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Video lesson2:00 · lesson 18 of 27

Section 3e - Banking revenue and finance

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Setting SMART Financial Goals

Welcome back again, smart entrepreneur!

Let's talk about setting SMART financial goals. Remember: SMART stands for Specific, Measurable, Achievable, Relevant, and Time-bound. When you create financial goals using this framework, you ensure that your objectives are well-defined and directly contribute to your venture's overall success.


A SMART Financial Goal in Action

For example, you can set a SMART financial goal like this:

"Increase monthly revenue by 15% in the next six months through marketing and expanding my customer base."

Let's check it:

  • Specific — increase monthly revenue through marketing and customer expansion
  • Measurable — 15% increase (trackable)
  • Achievable — realistic with focused effort
  • Relevant — directly tied to the mission of growing the business
  • Time-bound — six months

This goal provides a clear roadmap to follow.


Connecting Financial Goals to Your Mission

Lastly, connecting your financial goals to your mission and vision is crucial. It's not just about making money; it's about making money with a purpose.

This approach helps you:

  • Track your progress using meaningful metrics
  • Make data-driven decisions
  • Steer your project toward success

Your Financial Toolkit

Remember these three essentials:

  1. Keep an eye on revenue metrics — know how your project makes money
  2. Understand the role of KPIs — use them to track performance beyond just finances
  3. Set SMART financial goals — clear objectives tied to your mission

By emphasizing the connection between financial goals and your overall project objectives, you empower yourself to navigate your entrepreneurial path effectively.