The strategies behind leading brands

Headwater checks every climb and initiative you write against the five SMART tests: specific, measurable, achievable, relevant, and time-bound. Each letter fills as the goal earns it. Once all five are met, set the goal.

Hire two trade reps by the end of December

SMART

Point at a letter to see which words in the goal earned it, underlined in the letter’s colour. Green means the goal meets the test, amber means it nearly does, and red means it doesn’t.

Achievable works the other way round. While a goal isn’t achievable, a red wavy line marks the words that make it unrealistic. A letter that isn’t met also says what to change.

Sign 12 new cafés in Leeds by the end of December
Specific. The goal says exactly what will be achieved. Earned by “Sign 12 new cafés” and “in Leeds”.

The letters are checked again after every word, so you can see what each edit adds. A number makes a goal measurable, a place makes it more specific, and a date makes it time-bound.

Each new word is highlighted. Halden’s Leeds climb started as “Grow our wholesale business”, and took three edits to become SMART.

  1. 1

    Grow our wholesale business

    SSMMAARRTT

The letters are on the new climb and new initiative forms, on every proposed climb in a planning session, and on the climbs Brook suggests.

A goal can be saved whether or not it’s SMART. The letters show what’s missing, and the owner decides what to do about it.

New climbSave

Launch the decaf subscription by the end of November

SSMMAARRTT
Level
TeamSubscriptions
Owner
TRTom Reid
Done when
Decaf is on sale to every subscriber.

Your first quarter is free, so you can set your plan and see a whole quarter through before you pay anything.