Behind the Scenes: Creative at Heart Round 10


Mid-Year Biz Review: Let’s do it!


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We’ve talked about end of year reviews and quarterly planning but now that June is here, it’s time to talk about completing a mid-year business review! Kat is literally the queen of planning, especially quarterly planning, but she’s also a huge advocate of these mid-year business reviews. Today, we’re going to discuss why it’s important to make time for your mid-year review, what it might look like, and how to set goals for the remainder of your year. This is the perfect time to start evaluating what’s working – and what isn’t – so you can set yourself up for success the rest of the year!

What we’re discussing today:

  • The difference between mid-year reviews and end of year reviews (0:48)
  • What is Kat’s process for a mid-year review (2:43)
  • How feelings and emotions play a role in your review (5:00)
  • When to listen to your hunches vs. your data (6:29)
  • What to do after your review is done (8:53)
  • The difference between a mid-year review and quarterly planning (9:28)
  • A plan of action for your review (11:25)
  • Why it’s important to celebrate your wins (12:57)


Read the full episode transcript HERE!

Links Mentioned in this Episode:

Mid-Year Review Worksheet – FREEBIE

Kat’s Quarterly Planning Bundle

Pin this Conversation:

Mid-Year Business Review: tips and strategies to complete a mid-year review to determine your goals and plans for the rest of 2022
Mid-Year Business Review: tips and strategies to complete a mid-year review to determine your goals and plans for the rest of 2022

Thanks for tuning into this episode of Talking Small Business! You’re always invited to our table and we can’t wait to catch you in the next conversation!






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I'm Megan

I'm Megan Martin, a Mama of 4 and a conversion-focused website designer by trade who helps passionate creatives own what makes them unique and turn what they know, love, do, and already have within them into what they can sell through digital products earning passive income!

I'm Kat

I'm Kat Schmoyer, biz coach, educator and host of Creative at Heart Conference! I've been called "The Calendar Girl" because of my poster size Calendar and my passion for helping visionaries like YOU find a quarterly system that makes big dreams and daily’s happen!


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