13 SMART Goals Examples for Case Managers

Case management is an essential field in the health and social services sector, requiring professionals to develop strategies for their clients’ best interests. The SMART method is a fantastic technique to achieve your desired outcomes.

In this article, we’ll discuss examples of SMART goals that can help any case manager create an actionable plan for success. You’ll have the proper structure to maximize work performance.

What is a SMART Goal?

The SMART (Specific, Measurable, Attainable, Relevant, Time-based) framework will enable case managers to establish practical goals for success. Still need clarification?

Let’s dive deeper into each SMART letter:


To have a much better chance of crossing the finish line, try to make your case management goals as detailed as possible. When goals are vague, it becomes harder to track progress since there’s no clear direction.

That’s why outlining each step makes all the difference in achieving something big or falling short of expectations.


No matter what field they are in, case managers must keep quantifiable goals in mind. This criterion provides tangible evidence of success that can be used to build credibility and demonstrate value. Examples of measurement may include timelines, budgets, and deliverables.


It’s crucial to stay realistic when pursuing your case management goals. Aiming too high can be detrimental and lead to feelings of failure, which can cause a downward spiral. On the other hand, setting the bar too low can prevent growth.


Setting goals that align with your values will allow you to stay inspired. Fulfilling this criterion propels you closer to where you want to be. When adversity strikes, your core values will be a dependable source of guidance to see you through.


By having a dependable timeline, you can guarantee that your goals remain at the forefront. After all, accomplishing success is no easy feat; it demands unrelenting hard work, dedication, and time to nurture.

13 SMART Goals Examples for Case Managers

Here are 13 examples of SMART goals for case managers:

1. Identify Patient Needs

“I will assess my patient’s individual needs and provide appropriate interventions tailored to their situation within the next three months. I plan to use evidence-based research to provide the best possible care.”

Specific: The goal is to identify the patient’s needs and provide appropriate interventions.

Measurable: This can be evaluated by assessing patient needs and providing appropriate interventions over three months.

Attainable: Utilizing evidence-based research ensures that the best possible care is being provided.

Relevant: This SMART goal is appropriate because it focuses on providing the best care possible for patients.

Time-based: There is a deadline of three months for this particular goal.

2. Enhance Community Relationships

“I want to build stronger relationships with community organizations and partners in my area by the end of this year. I’ll contact three local organizations to learn about their issues and challenges to better serve our clients.”

Specific: The goal defines the exact type of relationships to strengthen (with community organizations and partners) and when it should be completed (by the end of the year).

Measurable: You could count the number of organizations contacted.

Attainable: Connecting with local organizations is definitely possible.

Relevant: Strengthening relationships with relevant organizations will serve our clients better.

Time-based: Goal achievement should be met after this year.

3. Increase Access to Resources

“I’ll strive to increase resource access for all clients this quarter. That may include physical, mental, and financial resources to help them find better employment and improve their quality of life.”

Specific: The aim is to gain access to resources for each client.

Measurable: Evaluate the resources available and how they are utilized.

Attainable: This goal is feasible if you invest the necessary resources and time.

Relevant: The statement aligns with the primary objective of boosting resource access.

Time-based: You should expect this goal to be reached within the quarter.

4. Reduce Social Stigma

“For the 5 months ahead, I’ll develop and implement strategies to reduce the social stigma associated with mental health issues. I want to create an environment of holistic wellness for my patients and support them in any way possible.”

Specific: The goal is well-defined, detailing the objective and how it will be achieved.

Measurable: The strategies can be evaluated to assess their effect on reducing social stigma.

Attainable: Ensure you create programs and initiatives to raise awareness and support those dealing with mental health issues.

Relevant: This is pertinent to case management because it promotes holistic wellness for patients and supports them in any way possible.

Time-based: There is a 5-month timeline for accomplishing this goal.

5. Improve Quality of Care

“I want to implement a system that improves the quality of care provided to clients. I’ll review existing methods and develop new approaches to be tested and evaluated over the next 6 months.”

Specific: The SMART goal is clear, as it defines the purpose and process to improve the quality of care.

Measurable: Evaluating the success of the approaches will provide quantifiable results.

Attainable: Implementing a system to enhance the quality of care is achievable.

Relevant: Case managers must ensure their clients receive the best care possible.

Time-based: A deadline of 6 months is established for success.

6. Engage in Systemic Advocacy

“I will attend two systemic advocacy meetings with organizations each month. This will help me to understand the systemic issues related to the communities I serve and shape my practice to meet patient needs better.”

Specific: The person attends two systemic advocacy meetings each month.

Measurable: Attendance should be tracked for each meeting to ensure the goal is met.

Attainable: This SMART goal is feasible if the person takes the time to attend the meetings.

Relevant: Engaging in systemic advocacy is essential for case managers to understand and address issues impacting their clients.

Time-based: Consider this an ongoing effort that you strive for monthly.

7. Develop Supportive Networks

“I’ll foster relationships with key community stakeholders and social service providers for 9 months. I hope to create supportive networks for clients to ensure they get the best possible services and resources.”

Specific: The SMART goal is to foster relationships with key stakeholders and social service providers.

Measurable: Check off the boxes each time you develop a relationship with a key stakeholder or provider.

Attainable: This goal is achievable by committing time and resources to develop relationships.

Relevant: Relationships with key stakeholders and providers are necessary to provide clients with the best services and resources.

Time-based: Nine months are required to accomplish success.

8. Strengthen Professional Practice

professional development

“I will spend time learning best practices in my field and develop new skills through attending workshops and conferences. Within 8 months, I want to become more competent, confident, and innovative as a case manager.”

Specific: The case manager knows they need to spend time learning best practices and developing new skills.

Measurable: The individual will attend workshops and conferences to further their knowledge.

Attainable: This is achievable with the right amount of dedication and effort.

Relevant: The goal relates to your desire to become a better case manager.

Time-based: Goal completion will be met within 8 months.

9. Foster Inclusion and Diversity

“I will develop and implement an inclusion and diversity plan for different backgrounds, genders, ages, and disabilities. The plan will provide equal access to care for all patients and protect against discrimination within 7 months.”

Specific: The person will design and execute an inclusion and diversity plan.

Measurable: Measure how successful the plan is in providing equal access to care.

Attainable: Seven months is a realistic timeline for creating an inclusion and diversity plan.

Relevant: This goal is suitable because it ensures that all patients have equal access to care and are protected from discrimination.

Time-based: There is a 7-month deadline for achieving this particular goal.

10. Promote Collaboration With Clients

“I’ll work to create a more collaborative relationship with clients by the end of three months. That will involve regular check-ins, listening to client feedback, and assisting in finding resources to help their situation.”

Specific: You want to create a more collaborative relationship with clients.

Measurable: This is measurable through regular client check-ins, listening to feedback, and helping them find resources.

Attainable: This is doable because the case manager is actively taking steps to build stronger client relationships.

Relevant: The goal is appropriate because it promotes collaboration and helps your clients.

Time-based: The statement is time-bound with a specific timeline of three months.

11. Use Positive Reinforcement

“Within two months, I will use positive reinforcement to ensure better outcomes with clients and foster a more supportive environment. I’ll learn new strategies, such as reward systems, to encourage clients to make positive choices.”

Specific: The goal states the objective, what will be done to achieve it, and the timeline.

Measurable: You could use feedback from clients to determine success.

Attainable: Learning new strategies and using them effectively in two months is feasible.

Relevant: Positive reinforcement will foster better relationships with clients.

Time-based: The goal is to use positive reinforcement within two months.

12. Address Policies and Procedures

“I will update our policies and procedures to better serve our patients by the end of four months. I want to make sure that all relevant documentation is up to date and organized in an easily accessible way.”

Specific: This statement outlines what needs to be done (updating and organizing policies and procedures).

Measurable: Quantify the number of policies and procedures that need to be updated.

Attainable: Updating policies and procedures can definitely be achieved in the given timeline.

Relevant: Ensuring that all documentation is up to date and organized in an accessible way will help serve patients better.

Time-based: You should expect goal attainment within four months.

13. Encourage Health Literacy

“To help clients make informed decisions about their health, I’ll create and distribute educational materials about health literacy this quarter. These documents will contain information on healthcare access, insurance options, and other medical resources.”

Specific: The goal is easy to understand, specifying exactly what will be created.

Measurable: You can track the number of educational materials distributed.

Attainable: Creating and distributing educational materials is achievable within a quarter.

Relevant: This will promote health literacy and empower clients to make informed decisions about their health.

Time-based: There is a one-quarter window to reach this certain goal.

Final Thoughts

The SMART system is an effective strategy for case managers to guide their clients toward success. It’s a way to ensure the goals are achievable and relevant while providing guidance.

By understanding SMART goals, case managers can do everything necessary to reach their potential more quickly. So don’t be afraid to take the time to properly set SMART goals—the rewards will be worth it.

resources for success

This post may feature products and services that we think you’ll find useful. Please read our disclosure for more information.