While your phone is a little quieter, dust off your business plan from the beginning of the year and schedule a team meeting to assess your progress. From reflecting to strategizing, here are the top three things you should address in your mid-year check-in.
1. What have you achieved so far this year?
There aren’t many things that are more satisfying than checking off tasks on your to-do list. Start your mid-year review on a positive note by taking stock of all that you’ve completed in the first half of the year, and how those efforts have benefited your practice. It’s important to recognize what has been accomplished, and to acknowledge those who have worked hard to make those successes possible. This review will also allow you to clearly assess what goals are left to work toward in the second half of the year.
2. What goals need to be modified?
In the fast-paced industry that we work in, change is inevitable so adaptability is necessary. As you look at what you want to achieve next, and based on developments in the first half of the year, are there any aspects of your business plan that need to be updated? For example, you may have gone into 2019 wanting to focus your marketing efforts on a specific type of prospect, but have found more success with a different group of clientele. Being able to pivot your strategy will allow for continued success.
3. What are the priorities for the second half of the year?
Now that you have a new, updated roadmap, discuss what the top priorities are. Whether it’s a small change to improve efficiency within the office or a total revamp of your service model to improve the client experience, focus on the ideas that will have the greatest impact on your business. Strategize with your team about these objectives, including detailing a timeline and outlining who on your team will be responsible for what. Documenting your plan and progress will ensure that your team is on the same page, and working toward the same goals.
Don’t let another month fly by without spending dedicated time with your team to strategize about successes, challenges, and actionable ideas to help you grow your business and deliver an enhanced client experience for the rest of 2019.