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How to Do a Personal Mid-Year Review

How to Do a Personal Mid-Year Review

Mid-year reviews are a common feature in workplaces around the world. Useful for evaluating and reflecting upon what’s happened over the last six months, and what they want to happen over the next six months, mid-year reviews give companies the chance to make adjustments to their actions that will keep them in line with their business goals.

In this post, we’re going to look at how you can take this concept and apply it to your personal life. Doing a personal mid-year review can help us stay conscious of our life balance. It also helps keep us on track with any personal goals or projects we want to focus on between now and the end of the year.

Looking Back

1. Make a list of everything that you feel proud of over the past six months.

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Start by thinking about your experience of the last six months. Notice that this step doesn’t just involve results or things you’ve achieved, but focuses on how you feel about what you’ve done over the last half-year.

The things that you feel proud of can be of any nature or significance. Feeling proud of bringing in a big project for your company might sit on this list, alongside feeling proud of the fact that you’ve made it to the gym at least twice per week, or feeling proud of the fact that you’ve paid all your bills on time since the beginning of the year.

2. Make a list of any new goals or challenges you’ve taken on over the past six months, as well as how much progress you’ve made on each.

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Many of us start the year with New Year’s Resolutions. You might find that these goals have changed over the past six months, or that the parameters have shifted. If a particular goal isn’t serving you and your long-term plans anymore (note: this is not the same as finding something challenging), this is a great time to make adjustments where necessary.

As well as looking at your goals individually, take a look at your personal life as a whole: are you feeling over-committed right now? Would you like to have more variety in your personal life?

Asking yourself questions like this now can help prevent you feeling overwhelmed or like you haven’t made the most of your year in six months’ time.

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Looking Ahead

3. Identify two areas of your life you would like to focus on over the next six months.

Our lives can be broadly divided up into the following areas: family, leisure/fun, career, finance, relationships, health and fitness, physical environment, and personal development.

Go through each area and think about how satisfied you feel with this aspect of your life right now (it can be helpful to think about your satisfaction on a scale of 1 to 10).

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Once you’ve identified the two areas of your life you most want to focus on (usually these will be the two areas with the lowest satisfaction scores, but not always), write down three things you can do to bring your score in these areas closer to a 10/10.

4. Pick a word or phrase that will sum up your next six months.

This step might sound a little mystical, but it’s another way of helping you stay grounded between now and the end of the year.

Having a word or phrase that encapsulates how you’d like to experience your next six months helps remind you of the goals and intentions you’re setting now. As you might have experienced with goals you set at the beginning of the year, we can start off with the best intentions to honour those goals, only to have commitments and distractions throw us off course. Having a word or phrase that sums up how we want to experience the next six months helps keep us aligned with our original intentions and reduces the chance that we’ll get to the end of the year and regret how we spent our time.

Do you have any tips for a successful mid-year personal review? Leave a comment and let us know.

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Hannah Braime

Hannah is a coach who believes the world is a richer place when we have the courage to be fully self-expressed.

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Last Updated on May 16, 2019

The Daily Rituals of 7 Successful CEOs

The Daily Rituals of 7 Successful CEOs

One of my favorite success quotes ever comes from one of the original and most successful ‘CEOs’ of his era: Aristotle. Here’s what he said:

“We are what we repeatedly do. Excellence, then, is not an act, but a habit.”

This advice is just as sound today as it was when Aristotle first expressed it, way back when. I’m reminded of this at least once a week, when I interview an inspiring author, leader, or successful CEO on my show. I ask my guests a series of questions about what has contributed to their success and their ability to build something meaningful.

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You want to know what nearly all of them say? Almost every time, they respond by telling me that their success is the result of simple habits  enacted day after day.

These quotes from seven successful CEOs demonstrate the daily rituals that have contributed to their success:

1. Promote what you love.

“It’s so much better to promote what you love than to bash what you hate.” – Jessica Alba, CEO of The Honest Company

2. Develop a feedback loop.

“I think it’s very important to have a feedback loop, where you’re constantly thinking about what you’ve done and how you could be doing it better. I think that’s the single best piece of advice: constantly think about how you could be doing things better and questioning yourself.” – Elon Musk, CEO of TESLA Motors

3. Create things that are better, not just “different.”

“Our task today is to find singular ways to create the new things that will make the future not just different, but better—to go from 0 to 1. The essential first step is to think for yourself. Only by seeing our world anew, as fresh and strange as it was to the ancients who saw it first, can we both re-create it and preserve it for the future.” – Peter Thiel, CEO of Palantir and best-selling author of Zero To One.

4. Meditate.

“Meditate. Breathe consciously. Listen. Pay attention. Treasure every moment. Make the connection.” – Oprah Winfrey, CEO of OWN Network

5. Read every day.

“Read 500 pages every day. That’s how knowledge works. It builds up like compound interest.”-Warren Buffet, CEO of investment firm Berkshire-Hathaway

6. Block time for email.

“Set aside a 20- to 30-minute chunk of time two or three times a day for email. Do not check continually through the day.” – Doug Camplejohn, CEO of predictive lead marketing company FlipTop.

7. Make your customers happy.

“We see our customers as invited guests to a party, and we are the hosts. It’s our job every day to make every important aspect of the customer experience a little bit better.” – Jeff Bezos, CEO of Amazon.com

Develop the right rituals. Become a successful CEO.

If the majority of these daily habits are new to you, avoid making the crucial mistake of adopting all of these habits at once. Research on habit-formation indicates that lasting habits are formed one at a time.

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For example, let’s say you’re excited about developing the following daily habits:

  • daily reading,
  • daily meditation, and
  • updating your to-do list every night

Let’s say that daily reading is the one that excites you the most out of the three habits noted above. It would be wise of you to begin by choosing and scheduling time to read every day, and then sticking to that time until it becomes a habit. Once it feels effortless and automatic, you’ll know that you’ve turned it into a daily habit. Now you’re ready to install the next habit… and the next… Until before you know it, you’ll start looking in the mirror and seeing the reflection of a successful CEO.

Featured photo credit: Amy Hirschi via unsplash.com

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