Organized and Productive Living

Performing a Mid-Year Review

In my last post, I shared about why it is important to evaluate where you have been and where you are going half-way through the year. As Lewis Carol said, “If  you don’t know where you are going, any road will take you there.” It’s easy to get distracted on route to your destination, especially if you have left your map behind and wandered off the beaten path. That isn’t to say you shouldn’t take the scenic detours once in a while, but checking in with your goals allows you to see what you have accomplished and what you still need to work on.

Performing a Mid-Year Review

I like to block out at least two hours for a mid-year review. This ensures I don’t feel pressured to rush through it, or to shortchange the process. I like to listen to music while I work, and I treat myself to a healthy snack and a hot beverage of choice (yes, even in the summer). I make sure I have sticky notes, pens, pencils, markers, notepads, and any other materials I think I am going to need and I spread out on the floor in my creative studio. The middle of that room has a big open space and I can take up as much room as I need without feeling cramped.

Mid-Year Review: Reflecting on What Went Well

The first thing I do is make a list of all the things  over the last six months that have gone well. Everything I put on this list is something I consider a “win”. It doesn’t have to be a goal I set for the first half of the year that I accomplished, but obviously if I think of those I add them to my list. This list can contain anything, big or small. Did you make your bed every single day for six months? Add it to the list. My list ended up being 2 full pages, because I needed to really focus on those wins this year.
Mid-Year Review: Reviewing Your Goals

Then I review the goals I set at the start of the year. This is an important step. It allows you to see what your intentions were when the year began, and to see where you stand with that list. Are you on track with your goals? Have you missed some goals? Are there goals that you want to let go of now that the year is well on its way? Using a bullet journal comes in handy for this step, because you likely have a page dedicated to your yearly goals.

Mid-Year Review: New Projects


Next, I like to think about projects that I started during the year that I hadn’t planned on back in January. I list out any that I’ve done up to this point, whether they have been completed, are still in progress, or are just getting started. It’s important to have all your tasks present and accounted for when performing a review.

Finally, I look ahead to the rest of the year. I look at what it upcoming. I decide what I want to carry forward from the first half of the year, and what I want to release. I think about the goals I set for the rest of the year, and if I will still be able to meet them. Sometimes in the ambitious beginning of the year, we take on more than we can handle.


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