Jun 17, 2025
For many associations, June feels like a deep breath. Summer conferences are kicking off, members are juggling vacations, and the rush of Q1 feels like a distant memory. But this moment? It’s more than a seasonal slowdown. It’s a critical window to conduct a mid-year KPI review for associations and ask:
Are we truly on track to meet our strategic goals this year? Have we moved our mission forward in a meaningful way? It’s not too late to regroup, evaluate and pivot – there's still time to make 2025 count!
Whether your association operates on a Jan-Dec fiscal year or an alternate schedule – this is a perfect time to perform a smart mid-year check-in. In fact, now is the perfect time to assess where you stand and recalibrate before the Fall.
Why This Check-In Matters (No Matter Your Fiscal Year)
January Fiscal Year? June is the halfway mark, making it the ideal time to look at performance-to-date and assess whether you’re on pace to meet annual goals. There is still time to pivot and realign resources with priorities for the second half of the year – dig in, you got this!
Quarterly Planning Cycle? This midpoint check gives you fresh insights to inform your next quarter’s decisions and investments. If you’re not doing this it’s a good time to implement that monthly dashboard... realigned with the newly defined priorities based on performance from the first two quarters.
No Fixed Timeline? A mid-year check-in is a healthy pulse check for any association focused on performance, impact, and member value.
Regardless of your structure, your mission doesn’t pause, and neither should your strategy.
Associations Thrive When They Track the Right Things
Strategic plans aren’t meant to sit in a drawer until year-end. They’re living roadmaps. And just like a GPS, they work best when you regularly check in on your location and make real-time course corrections. A mid-year KPI review keeps you from veering off track and helps your team stay aligned, accountable, and mission-focused.
Here are three core metrics you should be reviewing right now:
1. Key Performance Indicators (KPIs)
If your KPIs aren’t clearly defined, or haven’t been updated since your last strategic retreat, this is your moment. Which metrics directly reflect your progress toward your mission? That could mean member retention rates, volunteer hours, policy wins, or engagement growth. If you’re not hitting targets, the problem may not be execution, it might be clarity.
Mid-year insight: Are your KPIs mission-aligned, measurable, and shared across your team?
2. Revenue Benchmarks
Are your income streams meeting expectations? Whether it’s membership dues, event revenue, donations, or grants, tracking revenue mid-year can help you pivot before year-end. Shortfalls might signal shifting member priorities... or new opportunities.
Mid-year insight: Where can you reallocate or optimize to ensure a strong Q4 finish?
3. Member Engagement
Your members are your mission in motion. If engagement is dropping (emails aren’t being opened, events aren’t drawing, forums are quiet), it’s time to ask why. Engagement data is often the clearest early sign of how relevant and resonant your programs are.
Mid-year insight: Are your members leaning in... or tuning out?
Talley Can Help You Turn Insights Into Strategy
When this check-in reveals gaps or opportunity, you don’t have to figure it out alone. Talley partners with associations to translate performance data into actionable strategy. We can help you:
- Clarify your KPIs
- Revisit or redesign your strategic plan
- Align goals across departments
- Create responsive plans for the second half of the year
We don’t just help you collect data. We help you use it so your association can make smarter decisions that truly drive your mission forward.
Don’t Wait for December to Reflect
Waiting until year-end to evaluate progress is like checking the scoreboard after the game is over. By conducting a mid-year KPI review for your association, you’re giving yourself time to adjust your approach, re-energize your team, and refocus your resources before the clock runs out.
Whether you’re ahead of schedule or feeling behind, your next move starts with clarity.
Let’s make sure your mid-year momentum leads to mission success. Contact Talley’s consulting team to schedule a strategic review.