Meetings, Management Tips | July 22, 2020

Reset & Revitalize 2nd Half Performance: How to Run a Midyear Goal Review Meeting

image representing Reset & Revitalize 2nd Half Performance: How to Run a Midyear Goal Review Meeting

Unless you’re a sales rep for Zoom, it's pretty safe to say that whatever goals you had at the beginning of the year now look like a stretch.  Now that the dust has settled from 2020’s rollercoaster first half, it’s time to climb up the tree to see if you’re still on the right path. It’s time for a midyear gut check. 

This year more than ever, it’s vital to do a mid-year review with your direct report or manager. Reviewing the last 6 months worth of work and assessing what stays and what goes will yield one of the highest ROI's of any meeting on your Q3 calendar. It does not have to be a very long meeting, but it does have to be very intentional. 

For starters it's a good time to check with your counterpart on how they're feeling about their progress this year. You may have done this more casually throughout the year already but it's important to give the discussion some structure, to record the meeting, and to assign and track any actions or to-dos that come out of it.

To kick it off, review what was planned at the beginning of the year: What were the numbers or outcomes that were agreed upon to signal success on your yearly goals? You should both ask yourselves “are these still appropriate goals considering how the year has gone”?. Adjusting goal-targets is a huge key to keeping employee morale and motivation high.

You should also ask yourself “Do we need to scrap any of these goals right here and now?”. Priorities change quickly and what was important or feasible in January may not be any longer. If a goal needs to be scrapped, mutually agree on new 2nd half goals that take the reality of 2020’s 2nd half expectations into consideration. 

 

Goal Review Meeting

 

Once you've agreed upon 2nd half numbers and/outcomes, put them in writing and break them down so they're more manageable. Plan out the next major steps (2-3) that will put you on the right track to hit that number or goal for the end of the year. The, most importantly, set a regular recurring time to check in with the goal owner and get updates on their progress towards the goal or KPI.

With less opportunity for in-office face-time, it’s important to get more frequent updates without taking up any additional time. We have personally used Strety's Goals & Check Ins to get more consistent reads on how everyone is doing, feeling, and progressing towards their goals and we haven’t missed a beat; effectively replacing our need for a Daily Stand Up.

Lastly, praise. Everyone has faced their own personal challenges and hardships adjusting their work around WFH and a global pandemic. Remember to use the meeting to also acknowledge and emphasize what’s been accomplished amidst such a tough year. Your team will thank you for it. 

 

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