Mid-Year Check-In
My family on a bridge in Manchester on our way to dinner.

Mid-Year Check-In

How is it almost JULY? Does anyone else feel like the year's first half has flown by? I'm back from a magical two-week road trip around the UK.

If you aren't following me on Instagram, head over there now and give me a follow. I'm uploading pics from my trip to show each day's adventure.? Follow along on my adventure .

As we hit the halfway mark of the year, it's the perfect time for us as entrepreneurs and organizational leaders to pause, reflect, and realign our?goals. Assessing?where you stand and making necessary adjustments can be the difference between ending the year strong or falling short of your aspirations.

I was on a client call this morning with a client discussing her marketing strategy and she was a bit frustrated with how one of her strategies, which typically brings in 30% of her business, was no longer working as effectively.? I dug in and asked her a bunch of questions, and we were able to identify some changes she would make, and she was excited to test and measure the new approach.

It may be time for you to ask some hard questions and see if you should continue doing things the way you've been. Here are three crucial steps to help you effectively check in with your goals and set yourself up for a successful second half of the year.

1. Review and Reflect on Your Progress

The first step in your mid-year check-in is to look at your progress so far. This involves both quantitative and qualitative assessments.

  • ?KPIs:??Look at your key performance indicators (KPIs) and metrics. Have you hit your sales targets? Are your customer lead numbers on track? How do your financials compare to your projections? I love looking at the data and using it?to measure your progress objectively.
  • Reflect on the qualitative aspects of your goals: Ask yourself are you satisfied with your team's growth? How is morale within your organization? Are your marketing efforts yielding the desired brand recognition?

Review your findings, highlighting your achievements and areas where you've fallen short. This reflection will provide a clear picture of your current position and set the stage for your next steps.

2. Realign Your Goals with Your Vision

Once you clearly understand your progress, it's time to realign your goals with your overarching vision. This step is crucial because it ensures that you remain focused on your long-term objectives while adapting to changes over the past six months.

  • Reevaluate Your Goals: Are your goals still relevant? Have any significant changes in your industry, market conditions, or personal circumstances required you to adjust your goals??
  • Prioritize and Adjust: Based on your review, prioritize the goals that are most critical to your success. You may need to scale back on some objectives or shift your focus to new opportunities. Adjust your goals to be realistic and attainable for the remainder of the year.

By realigning your goals, you can maintain a clear direction and stay motivated to achieve your desired outcomes.

3. Develop an Action Plan and Do The Work

With your goals realigned, the final step is to develop a detailed action plan for the next six months and commit to executing it.

  • Create a Roadmap: Break down your goals into specific, actionable steps. Assign deadlines and responsibilities to ensure accountability. Whether launching a new product, expanding your marketing efforts, or improving operational efficiency, having a clear roadmap will guide your efforts.
  • Monitor and Adjust: Establish regular check-ins to monitor your progress. This could be weekly or monthly, depending on the nature of your goals. Use these check-ins to assess what's working and what isn't, and be prepared to make adjustments as needed.?
  • Stay Committed: Many plans falter when it comes to execution. Stay committed to your action plan by maintaining focus, leveraging your team's strengths, and celebrating small wins. Consistent effort and dedication will drive you towards your year-end goals.

The mid-year point is a valuable opportunity for you to assess your progress and make strategic adjustments. Reviewing your progress, realigning your goals with your vision, and developing a concrete action plan will ensure you're on the right track to finish the year strong.? If you're anything like me, they might not be your favorite things to do, but I promise you'll position yourself and your business for continued growth and success.

If you're struggling with creating the right marketing and visibility plan, know I've got you!

I'm releasing a membership group for entrepreneurs, thought leaders, and experts who are brand new in business or have been in business for a while and are overwhelmed with all the strategies they think they should be doing and though they get sparatic sales, are looking to bring in consistent sales. Hit reply and type VISIBLE to get on the waitlist and get a bonus training.

?Cheers,

Darlene Hawley

Awarded Best Business Clarity Coach 2023 – Los Angeles by Corporate Vision.? ?

Ps. I'm opening up a few spots in July?for my 6-month 1:1 Attract & Stand Out Coaching program.

?S chedule a call here! Watch the video below from my wonderful client Cammi as she shares about our work together over the past -almost- four years!

Pss.?Read my chapter in the Courage to Shine book!??Purchase the Book Here .


Case Study: Cammi's Journey from Registered Nurse to Successful Clinic Owner

When Cammi and I began working together, she was a full-time registered nurse with a dream of opening her own clinic. Her goal was not only to establish a successful business but also to create a balanced life that allowed her to homeschool her son and have the ability to make her own hours.

In less than four years, Cammi has transformed her dream into a thriving reality. She now runs her clinic full-time in Utah, having successfully transitioned from her nursing job. Her clinic has expanded to include 1 team?member onsite (and another in the works), plus?a virtual assistant to help with billing and scheduling.

In our work together, Cammi has created strong messaging and offers that attract her dream clients. She has also laid a solid foundation for her business, implementing efficient processes and systems that support scalability. She has grown a team, allowing her to step back from some of the day-to-day operations. Plus,?her marketing and visibility are calling in new leads every week, allowing her to have continued growth.

A crucial aspect of Cammi's success is her ability to create a schedule that accommodates her personal life. She has designed her work commitments around life, allowing her to be with her family and take more time for herself.

One of Cammi's significant milestones was taking a vacation without worrying about her business. (This was such a huge win!)

Cammi's journey from a full-time nurse to a successful clinic owner demonstrates the power of strategic planning, effective team management, and work-life integration. Her story is an inspiring example of how dedication and vision can turn dreams into reality while maintaining personal fulfillment and family priorities.

Want your business to do the same? Let's Chat! Send me a DM.

Jennifer Thomason

Bookkeeping, Accounting, and CFO Services for Small Businesses

4 个月

Taking the time to reflect and adjust mid-year can set you up for a successful second half.?? Great reminder to pause and reassess our goals to ensure a strong finish to the year!??

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