Make Monthly Transitions Work for You

If you’re reading this blog in July when it was first posted, then you’ll know that we’re over way through this year already. Are you on track with the goals that you set yourself at the start of the year? Or does one week slip into the next and one month merge with another, without you really noticing? Are you aware of your achievements, or is time passing you by?

There is something that you can do to make the most of each month and make sure that you are on track to meet this year’s goals. Read on to find out what it is!

If you’re not careful, July will become August and you won’t notice the end of one month or the start of the next. With no sense of ‘transition’ from one month to the next, there is a real danger that you’ll miss opportunities and not spot any problems until they become too big. If you have monthly targets but you don’t check your progress on a monthly basis, you could get close to the end of the year before you realise that you’re way off target. By then it could be too late to pull up your socks and reach your goals. We often mark the end of each calendar year with a celebration of what we’ve achieved over the year and by looking into the next. Some business owners do the same at the end of each financial year too, so why not do the same at the end of each month?

It’s easy to get into the habit of making a ‘transition with intent’ at the end of every month. This is where you make a point of closing out the month. Schedule time in your diary – such as the last Friday or the last working day of the month. Then use this transition time to carry out some monthly activities, such as invoicing (if you’re self employed) and reviewing all your client related activity. Check your inbox to make sure that you’ve taken action for everything that needed to be done during the month. Look at your diary to review the meetings that you’ve attended – are there any outstanding actions that need your attention? Were any meetings postponed that still need to be rescheduled?

If you work for yourself, or you have responsibility for a budget, this is the time to check your sales pipeline and review where the work came from, to measure the success of different marketing activities and campaigns. This will allow you to review your marketing and look at what worked well this month. Think about the proposals that you’ve sent out and the presentations that you’ve given. What results did you get? Did you take on as many new clients as you’d intended? If not, you know now that there is some work to be done, to help you to reach your end of year target.

Perhaps you set yourself the goal of finding a new job this year. How are you getting on with that? Use your monthly transition to review the applications that you’ve made, the interviews that you’ve attended and what you need to do next.

As you review all the month’s activities, create a list of the outstanding actions that you need to carry out. As you move from one month to the next, make sure that anything that needs to be carried over isn’t missed out or forgotten. This is a great way to prevent important tasks from slipping by and not being completed.

If you fade from one month to the next, you can get half way through the year and not be anywhere near where you’d like to be. We’re half way through 2018 already! Are you on track?

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