So, how is your business doing these days? We find ourselves just past the halfway point of an exceptionally challenging year. It’s likely circumstances in your business and your life have changed. Now’s the perfect time to take a pause and check in with your business. How are you doing with your goals? In the thick of things, sometimes our focus on our goals can get a little murky. Below, I share a process for reviewing your business with an eye towards those goals, and celebrating what you’ve already done. Here’s the step-by-step:
When you take a look at the goals you’re working towards, it’s easy to get bogged down by focusing on what you still need to do. Instead, train your focus on what you’ve already done.
Start by making a list of milestones you’ve hit or steps you’ve completed. Rifle through your day planner or old to-do lists if you need a refresher. Go back through the year, month by month. Especially because it’s likely this year required you to adapt to COVID-19, there are likely some changes to note.
Now, it’s time for a little introspection. Take stock of all the actions you’ve taken towards your goals, and then ask yourself a few questions: How do I feel about this goal? Do I still want to achieve it by the end of the year? Is that feasible? At what pace have I been able to work toward this? What’s my capacity been like?
Don’t be afraid to drop things or add new things. Some goals may simply no longer excite you, or you may have realized that another objective is more important or time sensitive.
During this review process, it’s also helpful to take a look at the systems and work routines you have in place for your business. For example, you may have set an intention to review your numbers once a week, or you may be trying out the a money mapping system. Evaluate the effectiveness of your systems and routines. Are they working for you? Do you have time to do these things? Are you consistent? You may find that your routines need to be simplified or tweaked to be more pleasant or attainable. Or, you might find that your systems and routines are working just fine! Both are vital evidence when checking in on your business.
Finally, it’s a good idea to check in on how much you’re earning. Perhaps you’ll want to take time to consider your hourly wage, or look into revenue cycles in your business. Checking in with where your business is at financially is key in this step.
Learn and Adapt
Next, it’s time to use all of that evidence you’ve gathered to adapt your goals and practices. First, notice if you have any goals that you are either discarding or adding. Then, examine the pace at which you’ve worked on your goals. These pieces are important when it comes to planning out the rest of your year.
I recommend drawing or writing out a map for the next six months. Include any events relevant to your business, like conferences, trade shows, or gallery openings. Then, begin to write in milestones you hope to meet in the next six months. Make sure these are realistic! Don’t pressure yourself to level up in three months if it took you six to get where you are now. Instead, allow yourself the space and time to achieve things incrementally.
When you’re making your plan, be sure to adapt your goals to what’s worked so far this year. If you really love a certain routine or feel fired up to keep working toward a certain goal, go for it. If you’ve stalled on a project because you need to do more research, carve out some time to go back to the drawing board. When charting your course, keep your own needs and preferences in mind.
Now that you’ve reviewed your work so far and adapted your strategies and goals appropriately, it’s time for the next few steps. These are intended to really up the feeling of getting a fresh start, while enjoying your business for what it is: a way to meet your life goals.
For an extra dash of clarity and focus, include a refresh in your review process! Now is the time to do whatever necessary maintenance you might need to grease the wheels of your business. You might clean your workspace, clear your inbox, or centralize your passwords. Attend to your physical and digital spaces. Check in with your finances, and schedule an appointment with a bookkeeper.
This is usually my favorite part of the review process, because I make time to do all the little things that have been nagging me, like scheduling lower priority appointments, finding that one piece of paper, and sometimes making a new goal chart for myself. Giving yourself the space to get organized can save you time and effort down the road.
Go back to step one, and take stock again of all you’ve done this year, including this review process. Chances are, you will find you’ve done quite a bit of work towards your goals, no matter how close you might be to completing them! Take some time to celebrate all the work you’ve done. Treat yourself to an afternoon off, a fun or inspiring event, or whatever you’d like to do to celebrate your achievements so far! Being a solopreneur is hard work. If you’ve done the work, you deserve to cheer yourself on once in a while.
I hope this outline has given you some ideas for checking in with your goals and your business. If you’d like someone to engage in this process with you, this is something I love to do with my bookkeeping and coaching clients. Please feel free to review my services and schedule a curiosity call.