Creative Shop Talk with Wendy Batten

CST 112. How To Do a Mid Year Review and Check Up


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It’s time for a mid year review. Last year we did a mid year review podcast episode and it was one of our more popular downloads, so I thought we would do it again! 

 

I’m sharing how I do mine and how I walk my clients through one. 

 

It’s a great time to check on where we are and where we are headed this year. 

Here are some steps to follow to do your own mid year review. 

 

  • Reassess your yearly goals - What were your goals? Did you achieve them? Why or why not?
  • Look back month by month - What revenue did you make? Get comfortable with looking at your numbers and the overall data.
  • What was going on in your life? - Our personal lives can be so intertwined in our business life and we need to give ourselves grace. Keep notes every month.
  • Look at inventory - Did you follow through with your intentional marketing plan each month? 
  • What do we do now? - What did you pay yourself? What was your profitability? How often have you worked? What’s working for you?
  • Looking forward - Prioritize what’s important to you for the remainder of the year.

 

Get comfortable with being uncomfortable and really take a deep dive into your business. Pause. Shift. Refocus and make plans for success!

Full show notes here https://wendybatten.com/podcast-intro/

 

 

 



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Creative Shop Talk with Wendy BattenBy Wendy Batten, Creative Retail Mentor

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