Make Time for a Mid-Year Review Every Year

Most of us make time at the end of the year to look back on what went well, what didn’t, and to plan for the year ahead. That’s a great habit to get into. But a mid-year review can be just as effective, if not more so! Why? Because it gives you time to get clear, close the loops, and course correct before another six months goes by.

To get started, set aside at least an hour, better yet half a day, to take a look back on what you’ve accomplished so far (both personally and professionally), make notes of what you learned, what you would like to do differently, what you would still like to accomplish, and projects that may no longer be top priority. Don’t forget to make a note of any wins and major contributions too! Halfway through the year is the perfect time to adjust, make a plan, and end the year strong.

Here are 10 things to include in your personal and professional mid-year review.

PERSONAL REFLECTION

  1. Reflect on Your Goals – Review the personal goals you set at the beginning of the year. Evaluate your progress, identify any achievements, and acknowledge areas where you may have fallen short.
  2. Health and Well-Being – How is your physical and mental well-being? Reflect on your exercise routine, nutrition, sleep, and stress levels. How is your mental, emotional, and physical energy? Are there any changes or improvements you can make to enhance your overall health?
  3. Relationships – One of the longest studies on adult life found that our relationships and how happy we are in our relationships has a major impact on our overall health. Take a look at the quality of your relationships with family, friends, co-workers, and significant others. Are you nurturing those relationships? Could you spend more (or less) time with certain people in your life? Are there any relationships that would benefit from more attention and intention?
  4. Hobbies and RecreationDon’t turn your hobby into a side hustle! Hobbies are hobbies for a reason. They are designed to help you recharge, refresh, and just have fun! Even if you really enjoy what you do for work, it’s important to allocate time for activities you enjoy outside of work, too. Review whether you have dedicated sufficient time to hobbies, interests, and self-care activities that bring you joy and relaxation.
  5. Personal Development – Consider the skills, knowledge, or personal attributes you aimed to develop this year. How are you doing on those goals? Assess your progress in acquiring new skills, engaging in learning opportunities, or working on personal growth activities.

PROFESSIONAL EVALUATION

  1. Performance Review – Evaluate your performance against the goals you set at the beginning of the year. Identify your achievements, challenges faced, and areas for improvement. Consider scheduling a time with your Principal, colleagues, and/or clients to gather feedback to gain a holistic perspective.
  2. Career Goals – What are your long-term career goals? How well are you progressing towards them so far this year? Identify any opportunities for growth, skill development, or further education that can help you achieve your career objectives.
  3. Work-Life Integration – However you define work-life balance/integration/harmony, make sure your work and personal time allocation are working for you. Evaluate boundaries and how you are spending your time and energy, ensuring you are not overburdened or neglecting important personal commitments (or conversely, work commitments!).
  4. Professional Development – Review any professional development activities you have undertaken, such as training programs, workshops, or certifications. Make sure you are documenting these activities. Assess the value and benefit these activities have brought to your skill set, your career, and your company. Identify areas where you can further enhance your professional expertise. Better yet, sign up for a course, training, or schedule learning time into your calendar to ensure you are working towards those goals over the next six months.
  5. Relationships at Work – Relationships at work matter too! Evaluate your relationships with colleagues, leaders, and clients. How are the quality of your interactions? Identify any areas for improvement, such as communication, collaboration, teamwork, or better leadership.

    BONUS: In addition to completing this review for yourself, I would also recommend you set aside time to do a mid-year reflection and review with your Principal. This is not the same as a performance review (though, as part of your mid-year review you may want to schedule a separate performance review time). This mid-year review will focus on the business goals and initiatives. Connect with your Principal on what projects are on track, which are going well (or not), and if there needs to be any adjustments on projects and priories for the rest of the year.

Remember, a mid-year review is not only about identifying where you may have come up short, but also recognizing achievements and making adjustments to align your personal and professional life with your goals and values. It provides an opportunity for self-reflection and course correction, setting you up for success in the second half of the year.

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