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Why “Assess and Adjust” is Critical to Your Success

Assess and Adjust

Creating breakthroughs in your business and life requires a strategic, structured, and authentic approach. Without the right strategy and execution, it’s easy to veer off course and not achieve the intended results. Having a clear and focused approach drives consistency and deliberate creation.  One of my favorite quote magnets on the white board in my office is simply:

“Life isn’t about finding yourself.  Life is about CREATING yourself.”

As we change seasons and head into the second quarter of the year, now is the perfect time to check in with yourself and your business results to make sure you are creating momentum in the right direction.  When I work privately with clients, we focus on the five steps to “Reignite Your D.R.I.V.E.”  Each step is critical to achieving a balanced approach to getting results. Once we get clarity, release interferences, identify the gaps, and visualize success, we dive into “E” – Execute the strategy and Engage in Action.

On the surface, this part seems straight forward. Take the action plan and do the work. However, there is an often overlooked and critical piece to this step: Assess and Adjust.

Often, I see a client with their head down, plowing through the “to do” list. These strong achievers get a sense of accomplishment as they cross off the action items one by one. I know first hand – it’s how I used to approach business. The problem is that when you aren’t looking around you miss out on opportunities or keep pushing down a path that may not be the best route.

Making time to regularly assess and adjust your strategy and execution plan is the key to breakthrough results. When you can identify a slight change in course, you will yield better results faster. And who doesn’t want that?


There are two aspects to assessment: the Logical and the Emotional. The Logical is management by measurement. Literally taking a look at the numbers that are key to driving your results. For instance, revenues and expenses. The numbers in your bank account don’t lie. Are you profitable? Or perhaps you are in a growth mode and understand that expenses may be higher in this quarter. Check to make sure those expenses are not running away from you.

Other measurements that are helpful as you build your business include lead generation and sales conversion. How many meaningful conversations are you having with potential clients each week or month? How about speaking opportunities? Are you tracking the closing rate of your strategy sessions? Do you need to get more consultations to improve your client close rate? Reviewing your business numbers on a regular basis will keep you aligned with you goals and notify you when a slight adjustment might be required.

The Emotional assessment, on the other hand, is not quantitatively measured. It’s about how you feel. Our body – physically, emotionally, and mentally – is a great indicator of whether we are on the right path. When projects or tasks drain your energy, take note. Forcing yourself to push through may provide you short-term gains. However, it’s important to recognize the effect on your overall strategy.

Your best chance for breakthrough results comes when you are in alignment with your best self. This is where the connection between your head – driven for measurable results – and your heart – the fueling energy that motivates and inspires – comes together. Proactively choose those activities, tasks, and projects that energize you and either delegate or leave the rest. If you don’t like Twitter and your target market rarely pays attention to it, give yourself a break and let it go. Just because the “social media gurus” tell you that you need to tweet, doesn’t mean you have to do it. Go with your gut!


After you have assessed your results – logically and emotionally – it’s time to make the necessary adjustments. Go back to your overall strategy. Identify the gaps. Make small, incremental changes that you can track and measure results from. The last thing you want to do is to change everything all at once. Instead, choose one item to adjust and give it the time necessary to see the impact. Otherwise, you will lose track of what worked and what didn’t.

When I tuned race engines, that was the key to improving performance for the driver. Small, incremental changes and feedback. If I changed too many parameter during a test run, the driver couldn’t give me any valuable feedback. Even the data wouldn’t help. When I made one small change and then looked at the data along with the driver feedback, I could easily determine whether the adjustment was positive or negative. That made the next adjustment logical and productive.

The same is true for your business development and lead generation. Stay in alignment with your overall strategy. Identify where the gaps are in getting the results you want. Then, methodically look at small modifications to learn valuable information on your best next move. If your marketing message isn’t attracting the perfect clients, choose one aspect to test differently. Need to increase the number of strategy sessions you book? Look for a new channel to bring people in or adjust the channel you already use. Take it one step at a time. And don’t forget to re-assess.

The idea of assessing and adjusting is an ongoing process. Don’t let yourself get so busy “doing” that you lose track of the bigger picture. By regularly engaging in the assess and adjust process, you can save yourself precious energy, time and resources that will help you get the big results faster.

Are you facing a challenge that could use a fresh perspective? Apply for a complimentary Discovery Session with me so that we can uncover an approach to keep you moving forward.