As business owners, it’s easy to write a plan at the start of the year, celebrate it for a week, and then let it gather dust. Months roll by, the business keeps moving, and you’re so busy handling the day-to-day that you forget to check whether your actions are still aligned with your goals. Your business plan is a living document, not a one-time task. By the six-month mark, you have real data about what’s working and what’s not. A mid-year review gives you the clarity to course correct, simplify where needed, and finish the year with purpose. In this episode, we explore how to review and refine your business plan mid-year, including: - Why revisiting your plan keeps you aligned and on track - How to use data and insight instead of guesswork - A five-step framework to review, realign, and refocus for the second half of the year Why a Mid-Year Review Matters Too often, business owners let their plans drift. The business is still operating, clients are still coming, and problems are patched as they appear. But over time, you may find yourself off track, plateauing, or even feeling like you’re in someone else’s lane. A mid-year review isn’t about criticism, it’s about clarity. It’s your opportunity to pause, reflect, and realign your actions with your goals so you can finish the year strong. A Five-Step Framework for Your Mid-Year Review Here’s the exact process I guide my clients through when reviewing their business plan halfway through the year. 1. Revisit Your Original Goals What did you say you wanted to achieve this year? Are those goals still relevant and exciting? Ask yourself: - Do these goals still align with where I want my business to be by year’s end? - Am I still in the business I truly want to be in, or have I drifted into something else? Goals evolve as you achieve milestones. That’s natural, but if your reason for existing has shifted, it’s time for a deeper review. 2. Measure What Matters Look at the metrics tied to your goals. Revenue, leads, audience growth, client acquisition, or team development, what does the data say? - Are you on track, ahead, or behind? Remember, data isn’t judgment. It’s insight that helps you make smarter decisions. 3. Identify the Gaps and Wins Celebrate what’s gone well and acknowledge your progress. Momentum builds from recognition. Then look at what hasn’t gone to plan. Be honest, but kind. Ask: - What slowed us down? - Was it time, unclear strategy, or trying to do too much at once? Knowing what’s not working is just as valuable as knowing what is. 4. Realign Your Focus You’ve got six months left. Where should your time, money, and energy go? Often this means simplifying. Maybe you don’t need more offers, just a better system to sell what you already have. Maybe your marketing needs tightening, or your sales process needs nurturing. Clarity creates opportunity. 5. Adjust to Deliver Outcomes Finally, revisit your plan. Does something need to change? Update your goals, timelines, and strategies based on what you’ve learned. Your business plan should empower you, not restrict you. Adjusting your plan doesn’t mean you’ve failed. It means you’re leading. Strong businesses evolve, and strong business owners evolve with them. Your Next Step Block out 90 minutes this week. Pull out your business plan and go through these five steps. Reflect, realign, and set fresh priorities for the second half of the year. If you’d like help reviewing your plan and mapping a clear path forward, here’s how I can support you: - Explore the Business Wisdom Vault, packed with tools and templates to help you refine your plan - Book a free discovery call with me, and we’ll review your plan together so you can finish the year strong Highlights 00:00 Introduction to Midyear Business Plan Review 00:55 The Importance of a Living Business Plan 02:36 Step-by-Step Midyear Review Process 02:43 Revisiting and Realigning Goals 03:38 Measuring What Matters 04:03 Identifying Gaps and Celebrating Wins 04:34 Reallocating Focus for the Next Six Months 05:07 Adjusting to Deliver Outcomes 06:04 Conclusion and Next Steps Resources Business Wisdom Vault https://academy.enevergroup.com.au/bundles/BusinessWisdomVault Mid-Year Business Plan Review https://academy.enevergroup.com.au/courses/Mid-YearBusinessPlanReview