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  • Writer's pictureSophie

Mid-year check in

Sarah Hart-Unger suggested a mid-year check in on her recent episode of Best Laid Plans , and it timed perfectly with a) my time off to go to Melbourne on a mini-break, and b) the start of my Q3 - which times with my daughters school term 3 and runs July to September. So on Wednesday afternoon this week after returning from Melbourne I took a couple of hours to reflect on the year so far, and do some planning for the next one. I did a goals check in, prioritisation of goals for rest of 2024, calendar review for rest of 2024, tentatively planning some paid leave, and net worth/retirement savings check in. Here’s some highlights from the process.


All planning done in my Erin Condren hourly weekly softbound Lifeplanner and notebook


Part 1: 2024 Goal Review and Plans


Here’s a few and how they’ve gone:

Personal goals:

  • Start a blog - tick! My first post was March 1, this is 34th post, and I’m so glad I did this. I don’t have loads of readers (yet), but I do have a few dozen regulars plus some lovely commenters, and I even MET fellow blogger extrordinaire Elisabeth during a work trip to Canada, which was so awesome (blog recap here). Thank you to everyone who has read and commented so far (even if I haven’t managed to make the commenting easy so far). Already it’s fun to look back on old posts and it’s only been 4 months haha!

  • Outline my novel - I made great progress in Q 1 (Feb-April), but then in Q2 work got super busy with travel, conferences and now grants, so I’m going to strategically put this on hold for Q3. I hope come Q4 in September I can pick this back up and finish the year strong.

  • Start drinking tea to reduce my coffee intake - fail. In fact, no idea why I even thought this would be a goal, I have zero motivation to cut down my coffee intake right now. Maybe next year haha.

  • Start a yoga or Pilates habit- umm, no, BUT I REALLY need to. My back and neck are often stiff and sore, and I feel far older than my 41 years some days. So this will be a big priority for the rest of 2024. Any suggestions for short (10 minute) yoga videos etc would be welcome. I want to start small and manageable.

Home goals:

  • Set up all the rooms in the house so they function well. Tick! This has progressed really well. We basically swapped all the bedrooms so that the kids now share the Master, parents are in the second bedroom, and the third bedroom is an office. Also the living spaces are swapped. Still lots more setting up and organising to go but the layout now works great.

  • Make a will. Fail. I know this is important, but zero Estate Planning has happened yet. I know this is a priority- it will be a Q3 goal for September- it’s going into the planner.

Work goals:

  • Create 4 writing slots per week: Tick! This was so I could protect my “deep work” time, and to do this I’ve scheduled four 3-4 hour meetings with myself in my Outlook calendar. It’s gone very well. I’ve gotten a lot of writing done, and felt calmer, and it’s been good. Some writing slots get cancelled for urgent/important meetings, which is fine, but overall I get a lot of writing done. We often do have more control over our time than we think, as Cal Newport and Laura Vanderkam often discuss.

  • Use Trello for my task management system. Mostly yes? I have a good system for this now, thanks mostly to Cal Newports system but with a few tweaks. BUT I’m not totally consistent with it (during busy periods I start operating out of my email again). So this is a work in progress.

  • Create a professional website. Started. I did a lot of work on this in Q1, but did nothing in Q2 - so the landing page looks good but the other pages are not fully populated! I need to make finishing it a goal for the rest of 2024.


Priorities for goals for rest of 2024:


In addition to keeping up my blogging, reading, walking, and work writing slots, my Goal Priorities for the rest of 2024 are:

  1. Create a yoga or Pilates habit

  2. Create a will

  3. Use Trello consistently

  4. Finish my professional website


Part 2: Calendar audit and planned leave


Next I went through and looked at my calendar for the rest of 2024. I discovered that July, August, November and December are very busy with work (grants, conferences, travel) and kid activities (birthdays, school events etc). In contrast, mid-August until October are relatively calm.


Additionally, my birthday is in September, as is 2 weeks of school holidays (vacation). I also have a few weeks of paid time off accrued. So I have tentatively scheduled:


a) two days off for late August, for when kids are at school, for rest and fun;

b) one week off in late September during E’s school holidays, which will be a staycation and a mix of family fun, an annual massage with my best friend for our birthdays (both in September), and some time to myself (when E goes to vacation care); and

c) 2-3 weeks over Christmas/New Year - our summer. (I’ll lock this in closer once we decide on any travel etc).


After this, I felt much more excited about the next few months and the mix of activities planned.


Part 3: Net Worth check in.


I never used to do this, but now do this every few months, and its reassuring to see retirement savings (called superannuation in Australia) and house value increasing. Our budgets have been a bit tight in recent months (high interest rates and cost of living is a big challenge right now), so it’s nice to be reminded this is temporary, Our house value has increased 12% since we bought 18 months ago, and our super is steadily increasing too. So we are on track in the long term.


Part 4: Routine audit


We are in winter right now so we don’t have any dramatic changes to routine, but this was a good chance to reflect on anything not working. And I identified bedtime as the big issue. It should be 7.30 reading for lights out 8pm, asleep by 8.15 or so, BUT lately O especially was still full of energy at 8/8.30 and every night lately has been a fight. SO… it’s time to drop the nap. He’s 3 years 8 months old, so that’s about right. Today we did no nap and he’s asleep at 6pm! I’ll report back on the progress once we get a few days in (particularly daycare days as those will be the challenge).


Asleep at 6pm!


And that’s a wrap. Anyone else do a mid-year check in? Any big goals come out? Any fun leave/holidays planned? I found this a really helpful and fun exercise, so I’d recommend trying it out.





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11件のコメント


ゲスト
6 days ago

SOOO late in responding but I love this so much!! Awesome job. What is your plan for the yoga? I acutally have an inperson yoga class booked tomorrow - the first in forever!!!! (this is SHU :) )

いいね!
Sophie
Sophie
4 days ago
返信先

Hi Sarah! Thanks for stopping by! I saw you went to yoga, well done! I tried yoga by Adrienne online at home, but I don’t really know what I’m doing so I think I need an in person class for the hands on guidance. So I will give an in person one a go I think.

いいね!

jennystancampiano
7月11日

Yes, I listened to that podcast, and you really followed SHU's plan! My mid-year check in was not as formal as this, and as a result I'm probably not getting as much accomplished. I guess I'm going to continue to go with the flow for the rest of the summer, and maybe for Q4 I"ll get more organized. The start of the school year (for us) is a good time to do that.

いいね!

segner.lisa
7月09日

We just dropped Taco’s nap and that has helped with bedtime. He is still waking a bit earlier than I would like but it’s improving. For awhile there he was waking around 5:30. We also moved him to a big boy bed so he has had a lot of change! But he seems to be handling it ok!


I don’t really set goals in this stage of life. I am really an outlier among bloggers but I am just so dang tired and don’t feel motivated to ask myself to do anything extra which I know is kind of a cop out. I did sign up for a 10 mile race in sept so that is my only goal like…

いいね!
Sophie
Sophie
7月09日
返信先

No cop out! You don’t set goals, but you still achieve a lot anyway- maybe your goals are internalised? To me, changing taco’s bedtime, reading ALOT, running would all be goals I would write down. I just like to make them explicit for some reason (maybe the gold star of checking them off?). Haha.

いいね!

Daria P
Daria P
7月06日

Thanks for your post! I have a few thoughts. You and I are similar in the pilates/yoga situation. I've been "meaning" to sign up for yoga for the past...two years? Pitiful. I just did it last week. Now that I have the membership and paying for it (USD95 per month of unlimited), I will be going. It's motivating to me lol

Trello... I tried using Trello and just couldn't. Do you like Trello or do you wish you liked Trello? Something to think about.

I love that you did a net worth. How do you even do it? Our retirement savings are automatic, 11% of total salary, increased with every raise... I need to research how to do a net…

いいね!
Sophie
Sophie
7月07日
返信先

Yes my idea was to drink more herbal tea! But I love coffee SO much right now. Funny how we choose goals our heart isn’t in- I’m leaving only to make goals I really care about or they just won’t happen!

いいね!

optimisticmusings7
7月06日

I'm a big fan of the Yoga with Adriene videos; you can just type that into a YouTube search bar and add in the time (say: Yoga with Adriene 10 minute stretch). I have COMPLETELY fallen off the stretching/yoga wagon and think that with all our summer plans this is likely not going to get back on track any time soon. BUT, I loved doing regular yoga over the winter. I especially enjoyed her 2024 30-day yoga challenge. She released a new video every day and there was something so satisfying about doing a challenge where you couldn't "get ahead." The videos were released daily. I am genuinely excited to do it in 2025 if she follows the same format.


いいね!
Sophie
Sophie
7月06日
返信先

Yoga with Adriene sounds perfect, I wlll look her up. Great that she does short videos too. I did remember you were really into it earlier in the year, maybe I’ll join you for next years challenge!

いいね!
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