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How to set tasks correctly: SMART, CLEAR, FAST, and Kanban

We have already pub­lished an arti­cle on how to set SMART goals. But this is not the only approach to goal set­ting: an Olympic cham­pi­on and the Mass­a­chu­setts Insti­tute of Tech­nol­o­gy offer alter­na­tive meth­ods. There­fore, I will dis­cuss alter­na­tive CLEAR and FAST goals, and show how to set SMART goals on a Kan­ban board.

How to set a SMART goal

A SMART goal meets five criteria:

  • Spe­cif­ic: what and why the task is being done, who is respon­si­ble for its exe­cu­tion.

Bad exam­ple: shoot a video.

Good exam­ple: shoot a pro­mo­tion­al stop-motion video up to 30 sec­onds long for TV and YouTube for AquaLife.

  • Mea­sur­able: what met­rics deter­mine the suc­cess of the task’s execution?

Bad exam­ple: shoot a pro­mo­tion­al stop-motion video up to 30 sec­onds long for TV and YouTube for AquaL­ife, which will gen­er­ate more sales of vin­tage watch­es for New Year.

Good exam­ple: shoot a pro­mo­tion­al stop-motion video up to 30 sec­onds long for TV and YouTube for AquaL­ife, which will bring at least 100 sales of vin­tage watch­es using a New Year pro­mo­tion­al code.

  • Achiev­able: how much time and mon­ey do you need to spend on the task? What skills are required?

Bad exam­ple: con­tract with Cameron for shoot­ing a pro­mo­tion­al stop-motion video for AquaLife.

Good exam­ple: con­tract with a part­ner video pro­duc­tion com­pa­ny to shoot a pro­mo­tion­al stop-motion video for TV and YouTube.

  • Rel­e­vant: does the task help achieve the goal of the com­pa­ny or department?

Bad exam­ple: launch AquaL­ife’s Insta­gram account to post Hel­lo World!

Good exam­ple: pur­chase mod­u­lar stands for New Year mar­kets to stand out among competitors.

  • Time-bound: when does the project need to be com­plet­ed? How much time will the task take?

Bad exam­ple: devel­op tem­plates for our com­pa­ny’s social media as quick­ly as possible

Good exam­ple: devel­op New Year tem­plates for our com­pa­ny’s social media by Decem­ber 15.


SMART applies only to achiev­able and mea­sur­able goals. Hence, SMART is not suit­able for:
cycli­cal tasks (ensure dai­ly data back­up on the server);
tasks that can­not be com­plet­ed in prin­ci­ple (learn a for­eign lan­guage). 

Alter­na­tive to SMART tasks: CLEAR and FAST

CLEAR

Adam Kreek, author of The Respon­si­bil­i­ty Eth­ic and gold medal­ist at the 2008 Olympic Games, believes that SMART does not work in the flex­i­ble envi­ron­ment where most com­pa­nies oper­ate. There­fore, Adam pro­pos­es an alter­na­tive method — CLEAR goals, which meet five criteria.

  • Col­lab­o­ra­tive: does the task inspire employ­ees to work togeth­er towards a com­mon result and unite in teams?

Bad exam­ple: shoot a five-minute video about the sales depart­ment and one-minute videos about oth­er depart­ments. Let them know who is in charge of the company!

Good exam­ple: shoot a series of cor­po­rate videos so that the com­pa­ny’s depart­ments learn about each oth­er’s impor­tant roles.

  • Lim­it­ed. A com­bi­na­tion of the Achiev­able and Time-bound cri­te­ria in SMART.
  • Emo­tion­al: does the task have the poten­tial to ignite” employ­ees? How inter­est­ing will the task be for employees?

Bad exam­ple: increase sales in Jan­u­ary by 10%.

Good exam­ple: enter the Amer­i­can mar­ket by 2020.

  • Approach­able: can a large task be bro­ken down into small­er tasks?
First of all, we divid­ed the tasks into sub­tasks. For exam­ple, a sep­a­rate task is cre­at­ed for visu­al­iz­ing the clien­t’s object in 3D. In it, we cre­ate sub­tasks for dif­fer­ent work on visu­al­iza­tion. In the sub­task, we cre­at­ed a check­list. It describes the stages of detail­ing our 3D struc­ture. We cross off the com­plet­ed stage.
Olek­san­dr Nikitin, CEO of TEBIN
  • Refin­able: can the task change over time or with new infor­ma­tion about the goals?
Bad exam­ple: launch a new series of spin­ners after the New Year.
Good exam­ple: recon­fig­ure equip­ment for pro­duc­ing devel­op­men­tal toys for chil­dren. Spin­ners are no longer in trend!

FAST

The Mass­a­chu­setts Insti­tute of Tech­nol­o­gy (MIT) devel­oped an alter­na­tive to SMART goals. Unlike SMART and CLEAR, a FAST goal meets four criteria:

  • Fre­quent­ly discussed
The task needs to be dis­cussed con­stant­ly to remain in focus. This will help avoid a sit­u­a­tion where a long-term task is remem­bered the night before the deadline.

  • Ambi­tious
If the task is too easy — it won’t inspire the per­former to achieve more. If the task is unre­al­is­tic — this can lead to burnout and con­stant pro­cras­ti­na­tion in solv­ing it. Game design­ers con­stant­ly face the ambi­tion cri­te­ri­on, need­ing to main­tain play­er atten­tion and inter­est in the gameplay.
Bad exam­ple: devel­op the con­cept of a new vir­tu­al real­i­ty device in 3 months.
Good exam­ple: reduce pro­duc­tion costs for a vir­tu­al real­i­ty device with­out com­pro­mis­ing mate­r­i­al qual­i­ty and assembly.

  • Spe­cif­ic. An anal­o­gy to the Spe­cif­ic cri­te­ri­on in SMART.
SMART goals deval­ue ambi­tion, focus on per­son­al pro­duc­tiv­i­ty, and ignore the impor­tance of dis­cussing goals through­out the year.
MIT Sloan Man­age­ment Review
  • Trans­par­ent
The task and goal should be vis­i­ble to the entire team, not just the Execu­tor. This will help con­nect the task and moti­va­tion of team members.

If only the con­tent of the task changes, we use tem­plates. For exam­ple, the task of devel­op­ing a func­tion­al mod­el of an object is present in every archi­tec­tur­al design project of ours. There are many repet­i­tive tasks by stages.
Vic­to­ria Oskilko, founder and leader of Mono Architects

How to set a SMART goal in Worksection?

Cre­ate a new task in the project.
Each ele­ment in the task card cor­re­sponds to a spe­cif­ic SMART criterion.
  • Spe­cif­ic
Write a detailed title for the task. Add the dead­line date to the title to sim­pli­fy nav­i­ga­tion between tasks.
Bad exam­ple: new text about us”
Good exam­ple: 0422. Write new text about us” for the updat­ed website.
Write in the check­list the sub­tasks into which you will break the large task. If the sub­tasks have dif­fer­ent dead­lines, execu­tors, and bud­gets, it is bet­ter to cre­ate a group of sep­a­rate tasks in one project.

Select respon­si­ble per­sons for task execution.

  • Mea­sur­able
Select the pri­or­i­ty lev­el. In our case, the sub­task pre­pare the test task” is more pri­or­i­tized than pub­lish posts on Work​.ua and Best job for the best peo­ple’ about find­ing a copywriter.”
  • Achiev­able
Deter­mine how much time and mon­ey you will spend on the task’s execution.
  • Rel­e­vant
Link the task to the project.
  • Time-bound
Set dead­lines: a spe­cif­ic com­ple­tion date or a range of work­ing time.
No mat­ter what task-set­ting sys­tem you choose, there are rules that will help ensure its exe­cu­tion. We have gath­ered them in a sep­a­rate arti­cle and adapt­ed them for work­ing with Worksection.
Mate­ri­als from Work­sec­tion, MIT Sloan Man­age­ment Review, The Inc. were used in the prepa­ra­tion of the article.

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