Can you believe it’s officially the middle of the year – high time for a mid-year business review!
For small business owners, reaching the midpoint of the year is far more than just a calendar date. It presents a valuable chance to step back, evaluate progress toward business goals, celebrate successes, address challenges, and make strategic adjustments to ensure a strong finish to the year. It provides a chance to ask yourself these 3 questions:
1. Is the company on track to reach our 2025 business goals?
2. How has day-to-day busyness taken us off course?
3. What will it take to get back on track?
Goals setting is important for small businesses
If you did not set any goals at the start of 2025, or you’re not sure where you’re at in your progress toward reaching your business goals and have a sinking feeling you’ve fallen behind, now’s the perfect time to bring in a Virtual Assistant for business admin support.
It’s essential to take stock
Many small businesses overlook the importance of taking stock mid-year. But a mid-year business review is a powerful tool. It provides a platform from which you can recognise your wins, spot missed opportunities and realign with your original targets. With the right business admin support, you don’t have to find the time to accomplish this alone. A Virtual Assistant can help you organise the data, track the progress, and plan your next steps with precision.
Why mid-year reviews matter
Mid-year reviews aren’t just a more comprehensive version of a quick, monthly business check-in. They provide a timely opportunity to properly assess progress, identify potential issues, and make well-informed adjustments before the end of the year.
Here are 4 ways in which they matter:
1. Identify wins and missed goals
Taking time to measure your progress will provide insight into what’s working – and what’s not. It also uncovers any areas where goals have been missed or need adjustment. These insights allow for smarter decisions moving forward, rather than waiting until year-end to realise something has gone off track.
2. Spot new opportunities
The business landscape evolves quickly. A mid-year business review helps you identify market changes, customer feedback trends, or emerging opportunities that weren’t on your radar in January.
3. Prevent reactive decision-making
Without regular reviews, business owners risk making rushed decisions under pressure later in the year. A proactive check-in enables clear-headed planning, rather than reactive scrambling when deadlines loom.
4. Keep teams focused and aligned
When you assess progress halfway through the year, your team stays connected to the bigger picture. This clarity boosts motivation and ensures that everyone knows what they’re working toward.
How your Virtual Assistant can support your mid-year review
Hiring a Virtual Assistant for a small business is one of the smartest moves you can make when it comes to having the time to conduct a proper mid-year review. Here’s how they can make a real difference:
- Data gathering and reporting: Your VA can collect relevant sales figures, customer engagement metrics, and project updates. This eliminates the hassle of compiling data yourself and ensures you have everything you need for a thorough review.
- Organising business admin support: From updating spreadsheets to managing task lists, a VA provides seamless business admin support that keeps everything organised. This administrative foundation makes it easier to analyse what’s been achieved and what’s pending.
- Scheduling review sessions: It’s easy to postpone your mid-year review when the calendar is full. A VA can coordinate meeting times with stakeholders, prepare agendas, and ensure that the session happens – without interrupting your workflow.
- Goal tracking and adjustment: If your goals are stored in a project management system or CRM, your Virtual Assistant can update them with the latest progress. They can also highlight which goals are on track and which need redefining, helping with ongoing goal setting.
- Task delegation and workflow updates: Once your review reveals what needs to change, your VA can help implement the new strategy. Whether that means reprioritising tasks, following up with clients, or updating marketing plans, your assistant ensures plans don’t just sit on paper – they get done.
A skilled VA provides more than just business admin support. They become your partner in planning, organising, and moving forward strategically. And once your goals are realigned, you’ll enter the second half of the year stronger and more prepared than ever.
Final thoughts
Don’t let being time strapped mean that another six months pass by without you checking in on how you are making progress toward reaching your business goals. If you are unsure how, make the time investment to learn how to review business goals effectively and use a Virtual Assistant to make the process smoother, smarter, and more impactful.