07/02/2026
Mid-year check-ins can sometimes feel like routine administrative work, but if you do them intentionally, they're actually a strategic reset that ensures you're on the right track to hit your goals.
Think about it like this: The purpose of the first half of the year is to set your strategy and plans in motion. The second half is where the results actually happen, and you use a mid-year check-in to facilitate those results. It serves as a course correction and a chance to step back, review the actual data from the first six months, and adjust before Q4 planning locks everything in.
Markets shift, competitors move, and internal priorities change over six months. The plan built in January doesn't always keep pace with those shifts, even when the underlying strategy still holds. That gap between what's changed and what the plan accounts for is exactly what a check-in is meant to catch.
The stakes are real, too. Gartner's 2026 CMO Spend Survey found 62% of CMOs said missing this year's growth targets would trigger further budget cuts. Catching what's off track now realigns growth targets and helps protect next year's budget.
All month, we're breaking down what that check-in actually covers: the KPIs worth revisiting, where budget quietly leaks, whether your content and audience personas still hold up, and how to turn it all into a plan for H2.
If your team could use outside support conducting a mid-year check-in, our VIP Strategy Sessions and Strategic Planning Workshops are built for exactly this kind of focused, high-stakes review.