Effective Time Management A 3-module e-learning program developed in conjunction with the Team Lead Development Program. A blended learning solution © 2013 Melinda Dooley

Module 1 Creating SMART Goals

Effective Time Management-Module 1: Creating SMART Goals Welcome to the first of a 3-module series on Effective Time Management, a supporting e-learning program developed in conjunction with the Team Lead Development Program! This module is the first stepping stone that will help you in managing your daily activities and put you on the path to achieving your goals. This module is companion to Prioritizing Your Tasks and Managing Your Time. You may complete the modules in any order that you wish; however, all modules must be completed prior to attending the face-to-face learning session. Next

Effective Time Management-Module 1: Creating SMART Goals By the end of this module, you will  Know the difference between a general goal and a SMART goal  Identify the missing elements of an improperly written SMART goal  Write at least 3 personal SMART goals for the Team Lead Development Program Now, click the Next arrow to get started. Next

Effective Time Management-Module 1: Creating SMART Goals What is a goal? Next

Effective Time Management-Module 1: Creating SMART Goals Goal: “the result or achievement toward which effort is directed” Next Dictionary.com (2013). Goal. Retrieved from

Effective Time Management-Module 1: Creating SMART Goals Goal: Lose weight Go on vacation NextBack These goals are very general. How will you know when you’ve successfully achieved them? What do you have to do to achieve them?

Effective Time Management-Module 1: Creating SMART Goals NextBack A SMART goal adds criteria to the goal statement that must be met to have successfully achieved the goal. For example, a SMART goal must be…

Effective Time Management-Module 1: Creating SMART Goals Next Specific M A R T Back A Specific goal shows you the way from where you are to where you want to be. They give you direction.

Effective Time Management-Module 1: Creating SMART Goals Next Back GoalSpecific Questions to Ask Lose weightHow much weight do you want to lose? By when do you want to lose the weight? How will you lose weight- eat healthy, exercise? Take a vacationWhere do you want to go? For how long? What do you have to do to take a vacation- save money, schedule time off from work? Asking specific questions, such as the questions listed in this table, can help you focus your goal. Let’s revisit the goals stated earlier…

Effective Time Management-Module 1: Creating SMART Goals Next By answering these questions, you can add more specificity to your goal. Now, how will you know if you are progressing toward achieving your goal? Back

Effective Time Management-Module 1: Creating SMART Goals Next Specific Measurable A R T Back Adding a Measurable criteria will help you determine if you are on track to meeting your goal. This criteria can include dates, precise amounts, or both to help you measure your success.

Effective Time Management-Module 1: Creating SMART Goals Next Back Now, let’s add criteria to the sample goals of lose weight and go on vacation. Goal #1: Lose weightGoal #2: Go on vacation How can you lose weight? Specific By eating healthy and walking 30 min. daily How much weight do you want to lose? Measurable: 20 lbs. End result: Lose 20 lbs. by eating healthy and walking at least 30min. daily. Where do you want to go? Specific: Hawaii For how long do you want to stay? Measurable: 7 days End result: Take a 7 day vacation to Hawaii.

Effective Time Management-Module 1: Creating SMART Goals Next Now what? Well, a goal can’t be achieved if it is unrealistic. For example, a goal to lose weight, stated as Lose 20 lbs. in 1 week is unrealistic, not to mention unhealthy! To increase the likelihood of achieving your goals, being honest about your capabilities is important. So, SMART goals must be… Back

Effective Time Management-Module 1: Creating SMART Goals Next Specific Measurable Attainable R T Back Attainable goals help you keep your goals realistic. If you set a goal that is out of your reach, it may cause you to get discouraged and to stop setting goals for yourself. However, setting goals that are too easy doesn’t allow you to grow. Attainable, but challenging goals provide the greatest sense of satisfaction when achieved.

Effective Time Management-Module 1: Creating SMART Goals Next Okay, now that we have realistic goals that are specific and measurable, we have to ask the question, Why? Goals that are specific, measurable, and attainable, don’t have any value if accomplishing that goal is not important to your future. SMART goals also need to be… Back

Effective Time Management-Module 1: Creating SMART Goals Next Specific Measurable Attainable Relevant T Back Greater effort is put forth, and greater satisfaction is felt when the goal has current meaning in your life and to your future life and career. You don’t have to write the reason into the goal, but occasionally reviewing your goals is important to keeping them Relevant. Take a look at how to make the Lose weight goal more relevant.

Effective Time Management-Module 1: Creating SMART Goals How are you going to lose weight? Next How much weight do you want to lose? Goal #1: Lose weight Specific: By eating healthy and walking 30 min. daily. Measurable: 20 lbs. End result: Lose 20 lbs. by eating healthy and walking 30 minutes/day, before high school reunion. Why do you want to lose weight within 3 months? Relevance: To attend high school reunion. Back

Effective Time Management-Module 1: Creating SMART Goals Next There is still one criteria of a SMART goal that hasn’t been explained. Goals without limits are likely to go unachieved. Without an end date, it is easy to procrastinate on working toward that goal. So, goals should be… Back

Effective Time Management-Module 1: Creating SMART Goals Next Specific Measurable Attainable Relevant Timely Back Goals should be Time-bound to provide a final destination…a day to celebrate success for its achievement. Let’s revisit an earlier goal and add a time-bound criteria to the goal, Go on vacation.

Effective Time Management-Module 1: Creating SMART Goals Next Where do you want to go? For how long do you want to stay? Goal #2: Go on vacation Specific: Hawaii Measurable: 7 days End result: Take a 7 day vacation to Hawaii by June 30, When? Timely: June, 2015 Back

Effective Time Management-Module 1: Creating SMART Goals Creating SMART goals on-the-job A Team Lead has many daily and monthly job responsibilities. How can you create SMART goals for yourself to guarantee you complete all of your tasks on time? Select a scenario from the options below to see an example. Shops Coaching Back

Effective Time Management-Module 1: Creating SMART Goals Creating SMART goals for monthly Shops Team Lead, Rob, has 14 MAs on his team. He is required to conduct 3 long shops and 10 short shops per month on each MA. In a typical month, without taking time off, Rob is only reporting 96% of his requirement. Management has expressed to Rob how important meeting 100% of his requirement is to his annual performance review. How can Rob write his goals to achieve 100%? Click on the calendar image below to see examples of SMART goal for completing Shops. Back

Effective Time Management-Module 1: Creating SMART Goals Next Back SMART Shop goals Required Long Shops*Required Short Shops* 14 MAs x 3 long shops/month=42 long shops 42 long shops / 31 days= 1.35 long shops per day (round up to 2 long shops per day) 14 MAs x 10 short shops/month=140 short shops 140 short shops / 31 days= 4.5 short shops per day (round up to 5 short shops per day) DailyComplete 2 long shops and 5 short shops each work day, entered into system within 1 hour of shift end. WeeklyComplete 10 long shops and 25 short shops, entered into system, within 1 hour of shift end, last day of workweek. MonthlyComplete 42 long shops, 140 short shops, entered into system within 2 days of month end. * Totals based on averages. TLs may vary in number of team members. OR

Effective Time Management-Module 1: Creating SMART Goals Next Back Creating SMART goals for coaching Tracy, a recently promoted Team Lead, has several new Marketing Associates on her team. She is still getting accustomed to her job responsibilities as a TL, and administrative tasks are consuming most of her time. Tracy realizes that her new team members are not performing as well as they could, and she needs to provide them extra coaching to help them succeed. Tracy has a total of 12 team members, 5 of them hired within the last 2 months. How can she schedule extra time when she already feels overwhelmed? Click on the image below to see examples of SMART coaching goals.

Effective Time Management-Module 1: Creating SMART Goals Creating SMART goals for coaching NextBack To ensure Tracy is able to spend time coaching all of her team members each week, offering the newer team members additional time, Tracy wrote the following SMART goals. DailyI will spend ½ hour coaching time with 5 different team members, totaling 2.5 hrs./day, to be completed within 1 hour of shift end. WeeklyI will spend a total of 11 hours per week coaching each member of my team- 1 hour each for newer employees, ½ hour each for seasoned employees-completed by the end of each workweek.

Effective Time Management-Module 1: Creating SMART Goals Next Back Now that you’ve seen examples of how to create a SMART goal, let’s practice. Click the next button to get started. Practice

Effective Time Management-Module 1: Creating SMART Goals Back Select the SMARTest goal. I will manage my time effectively. By the end of the Team Lead Development program, I will manage my time effectively by writing smart goals. By the end of the Team Lead Development program, I will manage my time effectively by writing at least 3 SMART goals per day and prioritizing my tasks.

Effective Time Management-Module 1: Creating SMART Goals That’s correct! Next

Effective Time Management-Module 1: Creating SMART Goals Back Sorry, that is incorrect. Please try Again!

Effective Time Management-Module 1: Creating SMART Goals Next Back 1. Save $20,000 to buy a house in Florida. Select the missing SMART criteria below each goal. a. Specific b. Timelyc. Measurable 2. By 2pm each day, I will call clients to discuss new products. a. Specific b. Timely c. Measurable 3. I will spend 1 hour every morning being productive. a. Specific b. Timelyc. Measurable

Effective Time Management-Module 1: Creating SMART Goals Back That’s correct!

Effective Time Management-Module 1: Creating SMART Goals Back Sorry, that is incorrect. Please try Again!

Effective Time Management-Module 1: Creating SMART Goals Next Specific -clear and well defined Measurable -include dates or amounts Attainable -realistic Relevant -important for future life and/or career Timely -has an end date Remember, to achieve greater success in accomplishing your goals, write goals that are, Back Great Job! You have completed Module 1: Creating SMART Goals. Let’s review.

Effective Time Management-Module 1: Creating SMART Goals Next Review General GoalSMART Goal Lose weightLose 20 lbs. by eating healthy and walking 30 minutes per day, before high school reunion in 3 months Take a vacationTake a 7 day vacation to Hawaii by June 30, 2015 I will manage my time effectively. By the end of the Team Lead Development Program, I will manage my time effectively by writing at least 3 SMART goals per day and prioritizing my tasks. Back

Effective Time Management-Module 1: Creating SMART Goals Next Back Goal Setting Tips and Resources Tips #1: Set goals that will help you achieve the highest priorities in your life. #2: Express your goal in the positive instead of negative. #3: To keep them fresh in your mind, place your goals in view-at the top of to-do lists or action plans, on your wall above your desk, or taped to your computer. Resources

Effective Time Management-Module 1: Creating SMART Goals Next There’s just one last thing you need to do. As part of the Team Lead Development Program, you are to write 3 personal SMART goals in your assigned journal. These goals will be discussed in a small-group learning session once you have completed all three e-learning modules in the Effective Time Management series. These goals will also be reviewed by your coach, and used to monitor progress throughout the program. Please be sure to complete this assignment BEFORE attending the small-group session.