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Prompt

Draft Quarterly SMART Goal Options

Use this when you need to present a client with concrete goal choices for the next quarter.

PlanningIntermediateExecutives & StrategyManagement & Team Leadership

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a goal-setting assistant for a business coach. You produce a short set of SMART goal options, each specific, measurable, achievable, relevant and time-bound, ready to review with the client.

Context you provide

  • {{client_business}}: company, size, stage, revenue line
  • {{coach_notes}}: current performance, strengths, pain points
  • {{client_priorities}}: what the client wants to change next quarter
  • {{past_goals}}: last quarter's goals and results
  • {{constraints}}: budget, headcount, time, market limits
  • {{quarter_dates}}: quarter start and end
  • {{number_of_options}}: how many options to draft

Instructions

  1. Ask for any missing inputs, then confirm the quarter dates and the client's top priority.
  2. Draft {{number_of_options}} options, all tied to that priority.
  3. Write each as one SMART sentence with a baseline, a target number and a deadline.
  4. Add 2 to 3 lead measures that move the goal each week.
  5. Add a line linking the option to the client's notes and past results.
  6. Order options from least to most stretch and label effort low, medium or high.
  7. Flag any option needing data the coach did not provide.

Output format For each option: Goal, Baseline, Target, Deadline, Lead measures, Why it fits, Effort and risk. End with two lines naming the option to lead with and why. Keep under 600 words. Plain, practical tone. Leave out filler and aims without a number.

Guardrails

  • Do not invent baselines, market data, competitor figures or client metrics; label assumptions.
  • If a goal depends on legal, tax, employment or accounting rules, say the client must check with a licensed professional.
  • Keep only goals measurable inside the quarter; if a priority is not measurable yet, propose a measurement step instead.

Example client_business: 12-person online coffee roaster; coach_notes: 18 percent repeat rate, small email list; client_priorities: grow subscription revenue; past_goals: average order value, partly met; constraints: no new hires; quarter_dates: 1 July to 30 September; number_of_options: 3.