7 questions to ask for an organizational mid-year health check

That’s why the second half of the year is the perfect time to pause, reflect, and recalibrate. Mid-year reviews don’t just help you stay on track—they empower your organization to thrive and finish the year strong.

Here are seven key questions to guide your mid-year business review: 

1. How is our financial performance? 💰

Your profit and loss statements reveal the real story of your business health. Compare your current performance to your projections from the start of the year. Are you hitting revenue targets? Are there areas of overspending? Don’t forget to check your cash flow—it’s the lifeblood of your operations.  

Pro-tip: When cutting costs look for smart ways without compromising quality. This could look like searching for suppliers offering the same specs at cheaper prices or reallocating expenses to spend less. 

2. Are our employees still engaged and empowered? 💬

Check in on your people—before they check out. Has morale dropped? Do employees feel seen and heard? Use one-on-one chats, focus groups, or pulse surveys to understand how your team truly feels.

Pro-tip: Boost morale with meaningful perks! Try Pluxee Gift codes for customizable allowances from meals to clothing, or even pet care.  Then, reward your top performers with mid-year bonuses in the form of Pluxee Gift credits. 

3. What operational bottlenecks keep showing up? ⚙️🐢

Take a step back and look at your workflows. Where do things slow down? Once you identify the usual suspects, assess whether your tools and systems still support efficient operations or need an upgrade. 

Pro-tip: Run process-mapping workshops with your team. You’ll not only align on the big picture but also gather golden insights from the people in the trenches. 

4. How healthy is our company culture? 🏢

Companies with strong cultures enjoy 40% higher retention—and that’s just the start. A positive culture also drives performance, with healthy companies seeing over 15% annual revenue growth.  

Run a culture audit by comparing values to behaviors, review exit interviews, and spot misalignments.  

Pro-tip: Cultivate a culture of appreciation long-term with our Rewards and Recognition platform. Want to promote overall wellbeing too? You’re in luck because we also have tools like Vantage Fit for a productivity boost. 

5. Is our technological infrastructure secure and up to date? 🛡️💻

With rising cybersecurity threats, it’s crucial to protect your data and train your team to avoid risks. Check if your current systems are still scalable, secure, and aligned with your evolving goals.

Pro-tip: Automate wisely! Streamline operations with modern tools or system upgrades without compromising the human touch. 

6. Have our customers’ preferences changed? 🧍‍♀️

A lot can shift in six months—new trends, new behaviors, and new competitors. Keep updated with your customers’ pulse and assess how their lifestyles, content preferences, and buying habits may have changed.

Pro-tip: Audit your current marketing strategy. Redirect efforts and budget to your best-performing channels for better ROI. 

7. Are we fully compliant with legal and tax requirements? 🧾

In the rush of daily operations, legal compliance can be overlooked. Small lapses can lead to major penalties, and we don’t want that to happen. Stay updated with contract reviews, regulatory filings, and tax obligations.

Pro-tip: Consult legal and tax pros to avoid costly surprises down the line. 

Final Thoughts 💡

A mid-year health check isn’t just a nice-to-have, it’s a must for staying agile and finishing strong. It helps you course-correct, spot blind spots, and reignite momentum across your teams.

Let Pluxee help you tick the right boxes and start fresh. It’s never too late to recalibrate your strategy.