Mid-Year Goal Check-In: Elevate Your Success and Well-Being
As we pass the midpoint of the year, it's a crucial time to reflect on our progress, reassess our goals, and make adjustments to ensure a successful second half. This process is not just for executives but also for executive assistants, whose roles are integral to the smooth functioning and success of any organization. Let’s explore how a mid-year check-in can benefit you, how to prepare for it, and why remembering your well-being is key.
The Importance of a Mid-Year Goal Check-In
A mid-year goal check-in is an opportunity for you to:
Evaluate Progress: Assess how far you've come in achieving your goals. Celebrate your successes and identify areas where you need improvement.
Reassess Objectives: Goals set at the beginning of the year might need adjustments due to changes in priorities or circumstances.
Realign Strategies: Modify your action plans to align better with your current objectives and the overall mission of your organization.
Executive Assistants: Your Role in the Check-In Process
As an executive assistant, your role in the mid-year check-in process is twofold. Firstly, you assist your executive in their goal assessment and realignment. Secondly, you perform your own check-in to ensure your personal and professional growth.
Assisting Your Executive
Prepare Reports: Gather data on key performance indicators (KPIs) and prepare reports that provide a clear picture of the progress made.
Schedule Meetings: Arrange mid-year review meetings, ensuring all stakeholders are available and prepared.
Offer Insights: Provide insights based on your observations and the data you’ve collected. Your unique perspective can be invaluable.
Personal Check-In
Self-Evaluation: Reflect on your goals. Are you on track? What challenges have you faced? What achievements can you celebrate?
Skill Development: Identify areas for improvement. Consider additional training or resources you might need to enhance your skills.
Goal Adjustment: Realign your goals with your executive’s objectives and the organization’s mission.
Remembering Your Well-Being
In the hustle and bustle of assisting others and managing numerous tasks, it’s easy to overlook your well-being. However, maintaining your physical and mental health is paramount to sustaining high performance.
Take Breaks: Regular breaks can prevent burnout and increase productivity. Use techniques like the Pomodoro Technique to manage your time effectively.
Practice Mindfulness: Incorporate mindfulness practices such as meditation or deep-breathing exercises to reduce stress.
Seek Support: Don’t hesitate to seek support from colleagues, friends, or professional counselors if you feel overwhelmed.
Preparing for Your Annual Review
The mid-year check-in is also a strategic time to start preparing for your annual review. Here’s how you can set yourself up for success:
Document Achievements: Keep a record of your accomplishments, highlighting how they have contributed to your executive’s and the organization’s goals.
Gather Feedback: Seek feedback from colleagues and supervisors to gain insights into your performance and areas for improvement.
Set Future Goals: Based on your mid-year review, set clear and achievable goals for the remainder of the year.
Conclusion
A mid-year goal check-in is an essential practice for maintaining momentum and ensuring success. For executive assistants, this process involves not only supporting your executive but also focusing on your own professional development and well-being. By taking the time to reflect, reassess, and realign, you can prepare for a successful annual review and set the stage for continued growth and achievement.
Remember, your well-being is the cornerstone of your effectiveness. Take care of yourself, and you’ll be better equipped to take care of others. Happy mid-year check-in!
About Diane Steele
Diane Steele is the CEO and Founder of Steele Recruiting LLC, an Executive Administrative Assistant and Chief of Staff search firm. Headquartered in Minneapolis/St. Paul, Steele Recruiting is a female-owned retained search firm specializing in the recruitment of Executive Administrative Assistants and Chiefs of Staff, supporting CEOs and Presidents across the United States.
Contact Steele via email or phone/text at 952-484-4217.
"We should have called you first!" President of a recruitment firm, Minneapolis, 2023.
