Get S.M.A.R.T. In Your Goal Setting!

We do a lot of goal setting and goal check-in at ISG. Finding goals that you’re passionate about and having a way to keep yourself accountable and check back in on them is the best way to create accomplishment.

We try to focus on S.M.A.R.T. goal setting – creating goals for both the business and our team members that are Specific, Measurable, Achievable, Results-Focused, and Time-Bound.

When you sit down to think about what you want to focus on for the year, make your list and then ask yourself the following questions:

  • How many goals do I want to focus on? You should think about focusing on no more than three goals at a time. The best way to do this is to pick three big goals for the year that you will be able to break down into quarterly goals – seeing success along the way will only help to push you to the finish line.
  • Is this (or are these) goal(s) something that I’m passionate about? Does it get me excited? Being sure that you are connected and excited about your goals will help you achieve them. If you are picking a goal just to have a goal and it’s not motivating, the likelihood that you’ll achieve it is greatly reduced.
  • Next, get S.M.A.R.T:

SPECIFIC: What will the goal(s) accomplish? How will it be accomplished (what are the steps you need to take to get to the finish line)?

MEASURABLE: How will you measure if your goal has been reached or if you are making progress? Create two to three indicators that you can use to evaluate your success or your progress.

ACHIEVABLE: Is the goal possible? Do you have the necessary knowledge, skills, abilities, and resources to accomplish the goal? Will the goal be challenging enough to keep you engaged and motivated without defeating you?

RESULTS-FOCUSED: What is the purpose of the goal? What will accomplishing the goal mean, or, how will you benefit from accomplishing the goal? What is the end result of the goal?

TIME-BOUND: What is the completion date for the goal? Is it practical?

  • After going through the process of asking yourself these questions, look at anything that you may need to tweak or tailor. Do you not have the necessary knowledge to complete the goal? Maybe you change it up to make gaining that knowledge your actual goal. One step at a time!
  • Reevaluate again. How can you break the goal down? What can you be doing each month or each quarter to keep you moving towards your ultimate end result? Going through the S.M.A.R.T. process for each of those “mini-goals” will be helpful and give you some measurable accomplishment as you move towards your ultimate goal.
  • Get working! Now that you have an action plan and you know what you need to be doing to make things happen, get to getting! A goal on paper means nothing if you’re not working to achieve it!

Some people feel that sharing their goals with others is an important step in the process. This can create accountability and just putting it out there and telling someone about it may make you more motivated to actually take the first steps…or make the final push. If you need an accountability partner, we are happy to help! Just let us know!

About Brendon D.

Brendon DeRouin, CLU, ChFC is the President of Insurance Services Group, Inc. (ISG). His focus has been on creating a team that will deliver additional revenues with time savings for our producers. He has embraced the idea of Making Life Simple for everyone we work with.
This entry was posted in Advisors, Practice Management. Bookmark the permalink.

Leave a Reply