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How a Mid-Year Review Can Help You Achieve Your Goals
Description
“What questions do I ask myself in a review? What do I do when I sit down to check my progress? How do I adjust my plan?”
We’re almost at the midway point of the year which is the perfect time to do a review of your business. But not everybody knows where to start when it comes to doing a review, and these are the types of questions I get when working with clients.
What if you’re not sure if you’re on track with your goals? Don’t worry! With my framework, you can figure out whether or not you’re still on pace to meet your goals for the year.
In this episode of the Promote Yourself to CEO podcast, I walk you through a mid-year review. You’ll learn the questions you need to ask yourself to help you determine what is and isn’t working in your business and how you can start planning for the second half of the year.
On this episode of Promote Yourself to CEO:
5:00 - Look at each goal you set at the start of the year and ask yourself these questions. I discuss a couple of mine.
10:39 - What goal am I not currently on track to reach? Here’s one I’ve been struggling with lately.
14:42 - The next step in the mid-year review process involves digging a little deeper with a month-by-month review. Answer these key questions.
25:22 - What has worked so far this year? (And what has flopped? I reveal why something going wrong isn’t always because you did something wrong).
33:28 - Your leading and lagging metrics are two of the most important things in your business to wrap your head around.
36:10 - Is there a gap in your revenue at this mid-way point? If so, here’s what you can do.
38:17 - Plan for the rest of the year with these four questions to ask about each month remaining.
44:22 - So many entrepreneurs struggle because they overcomplicate this! To wrap up, I offer this one final piece of insight.
Mentioned in How a Mid-Year Review Can Help You Achieve Your Goals
- Mid-Year Review Workbook
- The CEO Collective
- The CEO Retreat
- 90-Day CEO Operating System
- The CEO Planner
- Plan Your Best Year Ever Challenge
- Racheal on Instagram and TikTok
- Rate and review on Apple Podcasts
Connect with Me:
- Instagram: @racheal.cook
- TikTok: @rachealcookmba
- LinkedIn: @rachealcook
- YouTube: @the_ceo_collective
- Website: The CEO Collective
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🎤 Thanks for listening! I'll see you next week!