Evaluating Your Year

It's mid-year check-in time and in this episode Alison goes through a mid-year business review process that can work for anyone and shares the questions she uses to assess progress beyond short-term metrics. She focuses on her long-term goals, the “through line” in her work, and how business growth connects with personal growth, identity shifts, and the opportunities that she chooses.

She also looks at whether her current activities are driven by strategy or habit, and how she uses time blocks for workouts, writing, and planning. Next she considers revenue and energy together to evaluate pricing, offer design, lead generation, and which tasks are actually supporting growth.

In the last half of the episode, Alison reviews the Luxury Business Retreats acquisition and what has worked so far, including the transition, communication, and changes to the Retreat Profit Society. She closes with a simple framework for business evaluation: keep what is working, kill what has run its course, and build what still needs to be developed.

HIGHLIGHTS:

1:16 Mid-Year Business Check-In

6:35 Rethinking Business Goals

11:13 Questions Worth Asking

14:56 Habit or Strategy?

21:01 Retreat Acquisition Update

30:56 What Still Needs Building

34:29 Keep, Kill, Build

38:38 Progress, Not Perfection

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