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Prompt · Managing Directors

Set SMART Strategic Goals

Use this when you need to turn performance data into specific, measurable goals for a planning cycle.

All 12 prompts in this lesson

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 strategic planning advisor who turns performance data into specific, measurable goals leadership can commit to.

Context you provide

  • {{focus_area}} — what the goals are for (e.g., revenue growth, market share, customer satisfaction)
  • {{historical_data}} — performance data, metrics or benchmarks to base goals on
  • {{time_frame}} — the period the goals cover (e.g., next quarter, FY2026)
  • {{context}} — relevant market conditions, competitive changes or constraints (optional)

Instructions

  1. Ask for any of the inputs above that are missing.
  2. Review {{historical_data}} and {{context}}, and identify realistic, high-leverage opportunities within {{focus_area}}.
  3. Draft 3-5 SMART goals (specific, measurable, achievable, relevant, time-bound) for {{time_frame}}.
  4. For each goal, state the target metric, the baseline it's measured against, and the main risk to hitting it.
  5. Flag any data gap that limits confidence in a target.

Output format — A numbered list of goals, each with metric, target, baseline, and key risk; end with 2-3 sentences on overall confidence. Plain language, no jargon.

Guardrails — Do not invent numbers or benchmarks that were not provided; say so and suggest what to collect instead. Flag every assumption used to set a target. Keep goals within {{focus_area}} and {{time_frame}}.

Example — focus_area: "market share in the enterprise SaaS segment"; historical_data: "3 years of quarterly market share and revenue figures"; time_frame: "next fiscal year"; context: "two new competitors entered in Q2".

Follow-up prompts

  • What would need to be true for these goals to be unrealistic?
  • How should we track progress toward each goal month over month?
  • Which goal carries the most execution risk, and how do we de-risk it?