Get Your Goals Back on Track

Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Brand Specialist
September 7, 2018

In January, we focused on How to Keep the Resolutions You Make but with life’s many distractions, it’s easy to lose sight of those goals as the year progresses. We are more than halfway through the year, which makes it a good time to reassess the goals that you set out to achieve. More than likely your priorities and plans have shifted since you set your initial goals. If you fell behind, you still have time to catch up.

Finish the Year Strong:

1. Review your goals.

Pull out the goals you wrote in January. Do they look familiar? Has anything in your life changed since you wrote them? Are these still important to you? Get reacquainted with your goals and determine if these are still the right goals for you to focus on for the rest of the year. Review your successes, analyze and measure results and look for areas for improvement as you proceed with the remainder of the year.     

Was one of your goals to expand your professional network? How are you going to accomplish that goal? Did you outline specifics?

  • Sample goal: Expand your professional network by joining a CPA or wealth management association, local Chamber of Commerce or Business Network International group.

2. Reflect on your progress.

When you review your goals, it provides you with time to reflect and determine if you are making progress. Use your reflection time to evaluate the steps you have taken up to this point. Are you on track to meet your goals? Did you leave any opportunities on the table?

Take this time to reflect on what’s holding you back from achieving your goals. If you are achieving your goals, reflect on the habits that are helping you to make those achievements. What’s been working well? Develop processes around those good habits to maintain the momentum but don’t forget to also reflect on missed opportunities. Think about whether or not you need to make adjustments to your goals.

  • Are you blocking time on your calendar to research networking events? Did you get invited to a networking group but didn’t attend because you were consumed by your daily routine? Did you schedule out networking events on your calendar?

3. Refocus your efforts.

Reflect on your progress and realign your goals to match. Look at your new or revised goals and assess what can be done by year-end. Once you established what you need to focus on and how, follow Nike’s advice and “Just Do It.”

Now that you have refocused your efforts, set up benchmarks (What determines a successful networking group?), timelines (How long do you want to attend before you make a decision?) and processes (What does your weekly schedule and evaluation process look like?) that will help you achieve your goals. Align each goal with a reward that will help you stay focused, encouraged and allow you to reward yourself for a job well done. For example, once you have joined a group, reward yourself with the new suit you wanted and wear it to your induction ceremony.

  • Schedule a different networking event on your calendar each week and attend. Does this event accomplish what you are looking for? If so, at this point you can decide to attend a couple more sessions. If not, move on to the next event. Calendar out the events and make it a point to attend them. It’s an important part of your business; make it part of your routine.

It’s easy to get distracted by the day-to-day administrative tasks that don’t drive the bottom-line. Just remember the main reason for establishing your goals is to keep focused on the activities that drive a result, such as making new connections that drive revenue into your business. If you see yourself getting off track, remember to review your goals, reflect on your progress and refocus your efforts to get back on track.

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