Designed to document SMART goals (Specific, Measurable, Achievable, Relevant, and Time-bound) discussed between a clinician and client, designed to be given to the client after their session. This NovoNote template can be used for initial goal-setting, goal modification, progress tracking, or a combination of these.
Client’s Name
Session Date
Dear Client’s Name,
Thank you for discussing your goals with me. This document uses the SMART Goal framework to clearly define what you hope to achieve.
For Each Goal:
Goal Title
Paraphrased description of the goal as discussed in session, including context about why the goal matters to the client.
SMART Summary Table
Action Steps
Anticipated Barriers and Obstacles
Strategies to Overcome Obstacles
Progress Review
SMART GOALS – Sarah Blogs
12 February, 2026
Dear Sarah,
Thank you for discussing your goals with me. This document uses the SMART Goal framework to clearly define what you hope to achieve.
🥇 Goal 1: Reduce Panic Attack Frequency
You described wanting to reduce the number of panic attacks you experience each week. You shared that panic attacks have been occurring approximately four to five times per week over the past two months and are significantly affecting your ability to attend work and socialise with friends. You expressed that regaining a sense of control over your anxiety is important to you, both for your career and your overall quality of life.
🧠 SMART Summary
| SMART | Status | Description |
| Specific 🎯 | 🟢 | You have clearly identified what you want to change: reducing the frequency of your panic attacks from four to five per week to no more than one per week. |
| Measurable 📏 | 🟢 | Progress can be tracked by recording the number of panic attacks per week in your symptom diary. |
| Achievable 🏆 | 🟢 | This goal is achievable given that you have already begun learning grounding techniques and are engaged in regular therapy. Reducing panic attacks incrementally is a realistic step. |
| Relevant 💡 | 🟢 | This goal is directly relevant to your desire to attend work consistently and re-engage with your social life, both of which you identified as priorities. |
| Time-Bound ⌚ | 🟢 | You have set a target of achieving this reduction within the next eight weeks, with a mid-point check-in at four weeks. |
📢 Action Steps
🧱 Anticipated Barriers and Obstacles
✨ Strategies to Overcome Obstacles
🥇 Goal 2: Return to Regular Exercise
You shared that you used to enjoy going to the gym three times per week but have stopped attending over the past three months due to low motivation and fatigue related to your anxiety. You expressed that returning to exercise is important to you because it previously helped you manage stress and improved your overall mood.
🧠 SMART Summary
| SMART | Status | Description |
| Specific 🎯 | 🟠 | You have identified that you want to return to regular exercise, but the type of exercise and structure of your routine could be defined more clearly. What specific activities would you like to start with — for example, gym sessions, walking, or group classes? |
| Measurable 📏 | 🟢 | You have set a target of exercising three times per week, which provides a clear and trackable measure of progress. |
| Achievable 🏆 | 🟠 | Returning to three sessions per week is a reasonable long-term target, though given that you have not exercised for three months, starting with three sessions per week may feel like a large jump. Could we consider beginning with one or two sessions per week and gradually building up? |
| Relevant 💡 | 🟢 | This goal is highly relevant to your broader wellbeing. You identified exercise as a previous source of stress relief and mood improvement, and it aligns with your overall therapy goals of managing anxiety. |
| Time-Bound ⌚ | 🔴 | A timeframe for this goal was not discussed in session. Please describe the goal in more time-bound terms. When would you like to begin, and by what date would you like to be exercising three times per week consistently? |
📢 Action Steps
🧱 Anticipated Barriers and Obstacles
✨ Strategies to Overcome Obstacles
Share
See how mental health professionals have transformed their practice with NovoNote.