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How To Do A Step-by-Step Mid-Year Goal Audit

Updated: Jul 6, 2023

Goal Check-In: Assessing Your 2023 Progress and Igniting Success

The second half of 2023 is here!

It’s July and we’re half way through the year. It’s easy to lose focus on your 2023 Business Goals by this time.


So reviewing them will ensure that when December comes, you won’t be disappointed for not achieving your plans.


Conducting a Mid-year review allows you an opportunity to check in with your goals and identify improvement areas.


No matter where you are right now, here is a 5-step process to help you reach your goals in the final six months of 2023.


STEP 1: Revisit your Goals

Gather your team and revisit the goals you set at the beginning of the year. Ensure everyone has a clear understanding of the objectives and metrics associated with each goal.


STEP 2: Evaluate Progress

Measure and evaluate your progress toward each goal. Use quantifiable data, performance metrics and key performance indicators (KPIs) to assess whether you are on track, exceeding expectations, or falling behind. Identify areas of success and those needing improvement. .


STEP 3: Identify Challenges and Opportunities

Identify what’s working and what isn’t. Understand what actions, strategies, or resources have been effective in driving progress. Additionally, identify any challenges or obstacles that have hindered your progress and analyse their root causes.


STEP 4: Adjust and Refocus

Based on your evaluation, make necessary adjustments to your goals. Set realistic and achievable targets for the remainder of the year, taking into account any changes in priorities, market dynamics or internal circumstances.


STEP 5: Develop Action Plans

Break down each revised goal into actionable steps and develop detailed action plans. Clearly define the tasks, allocate responsibilities and set deadlines. Ensure that each action plan is specific, measurable and aligned with the revised goals.


Remember, a mid-year goal audit is not just a review process. It is an opportunity to recalibrate your path to success. Assess your progress, make necessary adjustments and set yourself up for a strong finish to the year, ultimately achieving your business goals and driving growth.


Wondering where to begin?


Contact us for a Complimentary Mid-Year Review Session

How will it benefit you?

  • Discover the gaps in your actions and create a new success roadmap to make 2023 a year of success.

  • Gives you new and creative ideas on how to overcome obstacles in your way.

  • Walk away with a renewed sense of motivation and a step-by-step process to ensure you accomplish your big goals.



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