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Halfway There: How to Conduct a Successful Mid-Year Review

Halfway There: How to Conduct a Successful Mid-Year Review

And just like that, we are heading into July! It’s the perfect time to pause and reflect as we hit the year's midpoint. Seriously, take the time to evaluate your progress and gauge where you are right now with your business goals. With a Mid-Year Review, it allows you to check in and realign yourself. Let’s be real; the new year's excitement vanished months ago; it’s time to capture that magical energy as we turn the corner into the year's second half.

Benefits of a Mid-Year Check-In

Are you curious about the benefits of a midyear check-in for your online business or health and wellness coaching practice and why this benefits you?

  • Improved Decision-Making: By evaluating your business's performance, you can identify areas that need improvement and make informed decisions about your online strategy. Analyzing your strengths and weaknesses allows you to adjust and realign yourself with your annual goals.
  • Increased Productivity: A mid-year review helps you pinpoint business areas that aren't meeting your expectations. By readjusting accordingly, you'll become more productive and efficient in achieving your desired outcomes.
  • Enhanced Financial Management: This is the perfect time to review your finances, discover ways to save money, and increase revenue. Making informed decisions will keep you on track with your financial goals and ensure the financial health of your business.
mid-year review for online entrepreneurs

How to Conduct a Mid-year Review

  • Setting Aside Time Now, this is crucial; please schedule time for a mid-year review. It is up to you to honor your commitment to achieving your goals. Block off a few hours on your calendar and ensure you won't be interrupted. If feasible, book yourself an Air B&B and make it a business retreat. Do you know what would be really fun, invite your business bestie to the Mid-Year Business Retreat. I know, right?
  • Celebrating Accomplishments With all the hustle and bustle of running your business, it’s easy to forget to celebrate what you’ve accomplished so far. Big or small, don’t overlook these achievements—they add up to your overall success. Take a few minutes to celebrate; goal achievement takes discipline.

Key Components of the Midyear Review

  • Review and Reflect: Let’s dive into your numbers—they tell your success story and highlight areas needing a little TLC. Analyze your sales data, website traffic, and social media engagement to see the trends, patterns, and areas of growth or decline.
  • Evaluating Goals: Are your goals still relevant, and are you on track to achieve them? This reflection is vital for realigning your strategies moving forward.

Updating Your Vision Board During Your Mid-Year Check-In

  • Revisiting Your Visual Goals Why not reassess the goals you’re working towards visually? Your vision board should reflect your current ambitions and be a daily reminder of where you want to go.
  • Adjusting Your Vision Based on your midyear review, adjust your vision board to include new goals or tweak the existing ones to suit your pathway to success better.

Setting New Goals or Readjusting Old Goals with the SMART Framework

Set new SMART Goals or readjust an old goal that no longer feels in alignment with you and your business.

The key to goal setting is to ensure that you can visualize yourself achieving the goals AND they are meaningful to you.

  • S – Specific, Simple, See Yourself Achieving The Goal
  • M – Measurable and Meaningful to You
  • A – As if Now, Achievable, Attainable, Actionable, All Areas of Your Life
  • R – Realistic, Responsible
  • T – Timed, Time-Bound, Toward What You Want

This approach will ensure that you set clear and achievable goals.

Taking Action

Once your review is complete, it’s time to take action. Prioritize your goals based on your review, develop an action plan, and break down your goals into smaller, actionable steps. And remember, if you need help, don’t hesitate to ask for it. You can always hire freelancers, consultants, or contractors to support you in achieving these goals and taking your business to the next level.

Here are a few previous posts on goal setting for additional resources.

https://misstask.com/goals-daily-doing/
https://misstask.com/visually-tracking-your-2021-goals/
https://misstask.com/achieving-2021-goals/
https://misstask.com/mind-mapping-to-plan-your-goals/

mid-year review for online entrepreneurs

Time To Wrap This Up

Your mid-year review is your roadmap for the second half of the year. By keeping it simple and actionable, you ensure that you can easily follow through on your plans without feeling stressed or stretched too thin.

Remember, the goal is to make running your business as smooth and efficient as possible. Take the time to evaluate, celebrate, and realign yourself with your goals, and watch your health and wellness coaching business thrive in the months ahead.

Are You Ready to Supercharge Your Business's Success in the Second Half of the Year?

As a health and wellness coach, you've poured your heart and soul into your business, but are you truly on track to achieve your goals?

The mid-year mark is the perfect time to pause, reflect, and realign your strategies to ensure you finish the year stronger than ever.

Don't let the year pass by without taking a purposeful pause to assess your progress and make necessary adjustments.

Opt-in now and gain instant access to the Mid-Year Review Workbook, your essential tool for ensuring a successful and fulfilling year.

Text On Image "Mid-Year Review Workbook" with an online business owner in her work-from-home office
Turning Unproductive Days into Productive Wins

Turning Unproductive Days into Productive Wins

Michele Duwe from Miss Task | Turning Unproductive Days into Productive Wins

I'm not sure about you, but I know those days when I look back and think, what the heck did I do today? Did I accomplish anything productive? Hmm? What was it? I worked all day, but I feel I’ve got zero to show for it. Please tell me you can relate to this feeling. I'm guessing even the most productive people can have days where they feel incredibly unproductive as if they are spinning their wheels. And that's okay. It happens. The best thing any of us can do is give ourselves grace. First, let’s begin to get curious as to why. Here is one of the first questions I ask myself to get into the weeds of my unproductive day.

Ask Yourself “What’s in your head that’s causing this unproductive day?”

What story is going on in your head that’s causing this? Is this just one day or is it a pattern? Is it that you were unproductive or was your attention on the wrong thing? It’s interesting, one of the patterns that I see in Online Entrepreneurs when they are about to uplevel, they hide in the unproductive busy work to feel safe.

Grab Your Journal

Okay, Friend, grab your journal. Begin by asking yourself the curiosity questions from earlier. By journaling it will help you to drill down into the root cause of what is really going on with your unproductive day.

Daily Journal Hack

One hack that I’ve found is keeping a journal of your day inside of Notion. By journaling a bit everyday it will allow you to look back and look for patterns.

This is a concept that I learned from Marie Poulin and her daily journaling practice. I’ll put a link to her is the link to her YouTube video on using her daily journal in Notion. https://youtu.be/1Z06fqYhNgM

You see what is nice about journaling in Notion, as it has the ability to rolls up your daily journal into a weekly, monthly, and yearly wrap-up. The monthly wrap-up allows you to see how many times during that month were you felt unproductive.

Tracking this leaves clues as to when you are having unproductive days. When you pay attention you’ll begin to see a pattern of your productive over the month. 

Are you curious why this is important. It will allow you to plan for a big launch around your productivity spikes.

What do you do when you recognize that you’re having an unproductive day? Here are my top tips to save an unproductive day if you begin to notice you’re spinning your wheels.

Restart Your Unproductive Day

Can you do something simple to restart your day?

While we are not able to go back in time, we can reset and clear our minds. 

A couple of simple ways to do this is by:

Sitting down for a quick meditation to clear everything and calm your mind. The Insight Timer has great guided meditations.

Perhaps you’d prefer to pick up a journal to write out all the clutter. Or pull open a Google Doc and type it all out.

You see, these are great ways to reset your focus and start your day with a fresh mind.

Allowing you to let go of your unproductive day.

Good Mornings Start The Night Before

What are the things that you could do the night before to ensure that your day begins on the right foot? 

It could just be me, but if I cannot get 100% prepared for the next day, the night before, the next day, I feel like I’m running in circles. 

Unfortunately, it is happening more than I’d like it to. But it’s summer, the days are longer, and I’m outside attempting to become a gardener. I’m doing the lazy gardener hack. I’ll let you know if it was a success at the end of the growing season. But, so far so good.

Michele Duwe from Miss Task | Turning Unproductive Days into Productive Wins

Here is a list of the things that set up a productive day.

  • Wrapping up my day with my Journal in Notion. Reflecting on the day, how it went, what I’m feeling.
  • Clearing out what’s in my mind and getting all my chicken scratches from my planner and notebook into Notion
  • Planning the next day with tasks assigned to time blocks in my planner.
    Prepping the coffee maker
  • Making sure my Epic Water Filler is full and my first quart of water is ready to go in a mason jars sitting on the counter.
  • Filling the dog food dishes
    Laying out my clothes
  • Having my AirPods, iPad, and Pencil ready to go for the morning.

This sets me up to feel productive and organized. By doing so it sets the whole tone for my day.

 

Prep For Your Week

When you know a busy week is ahead of you, try to get yourself prepared. Take the time on Friday or the weekend to prep for the upcoming week. Prepping for your week cuts down on the decisions you need to make when you're already frazzled.

I make sure that I have my meals planned out and know the days we need leftovers and the days I’ll be home to make a meal. Inside Notion, I have an eight-week meal plan routine. Creating this meal plan removes the dreaded question: What’s to eat, Mom? It cuts down on decision-making after a long day of well decision-making. By having repeat meals, the decision has already been made for you, instead of taking the time to plan your meals or, worse, the in-the-moment decision-making.

My calendar has all the non-negotiable appointments for my business and life. In my planner, based on what needs to be done, I decide on the time blocks for my done-for-you content repurposing clients, private coaching clients, and things that only I can do in my business. 

Planning out the time blocks and when I’ll do the work eliminates the decision of what I will do next. It’s already been prepared,d and I know exactly what I’ll be working on next. This helps with decision fatigue; this is a real thing. Here is a post I’ve written about decision fatigue. https://misstask.com/reduce-decision-fatigue/ 

 

Look For Your Unproductive Clues

At the end of the week, pay attention to the things that didn't get this done. This leaves clues for you to evaluate.

Ask yourself: Why you didn’t get them done?

Did I schedule too much? Did I estimate the time wrong? If it’s a task that’s been on the list for a few weeks, it’s time to ask if I really want to do this.

Until you get the hang of it, ensure you have buffer time for those just-in-case moments.

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It’s Time To Wrap This Up

A quick recap for the skimmers: Feeling unproductive? That's okay. Give yourself grace. Determine if it's a one-off day or a pattern. Restart your mindset. Prepare the night before for a good morning. If you didn't prepare, do the essentials when you can. Evaluate your productivity regularly; it leaves clues for improvement. 

Thank you so much for reading, I appreciate you and I hope you have a wonderful week.

Balancing Work-Life

Balancing Work-Life

Michele Duwe from Miss Task | Embracing Realistic Work-Life Balance: A Guide for Mom Entrepreneurs

I don’t know about you, but I started my online business to have the freedom to be present for my family. However, after years of a corporate hustle mentality, I returned to the unbalance of always working. I had to challenge my mindset and find ways to prioritize the day-to-day with my family while still growing my business. To do this, I had to create a routine and set my own personal boundaries that allowed me to embrace a more realistic work-life balance.

How Are You Out of Balance?

I’m curious: how do you feel out of balance? Because here is the thing: I’ve worked with my fair share of Mama entrepreneurs starting out; they tend to fall into one of two buckets on the work-life balance scale. 

Are you out of balance because you’re consumed with your business? I’m guessing you already know the bucket that I fell into when I began my business. 

I found myself creeping into my office at any free moment. This was for two reasons: I was excited about my business and still believed that I must hustle harder to be successful. My work-life balance was way out of whack. Are you in the hustle harder bucket?

Perhaps it is the other bucket, Mama your seated on the struggle bus. You still have the same love and passion for your business, but you struggle with time management and keeping yourself accountable when there is no set workday.

Now that we know the two buckets, here are ideas for setting yourself up for success as you pivot into being a work-from-home entrepreneur.

Hustle Harder Entrepreneurs

Let’s look at the conscious changes to not fall into the trap of hustling harder.

Now, this is important: what is your why? Why do you want to be present for your family and be an entrepreneur? I’m guessing that you have lofty business goals, and nothing is standing in your way. I get it; define why you desire to be a work-from-home business owner. Even though you think your why is your big goal, I think you’ll agree when I say it will be freedom to be present for your family.

Another critical point is to sit down and map out your dream week. Using your why and business goals, map out the perfect dream week. Plan this out from when you wake up to when you go to bed. What will you be doing when you are working, and what will you be doing when you’re with your family? Remember, as a work-from-home entrepreneur, you have the freedom to be present for your family throughout the day.

Here is a link to my blog post on Dream Week. https://misstask.com/need-clarity-in-your-online-business/

Struggle Bus Entrepreneur

You may be on the struggle bus with time management and keeping yourself accountable when there is no set workday.

All of a sudden, you have all this freedom! It is glorious; all the things you’ve wanted to do are now yelling at you, “Get me done!”.

Now, this is important: what are your intentions? After all, intentions are the cornerstone of your life. What intentions do you want in life and as a work-from-home entrepreneur? Besides the freedom to be present for your family, what do you want to happen for you? If you don’t know, get out your journal and ask yourself, what are my intentions? Journal until you have your answers for your work-from-home business and your life.

Besides making time to tackle all those home projects yelling at you, be clear with yourself when you are in work and home mode.

This is done by figuring out your time bank and your time blocks. Here is a link to a previous post on time blocking that will be helpful. https://misstask.com/get-more-done-with-time-blocking/

Michele Duwe from Miss Task | Embracing Realistic Work-Life Balance: A Guide for Mom Entrepreneurs

Setting Boundaries With Your Family

Additionally, another challenge will be setting boundaries with your family. This is new to them; they will also need to shift their thinking about having you at home all the time.

How do I know? This scenario is a common one that I’ve worked through with more than one coaching client when they are struggling with work-life balance.

You see when transitioning from a traditional 9-5 to a work-from-home entrepreneur, it is essential to take the time to set boundaries with your family. As I mentioned, this is new for them, too. 

Step back and look at it from their point of view. When Mom was home in the past, she wasn’t figuring out the balance between running a business and taking care of her family. Her focus was purely on caring for her home and family.

All of a sudden, that’s no longer the case. Aside from setting your own boundaries, it will also mean talking to your family about the fact that you're not at home when you're in the office. Trust me, you will not have a successful work-from-home business if you say yes to dropping your work to running errands for your family.

Given these points, ensure you’re honoring your commitments to your growing business and your family.

 

Work-Life Balance As An Entrepreneur

Finding a work-life balance is crucial to avoid burnout and maintain productivity. Here are some strategies I've found effective and recommend to my clients:

Establish Routines

1. Create a morning routine for yourself: Start your day with a purposeful morning routine that sets the tone for productivity and positivity. This may include activities like exercise, meditation, journaling, or reviewing your goals for the day. The trick is to find what works for you. Experiment to find a routine that energizes and focuses you for the day ahead.

2. Develop a morning routine for your children: Establish a consistent morning routine to help them start the day on the right foot. This may involve age-appropriate tasks like making their bed, brushing their teeth, or helping with breakfast preparation. A structured routine will help calm the chaos and stress in the morning.

3. Implement an “end of the office” routine: Wind down your day with an end-of-the-business-day routine that helps you transition from work mode to relaxation. This may include reviewing accomplishments, planning the next day, reading, or engaging in a calming hobby. An evening routine will help you mentally disconnect from work and allow you to focus on your family. 

4. Utilize the Pomodoro Technique: This time management method involves working in 25-minute focused intervals, followed by a 5-minute break. Using this method is a beautiful way to tackle your home to-do list. During these breaks, take on folding laundry, tidying up, or cleaning the kitchen. You’ll be amazed at how much you can get done in 5 minutes. Honestly, this approach allows you to feel the freedom of running a business and family. It’s the best of both worlds: focus on your business while accomplishing household responsibilities. It feels so magical to get so much done. One quick note on this the standard 25-minute interval may not work for you. Experiment with longer focused intervals if you feel like you just hit your groove when the timer goes off. Utilize an app like Flow for Mac to keep you on track.

5. Set yourself up for success the night before: What are your morning pain points? What repeat patterns show up day after day, causing unnecessary stress? Do you battle with what to wear for yourself or your kids? By planning your outfits the night before, you can avoid decision fatigue in the morning. As a result, you'll give your children the chance to choose outfits themselves. Now, it is important to prepare the kitchen for breakfast by setting out bowls and spoons and possibly a batch of overnight oats for a healthy start to everyone's day. 

6. Teach your children the importance of organization: Do you find it difficult to get them out the door on time? If so, ensure your evening routine includes everything to get your kids out the door. I’ve set an example for my kids from a young age: put your stuff away so that you do not need to look for it, especially in the morning.

Yes, I know this may sound harsh to a few of you, but it was a rare occasion for me to help them find a missing item. If the item were not found by the time we had to leave, they would go without it. I won’t lie; it destroyed me inside to listen to them cry on the way to school. I’d reassure them it would be okay, and once we returned home, I’d help them with the hunt first thing when we walked in the door. By gathering everything the evening before, our stress-free morning was the norm. 

Look for routines to set up to make your life go smoother. You can create new habits and routines as you transition from working outside the home to owning a work-from-home business.

Prioritize Self-Care

1. Schedule time for yourself: As a busy business owner, it's essential to prioritize self-care. Block out time in your calendar for activities that recharge you, such as exercise, meditation, or pursuing a hobby. Treating this time as non-negotiable will help you maintain a healthy work-life balance.

2. Set boundaries: Communicate your work hours and expectations clearly to your family and clients. Establish designated work times and create a dedicated workspace to help you mentally separate work and family life.

3. Practice mindfulness: Incorporate mindfulness techniques into your daily routine to reduce stress and improve focus. This can include gratitude journaling, short meditation or deep breathing exercises such as box breathing (inhale for a four count, hold for four count, exhale for four count and hold again for a four count, repeat).

Embrace Flexibility

1. Be open to adjusting your routine: As a work-from-home entrepreneur, your schedule may need to adjust to your family's needs. Be willing to experiment with different routines and find what works best for you and your household.

2. Leverage your content creation skills: As a content creator, you have the ability to work ahead and batch your content. Take advantage of productive periods to create content in advance, giving you more flexibility when unexpected family needs arise.

3. Outsource when necessary: Don't hesitate to seek help when you need it. Consider outsourcing tasks like cleaning, meal preparation, or even certain aspects of your business to free up more time for family and self-care. Don’t forget those tasks can be outsourced to your children. Recently, I had a conversation about how laundry was outsourced to my children when my oldest was ten. The benefit followed them to college as they were the college  freshmen who taught roommates how to do laundry for themselves.

Michele Duwe from Miss Task | Embracing Realistic Work-Life Balance: A Guide for Mom Entrepreneurs

It’s Time To Wrap This Up

I’ve been in your exact same shoes, I understand the unique challenges that come with being a work-from-home entrepreneur, content creator, and Mom. Balancing your business, content creation, and family life can be overwhelming, but with the right strategies and support, you can achieve your goals and maintain a healthy work-life balance.

If you're ready to take your business to the next level while creating more time for the things that matter most, I invite you to work with me. Together, we'll develop personalized routines, implement effective time management techniques, and create a roadmap for your success. You'll learn how to repurpose your content effectively, streamline your processes, and build a thriving business that allows you to be present for your family.

Don't let the challenges of being an entrepreneur hold you back from reaching your full potential. Apply to work with me today, and let's start building the life and business you've always dreamed of. With my guidance and support, you'll gain the clarity, confidence, and tools you need to excel as a health and wellness coach, content creator, and mom. Take the first step towards a more balanced, fulfilling life – I'm here to help you every step of the way.