Goal Setting Part 1: Reviewing Your Year

Before you set goals for next year, you need a clear look at this one. In this first half of a two-part series, Mike (branding/web) and Liz (social strategy) walk through a simple year-in-review process: celebrating wins, surfacing challenges, capturing lessons learned, and pulling out the metrics that matter. This reflection sets up Part 2 next week, where we will turn insights into concrete goals and a tracking plan.You’ll learnWhy reflecting on the current year makes next year’s goals more realistic and actionable.How to inventory wins (big and small) so you do not skip progress you made along the way.What to examine when things dipped, including revenue swings, pipeline gaps, time management, and tool overhead.How to spot patterns in sales cycles, such as time to close and number of meetings before a “yes.”Why tracking simple metrics (leads, closes, average time to close, monthly revenue) helps you decide what to repeat or retire.How to translate challenges into systems, like pipelines, project management, and recurring touch points.When to review pricing, offers, and ideal client fit as part of a year-end reset.Quick winsWrite two lists: three big wins and three small wins from this year, with one sentence on why each happened.Pull a one-page snapshot of monthly revenue, new clients, and average time to close, then circle the outliers.List the top three challenges you faced and note one process tweak for each.Open your CRM, calendar, or spreadsheet and record every active lead with its current stage.Pick one habit to protect your holidays. Key takeawayClarity beats hustle. When you pause to celebrate wins, understand dips, and capture lessons, you give next year’s goals real footing. Bring those insights to Part 2 to set focused targets and a simple tracking planResourceGet the Goal Planning Workbook Here: https://x2zpod.com/resources/