Goal Setting and Time Management
By Interactive Measurement Group at
The University of Nevada, Las Vegas
Please cite the following reference if you use or modify these materials:
Reference: Interactive Measurement Group. (2014). Goal setting and time management.
Retrieved from http://img.faculty.unlv.edu/lab/workshops/
Lesson 1: Creating and Achieving SMART Goals
Purpose
The purpose of this lesson is to teach you what a SMART goal is and how to create your own
SMART goals.
Prerequisites
No prerequisites are required to start this lesson.
Part 1: What is a SMART goal?
Introduction to SMART Goals
SMART goals are goals that are Specific, Measurable, Attainable, Realistic, and Timely. This
section will take you through what these words mean in relation to setting your goals.
1. Specific: You need to decide what you truly want to accomplish. A vague goal, such as “I
want to be in shape,” can take on several different meanings. It could mean that you
want to bench press 200 pounds or that you want to run a marathon. You need to
specifically know what you want in order to know how to achieve it. In our example,
training to bench press 200 pounds is very different than training to run a marathon.
The following are some examples to consider:
a. Bad Example: I want to get a good score on my GRE.
b. Good Example: I want to get at least a score of 1500 on my GRE.
c. Bad Example: I want to take more time for myself.
d. Good Example: I want to take more bubble baths.
e. Bad Example: I want to be healthier.
f. Good Example: I want to meditate in order to reduce my stress.
2. Measurable: Your goals need to be measurable. It is great if you simply state that you
want to study more often, but how do you define “often”? How will you know when you
have reached “often”? You need to specifically state what you want to do. Using our
studying example, a better-defined and measurable goal would be the following: “I want
to study for 3 hours a day 5 days a week.” The following are some examples to consider:
a. Bad Example: I want to lose weight.
b. Good Example: I want to lose 12 pounds.
c. Bad Example: I want to be more active in my community.
d. Good Example: I want to do 10 hours of community service a month.
e. Bad Example: I want to spend more time with my child/friend/family/significant
other.
f. Good Example: I want to do 4 special activities a month with my
child/friend/family/significant other.
3. Attainable: You should not set yourself up to fail. There are just some things that you
know you cannot do. However, you also should not sell yourself short. You should be
logical. One of your goals should not be meeting a dead president, or climbing a
mountain next month if you cannot climb a flight of stairs today. Attainability is different
for everyone; thus, specific examples are difficult to establish. Apply common sense and
logic to your goals, and you will be able to come up with what you can do.
4. Realistic: This principle is very similar to attainability but is slightly different. The nuance
is the difference between what you can do and what you are willing to do. “Realistic” is
what you are willing to do. For instance, you could strive to lose 20 pounds in 12 weeks,
but are you really going to put in all that work at the gym, change your eating habits,
and change your lifestyle? Before establishing your goal, understand how much effort
you are willing to put into it. Again, specific examples are difficult to establish since only
you know what you are willing to put towards achieving your goal.
5. Timely: Your goals need an end date, regardless of what the goal is. Even if the goal is
something that you want to do for the rest of your life, such as developing or stopping a
habit, you need to pick a date to end your focus on this specific goal. If your goal is to
meditate for 30 minutes every day, you need to specify an end date. Therefore, your
goal may resemble the following: “I want to meditate for 30 minutes a day for one
month.” If your goal involves developing or stopping a habit and is one that you wish to
continue for a lifetime, such as stopping procrastination, it should resemble the
following: “I want to finish all of my assigned research papers 3 days before they are
due, for the remainder of the fall semester.” Selecting an end date for your goal is
important because you need to pick a point in time at which to congratulate yourself, to
consider why and how you succeeded or failed, and to evaluate what did and did not
work. The following are some examples to consider:
a. Bad Example: I want to be able to run a mile in less than 10 minutes.
b. Good Example: By my birthday, I want to be able to run a mile in less than 10
minutes.
c. Bad Example: I want to do 3 special activities with my wife.
d. Good Example: I want to do 3 special activities with my wife in July.
e. Bad Example: I want to do 200 hours of community service.
f. Good Example: I want to do 200 hours of community service by August 1, 2009.
Lesson 2: Creating Action Plans
Purpose
The purpose of this lesson is to teach you how to create action plans, teach you how to dissect
long term goals, and give you tips on how to actually achieve your goals.
Prerequisites
You should have successfully completed Lesson 1: Creating a SMART Goal before attempting
this lesson.
Part 1: Creating an Action Plan
This section will teach you, through the processes of making to-do lists and mini-goals, how to
create an action plan in order to achieve your SMART goals.
1. Focus on one SMART goal at a time.
2. Make a list of things that you need to do in order to accomplish this goal. For example, if
your goal is to work out for 30 minutes, 3 days a week, and 3 months straight, you may
need to do the following: buy training shoes, buy a gym membership, find appropriate
clothes, learn how to use the equipment, schedule time to go to the gym, find a friend
to hold you accountable, and set up a time to talk about your progress with your friend.
3. Look at this list and organize it into two categories: one-time tasks and ongoing tasks.
One-time tasks may involve such activities as purchasing shoes and finding a friend to
help hold you accountable. Ongoing tasks may involve such activities as scheduling time
to go to the gym, bringing gym clothes with you to work, and remembering to renew
your gym membership. The distinction between one-time tasks and ongoing tasks are
not always definite; use your best judgment to decide.
4. Looking at the list again, prioritize the items in order from most to least important. Most
important items should be at the top of the list, and least important at the bottom. You
may also find it helpful to consider the order of the items that you want to accomplish.
For example, if you do not have shoes in which to train, purchasing a gym membership
may not be valuable, since you cannot actually work out yet. If you need help deciding
what is most important, ask a friend to help you decide.
5. Now, take action! Do with this list whatever you have to do in order to accomplish the
items on it. Some people like to hang it in a noticeable place by their desk, place it in a
planner, or give a copy to their friends in order to enhance their accountability.
Everyone is different, and it may take some trial-and-error to determine what works
best, but the most important principle is to take action, no matter how small.
Part 2: Managing Long Term Goals
This section will teach you how to handle long term goals. These are goals that are over 3-5
months into the future. These goals can become overwhelming and may cause someone to feel
that they are not accomplishing anything. Examples of long term goals include the following:
getting accepted to a graduate school when you are a year away from applying, losing
significant amounts of weight, starting a family when you are not dating anyone, and running a
marathon when you have difficulty running 5 minutes straight.
1. Turn your long term goal into a SMART goal. For example, if you want to be admitted to
graduate school, your goal should resemble the following: “I want to get into graduate
school by May 1 of next year.”
2. Now, make a list of everything you need to do in order to achieve that goal. For
example, in order to apply and be admitted to graduate school, you may need to do the
following: obtain 3 letters of recommendation, take the GRE’s (or any other relevant
academic tests), and graduate from your current program.
3. Transform these components into SMART goals. An example of this is the following: “I
will get three professors to agree to write me a letter of recommendation by November
20
of this year.”
4. Continue the previous steps until you have a list of SMART goals that are accomplishable
within the next 3-4 months. Do not disregard any goals that require more time to
accomplish; simply store them until they are achievable within a 3-5 month time
window.
5. By following the above steps, you should be able to give yourself goals that will keep
you moving forward, motivated, and on course to achieving your important life goals.
Part 3: Creating Accountability
Accountability drives people to work very diligently and finish tasks. Accountability is woven
into all aspects of our lives. Professors pass or fail students based on their work in class.
Managers promote, dismiss, or increase the wages of their employees based on their
performance. Family and friends may praise or punish individuals based on their interactions
with them. Accountability is such a significant part of what motivates us and is a very important
aspect of achieving any goal. Some people are naturally good at being accountable, while
others need outside help. Everyone is different, and trial and error may be needed in order to
determine what methods work for you and for your different goals. The following is a list of
ideas of what to try.
Ideas
1. Give yourself a treat for crossing items off your list of things to do. For example, the
following is an illustration of this idea: “For every 5 things I cross off my list, I will earn
dinner out with my husband to a restaurant of my choice.” Ensure that anyone who is
involved in your reward agrees to the terms, such as the husband in the above example.
2. Give a very trusted friend a significant sum of money, informing them to hold onto the
money until you prove to them that you have successfully achieved your goal by your
designated date. If you do not achieve it by that date, you may decide to allow them to
keep the money.
3. Place a dollar or spare change into a jar every time that you make progress in
accomplishing your goal. When your goal is achieved and the jar is full, reward yourself
by spending the money on anything that you would like.
4. Start a competition with friends and family members who have the same or similar
goals. For example, in the lab, we often have a number of students who take academic
entrance exams (i.e., GRE, MCAT, LSAT) at the same time. You could make a bet that the
person in the group that achieves the highest score gains a reward, such as a free
dinner, free movie, or certain amount of money, which will be provided by those who
lost.
5. Meet with friends or family members, who are striving to accomplish similar goals,
every week or month in order to motivate each other and talk about everyone's
individual successes.
6. Create a bulletin board that displays pictures of your goals. For example, if one of your
goals is to visit California, you could place a photograph of one of your favorite locations
in California on the board as a reminder. You could also create one board for your goals
and a second one for the goals that you have achieved. When you have accomplished
one goal, you can move the picture of that goal from your first board to your second
board.
7. Place inspirational notes for yourself that congratulate you on your progress in places at
which you will easily see them, such as around your house or apartment or on your
notebooks. You could ask a trusted loved one to do this as well. For example, a
significant other could write motivating notes and place them on your kitchen's
refrigerator door, or a friend could send you encouraging emails weekly.
Lesson 3: Prioritizing
Purpose
The purpose of this lesson is to allow you to start thinking about what is truly important in your
life, which is a very important step in creating an effective and motivating schedule.
Prerequisites
You should have successfully completed Lesson 1: Creating a SMART Goal and Lesson 2:
Creating an Action Plan before attempting this lesson.
Part 1: Brainstorming Your Values and What is Important
Values are always changing. Although some values last a lifetime, others are constantly
evolving. What you valued 10 years ago is not the same as what you value now, and what you
value today will not be what you value 10 years in the future. In order to prioritize your life, it is
important to at least consider what is most important to you. Having a basic guide upon which
to reflect will help you make better and more efficient decisions. The following is an activity to
help you in brainstorming your values and determining what is important to you.
1. Without deliberation, write down the 3 things that are most important to you.
2. Look at the 3 things that you wrote down, and think about why they are important to
you. Often, what we write is not what we value, but simply a representation of the
value. For example, if you wrote, “My car,” think about what your car represents. Is it
the physical car that is important, or is it the independence or freedom that the car
provides you? Is it a memory that is attached to the car, such as a first kiss, a 16
th
birthday gift from your parents, or a simpler time in your life? Once you identify these 3
values, consider how they relate to your life as a whole.
Part 2: Brainstorming Values and What is Important with the Wellness Wheel
The following is a second activity to help you in brainstorming your values and determining
what is important to you using the Wellness Wheel worksheet.
1. The 7 areas of focus in our lives are the following: Spiritual, Intellectual, Psychological,
Social, Professional, Recreational, and Physical. These areas are all interconnected and
should remain in balance, so that they all can function properly. Any imbalance may
cause stress, frustration, chaos, illness, and may cause you to feel unhappy and
unfulfilled.
2. Consider these 7 areas of your life. On your Wellness Wheel worksheet, write down, in
the appropriate pieces of the wheel, all of your current activities. If you cannot decide
where a specific item should go, write it outside of the wheel.
3. Look at your wheel. Consider the following questions: Does one piece have a lot more
activities than another? Is one piece completely empty? How does looking at your wheel
make you feel?
Part 3: What is Really Important?
Many activities are brought up in our daily lives. All of them can be classified as urgent or not
urgent and as important or not important. The key to figuring out the best way to prioritize and
create your schedule is to organize your current activities into these groups. Consider the
following chart and activity.
The Time Management Matrix
URGENT
NOT URGENT
IMPORTANT
Urgent & Important Activities:
• Crisis
• Pressing Problems
• Deadline-Driven Projects
These will happen
Not Urgent & Important:
• Prevention (Doctor's, Dentist,
Back-up Computer Files, & Car
maintenance)
• Relationship building (Friends,
Family, Significant other,
Community)
• Exploring Life
• Planning (Time Management,
Goal Setting, & Scheduling)
• Recreation
Do these things first so they get
done
NOT IMPORTANT
Urgent & Not Important
• Interruptions
• Some calls, reports, meetings,
emails, etc. (Optional things &
not important to you)
• Popular Activities (apathetic
compliance)
• Other people’s bad planning is
not your crisis!
Say NO to these activities
Not Urgent & Not Important
• Trivia
• Busy Work
• Some emails
• Some phone calls
• Time wasters
• Leisure activities
Save these for your new found free
time
1. In the proper categories of your blank Time Management Matrix worksheet, write down
your daily activities. Do not analyze them as you write them. If you do not know where
an activity should be placed, write it off to the side.
2. Now, look at your matrix. Consider the following questions: Are there a lot of things in
the “Urgent” and “Not Important” category? How did you feel when you wrote down
your activities? How does looking at your matrix make you feel?
Part 4: Review Your Schedule
This section will help prepare you to prioritize and create a new, final schedule by looking over
your current weekly schedule. Consider the following activity.
1. On your Blank Schedule worksheet, fill out the activities of a normal week. Write down
all of your activities, including driving, eating, sleeping, and studying.
2. With your Time Management Matrix and Wellness Wheel worksheets, place your
completed schedule in front of you. Consider the following questions: How do these
pieces fit together? Do you notice anything good or bad when you look at these papers?
How do you feel considering these items?
3. Looking at your life in three simple pieces of paper may be overwhelming, frustrating, or
aggravating. You may have noticed or realized where things may have gone wrong. Or,
you may see where some things are going right. It is important to find a balance that is
right for you in all areas of your life.
4. Take five minutes to write down some reflections that you had during the previous
exercises in this workshop. On a piece of paper, write down everything, regardless of
whether it is big or small, that is in your mind. It is fine if some of your reflections do not
relate to this workshop at all; write these down too. This activity is called a brain dump,
which is an excellent exercise that clears your mind and allows you to undertake a
project with a clear, aware, and focused mind.
Lesson 4: Final Schedule
Purpose
The purpose of this lesson is to allow you to create a final schedule that will help you balance
and organize your life. This lesson ties together all of the previous lessons and may be repeated
as many times as necessary.
Prerequisites
You should have successfully completed Lesson 1: Creating a SMART Goal, Lesson 2: Creating an
Action Plan, and Lesson 3: Prioritizing before attempting this lesson.
Part 1: Creating a final schedule
This section will help you create a new, final schedule that will assist you in efficiently managing
your time and achieving your goals, based upon the previous exercises in this workshop.
Consider the following activity.
1. Collect your Goals worksheet, Values worksheet, Wellness Wheel worksheet, Time
Management Matrix worksheet, and Brain Dump worksheet from the previous lessons.
2. Acquire a blank Wellness Wheel and a blank Schedule worksheet.
3. Look at all of your previous pieces of paper, and revise any of your goals or items that
need to be revised.
4. Underline any important ideas, revelations, or thoughts written on your Brain Dump
worksheet.
5. Reflect on your goals and values. While holding these thoughts in your mind, create a
new Wellness Wheel worksheet. This is your ideal chart. This chart will include all the
important, valuable, and good activities that you already do, as well as those that you
want to do. Pay careful attention in order to balance your wheel. Do not worry if you are
completing your new wheel correctly or incorrectly; do what feels right to you, and fill it
out until you are satisfied with it.
6. After you have completed your wheel, obtain your blank Schedule worksheet.
7. On your blank schedule, write down the activities that you know you must do and that
you cannot change. This may include your current work or class schedule. Be realistic
and truthful; there may be some tasks that you can change, move, or delete, even
though it may initially appear that you cannot.
8. Look at your Time Management Matrix, and schedule the activities that are in your “Not
Urgent” but “Important” category.
9. Schedule time for any activities that are in your “Urgent” and “Important” categories
that you may already have.
10. Schedule free time. This time will be spent doing the activities in your life that are in
your “Not Important” and “Not Urgent” categories. You may use this time however you
would like. For example, you may decide to read a book, doodle, listen to music, or
write poetry. You may also use blocks of free time in the middle of your day to recollect,
organize, and give yourself time in case any interruptions arise or any appointments run
late. Do not think of this time as wasted; instead, think of it as your opportunity to calm,
unwind, and focus. Look at your new schedule. Consider the following questions: What
do you think? How does it make you feel? Take a moment to reflect upon the entire
process.
11. The final step is the most difficult step: adhering to your schedule. Similar to creating
goals, creating accountability is a personal process that will need to be explored and
tested in order to determine what works best for you. Do not give up. Remember that
all of your diligent efforts are worth all of the happiness and peace that you will receive
from a balanced and well-organized schedule and life.
Lesson 5: Additional Resources
Purpose
The purpose of this lesson is to provide a list of supplementary resources that may help you to
effectively create your goals and manage your time.
Prerequisites
You should have successfully completed Lesson 1: Creating a SMART Goal, Lesson 2: Creating an
Action Plan, Lesson 3: Prioritizing, and Lesson 4: Final Schedule before attempting this lesson.
Part 1: Electronic Resources we have
1. Ten Ways to Manage Your Time, in the folder S:\BarchardsLab\Workshops\01 Do not
put on website\Goals and Time Management
Part 2: Online Resources
1. https://www.youtube.com/watch?v=wGbmAH4mBPA
2. http://www.zenhabits.net
3. http://www.lifehacker.com
4. http://www.lifehack.org
Part 3: Print Resources
1. Successful Time Management for Dummies by Dirk Zeller
2. Successful Time Management by Patrick Forsyth
3. Time Management by Marc Mancini
4. Concise Time Management and Personal Development by John Adair
5. Creative Time Management for the New Millennium: Become More Productive and Still
Have Time for Fun by Jan Yager
6. Time Management by Robert M. Hochheiser
7. Time Management from the Inside Out: The Foolproof System for Taking Control of your
Schedule and your Life by Julie Morgenstern
8. Motivation and Goal-setting: How to Set and Achieve Goals and Inspire Others by Jim
Cairo
9. Goals and Goal Setting by Larrie Rouillard
10. Goal Setting by Susan B. Wilson
Goals and Strategies Survey
Version 1
Written by Kim Barchard, April 16, 2009
The purpose of this survey is to assist students in achieving their goals, by encouraging students
to identify their goals and create strategies for achieving those goals, and by sharing those goals
and strategies with other lab members. My intention is that each student will complete this
survey every semester, so that they can track their progress towards their goals, and update
their goals and strategies appropriately.
Your goals and strategies are yours. You may share them with whomever you wish. I
recommend that you share them with me, with the lab manager, and with
Who you are
First Name _____________________
Last Name _____________________
Where you are
Today’s date _____________________
Current major(s) _____________________
Current minor(s) _____________________
Number of credits completed at all post-secondary institutions _____________________
Number of credits currently in progress _____________________
Degrees completed at all post-secondary institutions ____________________
Current paid job(s) _____________________
Current volunteer job(s) (include all research assistant positions and all volunteer clinical work)
_____________________
Academic and Career Goals
Please identify your current major academic or career goal. For most students, it will be one of
the following:
selecting a major
deciding what to do after you graduate (e.g., do you want to work, continue your
education, or do something else? If you want to work, what kind of work do you want?
If you want to continue your education, what kind of program do you want to go into? If
you want to do something else, what do you want to do?)
applying to graduate school / medical school / law school / a job
interviewing for graduate school / medical school / law school / a job
starting graduate school / medical school / law school / a job
completing your masters thesis
completing your qualifying paper
completing your dissertation
Current major goal _____________________
When do you plan to accomplish this goal? (e.g., when do you plan to apply to graduate school,
or start graduate school?) _______________________
Please identify your next major academic or career goal, after you have accomplished your
current goal. For example, if you current goal is to apply to graduate school this coming fall, the
next goal might be to start graduate school the next fall.
Next major goal _____________________
When do you plan to accomplish this goal? _______________________
Personal and Social Goals
Academic and career goals are important, but they are not the only goals and often are not the
most important goals. List your most important personal and social goals. These might include
goals such as raising a child, learning to play the guitar, spending one day a week with your
family, keeping in touch with friends in another city, taking a vacation next summer, or
whatever else is important to you. Some of these goals might be on-going. If some of these
goals will occur by certain dates, list the dates.
Personal and social goals (and dates where appropriate) _____________________________
Knowledge, Skills, and Attitudes
What knowledge, skills, and attitudes do you need to improve, in order to accomplish your
current academic or career goal and your next academic or career goal? If you do not know
what skills you need, then one thing you need is the knowledge of what skills you need. If you
do not know what your goal is (for example, you are trying to pick a major), then one thing you
need is to know what you like and know what is important to you.
Necessary or desirable knowledge _________________
Necessary or desirable skills __________________
Necessary or desirable attitudes ____________________
Priorities
Which of these improvements are your priorities for this upcoming semester? You may pick up
to TWO of these knowledge, skills, or attitudes to focus on. ___________________________
Strategies
What is your plan for improving the knowledge, skills, or attitudes that you want to focus on?
For example, you might say there are specific activities you want to get involved in (such as
completing more computer workshops, administering a study, or being more involved in
leadership activities), or you might say you will tell people your goals and ask for their help in
achieving them. List at least three strategies for each of your priority areas.
First priority
Strategy 1 _____________
Strategy 2 _____________
Strategy 3 _____________
Second priority
Strategy 1 _____________
Strategy 2 _____________
Strategy 3 _____________
Sharing
Who will you share your goals and strategies with? I recommend that you share your academic
and career goals with myself, the lab manager, and one other lab member. I recommend you
share all your goals with a friend or family member who you trust. If you feel comfortable doing
so, I recommend that you share your personal goals with lab members, too, so that we can
support you in all the things that are important to you, not just academics.
I will share my academic and career goals with the following people ____________________
I will share my personal and social goals with the following people _____________________