Regular check-ins with your business are key to being clear about where you are relative to your goals.

They also present an opportunity to change course and make adjustments before things to sway too far from the direction you want them to go. (Nobody wants to wait until the end of the year to realize we could have done something WAY sooner).

You want to make the most of your time and energy and a mid-year evaluation of your progress and your life as an entrepreneur can help you do that.

Below are a list of things you may want to do to set yourself up for a fabulous 2nd half of the year. This is certainly not comprehensive! Leave a comment if you have another idea to share.


Here’s my checklist for a game-changing mid-year business evaluation:

1. Reconnect with Your Vision.

It’s critical to keep your business vision front and center as your compass as you grow and scale. When you have a documented and clear Vision for your business you can check to see if you’re staying aligned with it.

As we’ve seen in the past few years, things can change dramatically in a short period of time. This is also a good opportunity to take account of any changes, your results and experiences, and any unexpected events and determine whether your Vision needs revising or expansion.

write your business vision
reach your goals

2. Review your goals for the year.

This sounds like a duh, but it’s easy to get so busy working that you forget to check your progress on the goals you set at the start of the year. I recommend tracking your annual goals each month. This half-year point is a chance to celebrate progress and make some BOLD choices about what are the priorities the remainder of the year. Anything no longer relevant? Deadlines on track? This will support you and your team members.

Once you’ve reviewed your foundational direction tools- your Vision and your Plan- move through the steps below.

I’ve ordered them based on what feels like a natural flow for seeing gaps and opportunities for improvement, but if a different order feels better, then by all means go for it! 

  • Check your numbers. Are you on track, ahead of goals, or behind? Your responses to all the other steps here can reveal potential strategies to boost your numbers.
  • Have a marketing and sales check-up. Get clear about what marketing strategies are working, and if sales are not flowing, find where they’re getting stuck. Sometimes small tweaks can increase revenue quickly!
  • Do a “gut check”.  Ask yourself what’s working and what’s not to uncover obvious gaps and opportunities to build on success.
  • Ask for feedback from your team. If you have team members they are a valuable source of insight for creative ideas for growth and improvement.
  • Evaluate investments of your time & money. Sometimes we keep subscriptions longer than we use them or you might outgrow a certain networking or membership organization.
  • Audit your self-care. Are your self-care habits and routines meeting your needs? Could you use more YOU time? What do you need more of, less of to feel your best? Identify what steps/changes will be most supportive of the experiences you want in your life and business.
  • Assess your relationships. Are you working with your ideal clients? Who’s in your inner circle? Check in with your collaborators and referral partners. Perhaps there are opportunities to say thank you. Relationships are central to our businesses and we can cultivate and nurture them.

As part of your mid-year business evaluation take our free Fab 4 Sweet Spot Assessment to uncover what you can do to get better results with more ease. 

You’ve got this!