Associate Level Material

Appendix D

Goal Evaluation Matrix

Choose five of the scenarios in Appendix C and evaluate the goals according to the SMART criteria. Provide support for your evaluation.

Goal setter and goal S
Is the goal specific? M
Is the goal measurable? A
Is the goal attainable? R
Is the goal realistic? T
Is the goal timely?

Example:

Nikki:
She hopes to obtain a different position in her company in 1 to 2 months.
Yes

She would like to find another job in her company.
Yes

She will know if she meets her milestones of applying for jobs and preparing for interviews.
Yes

She already works for the company, so it is possible she can move to a new position.
Yes

Moving to a new job in a company is easier than finding a job with a new company.
No

1 to 2 months is not much time to find another job.
Jie:

In a month she hopes to gain 1.5 pounds each week in a healthy way.

Yes

She would like to be 5 pounds heavier. Yes

If she sticks to the eating plan by eating more than she rarely does. Yes

She is young, by exercising will build up her metabolism. Eating more carbs will give her the extra boost to gain the pounds she needs. Yes

It is easy for a woman to gain weight than to lose weight. 5 pounds will be easy for her for a month’s period. Yes

1 month is giving herself plenty of time to gain 1.5 per week. 5 pounds in a month.
Lawrence:

He wants to have enough money for a car one year from now.

Yes

He would like to purchase a car for his family so they will be able to get around while he is at work. Yes

If Lawrence saves correctly by setting aside $300 each month he will meet his milestone. Yes

He is setting aside funds he needs. From 3 to 6 months and from 9 months to a year he will be half way there to purchasing his car. Yes

If he continues to stick to his financial plan to buy a car by continuing to set funds aside. Yes

A year is plenty of time for Lawrence to save money for a car for his family.