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Midyear Review Check-List for Your Business

It’s just about time for a midyear review for your business.

Why? Do you remember the beginning of January? Me neither.

So much has happened since then! Some of our company goals have changed and a lot of our plans have.

But our mission to help ambitious women have powerful, abundant, energizing businesses did not…and our desire to continue to expand our capacity to do that on a larger scale also didn’t.

How about you?

Do you remember the goals you set at the beginning of the year (if you did at all? We’re not judging. We don’t find goal setting the old school way super helpful anyway which is why we teach a different, more aligned way in The Origin Membership.)

Whether your goals and plans have changed since the beginning of the year or not, I’m sharing the steps we’re taking here at The Origin Company as a midyear review so that we stay aligned, abundant, and energized in the way we work and the results our customers get.

Here’s a Midyear Review Check-List that you can follow along with:

  • Review the goals you set at the beginning of the year (if you did.)
    • Do your goals still feel aligned?
      • If so, are you on track to hit them?
        • If yes, awesome! 
        • If no, what do you need to do get on track? Is there a new energy you could embody in the way you’re working towards them? Is there a different strategy you could try or could you tweak the strategy you’re already using? Is there anything you’re doing that you could eliminate because it’s distracting you from achieving your goals?
      • If not, take some time to set goals that feel more aligned to you. (If you need help with this, there’s a great exercise called How to Set Goals in Alignment with the Truth of Who You Are that’s part of the Do Less Planner.)
  • What’s working in your business right now? What are you doing that makes you and/or your team feel powerful and energized? Think about the following categories to get you started: systems, team, offerings, finances, scheduling, customers, marketing, etc.
    • How can you add even more of what’s working to your business?
  • What’s not working in your business right now? What are you doing that makes and/or your team you feel less powerful or drained? Use the categories above as a starting point.
    • What can you eliminate based on your answers from the question above? What changes can you make that will turn what’s not working into something that is working?
  • What’s the most important thing you need to focus on between now and the end of the year to ensure you feel amazing about what your business has accomplished this year?
    • What do you need to put in place to make focusing on this most important thing inevitable?

Going through this midyear review checklist will give you so much clarity as to how to allocate your precious time and energy between now and the end of the year.

I know you might feel like you don’t have time to answer these questions or that you’ll get to them later (either do them now or mark an hour in your calendar in the next week to make sure you actually do), but here’s what I want to remind you of:

The wisest business owners are the ones who slow down to course-correct in a predictable cadence that supports their dreams and ambitions.

If you want support with your midyear review and with planning the rest of 2022 so that you finish this year knowing beyond a shadow of a doubt that this has been your best year in business yet, we’re here for you!

We’re hosting a Plan the Rest of 2022 with The Origin Company Workshop live and you’re invited! Get the replay here.

May your midyear review be fun, fruitful, clarifying, and enlivening!

Over to you:

Which one of these questions on the midyear review checklist was the most eye-opening for you? What’s your most important thing for the rest of 2022? Tell us in the comments so we can cheer you on!

P.S. The Origin Company is here to give you the energetic shifts and practical strategies to make sure that the most important thing you want to accomplish in your business between now and the end of the year becomes inevitable.

Join us for Plan the Rest of 2022 with The Origin Company, a live workshop, where you’ll leave with a plan in hand to get the most important thing done in an aligned, enlivening way!

Get the replay for Plan the Rest of 2022 with The Origin Company.


Kate Northrup is an entrepreneur, bestselling author, mother, and founder and CEO of The Origin Company, which reaches hundreds of thousands globally. Kate is committed to supporting ambitious women to light up the world without burning themselves out. She’s the author of Do Less, the Do Less Planner System creator, and runs The Origin Membership, which helps business owners grow their business while doing less.


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