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

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!

[Tweet “You can’t do anything about the past, but you can sure as heck fix your future. – Spark and Profit”]

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?

EP64: Setting Your Business Up for Success in the New Year

EP64: Setting Your Business Up for Success in the New Year

I can’t think of a better time to set your business up for the success than at the start of a brand new year.  Who isn’t inspired to set intentions, plan, and create vision?

Now intentions are great but you have to have a system to put them into to action, right?

Today I share my top tips for building a successful business this year.

set your business up for success

Listener Question on this episode:

How do I transition to a virtual assistant?

Resources mentioned in this episode:

Ask Lisa (to have your question featured on an upcoming episode)

Spark and Profit Lounge (my private FREE Facebook community)


Thanks so much for joining me for this episode of the Spark and Profit Podcast.

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Until next time!




10 Ways to Prepare Your Business For the New Year

10 Ways to Prepare Your Business For the New Year

prepare your business for success

2016 is just about outta here and if you haven’t begun already it’s time to do some end of year and start of year preparations.

Before you get started take a moment to reflect on what happened for you in 2016.  Grab your free 2017 Reflection and Vision Planner.

Here are your top ten ways to prepare your business for the new year:

1. Prep your posts in advance. If you are taking some time off for the holiday create your newsletter, blog posts and social media posts in advance. Use tools like Hootsuite to automatically post for you so it doesn’t look like you abandoned your business.

2. Clean up your email. Dedicate some time to go through your inbox and delete, delete, delete. Save any important messages in folders.

3. Create your marketing plan for 2017.  Remember, a failure to plan is a plan to fail. Plan your next 12 months out, so that you have an idea of where you are going. Your vacations, upcoming promotions and blog post topics should be planned out.

4. Update your website. Change your copyright date from 2016 to 2017.

5. Layout the plans for your next product/program. You should have at least one planned for the first quarter, right?  So get the skeleton of that baby completed.

free planner for new year6. Get your receipts in order. Update any W-9 forms you may with affiliate and vendors and get prepared for tax season.

7.  Review your website.  If you are taking some time off this is the perfect time to make some tweaks and give your site a freshen up. You may even consider updating your personal website photos.

8.  Remove and update low to no traffic items. If you have an opt-in offer that just isn’t getting sign ups or a service/product that has cob webs, fix it. Consider getting rid of it all together or change the layout and/or title.

9.  Set new money goals – raise your rates. If this makes you uncomfortable, stretch yourself. Your business should be growing each year and as you grow and become more seasoned and skilled at your craft your rates should increase.

10. Update your schedule. Every year our dynamics change.  Take your current household demands into account and update your new home/work schedule. Set new work hours if necessary.

free planner for new yearDo you have an end of the year routine I haven’t mentioned? Share it with me in the comments below.