Self-Assessment Template

A structured guide for employees to reflect on their performance, accomplishments, challenges, and development needs to facilitate more productive performance discussions.

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Introduction to Self-Assessment

Self-assessment is a powerful tool that encourages employees to reflect on their performance, achievements, challenges, and development areas. This reflective process empowers employees to take an active role in the performance review conversation.

By completing a thoughtful self-assessment, employees can better articulate their contributions, identify areas where they excel, recognize opportunities for growth, and express career aspirations. This creates a more balanced and productive performance discussion.

Key Template Components

Accomplishments Review

Summary of key achievements, projects completed, and goals met during the review period

Skills Assessment

Self-evaluation of core competencies, technical skills, and soft skills

Challenges & Solutions

Reflection on obstacles faced and how they were addressed or overcome

Development Planning

Identification of growth areas and proposed learning opportunities

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Accomplishments Section Sample

Key Achievements

List 3-5 significant accomplishments during this review period. Include metrics where possible and describe your specific contribution to each achievement.

Goals Review

Evaluate your progress on each of the goals set during your last review. For incomplete goals, explain factors that affected progress.

Additional Contributions

Describe any contributions beyond your core responsibilities, such as committee work, mentoring colleagues, process improvements, or other initiatives.

The complete template includes additional sections for skills assessment, challenges encountered, professional development planning, and career aspirations. Request the full template to access all content.

Benefits of Using This Template

Empowers employees to actively participate in the performance review process
Creates a comprehensive record of achievements that might otherwise be overlooked
Encourages regular reflection on performance, skills, and development needs
Provides managers with valuable insights into employee perspectives and priorities
Prepares employees to engage in more productive performance discussions
Promotes self-awareness and ownership of professional development
Facilitates alignment between employee and organizational goals

Best Practice: Encourage employees to maintain an ongoing "accomplishments journal" throughout the year to track successes, challenges, and learning opportunities. This makes completing the self-assessment much easier and more accurate when review time comes.