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Mid-Year Review & Planning Tool · From GMGPR

Your Mid-Year Marketing Checklist

A practical guide for small businesses, family-owned companies, and nonprofits to assess progress, close gaps, and finish strong.

Use this checklist to evaluate what you've accomplished in the first half of the year and identify what still needs attention. Rate each area, check off completed items, and use the notes sections to capture priorities. Be honest — this is your roadmap.

Done ✓
In Progress
Not Started
📊

Part 1 — First Half Evaluation: How Did You Do?

Before looking ahead, take stock. Rate your performance in each area (1 = needs major work, 5 = exceeded goals). Then note what you accomplished and what fell short.

Revenue & Financial Health
★★★★★
Marketing & Visibility
★★★★★
Customer / Client Experience
★★★★★
Operations & Team
★★★★★
Goals & Strategic Direction
★★★★★

✅ What We Accomplished

⚠ What Still Needs Attention

💰

Financial Health

Foundation
Reviewed P&L statements and compared to prior year
Confirmed cash flow is positive (or have a plan if not)
Reviewed pricing — are your rates still competitive and profitable?
Checked for outstanding invoices or overdue accounts receivable
Met with accountant or bookkeeper for mid-year review
Reviewed tax obligations and estimated quarterly payments
Notes / Action Items
📣

Marketing & Brand Visibility

Growth Driver
Reviewed your annual marketing plan — are you on track?
Audited all social media profiles — bios, links, and visuals current?
Reviewed website — messaging, offers, and contact info up to date?
Analyzed content performance — what's resonating with your audience?
Planned second half content calendar (posts, email, campaigns, events)
Reviewed email list health — growing, active, or shrinking?
Checked Google Business Profile — reviews, hours, photos current?
Evaluated advertising spend — are paid channels delivering ROI?
Identified 1–2 new marketing strategies to test in the second half
Notes / Action Items

🙋 Is Your Marketing Plan Actually Getting Executed?

Many small businesses have a marketing plan that sits unused — because the day-to-day work of running the business takes over. If you checked fewer than 4 items above, it may be time to get outside support. A marketing partner can help you execute consistently so you're not starting from scratch every quarter.

🤝

Customer & Client Experience

Retention
Collected and reviewed customer feedback (surveys, reviews, conversations)
Responded to all online reviews (positive and negative)
Identified top customers/donors — have you thanked them personally?
Reviewed your onboarding or intake process for friction points
Checked in with lapsed customers — any re-engagement opportunities?
Notes / Action Items
⚙️

Operations, Team & Tools

Efficiency
Reviewed processes for bottlenecks or tasks that could be automated
Team check-ins and performance conversations completed
Reviewed software/subscriptions — cutting anything unused?
Reviewed vendor and contractor contracts
Data/files backed up and security reviewed
Notes / Action Items
💛

Nonprofit-Specific Items

Mission Focus

Skip if not applicable to your organization.

Reviewed donor retention rate vs. last year
Grant deadlines tracked — any upcoming opportunities identified?
Impact metrics collected and ready to share with donors/board
Annual appeal or year-end fundraising campaign planned for Q4
Board meeting scheduled with first half report and second half strategy
Volunteer recruitment or engagement plan updated
Notes / Action Items
🎯

Second Half Goal Setting

Forward Look

🏆 Top 3 Priorities for the Second Half

🚫 What We're Saying No To in the Second Half

Written second half goals with measurable outcomes (not just intentions)
Second half marketing plan confirmed with timeline and budget
Holiday or seasonal promotions planned (if applicable)
Identified one area to invest in — tools, training, or support
Q3 check-in date set on the calendar right now

Is your marketing plan still sitting in a folder somewhere?

Having a plan is only half the battle. Many small businesses and nonprofits struggle not because they don't know what to do — but because executing consistently while running a business is genuinely hard. If you found yourself checking "Not Started" more than you'd like, that's not failure. That's a signal that it's time to bring in support.

You don't have to do this alone. GMG can help you implement a strategy, stay consistent, and actually move the needle. Contact us at info@gmgpr.com or call 845-627-3000 or click "get started" on our website.

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Mid-Year Business Checklist · GMG Public Relations
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