HOW TO DO A MID-YEAR GOAL REVIEW
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Can you believe it’s already halfway through the year??!!! Yeah me neither. But the way my first half-year has gone, I’m super excited to re-evaluate and make the second half doubly as awesome!! I did already touch on the mid-year goal review in a previous post about SMARTER Goal Setting, but I wanted to really break down the Mid-Year Goal Review process to get specific on all the little points that you may be wondering about.
To be honest, the Mid-Year Goal Review is almost the same as the Quarterly Goal Review. And some people don’t even do a Quarterly, so if you don’t, it’s good to do a Mid-Year. It really gives you some perspective on where you started 6 months ago, and what major changes need to happen to achieve your goals you wanted done within the year time-frame. So here’s how to do a mid-year goal review:
1.Get Your Stuff Ready
Find all your reviews from the past 6 months, all your Life Wheels from the past 6 months, and your goal lists from the past 6 months. You want to have all this out and ready so you don’t have to stop in the middle to go searching for anything. Put everything in order, by month. Then, make sure you have a good hour or two to really dive into this un-interrupted. Turn off your phone, close out all windows on your computer (especially email!) if your goals and reviews are on your computer, and make sure your family understands this is YOUR time to work. (Some people like setting timers to stay focused as well.)
2. Take a Hard Look Back
Go back through all your reviews, etc from the last six months to really understand where you started, and how far you’ve come. Start a list, or use the FREE workbook for your Mid-Year Review to jot down all this stuff. Include how it’s made you feel to get organized, or get your goals really defined, or just simply to complete a task list. So much of goal setting is emotion-based–especially for us working moms! We do this stuff for our family, but also for our own sanity! And many of us need to really see the progress in black and white.
Determine by your notes and lists if you’re heading in the direction you intended. Did you expect to be this far? Or did you expect to be farther? Maybe something huge came up that’s thrown some things completely off-course. What things did you do that worked? What didn’t work? What do you need to do more of? Less of?
Think about the obstacles you encountered. Were they expected? Did you have a plan in place for them–and if so, did it work? Or do you need to figure out a new plan for those obstacles?
And lastly–what lessons have you learned? Re-evaluate those goal lists and see if you need to keep on your current charted course, or chart a new or different one.
4. Set Your New Intentions
Now you’re ready to set your new goals and intentions for the second half of the year. Use the SMART Goal Setting Method if you’d like to completely redefine your goals. Otherwise, update your task lists, and your benchmark lists. Get things put in your calendar for the next month. Set up your rewards for those more difficult tasks. Determine any obstacles that may come up. How will you handle them? If you need more help dealing with obstacles, check out this post.
You’ll undoubtedly hear me say frequently that there’s no point setting the goals and doing the planning part if you’re not gonna execute. DOing the work is the most important part of goal-setting. Your review should’ve addressed whether or not you’re really getting your tasks done or not. So this part should stand out more boldly in your mind. If you’ve been on a good track, continue! If not, get going, Mama!! These tasks aren’t gonna do themselves!