My Mid-Year Review

As we are now halfway through 2017 (erm… how did that happen?!), I thought it would be helpful to review my year so far and see what I’ve achieved and where I’m going for the second half of the year.

This happens to coincide with me moving into my new bullet journal so this post will cover that process, as well as a review of my goals. I’ve never done a mid-year review before, but it felt really productive and I think you could benefit from doing something similar too.

mid-year review, bujo, bullet journal, planning, goals

I began this process by looking back at the goals that I set for myself in January. It’s been a long time since I set New Year’s Resolutions, but this year I decided to set a series of goals for the year and come up with action steps to achieve them.

I broke them down into four categories: personal development, professional, home & family, and financial. In each category, I had 2-3 separate goals, such as increase fitness, publish next book, and de-clutter house. Having learned about the Getting Things Done (or GTD) system, I soon realised that having these big projects listed was of limited use. What I needed to do in order to achieve these goals, was to break each of them down into individual action steps.

Throughout the first half of the year, I have fallen in and out of my planning. Some months or weeks, I have incorporated these goals and action steps into my bullet journal spreads. But other times I’ve left them out. Take a guess when I managed to make progress on these goals…

In doing this review, I had to be honest with myself about what was and wasn’t working for me. I really set myself too many huge projects, so many of them have fallen by the wayside completely. Going forward, I know I need to limit myself to just one big project at a time, with other secondary projects that can be progressed alongside that. I wasn’t realistic about what I could take on in one year, even if my organisation had been absolutely spot on for the whole six months I would have been pushed to make good progress on more than a couple of these big projects.

There were two areas that I have made strides in, however, and I am super proud of that. I got my fourth book finished and published, resulting in my best day of sales to date. I’m now taking a little break from writing fiction to focus on this blog and my next big creative project. Right here is the other big area of progress! I wanted to redesign Spirited Mama, connect with other bloggers and grow my audience. All of this is happening.

The Big Questions

The next stage of the review was to complete a questionnaire that I picked up from Lisa Jacobs over at Marketing Creativity. Lisa created a list of 10 questions, which I adapted slightly, that cover successes and disappointments of the year so far, as well as changes for the remainder of the year.

The questions I asked myself:

  1. What feels good about the first half of the year?
  2. What areas of your life or business are feeling out of sync?
  3. What do you want the rest of the year to feel like? What would you like to see take shape?
  4. What will you need to do to make that visualisation come true?
  5. What would you like to stop doing? What’s eating up your time, making you feel bad, or not contributing to your best life in any way?
  6. What activities, products, actions, or ideas are working for you this year?
  7. What was your best creative business pay day?
  8. What actions bring subscribers, fans and followers?
  9. What isn’t working? What’s costing time and money for poor return?
  10. What do you want more of in the second half of 2017?
  11. How might you change your approach going forward?

These questions are obviously aimed primarily at people running a business, but the first five and last two can easily apply to anyone. Going through them has given me the chance to pause and reflect, examine what works and what doesn’t, and plan for the future. For instance, I know that I want to be more positive and productive, spend more time with my kids, and grow my income. What’s more, I know what tools to use and steps to take to achieve these goals.

In my bullet journal

As I am moving into my second bullet journal this month, I have been able to take on board what I have learned in doing this review, and implement changes in my bujo. I have loved bullet journaling. It’s no exaggeration to say that it has changed my life. I’m feeling so much more organised and inspired. The major advantage that bullet journaling has over standard planners is the ability to completely customise it. If you try something one week, or month, and it doesn’t work out, you can simply change it up with a new spread whenever you like.

My spreads have evolved since I started in January and I have a better idea of what works for me now. Setting up my new notebook with favourite collections that I wanted to copy over was really enjoyable and made me feel charged with purpose for the coming months.

The first page for the month that I set up was my active projects and goals spread. Knowing now that I need to be more focused and reflect on my goals more frequently, it seemed appropriate to not only have a spread for my annual goals, but one for each month as well.

bujo planning July goals spread

Next up is the traditional bujo monthly spread, more or less. Alongside it, I have included a spread that I used in June in my last notebook, an Income Log. I tried tracking my spending back in May, but I didn’t keep up with it and it actually kept me stuck in a negative mindset. I decided to log all money and value coming into my life instead. This can include things like being gifted a discount for something, or getting a freebie from a mailing list. Any time I receive something of value, I make a note of it. This helps me to feel positive about money and the abundance in my life.

Ryder Carroll traditional monthly layout, income log

I’ve been keeping a gratitude log for a few months now. Very simply, I note down one thing every day that I am grateful for. On bad days it might be something as basic as “my bed”, but since keeping this log, the bad days have grown fewer and more far between. Opposite this, I have a self care log. I used to do a monthly tracker with all the individual self-care acts I wanted to increase in my life listed separately. But I found this too overwhelming, trying to establish too many habits at once. Instead, much like the Gratitude Log, I just note one thing each day that I have done to take care of myself.

gratitude and self care log

going forward

So what are my goals for the remainder of 2017? My top priority is right here, giving you guys great content on a regular basis. Then there’s my creative writing course, Fun and Ink, which I am aiming to get launched this summer. Finally, my fitness needs a very real kick up the butt. I have action plans in place for each, and am raring to go!

So how about you? How has 2107 been going and where are you going next? I love to hear from you, so leave a comment below.

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14 thoughts on “My Mid-Year Review

  1. Ritu says:

    It’s been a long half year… but daily it’s whizzed past!
    Happily I feel that all I hoped for in many ways had been achieved so far. But for me the big changes are in September when the new academic year starts!!!
    So I’ll pootle along until then!

  2. Parul Thakur says:

    I love how organized you are. Such a good motivation it is to do a mid-year review. I don’t have a bullet journal. But yes, I use the concepts a little to organize my month. Majorly like a calendar at home and tasks that need to be done. Loved yours and the logs that are there.
    Keep working on your goals.

  3. Becca Barracuda says:

    I cannot believe it is already half way through the year! Where has the time gone?! I love your bullet journal; I gave bullet journaling a halfhearted whirl last year, but did not keep up with it. My journal is mostly random bits of thoughts and reflections, but it’s working for me. I started a fitness journal a couple months back, too, where I track what I’ve done for the day, and any reflections on it. I’ve been thinking about sprucing it up a bit because it’s become quite the motivator for me, actually! As far as my own goals, I’m working on writing my first book and hoping to have it finished by April; I am 127 pages in and feeling pretty good!

  4. My Existential Babble says:

    I loved reading this post! This year, I have been focused on personal development and increasing my levels of organisation and self-worth. I am already an organised, neat person, but I have embraced that this year to keep on top of simple things such as cleaning, keeping on top of revision and assignments at university, and even tracking what I do each day in a diary so I can look back and remember what I got up to.

    Reading this has made me excited to reflect on my achievements so far, and continue to develop myself as a person (something I have began already by creating a blog and starting a new job).

    • Holly says:

      Oh, I’m so glad you enjoyed the post! Thank you for commenting 🙂 Good luck in your new planning and tracking venture 😉

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