How to Complete a Mid-Year Marketing Review in 5 Simple Steps
- Rachel Meyer
- 7 days ago
- 4 min read
We’ve hit the halfway point of the year, so you know what that means. It’s time to do a mid-year marketing review!
I know it’s not the most fun thing in the world. But it’s vital to help you see how your marketing is doing and how you can crush your goals in the second half of the year.
It might seem like a big, scary task. That’s why I’m sharing my super simple 5-step process for a mid-year marketing review. This is exactly what I do for my business, so I can roadmap the rest of my year.
What you need
Time
Set aside a few hours for your mid-year review. I suggest scheduling it in advance, like a meeting you can’t miss, so you don’t end up putting it off until the end of the year.
Notebook/Google Doc
You’ll need something to write in to record all your analytics and answers. I still enjoy doing this on paper, but a Google Doc or Notion page works just as well.
Analytics
Speaking of analytics, you’ll also want to round up all of those before you begin. Log in and find the stats for all your various marketing tactics, such as email, blogs, and social media, so they're ready for later.
My 5-step mid-year marketing review
Step 1: Review your goals
Start by looking at your marketing goals for the year, quarter, and month. Ask yourself:
How did I make progress toward this goal?
How did I do poorly?
How could I have done better?
Don’t be discouraged if you haven’t made as much progress as you hoped. That’s why we’re taking time to review so that you can course correct for the second half of the year.
Step 2: Assess analytics
For some of you, this will be the best step. For others, it’ll be tedious. Either way, assessing your analytics and reviewing KPIs (key performance indicators) is necessary to get a complete picture of how your marketing is doing.
The exact metrics you choose to focus on depend on the platform and your goals. For each one, write down what analytics you’re tracking, then fill in all the numbers. It'll take a while, but it’s worth it.
Example:
Reach
Engagement
DMs
Link clicks
This will give you a truly honest look at your marketing performance so far. You may think you’re behind on that goal, but your numbers paint another story. Or you might think you’re doing well, only to realize you're way below your goal.
Step 3: Ask questions
It’s time to dive deep and ask yourself a few more questions to really get the full picture of your marketing. These questions may include:
Which marketing tactic brought in the most results (revenue, clients, etc)? Is it the one you thought?
Which marketing tactic brought in the fewest results?
Which marketing tactic took the most time?
Which tactic took the least time?
Are there any tactics you want to drop?
Are there any tactics you want to add or try?
Did any of your results surprise you?
If any other questions come to mind while answering these, answer them too. All this helps you fully see how your marketing went in the first half of the year.
Step 4: Make new goals
Now we’re going to use what we reviewed to do a bit of planning. First up, create your goals for the second half of the year.
Start by looking at your goals from the first half. For each one, ask yourself if you want to keep, change, or drop it and act accordingly.
Remember that changing or dropping a goal is not a failure. It allows you to better accomplish your overall goals for your business and your year. This could even open up room to create a new goal.
Step 5: Create a plan
Lastly, make a plan to accomplish your goals in the next six months. For each goal, break it down into steps, then divide them into quarterly and monthly goals for the rest of the year. These goals, especially the monthly ones, may shift as you go through the year, but this gives you an overall timeline to aim for.
Everyone’s planning style is different, so I won’t give you much advice beyond that. Personally, I write out my plan for the rest of the year in the Notion gallery where my goals are. But you might prefer to block them out in a Google calendar, your planner, or something else entirely.
And that’s it! As I hope you can see, a mid-year marketing review isn’t as hard as you might think. But doing one will equip you for tackling the rest of the year with clarity and a plan.
Could you use assistance in accomplishing your marketing goals in the second half of the year? I would love to chat and see if I can help! Click the button below to set up a free “get to know you” call today.
Comments