Mid-Year Goal Audit in 3 EASY Steps

It’s time to take a deep relaxing breath and do a mid-year goal audit! So, from one friend to another, how are your goals going so far?

Which statement feels most true to you:

1. I’m a genius! I need to set new goals because I have surpassed them all! (Just WOW!)
2. Hitting the mark and I’m right on schedule with my goals (Well done!)
3. I feel like I’m chasing my goals and not reaching any of them (We’ve all been there! It is a part of owning a business)

Whether you feel like you’ve been sucker-punched by the first half of this year OR you are kicking it out of the park, we’re here to help you. We want you to get all set to succeed in the next half of this year! There is no better time than the middle of the year to evaluate how the first half of your year went and how you want to move forward from here. 

Now, if you haven’t set yourself goals for the year, not to worry! Check out our guide 8 Goal Setting Tips For Your Business. It’s never too late to start setting goals.

What is a mid-year goal audit?

A mid-year goal audit is a moment you take in the middle of the year to evaluate how you have been progressing towards your goals in the first half of the year. It helps you revise where you are with your goals and ensures that they are on track and realistic.

Why is a mid-year goal audit important?

A mid-year goal audit is an excellent opportunity to see what is working well and what is not working well. This gives you the space to pivot and reset goals if you need to. It also gives you a holistic view at your business and can help you refocus what you’re doing and why you’re doing it. 

Now onto the audit…

3 EASY steps to conducting a mid-year goal audit:

We have 3 easy steps to help you assess your current goals and where to go from here — no matter where you are right now.

Step 1: Reflect

The first thing you need to do is remind yourself of what key goals you set for yourself at the beginning  of the year. Take a moment  to reflect on these! 

Firstly look at:

• What are you celebrating? 
• Did you reach any milestones?
• What goals did you reach? 

We want you to really take time to honor these achievements big or small and reflect on the joy of reaching your goals!

Next look at what didn’t work. Reflect on why they didn’t work. This step works best if you use data you’ve tracked over time such as google analytics. 

Step 2: Reassess

Ask yourself if your goals are realistic? Are your goals are practical? Also take this moment to reassess if the steps to reach these goals are clear and simple enough to be consistent with.

Step 3: Reset

Now it’s time to layout your game plan for the next half of the year. Ask yourself these questions:

• What are your fresh goals?
• Are there any areas that you need to pivot on?
• What do you need to change in order to reach these goals?
• Can any goals be adjusted?

Depending on how you answered these questions, reset your plan and stick to it. The most important aspect of your goal setting is to make sure the goals are practical and measurable, with clear steps of how to achieve them.

If you would like more in depth questions for evaluating your goals mid year, we put together this really useful workbook for you to get started:

Going through this small 3-step process of evaluating your goals is a simple way of auditing your progress. We hope that doing this will motivate you, encourage you and inspire you to keep moving forward with your business goals!