Mid-Year Review: Why You May Need to Trash Your Yearly Goals + Tool

Summer is here and for me that means the end of school, pool days and assessing my business.

Yes, June is month six and my calendar tells me that this year is almost outta here.  The sixth month of the year is the time of year when I reflect on my numbers, client load and all of the plans I carefully laid out for the new year.

mid-year business planner

You see, most of us have lofty goals in December and January, but then life happens.

Perhaps we had a personal setback or lost our fizz so we didn’t take action. Or maybe we realized the tasks we had planned involved way more time/prep than we initially thought.

To be honest, what you didn’t do by now doesn’t matter. I mean you can’t do anything about the past, but you can sure as heck fix your future.  And there’s still time to end your year with a bang!

1.  Pull out your big ‘ole New Year plan so you can see what you still have on task for the year.

2.  Consider why you are/aren’t on task. Are things going ahead/behind schedule or not going at all and why?

3.  Decide if your goals are still in alignment with your business and cross off anything you just aren’t feeling anymore or that you can’t realistically complete within the next six months.

FREE Mid-Year Planner

4.  Set new goals if necessary.  Don’t forget to consider how many days/weeks months you need to plan and launch any new products or programs,  this way your new goals can have a realistic timeline.

5.  Decide how much money you want to make by the end of the year and price your services/products accordingly. How many do you need to sell by….How many clients do you need by, etc.

6.  Don’t be discouraged, even if you are way off of your initial big year plan you are still on your own schedule. If you don’t think your business is where it needs to be, change directions.

7.  Take action!  If you haven’t met your goals there is a pretty good chance that this is one of your issues.

Sounds simple right?  So your next step is to put it into action.

FREE Mid-Year Planner

Let’s Discuss –> Are you on task with your end of year goals?

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33 Comments

  • I’ve included a stop doing section in the Free Review Tool, Ingrid. You might find that helpful. Thanks so much for stopping by.

    Reply
  • I started off the year planning a new business but when some major changes happened with my husband’s company I ultimately decided to abandon my plan and work for him full time. I sort of feel like my New Year started all over again in May 🙂

    Reply
    • That’s okay Beth, the beauty of having your own business is that you can change direction as life dictates. I pray everything is okay with your hubby now, that’s what really counts.

      Lisa

      Reply
  • It is imperative to take time out to review your goals regularly. The reason for this is to check whether or not there is something to improve or maintain your goals.

    Reply
  • Great ideas here, always good to do a check and see where you are with the goals you set and look for changes that need to be made, etc

    Reply
  • I’m not quite on target with my goals for the year because they seem to be ever changing and morphing into new things. I have started using a daily planner which is really helpful though.

    Reply
    • That’s okay Sherri, morphing=discovery. I have a daily planner as well, I try not to put more than three business activities per day.

      Reply
  • This is great! I love #5 and #7. Sometimes going back and reevaluating helps us move forward more efficiently, especially if we can see where we may have erred. Thank you!

    Reply
  • Lofty goals usually only last until February so stopping to reflect in June would certainly help me get back on track and maybe create some new ones! Thanks Lisa.

    Reply
  • Since my business just started mid-January, and I did a narrowing of my focus just this past week, I’d say I can’t really assess if I’m on-track. I’m at the point where I need a whole new set of goals because I didn’t know reality before as it applies to my business. Thank you for your tool, I’m sure it will help me get on track.

    Reply
  • Love the idea of a mid year assessment to reevaluate what’s working and what isn’t. I am in the middle of changing some things personally and in my biz so this is perfect timing.

    Reply
  • Ongoing objective reassessment is a great idea, especially as it helps to re-look at where you’ve come from and to see if you are still on track with where you want to go. I love doing this frequently, as I am involved in many projects and I find that it does require me to be flexible and willing to shift and change to do whatever is necessary in the moment. Thanks for the reminder to stay open and to remember to look at what is working and what needs to change. Often.

    Reply
  • Are we at the mid-year check already? Guess I’d better check in with your audit!

    Reply
  • I was just thinking about this. We are ready to create the next few months editorial/action calendar. Working on a logo & revising our website. And from your great list of questions, I can see other things we can look at. We always have to stay 6 months ahead as that is the way our industry works. Sometimes we are behind, so I do intend to assess and strategize & use our time wisely.

    Reply
    • I love the concept of staying 6 months ahead along with taking a look at the previous 6 months successes/fails so you can make changes. Glad my tips could add to your process.

      Lisa

      Reply
  • Great idea! You should check your goals at least every six months. I look at mine — posted above my computer — every day. It’s motivating!

    Reply
  • It’s a good idea to assess your yearly plan now that almost half the year has gone by (gasp!) and tweak it as needed.

    Reply
    • Exactly, Beth. Looks like Christmas will be here before we know it. Thanks for stopping by.

      Reply
  • I LOVE the idea of reviewing goals and throwing out the ones that are not a good fit. Many times I have kept those – and then became so frustrated because I didn’t get to them but….I really didn’t want to. So, a real review that cleans out things and tweaks the good stuff is a great idea.

    Reply
    • Exactly, Marguerite. You have to be willing to let go and move on. You an always revisit later on.

      Reply

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