xtensio logo

Create powerful business content together.

  • Join a Demo
  • Community
  • Help
  • Sign In
  • Start Free
  • xtensio logo
  • Solutions
        • by size

        • Enterprise
        • Small Businesses
        • Freelancers
        • by function

        • Marketing
        • Sales
        • Product Management
        • Design
        • xtensio for

        • Agencies
        • Consultancies
        • Startups
        • Incubators & Accelerators
        • Education
  • Templates
  • Integrations
  • Testimonials
  • Blog
  • Pricing
  • Help
  • Community
  • Join a Demo
  • Sign In
  • Xtensio is your team space for beautiful living documents.

    Start Free
    No account, no credit card required.
  • Blog Home
  • How-to Guides
  • Case Studies
  • Team Shares

SMART Goals Template

SMART GOALS Template

BONUS: Read the customer journey map how-to guide.

SMART Goals Template

Used 49 times | Updated January 18, 2023

Set SMART Goals to clarify what you want, stay focused on what you need to do, and see the results of your efforts. SMART Goals are Specific, Measurable, Achievable, Relevant, and Time-Bound.

Click and edit.
No credit card needed to try.

Use This Template

Beautiful living documents, built like web pages.
Join the 102,994 professionals using Xtensio.

Use This Template

Beautiful living documents, built like web pages.
Join the 102,994 professionals using Xtensio.

Identify what type of content will most effectively reach your audience. Take a Customer’s Journey through Attraction, Authority, Affinity, and Action content. 

BONUS: Read the customer journey map how-to guide.

What are SMART Goals?

SMART Goals is a simple framework to set goals within certain parameters towards reaching clear objectives. The acronym, SMART, stands for:

  • Specific 
  • Measurable
  • Achievable
  • Relevant
  • Time-Bound

Why use SMART Goals?

A good reason to use SMART Goals in a business context is to obtain successful results out of the work you are doing. 

  • Solidify vague ideas, concepts, and desires into clearly identified objectives.
  • Describe and communicate tasks, and responsibilities with certainty.
  • Define quantifiable criteria for success and failure.
  • Map a clear path toward achieving the goals.

Stop straying in open seas, take charge of your ship, pick a destination, and get there. 

But are these good enough reasons to stick to SMART Goals? Is the open sea the same? A counterargument is that goal-setting, vision-following, and leader-driven thinking as business philosophies have been shaken in the face of larger social, political, and environmental forces at play. In today’s reality, keeping an adaptive mindset may prevail over olympian and hyper-focused work. So use SMART Goals with a grain of salt, a hint of intuition, and flexibility.

Be your own judge.

How to use Xtensio’s SMART Goals Template?

  • Click on Xtensio’s Smart Goals Template which is populated with instructional text to guide you through each section. Simply click and begin to edit each part.
Quick Tip

QUICK TIP: You can collaborate and co-edit this document. Once completed you can share it as a live link, export it as PDF or PNG, or present it full screen or in person to discuss it. 

  • Next, go from goal setting to action. Jump over to a kanban board or Eisenhower Matrix.
Quick Tip

QUICK TIP: Click the three dots and copy your SMART Goals into other strategic planning documents, such as your marketing plan, content strategy, customer success plan, and so on. 

Now your turn!

Click and start using the SMART Goals Template on Xtensio’s editor.

Use the SMART Goals Template

No account or credit card is needed to try.

Related templates

  • Project Briefing
    Preview ›
    Use Template
    Learn More
    Project Brief
    Used 3008 times
    Use Template
    Learn More
  • Retro Meeting Agenda Sample
    Preview ›
    Use Template
    Learn More
    Retrospective Meeting Agenda
    Used 961 times
    Use Template
    Learn More
  • Project Wrap Up Meeting Agenda
    Preview ›
    Use Template
    Learn More
    Project Wrap Up Meeting Agenda
    Used 675 times
    Use Template
    Learn More
  • Marketing plan template
    Preview ›
    Use Template
    Learn More
    Marketing Plan
    Used 2544 times
    Use Template
    Learn More
  • Meeting Agenda Template
    Preview ›
    Use Template
    Learn More
    Meeting Agenda
    Used 3252 times
    Use Template
    Learn More
  • Content Strategy
    Preview ›
    Use Template
    Learn More
    Content Strategy Planner
    Used 4243 times
    Use Template
    Learn More

Paperless documents

100s of free templates
Use professionally built guiding templates or start from scratch. Create any document or presentation – pitches, sales sheets, reports, case studies, agendas, wikis, strategy exercises…
Easy yet powerful editor
Click, drag, drop, resize, customize and edit anything. Add images, videos, tables, lists, buttons, charts. Embed web pages, maps, other presentations.
Real-time collaboration
Collaborate with team members and guests in real-time. Changes save and sync across all devices automatically.
Flexible sharing
Share folios with customized links, present full-screen digital slideshows, export PDFs and PNGs. You can even embed on your website. Your work is responsive and will look good everywhere.
Ensured brand consistency
Add your fonts and colors from your (or your clients’) website. Save your style guide to lock branding for all your team and their folios.
Chaos-free organization
Group folios according to client, asset type, approval stage, project, etc. Control access levels and track team activity with in-app notifications, stats and weekly reports.
Xtensio templates and examples
Xtensio is an easy yet powerful editor
Xtensio is a real time collaboration platform
Share work in a flexible way with Xtensio
Ensure brand consistency with Xtensio
Xtensio helps your organization scale up free of chaos
Join a Live Demo

Join a Free Live Demo

See how Xtensio can help your business

consulting tools
Product Management

Build and launch products and services successfully.

startup tools
Sales

Engage buyers more and close sales faster.

marketing-tools
Marketing

Create, share and manage key collateral easily.

innovation tools
Design

Deliver better experiences.

Used by the world’s top businesses.

102,994 users and counting.
Logos of top businesses that use Xtensio: Dropbox, Disney, Adobe, Google
Logos of top businesses that use Xtensio: UBER, Microsoft, Target, Amazon

The team templates approach has been really helpful in facilitating collaboration between more design-savvy users and expert content creators.
Testimonial from Jeff
Jeff Schenck

Marketing Manager @

Linedata

Xtensio helps me simplify complex concepts and it’s visually impressive.
Testimonial from David
David Nason

CEO/Founder @

CEO/Founder @

Hirebrain

Xtensio helps me simplify complex concepts and it’s visually impressive.
Testimonial from Grace
Grace Ghunaim

Founder & Chief Strategist @

Evolvex

Xtensio helped my company raise $200K.
Ben Cary

Founder @

CapWize

Xtensio is awesome! Highly recommended!
Testimonial from Leon
Leon Coe

Instructor @

Texas A&M University

I LOVE Xtensio. Thank you for making my life easy and for helping to ensure my deliverables look professional!
Testimonial from Jennifer
Jennifer Alt

UI/UX Designer @

Jennifer Alt Design

Creating beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation.
Testimonial from Zac
Zac Heisey

Director of Digital Marketing @

Trailblazer360

Xtensio is a huge timesaver for me! I can focus on the important things; what to communicate in documents and presentations, not how to make them attractive.
Testimonial from Jenny
Jenny Johansson

UX Manager @

Visma

The need for this goes beyond startups and can be used by any scrum or agile team.
Testimonial from Ryan
Ryan Dobson

Global Engineering Manager @

Motorola

Frequently asked questions

What is Xtensio?

Xtensio is the quickest and easiest way for teams to create, share and manage all of their business documents together. Create pitches, sales sheets, reports, case studies, agendas and more. Add images, videos, tables, buttons and other interactive modules. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

Do I need to download software?

Nope. Xtensio is a web browser-based platform.

How is Xtensio different from PPT, Illustrator or Word?

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

What is a folio? 

An Xtensio folio is a unique online page editor. A living document. It’s a live webpage, a full-screen digital slideshow presentation, and an exportable PDF/PNG document all in one. Folios are responsive, collaborative, and completely customizable. Start with an instructional template or a blank folio to build all your business documents and presentations with the ease of a web builder. Add team members and guests to work together in real time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Xtensio folios are the next generation of flexible documents and presentations.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Can I create SMART Goals for free?

Yes. Any Xtensio template is FREE TO TRY. No need to add your credit card information to start editing. Create an account if you would like to save and share your work. 

What would I get by upgrading to a premium plan? 

By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view project stats to stay updated on all of your projects. Here’s more about our premium plans.

Who invented SMART Goals?

1954 – Peter Drucker developed Management by Objectives.
1981 – George T. Doran coins the term SMART in Management Review. 
2002 – Professor Robert S. Rubin of Saint Louis University wrote “Will the Real SMART Goals Please Stand Up?” in The Society for Industrial and Organizational Psychology.

Can I invite colleagues to work on SMART Goals?

Yes! You can invite team members to your document. Work on it together, remotely. As a platform, Xtensio helps improve the way your team works. Here’s more on real-time collaboration.

How do I share my SMART Goals?

When you’re ready to share your completed folio, choose between these options: 
– Present it as a full-screen digital slideshow
– Send it as a responsive web link (you can even have the link show in slide view)
– Export it as a PDF or PNG. 
Learn more about the different ways to share your projects in this tutorial video.

Can I modify SMART Goals Template?

Easily. Xtensio’s templates are fully customizable. You can use it as is simply by typing and editing the instructional text, and replacing images. If you’d like to go further apply any style you like. Change colors and fonts to match your branding. With drag and drop editor you can modify the layout, and repurpose the template for your specific needs. 

Can I make my own templates on Xtensio?

Please do. Start with an existing template, modify it to your own needs and visual style, and save it as your team template. Start off new projects based on your own version. Submit a unique template design to us and we will promote it along with your profile!

Xtensio is your team space for beautiful living documents. Create, manage and share business collateral, easily.

Start Free

102,994 users and counting…

Footer

Xtensio
  • Join a Demo

Platform

  • Templates
  • How-to Guides
  • Testimonials
  • Pricing
  • Status
  • Community Forum
  • Help Center

Solutions

  • by Size
  • Enterprise
  • Small Businesses
  • Freelancers
  • by function
  • Marketing
  • Sales
  • Product Management
  • Design
  • xtensio for
  • Agencies
  • Consultancies
  • Startups
  • Incubators & Accelerators
  • Education

Company

  • About
  • Partnerships
  • Affiliate Program
  • Directory
  • Mentions
  • Press
  • Trust
  • Careers
  • Blog
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Made with Love | Xtensio around the world | Terms | Privacy | Cookies | © 2023 Xtensio, Inc.

  • Blog Home
  • How-to Guides
  • Case Studies
  • Team Shares