Effective Time Management A 3-module e-learning program developed in conjunction with the Team Lead...

Effective Time ManagementA 3-module e-learning program developed in conjunction with theTeam 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.

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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.

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What is a goal?

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Goal:

“the result or achievement toward which effort

is directed”

NextDictionary.com (2013). Goal. Retrieved from http://dictionary.reference.com/browse/goal


Goal:

• Lose weight

• Go on vacation

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These goals are very general. How will you

know when you’ve successfully achieved

them? What do you have to do to achieve

them?


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A SMART goal adds criteria to the goal statementthat must be met to have successfully achieved the goal.

For example, a SMART goal must be…


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SpecificMART

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A Specific goal shows you the way from where you are

to where you want to be. They give you direction.


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Goal Specific Questions to Ask

Lose weight How 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 vacation Where 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…


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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?

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SpecificMeasurableART

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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.


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Now, let’s add criteria to the sample goals of lose weight

and go on vacation.

Goal #1: Lose weight Goal #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.


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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…

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SpecificMeasurableAttainableRT

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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.


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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…

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SpecificMeasurableAttainableRelevantT

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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.


How are you going to lose weight?

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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.

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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…

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SpecificMeasurableAttainableRelevantTimely

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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.


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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, 2015.

When?

Timely: June, 2015

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Creating SMART goals on-the-jobA 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

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Creating SMART goals for monthly ShopsTeam 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.

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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)

Daily Complete 2 long shops and 5 short shops each work day, entered into system within 1 hour of shift end.

Weekly Complete 10 long shops and 25 short shops, entered into system, within 1 hour of shift end, last day of workweek.

Monthly Complete 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

OR


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Creating SMART goals for coachingTracy, 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.


Creating SMART goals for coaching

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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.

Daily I 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.

Weekly I 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.


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Now that you’ve seen examples of how to create a SMART

goal, let’s practice. Click the next button to get started.

Practice


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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.


That’s correct!

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Sorry, that is incorrect. Please try Again!


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1. Save $20,000 to buy a house in Florida.

Select the missing SMART criteria below each goal.

a. Specific b. Timely c. Measurable

2. By 2pm each day, I will call clients to discuss new products.


3. I will spend 1 hour every morning being productive.



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That’s correct!


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Sorry, that is incorrect. Please try Again!


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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,

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Great Job!You have completed Module 1: Creating SMART Goals. Let’s review.


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ReviewGeneral Goal SMART Goal

Lose weight Lose 20 lbs. by eating healthy and walking 30 minutes per day, before high school reunion in 3 months

Take a vacation Take 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.

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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.

Resourceshttp://www.mindtools.com/pages/article/newHTE_90.htm

http://topachievement.com/smart.html

http://topachievement.com/goalsetting.html

http://www.time-management-guide.com/goal-setting-guidelines.html


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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.

Effective Time Management A 3-module e-learning program developed in conjunction with the Team Lead...

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