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How to do a Mid-Year Goal Review

Posted on June 15, 2023June 16, 2023 by Jenna

When was the last time you sat down, did a goal review, and thought about what you wanted to accomplish?

Many of us set goals at the start of the year and plug away at them each month and week. But do we ever take the time to really check in with ourselves and our goals to see if they are working for us? Or if we even care about them anymore?

We may think we check in consistently but lately, it has felt like I have just been going through the motions and feeling a bit overwhelmed. I am sure I am not the only one feeling this way. June feels like the perfect time to do a goal review. It will be ideal timing to kick off the last half of the year!

It may be time to simplify.

First, we want to think about our current gaol system. Is it still working? Are we still excited to sit down and do our goals each week? Can I use it in a different way to make it work better for me?

For me, I feel I don’t need the MakseLife planner. It is a lot and I think the companion notebooks or even a bullet journal would be a better fit. But since I already have the planner, I am going to make it work for me. Looking forward to 2024, I will skip the planner.

Next, we need to evaluate our goals.

I am going to simplify my goal categories. MakseLife has eight categories and many seem to overlap. I’ve been moving a couple of goals between categories trying to figure out the best fit and decided to change from eight categories to four. My categories will be personal (encompassing personal, fun & recreation, family, and spiritual & personal growth), fitness, finance, and home.

I moved work & learning to the HB90 system for the last quarter and it has been working amazingly well. I am going to carry that forward.

Now is the time to look at our goals.

Are those goals you set back in January still working for you? If you want to keep them, do you need to make any adjustments? For example, I want to keep my goal to read 52 books this year. I have 35 to go. Instead of a book per week, I am going to focus on finishing five per month (from June – December).

Lastly, how are you going to plan and track everything? Since one of my goals is to shop my stash, I set up my new goals in MakseLife using stickers I already have. I also used some stickers to create trackers to mark off. I will continue to use my planner and stickers to plan and track my goals.

Besides the annual trackers, I can use stickers to make monthly or weekly trackers to help keep me break down, plan, and tackle my goals.

Are you updating your goals? What’s working, or not, for you? What tips do you have for planning, tracking, and doing your goals? Drop them in the comments to help others!

Category: Planning

Jenna Volden

Author

  • January 9, 2025 by Jenna Embrace Bold in 2025: My Ambitious Goals for the Year
  • December 26, 2024 by Jenna How to Set Up Your New Planner for 2025
  • December 21, 2024 by Jenna Coming Soon!
  • December 9, 2024 by Jenna 2025 Planner Stack: Tools for Organizing My Messy Mind
  • December 2, 2024 by Jenna 2024 Planners in Review

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