How a Mid-Year 2023 Review Can Help Leaders Reset Their Personal & Business Goals

How a Mid-Year 2023 Review Can Help Leaders Reset Their Personal & Business Goals

On January 1st, you clinked glasses to all the goals ahead of you, and in the blink of an eye, we arrived at the mid-year mark of 2023. You had much you set out to accomplish this year, and leaning into the end of the second quarter, it’s a great time to assess your progress with a mid-year 2023 review and see where you stand. 

If it’s been a while since you’ve looked at your business, fitness, or personal life goals, you might be worried – what if you’re not halfway to your goals? What if you haven’t been keeping track of your progress as closely as you should? 

Instead of getting stuck in our thinking on what hasn’t happened, project your thoughts to the six months ahead and what can still happen: Six months is a long time, after all! At Carver Concierge, we work to help high-achievers do more, and we have a suggestion perfect for the month ahead: a mid-year 2023 review. A mid-year review can help you reset your personal goals and track your progress. And we’re going to guide you every step of the way. 

Re-examine Your Personal & Business Goals with a Mid-Year 2023 Review

Take a look back at your 2023 goals. Whether you wrote them down in a journal or created an elaborate spreadsheet, reflect on what you set out to do in January. What did you hope to accomplish by December? Ask yourself these two questions:

  • Are they realistic? On New Year’s Eve, you may have been an overzealous version of yourself, and the goal may need to be tweaked to be attainable.
  • Did I create smaller objective steps to get to the end? If not, outline what you will do for each of the next six months to develop a culminating effect of your actions that adds up to the goal being met.

What Progress Did I Make? 

The famous quote is true: If you can’t measure it, you can’t manage it. 

It’s time to look honestly at your progress. How are the results stacking up to your vision? Whether your plan was adding more clients, increasing your income by a certain amount, or hiring six new employees this year, you should be halfway to your goal by now. How are you tracking your KPIs for business goals? How are you measuring your personal goal gains?

Make sure you have a system that readily lets you assess your progress and set regular times on your schedule to meet with yourself to track your progress. 

What Wins Did I Have?

Don’t get us wrong – reaching a big goal is great, but no matter how far along you are, it’s important to celebrate even your small wins regularly. This may be significantly more important if you lead a team who is an integral part of a business goal, as they’ll also appreciate knowing that together you’re making progress. Celebrating your progress will help you: 

  • Stay motivated when the going gets tough. 
  • Encourage others that their efforts matter.
  • Keep your self-esteem and your team’s morale up. 
  • Combat burnout. 

So celebrate your wins however you’d like. Journal about all of them, or pop open a bottle of wine with a friend and toast to progress. After you’ve celebrated your success – and only after – return to your mid-year 2023 review. 

Make a Plan of Action

Now it’s time to plan your steps to achieve your goals. For best results, these steps should be concrete, measurable actions that you can take. In addition, you should be able to track whether or how often you’ve done them to know if you’re meeting your goals. 

Once you have your plan, make it stick by finding an accountability partner. This can be a friend or a networking partner. Ideally, they will also have big goals they want to reach, so you can both hold each other accountable. Or, you may have a business coach with whom you can share your progress and aspirations.

Plan to review your goals regularly – at least once a week. Plan to meet with your accountability partner at least monthly and check in via email or text weekly (if you won’t see them in person). 

Delegate Low-Value Tasks

To stay on track to reach your goals, delegating some of the extra tasks keeping you away from your work is a good idea. Some call these tasks low-value work because they don’t contribute to your long-term goal or productivity; however, they are “must-do” tasks like grocery shopping, lawn work, meal preparation, gift shopping, calendar management, and more. They are tasks that need to be done – but not necessarily by you. 
When you’re ready to outsource some of these tasks, Carver Concierge can help you through our personal concierge services for clients in the Tampa Bay or Nashville Metro areas. We understand that if you’re taking 5 hours a week to set appointments and pick up your dry cleaning, you’re spending hours of your time that you could be putting towards your goals of closing more clients, hiring new team members, or reaching your wellness goals. We’d love to help you celebrate your accomplishments at the end of this year, so contact us today if your mid-year 2023 review reveals you could use support in reaching your goals.