This May Actually Help You Rewire Your Relationship With Mid-Year Reviews
Earlier this year, I went through a rebrand and website redesign process — and if you’ve ever done that, you know what a lift it is, especially if you want to do it well.
Like I mentioned when I announced the launch of my new website, in April, I LOVE it!
(And here’s the truth: I didn’t realize how “dated” my old website looked until the new version was presented to me.)
But, I am NOT loving the back-end of this process.
It’s created a time-sensitive project I hadn’t planned on having: manually downloading each blog post from my old website. Y’all they go back to 2010! 😯
So, I’ve been carving out varying amounts of time each day and I’m making good progress.
Now, I won’t go so far as to say, “I’m having fun,” but I must admit: it is somewhat cathartic to travel down “memory lane” and see how the topics and themes I talked about in years past are not too different from what I address currently.
Even if the examples I used back then are dated, the core ideas still hold true.
What I didn’t expect was how rereading old posts would reignite my commitment to talking about money the way I do: differently.
That clarity is energizing — and it reminded me why I started this work in the first place.
I’m glad the behavioral aspects of money have become more mainstream with more people embracing it — that’s a good thing!
But here’s how this relates to you: mid-year has arrived.
As I write, July 1 is just a few days away, which means we are officially half-way through the year. That makes now the perfect time for a mid-year review. 🙂
Personally, I think any time is a good time to reflect on what’s working, what’s not, and what needs to shift — in your money, business, and life.
Especially as it pertains to tracking your progress to hitting your year-end goals.
But what makes doing this in July so poignant is because you have 26-weeks worth of data. And data doesn’t care if you like it or not — it simply is what it is.
Your job is to get curious about what the data is telling you to do (or not) next.
That’s why I am a huge fan of mid-year check-ins. They provide an opportunity for you to:
Assess your current situation - Where are you now relative to where you thought you’d be? What’s working? What’s getting in your way?
Assess your rituals* - What habits are moving you forward? What habits are keeping you stuck? (*Btw: Everyone has rituals, even if they are undocumented.)
Identify the gap between where you are and where you want/need to be and the extent to which you may need to recalibrate.
Identify the lessons you’ve learned.
Celebrate your wins!
For a lot of folks, summer represents a time to slow down.
But moving at a slower pace doesn’t mean not moving at all!
Actually, I’m of the belief that doing a mid-year review when you have fewer distractions gives you the chance to:
step back so you can expand your horizon,
see things more clearly — and with enough detachment in order to lead the emotions that surface for you as you go through this process, and
determine what small pivots you can make as you move forward through the rest of the year.
And for my fellow business owners, this mid-year review process is perfect for identifying ways to increase your revenue. It also reveals which revenue streams are working — and which ones may need to be paused or adjusted.
For professionals, doing your own mid-year review is not only a best-practice for preparing for your employer’s annual performance discussion — it’s a great way to begin making a case for increasing your salary and/or total compensation package.
Do you have an existing mid-year review process?
If so, I’d love to hear about it and how it helps you to make better choices. Please send me a DM on Instagram.
If not, let’s talk. Because doing this kind of reflective, strategic check-in is exactly what I do with clients — for their money, business, and life. And, I happen to have coaching spots available this month — click here if you’d like to explore what working together could look like.
In the meantime, I’ve got more coming your way this month to help you tap into the power of using mid-year reviews as a tool to make money make sense.
About Jacquette
I love to ask questions and spark aha moments. I love to talk about why success with money is about more than just the numbers, and how the cultural impact on the intersection of money, business, and life matters–A LOT! And, I really hope I help people feel seen, heard, and not judged—especially since money is emotional and personal.
