Global

Goal setting and personal effectiveness: SMART goals, time management and habits

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 9 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
35 min
Lessons
6 lessons
Frequency
At the start of a goal-setting cycle, at onboarding
Last reviewed
21 Oct 2026
Procrastination, habits and interruptions: grey areas
What would you do?

You have blocked two hours for a report when a colleague, Imran, stops by with a "quick question"

Try it: this is one of 17 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 35 minutes
  • Process, tabs, sorting activity, scenario and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 10 slides
  • Quiz, word cloud, open-ended, scale slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 173.0Achieve ≥ 80% on the final assessment-Whole course
SO 173.1Turn a vague intention into a goal with a clear measure and a date, using the SMART criteria as a starting pointSMART goal criteria [unverified] (see verification list)Whole course
SO 173.2Describe the difference between an objective and the key results that show progress + your infoOKR method [unverified]; the organisation's own goal methodWhole course
SO 173.3Sort tasks by urgency and importance and plan a working week around the important onesUrgent-important matrix [unverified]Whole course
SO 173.4Use a simple cue, routine and reward loop to start one small habit and handle interruptionsHabit loop model [unverified]; best practiceWhole course
SO 173.5Review progress against a goal, adjust or drop it, and raise a blocked goal early with the right person + your infoBest practiceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 9 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 35 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Why good intentions drift

3 pages

7 min
Before you beginNoteList
Nadia's January goalTextImage
What would you say?ChecklistKey factQuiz
2

SMART goals and OKRs in brief

3 pages

6 min
The five lettersTabsNote
Is it SMART yet?Sorting activity
TermsFlashcardsMatching quiz
3

Prioritising and planning a week

3 pages

6 min
Four boxesTabsText
Where does it go?Sorting activity
Plan the weekProcessChecklistMulti-select quiz
4

Procrastination, habits and interruptions: grey areas

3 pages

6 min
The habit loopProcessNote
The drop-inScenario
Match the stuck pointMatching quiz
5

Reviewing progress and asking for support

3 pages

6 min
A short reviewProcessYour infoNote
The goal that no longer fitsScenario
CommitChecklistQuiz
6

Final assessment and completion

2 pages

4 min
Your next stepsProcessNote
PracticeQuizKey factNoteButtonYour info

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda, "this is about your own working week, not an appraisal
Word cloudWhat most often gets in the way of a goal you set?
ContentThe SMART letters and one rewritten example, from "be more organised" to a goal with a measure and a date
QuizWhich goal is clearest? Be more organised · Clear 20 backlog items by 30 June, checked weekly ✔ · Work harder · Improve things
ContentThe four-box urgent-important matrix with two examples per box
QuizA task is important but not urgent, with no deadline. You… Do it only when it becomes urgent · Schedule time for it this week ✔ · Delete it · Ask a colleague to do it without telling them
Content · customiseCustomise: our goal method {{GOAL_FRAMEWORK_NAME}}, our policy {{POLICY_LINK}} and who to ask {{HELP_CONTACT}}
Open-endedWrite one vague goal from your own work, and a partner rewrites it
ScaleHow confident are you that you can plan a week around what matters?
Content · customiseClosing {{HELP_CONTACT}}, {{SURVEY_2_URL}}, {{COURSE_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. I know which of my tasks are important and which are only urgent. 1-5 scale
  6. Which part is still unclear? multiple choice
  7. In the last four weeks I reviewed a goal and changed or kept it on purpose. multiple choice
  8. I feel safe telling my manager when a goal is no longer realistic. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the organisation's guidance on goals ({{POLICY_LINK}})? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

9 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • The organisation's own goal method{{GOAL_FRAMEWORK_NAME}}
  • Policy link{{POLICY_LINK}}
  • Help contact{{HELP_CONTACT}}
  • Next course link{{NEXT_COURSE_LINK}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
  • Survey 1 URL{{SURVEY_1_URL}}
Show all 9 fields
  • Survey 2 URL{{SURVEY_2_URL}}
  • Course URL{{COURSE_URL}}
  • Live session URL{{LIVE_SESSION_URL}}

FAQ

Common questions

Can I run goal setting and personal effectiveness: SMART goals, time management and habits training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

At the start of a goal-setting cycle, at onboarding, and after a team reorganisation.

Who needs this training?

All staff, new managers, and sales and service teams who work to targets; run by L&D with line managers.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck