Episode 67: How to Conduct a Mid-Year Review

As we approach the halfway mark of the year, I’m sharing the step-by-step process I use in my business and with my clients and students for conducting a mid-year review. There’s no right or wrong way to do it so I hope this serves as inspiration for you in planning and preparing for success in your coaching business.

67: How to Conduct a Mid-Year Review

As we quickly approach the middle of the year, I have to take a moment to wrap my head around the fact that we've already completed five months in the year. It feels like just yesterday that I was celebrating the new year and I was getting all of my ducks in a row for 2021.

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Show Notes

As we quickly approach the middle of the year, I have to take a moment to wrap my head around the fact that we’ve already completed five months in the year. It feels like just yesterday that I was celebrating the new year and I was getting all of my ducks in a row for 2021.

Even though it’s gone by so quickly, it’s extraordinary what we’ve accomplished in our businesses with everything that's going on in our world. That’s why I wanted to take this episode to talk about a topic I love – planning and preparing for your business success – and specifically conducting a mid-year review.

I'm going to walk you through the process I use that’s been very helpful for me and my clients and I want you to make it your own. Feel free to use this information as inspiration, to follow it to the letter, or anything between, and spend a little time reflecting on the last six months, and what you want the next six months to look like.

Topics covered

  • Why you should customize the mid-year review process
  • The importance of reflecting on your progress
  • Separating your worth from your work
  • Making room for your goals to evolve
  • The step-by-step review process I use in my business and with my clients and students
  • How to start your mid-year review
  • Connecting your plan for the year with your accomplishments
  • What to do if you haven’t achieved your goals
  • Getting the deeper story from quantitative and qualitative data
  • Reevaluating and redefining your goals for the rest of the year

Resources mentioned

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TRANSCRIPT

 

Well, hello, my friend, and welcome to another episode of the Coach with Clarity Podcast. My name is Lee Chaix McDonough, I am so happy to be here with you this week. And today we are going to talk about a topic that I love, because it has to do with planning and preparing for your business success. So if you are listening to this episode when it goes live, it is June 7 2021, which means we are quickly approaching the halfway mark of the year. Which I need to just pause for a second because I'm having a hard time wrapping my head around the fact that we've already completed five months, and we are well on our way into the sixth month of the year. It really seems like yesterday that I was celebrating the new year and I was getting all of my ducks in a row for 2021. And here we are, we are almost at the halfway point. And even though this time has gone by so quickly, for me, when I think about the last five to six months, it's really extraordinary everything that we have accomplished in our businesses, everything that's going on in our world. And so this is a lovely time for us to pause and take stock of all we've accomplished so far. That's why I thought June would be the perfect month to drop a podcast episode all about conducting a mid-year review.

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