Skip to main content
Supporting fair and ethical business in partnership with The Co-operative Bank
Business Support for Co-ops – peer mentor handbook

Goal setting and action planning

A great way to start is by setting goals and making an action plan. This will keep you on track and help you to:

  • Find out where your client needs support
  • Agree goals that they can work towards
  • Gauge how you are doing and keep an eye on your goals
  • Pat each other on the back for your successes

Goals are most useful when they are SMART:

Specific For example, rather than ‘get a website’, say ‘choose a suitable domain name for my business’
Measurable Decide how you’ll know when you’ve achieved it
Achievable Can you do it?
Realistic Do you think you have a real prospect of reaching your goal?
Timed Is this a long-term or short-term goal? Agree timescales for each goal – you won’t be able to get everything done at once