How to Complete a Mid-Year Review

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It’s that time again – time for a mid-year review!

Now is such an exciting time for businesses because you’re able to reflect on what you have accomplished so far for the first part of the year, and yet you’re still able to make adjustments to your plan to be even more successful for the second part of the year. Congrats to you on this opportunity.
From a PR / Marketing perspective, we’ve provided a quick and easy checklist to use to see if you’re on the right path to grow your business or organization.
Mid-year review questionnaire: Rate your level of satisfaction with each question on a scale of 1-10. Add your score when complete.
1. Have secured documented growth in your business? If so, what is the percentage of growth? Rate this percentage on a scale of 1 – 10 in satisfaction.
2. Has your business or organization been featured in the news during the first part of the year? Rate your level of satisfaction with this result.
3. What community alliances have you formed during the first part of the year?
4. What alliances have you maintained?
5. Has your business or organization been a part of giving back to the community and have you maximized the potential with this effort?
6. Rate your current referral sources for the first portion of the year.
7. Rate your level of satisfaction with maintaining new clientele.
8. Rate your level of gaining new clientele, donors, participants, etc.
9. How would you rate your overall perception of your organization during the first part of the year in terms of opinion of quality, viability, performance, and growth?
10. Rate your overall perception of your marketing materials and marketing plan.
Now add your score. How did you do the first part of the year? If your score is 60 or below, you will want to make adjustments to your plan now to achieve the growth in your business that you desire. There’s still time!
For more information on getting on the right track, give us a call for a complimentary consult.

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