Overview

Setting SMART goals is essential for the successful adoption of Patients Know Best (PKB) features. However, the process doesn't end once goals are written. To ensure ongoing relevance, effectiveness, and impact, teams should regularly review, evaluate, and update their SMART goals in alignment with service changes, patient needs, and performance data.

Why Review Goals

• Ensures goals remain aligned with team priorities and organisational objectives.

• Allows for course correction if implementation is off-track.

• Encourages continuous improvement through iteration.

• Promotes team engagement by celebrating progress and identifying new opportunities.

Recommended Review Schedule

How to Review SMART Goals Effectively

1. Revisit each goal against the SMART framework

   • Is the goal still Specific, Measurable, Achievable, Relevant, and Time-bound?

   • Are the original metrics still meaningful?

2. Analyse data

   • Use PKB dashboards, call logs, staff time studies, or patient feedback.

   • Compare progress against targets and timelines.

3. Engage the team

   • Discuss progress, barriers, and ideas during team meetings or retrospectives.

   • Capture feedback from both clinicians and administrative staff.

4. Identify what’s working and what’s not

   • Highlight goals that are on track or completed.

   • Flag goals that need adjustment, simplification, or re-scoping.

How to Update Goals

• Involve key stakeholders: Ensure clinicians, administrative leads, and your PKB Success PM are included in reviews.

• Celebrate successes: Recognise when goals are met, it builds motivation and showcases impact.

• Stay outcome-focused: Keep goals tied to real patient or service improvements, not just usage metrics.

For support in reviewing or refining your team’s SMART goals, don't hesitate to get in touch with your PKB Success Project Manager.