Mid-Year Review - How are You Doing?

Well, we have all celebrated July 4th and now find ourselves right in the middle of the year!

I find the middle of the year to be just as exciting as the beginning of the year. At the beginning of the year I start out with my plan for the year. I have identified my goals and objectives and I am ready to get started on all of the possibilities of the year. It is truly an exciting time.

As I approach the middle of the year, this is where I take a step back and review how my year is progressing and where it is going. I evaluate what is working and what is not. I assess what if any adjustments I need to make for the second half of the year. I also typically take some time off to renew, refresh and re-energize. While I am enjoying my down time I always complete a checklist of my life. I use the Love, Like, and Dislike Checklist from my book, The BEST Shift of Your Life – The Restaurant Manager’s Guide to Success Outside the Restaurant. You can download your own free Love, Like, and Dislike Checklist by going to my website,

My question for today is “where are you?” What does your mid-year review look like? Here are a few questions to ask yourself:

1) If you have no idea where to begin or you think it’s too late in the year to make it happen. Let’s be clear it’s never too late to start your plan for this year. Any time you start is the perfect time – the key is to start somewhere. If you are uncertain how to begin – just jump in and complete the Love, Like, and Dislike Checklist. Trust me, I use it all the time it is a great tool to jump start the development of your goals and objectives.

2) If you started the year with goals and objectives – did you write them down? Did you commit to achieving them or did you simply just talk about them? Successful people write down their goals and objectives as a commitment to themselves. If you don’t have any goals and objectives written down here are a few things to consider:

a) What personal goals do you have for the next six-months?

b) What professional goals do you have for the next six-months?

c) Objectives are the steps that lead you to achieving a goal.

d) Every goal needs objectives to increase your probability of success.

3) If you have already written down your goals and objectives – congratulations! Here are a few key questions to ask yourself to keep yourself moving in a positive direction:

a) What goals have you already completed? Celebrate your successes!

b) Are you on track to complete the goals you identified at the beginning of the year?

c) If you have not achieved any of goals – why? What stopped, blocked or prevented you from not achieving your goals?

d) What do you need to do differently to get yourself back on track? What do you need to start, stop or continue so that you increase the probability for success?

e) Do you want to make any mid-year adjustments to your plan?

f) If you achieved all of your goals then what are your goals for the next six months?

One of the true traits of successful people is their ability to write their plan and successfully execute it. Developing goals and objectives is not a perfect science however it is a perfect start for moving yourself on a path for achieving more personal and professional success.

We all have the power to change the course of our lives. As you complete your mid-year review – step back and invest in your future today!

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  • Kathleen: Do you have any suggestions for those of us highly creative/right-brained folks who thrive on spontaneity and shrink under the weight of a schedule? You say that highly successful people set goals; so do over-achieving Type A's who don't feel fulfilled unless they're checking off things on their to-do list.

    Is there a way to maintain a feeling of freedom and mental spaciousness when you have a calendar that's all filled out even before the week's begun?
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