to reach your team’s goal. Objectives should be achievable, relevant, and time-bound. It is important to choose objectives that are realistic and attainable.

Examples of some objectives for the focus area of Increase Customer Satisfaction could be: Increase Response Time, and Improve customer service quality.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (Key Performance Indicators) are measurable targets that help to track and measure the success of an objective. KPIs should be specific, measurable, achievable, relevant, and time-bound. Examples of KPIs could include decreasing response time, increasing customer satisfaction, or increasing customer count.

4. Implement related projects to achieve the KPIs

Projects (also known as actions) are the activities that are needed to achieve the objectives and KPIs. Examples of projects could include creating a customer service training program, utilizing task automation, or expanding the customer base.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

The Cascade Strategy Execution Platform is a powerful tool that helps teams to easily create and track their Smart goal action plans. With Cascade, teams can quickly and easily create strategies, set and monitor objectives, visualize progress, and collaborate with team members to ensure success.

Getting started with your
Smart goal action plan template
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Or import into an existing account