Taking Stock – reflections on the year so far, a timely
reminder
We are now two thirds of the way through the year. Realistically,
it is roughly the last time you can expect to systematically
take any "strategic" actions that
will make a difference on your performance contract or business
goals for the year. It is hard to achieve such things in days, so it is a
good idea to take stock of where you are with regards to where
you’d like to be now (or where you promised to be), versus
"where you are" as you gear
up to the end of the year and to make some plans to close
the gap(s). A careful assessment at this time of the
year can re-invigorate you to a higher level for the last
few months of the year. Don't forget to
acknowledge and celebrate your successes as well - we
frequently forget to do that. It can also help to
energise you towards a higher level of performance.
Here are some questions that we hope
are useful:
- Do you have appropriate measures to help you to see
where you are now and where you need to get to (so that
you will know when you’ve arrived)? If not, what would useful/appropriate
measures be?
- Where are you with respect to your KPI’s? Where is your
team? Your division?
- What can you realistically influence between now and
the end of the year?
- If your goals are not realistic, what can you do about
it? Is it appropriate to modify them in any way
due to circumstances which have changed since you
developed the goals?
- What are your next steps and by when do you need to
complete them in order to achieve what you want to achieve?
- What small step can you take today?
A nice tool that we use to help us to quickly see where we
are is a dashboard. It is simply a slide with the most critical
and important (and therefore, only a few) goals/KPIs
listed and in response to each a traffic light symbol – green
for on track, amber for warning, watch closely and red for danger,
needing immediate corrective action.
Don’t forget to think about (and apply) the same questions
to your team if you lead a team. One part of organisational
performance is making sure that each part of the organisation
is working as it should, identifying where it isn’t working
properly and helping/supporting it to do so.
The second part of taking stock is looking at your own life
and accomplishments versus goals for the year.
What DO you want?
A very important question. Consider:
Success - By Walt Emerson
To laugh often and much;
To win the respect of intelligent people and the affection
of children;
To earn the appreciation of honest critics and endure
the betrayal of false friends;
To appreciate beauty, to find the best in others;
To leave the world a bit better, whether by a healthy
child, a garden patch or a redeemed social condition;
To know even one life has breathed easier because you
have lived;
This is to have succeeded.
In your own life – the entirety of it – are you happy and
finding fulfilment with
the balance you have? Do you get enough energy from what you
are doing? We suggesting filling out the matrix below to
assess your level of satisfaction and fulfilment in the
collection of activities in which you are engaged.
Once you’ve
identified what gives you energy and what saps your energy,
you can get an idea of what you might like to do less of and/or
stop doing and what you want to do more of. It may even give
you an idea of what you really want to do with your life!
| |
Energy Giving |
Energy Draining |
| Work |
|
|
| Home |
|
|
As you reflect on your both your life goals and any
annual goals you have established and have been working
towards, if you aren’t satisfied with where you are in your
journey towards accomplishing these goals and aspirations, what would get
you there? What small step could you take today?
What is important to you? Are you doing that?
If not, what steps can you take to do more of it?
Reconnect with your core values. They may have
changed. They may have stayed the same...just think
about where you are now and what - if anything - you need to
do to be on track.
What did you set as personal goals this year? If you didn’t
set any specific ones, what do you think you were aiming for? What were your
implied goals? How are you getting on?
Small steps are great – things you can do immediately or
by the end of the day. Good luck – taking the next steps in
your life. Remember the old and somewhat trite phrase:
"Today IS the first day of the rest of your life!"
You may like to consider one last question: If you woke up
tomorrow and overnight while you slept (somehow) everything
in your life was perfect, but you weren’t aware of it...how
would you know?