Mid-Year Review – Three Choices

By Mike Philie
In July 7, 2014

In January you and your team rolled out the 2014 company goals and objectives. Everyone agreed that this year was going to be different. While the goals were seemed realistic they involved stretching the business to provide deliverables that were still relatively new to the company, your existing clients and the market that you serve.

Early Stage Correction

As time went on you quickly realized where the gaps were in the planning and execution phase of these objectives. Better yet, you were right there in making the necessary corrections in a timely fashion. These changes often involved more training, perhaps a software re-install and occasionally a staffing change.

Where Are You Now 

So here it is, post Independence Day. The flags and banners have been put away until next year and your house guests have returned home. You are six months into your goals and if you’re pleased with where you are then congratulations, nicely done. If you are not where you want to be perhaps it’s time to reassemble your team to review what’s gone well and what hasn’t.

Press Ahead, Tweak or Reload

Your challenges might be very clear to both you and the team and easily corrected. In some cases it may not be so clear. Was it the objectives, or tactics that you set forth to execute or was it was the client-facing strategy that wasn’t as effective as everyone hoped it to be. Whatever the diagnosis you have three choices – either press ahead with what you have, tweak it somewhat or reload and get back to where you need to be by the next six months. Some decisions may be difficult and unpopular but they’ll have to be made.

What does your mid-year review look like? Comments and additional ideas are welcome.

Mike Philie

Mike works with printing companies that are not satisfied with their sales and business development performance, and are looking to get objective advice and strategic direction on how to improve the results of their business. His engagements can range from providing input on the overall sales strategy to building business development pipelines while training the processes of “selling” in today’s marketplace. Mike quickly establishes himself as a trusted resource and advisor to the owners and senior staff of his client companies through his personal involvement, and very quietly and effectively becomes an extension of their staff.

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