Ep 233 | Reflecting on 2023 to Plan for 2024 with Julie Boll

When you reflect you remind yourself about what was amazing, what you want to do more of, and what you'll let go of. Walk through the exercises in this episode for yourself AND with your team as you plan for 2024. Then, create this as a practice throughout the year to make adjustments and changes as you work towards your organizational goals. What you'll learn: → what is a reflection practice? → how often you should be reflecting. → questions to ask yourself when reflecting. → using what you learn to help you when you aren't hitting your goals. Want to skip ahead? Here are key takeaways: [3:30] Why is reflection important? It helps you understand what worked well and what didn't. As you go through life, you tend to forget what happened in the day-to-day that positively or negatively affects your personal and professional goals. [7:56] As a leader, you need to model the work. Yes, you can lead your team in this exercise. It makes a bigger impact if you do the work yourself and model that for your team.That will help you build a culture of ongoing reflection as you go through the year. [15:17] Create a better breakdown of your fundraising goal to know who to target. If you're looking for a certain amount of donors at a certain average gift then you can track where you're at and which audience you should be targeting. [11:23] Figure out the right cadence for yourself. Julie recommends at a minimum, a quarterly review. Take quick inventory on what you intended to happen and what actually happened. Think about what you will keep doing and be real with yourself about what you'll let go of.  [13:53] Start by getting out a piece of paper and asking yourself questions. Some questions include, what are you most proud of? What did you learn that you want to take with you? What milestones did you achieve? Where did I develop a skill that I want to expand on. [20:57] Be real about what you come up with and use it to pick yourself up if you aren't hitting your goals. By reflecting you get a better understand of what isn't working so you can make adjustments and keep the train on the tracks. Resources [quiz] Should You DIY Your Website? [guide] Year In Review Julie Boll Founder, Julie Boll Consulting As a certified Dare to Lead facilitator (CDTLF), Julie Boll teaches people how to lead and live more courageously using the Dare to Lead framework developed by Dr. Brene Brown. Julie is the founder of Julie Boll Consulting, a consulting firm dedicated to helping people and organizations make the most of their time, energy and resources so they can maximize their impact on the community. Julie is a former grants professional with a $10 million track record in awarded grants and over 20 years experience in the nonprofit sector, serving in marketing, public relations and grant development roles. Julie is a Certified Professional Co-Active Coach (CPCC), and McNellis Compression Planning® facilitator. Julie holds a Bachelor's Degree in Public Relations and a Masters Degree in Education, both from Quincy University. Learn More: https://www.juliebollconsulting.com    Connect with us on LinkedIn: https://www.linkedin.com/company/the-first-click Learn more about The First Click: https://thefirstclick.net Schedule a Digital Marketing Therapy Session: https://thefirstclick.net/officehours