Use this checklist to assess your progress and make adjustments for a strong finish to the year.

Business Goals & Strategy

• ☐ Have I achieved at least 50% of my yearly business goals?
• ☐ Do my current goals still align with my long-term vision?
• ☐ Have I adjusted my strategy based on recent industry trends or challenges?
• ☐ Do I have a clear plan for the next six months?

Financial Health

• ☐ Have I reviewed my revenue, expenses, and profit margins?
• ☐ Am I on track to meet (or exceed) my financial goals?
• ☐ Have I streamlined my budget to cut unnecessary costs?
• ☐ Do I need to explore new revenue streams or pricing adjustments?

Marketing & Customer Growth

• ☐ Is my current marketing strategy bringing in consistent leads and customers?
• ☐ Have I updated my website, social media, or branding this year?
• ☐ Am I engaging with my audience through email, social media, or networking?
• ☐ Do I have a plan for seasonal promotions or new offerings?

Operations & Productivity

• ☐ Are my daily business operations running smoothly and efficiently?
• ☐ Have I automated or outsourced time-consuming tasks?
• ☐ Am I managing my time effectively to focus on high-priority tasks?
• ☐ Do I need to improve my systems or upgrade technology to work smarter?

Personal & Professional Growth

• ☐ Have I invested in learning new skills or business strategies?
• ☐ Am I maintaining a healthy work-life balance?
• ☐ Do I have a strong support network of mentors, peers, or a business community?
• ☐ Have I celebrated my wins and acknowledged my progress?

Final Score:

✔ 15-20 checks: You’re on track! Keep up the momentum and fine-tune as needed.

✔ 10-14 checks: You’re making progress, but a few areas need attention.

✔ Less than 10 checks: Time for a strategy reset—identify key areas to focus on for the next six months.

Taking the time to check in now can make a huge difference in where your business stands by year-end. What’s one change you’ll make to finish strong?