Organized and Productive Living

The Mid-Year Review: Why It’s Important

Remember back to the end of last year, or the start of this year when you sat down and planned out how your year was going to look? You may have chosen a word to focus on as you went about your days. You may have set goals for the whole year, or perhaps you chose to break your year down into quarters. Or maybe you just made a list of resolutions you wanted to stick to for the year.

The Purpose of a Mid-Year Review


Whatever path you chose to take, now that we are midway through the year it is a good time to stop and reflect on how the year is going.

It’s easy to get caught up in the day-to-day hustle and lose sight of the bigger picture of the year. Doing a mid-year review allows you to evaluate where you are, while still giving you enough time to take action on things you want to achieve.

I like to do it in early July, once a full half-year has gone by. This also allows me to take advantage of a month that is (usually) slower-paced to do my reflecting and evaluating. If you have children, it always feels like once school preparations get started in August, you blink and it’s the end of December once again.

You may decide, once you begin the practice of a mid-year review that you want to check in with your goals a little more frequently. I prefer quarterly reviews, which still allows for a mid-year review. Instead of setting goals for the entire year in January, I set goals for each quarter. Then, at the end of the quarter, I look back and evaluate how that quarter went, and adjust my next actions from there. The mid-year review is done a little differently, because I do in fact review the entire first half of the year, even though I already evaluated the first quarter once. I also look ahead not only to the current quarter, but the rest of the year.


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