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Not Just S.M.A.R.T. But S.M.A.R.T.E.R!




Introduction

Whether you’re a student managing multiple courses, an academic shaping assignments, or

a professional in a regulated industry managing audits and CAPAs — goal‑setting makes all

the difference. The classic S.M.A.R.T. framework (Specific, Measurable,

Achievable/Assignable, Relevant/Realistic, Time‑bound) has served us well. The acronym

was first introduced by George T. Doran in 1981 in a corporate context (Doran, 1981).


Reflection for Our Audiences

- For Students: How can you craft individual goals that align with your workload of classes,

work and possibly family commitments — and maximize value both for you and those

around you?

- For Academics: Are you using S.M.A.R.T. or S.M.A.R.T.E.R. techniques to set clear student

expectations, improve assignment outcomes, and link them to broader learning objectives?

- For Professionals/Practitioners: In your projects or corrective actions (e.g., under ISO

13485, IATF 16949, or 21 CFR 820) are you truly evaluating the E (Evaluate) and R

(Review) stages, or are they simply assumed, undocumented, or incomplete?


S.M.A.R.T. Goals – A Refresher

I’ve seen the S.M.A.R.T. format used widely: annual personnel reviews, Lean/Six Sigma

projects, day‑to‑day to‑do items. The original five elements were oriented toward

corporate and departmental goals (Management by Objectives).

Commonly, these stand for:

 • Specific – the targeted area of improvement

 • Measurable – quantification of progress

 • Assignable/Achievable – who is responsible and feasibility

 • Relevant/Realistic – aligned and feasible

 • Time-related – a deadline or timeframe


The E and R That Make Goals Smarter

E = Evaluate for Effectiveness: A goal or corrective action is not truly closed until it has been

evaluated for effectiveness (Napier-Sewell, 2019).


R = Reviewed: Preferably cross-functional, this step ensures the benefits outweigh

unintended consequences (Napier-Sewell, 2019).


S.M.A.R.T.E.R. Framework Summary

S – Specific: Objective clearly defined

M – Measurable: You can measure progress or attainment

A – Achievable: Realistic given resources and constraints

R – Relevant: Aligns with strategic and stakeholder needs

T – Time-bound: Has a deadline and urgency

E – Effective: Evaluated for actual outcome with supporting data

R – Reviewed: Cross-functional validation and risk review


Conclusion

Incorporating Effectiveness and Review into goal setting elevates the process from simple

task-completion to systemic improvement. Whether you're a student, educator, or

professional in a regulated environment, adopting S.M.A.R.T.E.R. goals gives you structure

and sustainability.


Bibliography

CSSBB Primer. (2014). West Terre Haute, Indiana: Quality Council of Indiana.

Doran, G. (1981). There’s a S.M.A.R.T. Way to Write Management Goals and Objectives.

Management Review, 35-36.

Drucker, P. (1954). The Practice of Management. New York City: Harper & Row.

Meyer, P. J. (2003). Attitude is Everything. Meyer Resource Group.

Napier-Sewell, S. (2019, November 15). What Is SMARTER & What Does It Have To Do With

My Investigation? Retrieved from TapRoot Root Cause Analysis:

investigation/

 
 
 

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