Steal My Mid-Year Business Review
Goal setting is exciting.
Reviewing is not.
But reviewing may be the more important business skill.
Many private practice owners move from one quarter to the next without stopping to evaluate what actually worked, what created unnecessary stress, what produced revenue, and which problems continue repeating.
That makes goal setting reactive.
A useful business review gives you enough information to choose your next priorities intentionally.
Check out the episode: https://youtu.be/KBgemEkNC48
What Should You Review?
A mid-year or quarterly practice review can include:
Financial performance
Revenue
Expenses
Profit
Outstanding balances
Recurring costs
Clinical activity
Caseload
Referral trends
Cancellations
Service mix
Capacity
Operations
Documentation
Billing
Scheduling
Intake
Administrative bottlenecks
Marketing
Referral sources
Content
Website activity
Networking
Marketing spending
Owner capacity
Energy
Workload
Sustainability
Whether growth is supporting or undermining your broader goals
The REVIEW Method™
Results: What actually happened?
Energy: What consumed more energy than expected?
Value: What created meaningful return?
Issues: What problems keep recurring?
Evaluate: What should continue, change, stop, or start?
Way Forward: What one to three priorities matter next?
Why Use ChatGPT?
The usefulness of ChatGPT here isn’t in letting AI choose your business strategy.
It’s in using it to help synthesize the information you provide, surface patterns, organize messy observations, and challenge vague thinking.
ChatGPT Projects can keep relevant chats, files, and instructions organized around a shared objective, which can be useful for an ongoing business-planning workflow.
The quality of the output still depends heavily on the context and data you provide.
Want to try the Mid-Review Review Quarerly Prompt with ChatGPT here
Questions to Ask During Your Review
What produced the strongest return on my time?
What am I doing simply because I’ve always done it?
What problem has appeared repeatedly?
Where am I spending money without clear value?
What services align best with the practice I’m trying to build?
What does my actual calendar reveal about my priorities?
What would make the next quarter meaningfully better—not just busier?
Choosing Quarterly Goals
After reviewing, choose no more than one to three meaningful goals.
Each goal should have:
A defined outcome
A reason it matters
A measure of success
Major milestones
Likely barriers
A first action
Key Takeaway
Don’t create the next goal until you’ve learned from the last one.
Your business is already producing data.
The goal of a review is to stop long enough to understand what that data is telling you.
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