S.M.A.R.T template

A SMART 90-day plan template is a planning tool that breaks a 90-day period into phases, sets a goal for each one, and checks every action against the SMART criteria: specific, measurable, achievable, relevant, and time-bound.

It gives you a one-page overview of what you’ll do and when, plus a SMART breakdown for each area of focus, so every action has a clear target and deadline.

Turn your next 90 days into clear goals and specific, trackable actions.

Who is it for?

It’s for RevOps professionals starting a new role who want to show early progress to their manager, and for RevOps leaders planning a quarter for themselves or their team. Managers can also use it to set expectations with new hires during onboarding.

What’s inside the template?

The template has two parts:

1. A 90-day overview: split the period into phases (such as 30, 60, and 90 days), set a goal for each, and list what you’ll do across up to four categories
2. SMART breakdowns: one page per category, where you test each action against the five SMART criteria

How to use the template

Start with the overview. Decide how to split your 90 days, set one goal per phase, then pick up to four categories that matter most in your role, such as data quality, tech stack, reporting, or stakeholder relationships. Under each category, write what you’ll do in each phase.

Then move to the SMART pages. Give each category its own page, add the actions from your overview, and fill in each criterion. If you can’t say how you’ll measure an action or when it’ll be done, rewrite it until you can.

Share the finished plan with your manager or team so everyone agrees on priorities, and review it at the end of each phase to check progress and adjust the next set of actions.

Download your S.M.A.R.T template

S.M.A.R.T template

<# Day Plan> <Insert Goal> <Insert Goal> <Insert Goal> Days Days Days # # #

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