The Mid-Year Review
15. Jun, 2009 
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This year I am using a less formal but still effective mid-year review tool with my team. I’m a firm believer in the need to take regularly scheduled breaks from the demands of our life and business to assess performance and return in key areas. This year I am having my team use a simple two-page review tool to help them focus on identifying the behaviors they need to keep doing, start doing, and stop doing in order to run their life and business with conviction and purpose. This Keep-Start-Stop exercise helps you zero-in on the behaviors that are paying off and stop or adjust the ones that are yielding poor results or distracting you. We often focus our time and efforts on a set of behaviors that feel right, we are good at, or because they have worked in the past. This exercise helps you assess whether your behaviors are truly beneficial and paying off for you personally and professionaly.
The second part of the review will be to set six month SMART goals in the key areas of life and business. Remember, a goal is much more likely to be accomplished when it is written down and when it follows the SMART rule:
S – Specific
M – Measurable
A – Attainable
R – Realistic
T – Time Sensitive
I am having my team write three to five goals in the following key areas:
Business Production
Training and Skill Development
Growing Existing Client Relationships
Developing New Client Relationships
Coaching Sessions
Personal Life
Mid-Year Reviews do not have be something to fear. They are a great opportunity for personal and professional assessment and goal setting. If you’ve had a rough first half of the year, learn from it, and move on. Don’t fear the change that is needed to make the balance of this year more productive for you. If you’ve had a wonderful first half of the year, celebrate your success, and zero-in your focus on the high-payoff activities and behaviors that lead to your success.
Remember, in this market we need to be working both harder and smarter to win.
If you would like a copy of the Mid-Year Review that my team is using please let me know.
Make it a great day!
Coach Dan
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Good job Dan! “ALL IN” Tang