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TOPUCU Facilitator Guide
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Finisher Lesson 5: Finances and Work Life Goals
(Goal Setting parts 14-18)
Classroom

Review Key Words and Phrases
• What is a goal?
• Four types of goals
• S.M.A.R.T. goals

Walk through several examples of S.M.A.R.T. goals with the class. Use the examples in the workbook to
help them better understand each component of the model. Ask for volunteers and work through the
formation of a S.M.A.R.T. goal as a class.
Introduce Finances and Work Life Goals
Share a personal story, or an example, of a Finances and Work Life goal. Remember to tie the example
back to the four types of goals and well as the S.M.A.R.T. goal model.

Assign post-class work & readings
• Complete Parts 19-23 of the Finisher program: “Goal Setting” in the workbook.
(Allow time in class to start working on it)
• Remind the class of Starter Lesson Five homework assignment

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