A Mid-Year Review of This Year’s Goals

Back in December, I posted my traditional New Years blog, inviting my readers to select three words that describe their focus for 2017. That way they would know, at least thematically, how to set their goals and expectations for the year.

If you’re like most people, you haven’t thought about your New Year’s resolutions since February. Even firms that go through a strategic planning process can get so busy with the day-to-day that they forget to reference and implement their objectives for the year. So, I invite you to revisit whatever goals you set for yourself so that you can stay focused on achieving them, redefining them if necessary, and increasing your chances of fulfilling them. Call it a mid-year check-in.

The simplest way to do this is to ask yourself the question: “By December 31st, what will need to have occurred in order to consider this year a success?”

The same technique can work well as you advise your clients. Ask them, “what will need to have occurred by the end of this year in order for our engagement to be a success?” Their answer will give you an insight into their expectations (and how to exceed them).

The good news is that it’s July. You still have time to revitalize any initiatives that may have stalled out over the past few months. The bad news is that it’s already July, so further procrastination is not an option.

Authored by David Ackert