Education, conversational form
Self assessment template
An employee self assessment for a review: what they delivered, what did not go well, a self rating, contributions, blockers and support needed.
13 questions, 10 required, as a conversational form
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Every question
What is your name? (required)
Short answer
What is your role, and which team are you in? (required)
Short answer
Which period are you writing about? (required)
Dropdown: The six months to 30 June, The six months to 31 December, My first ninety days, A full year, A period that does not fit these, described below
What did you actually deliver in this period? (required)
Long answer
Which single piece of it are you proudest of, and why that one? (required)
Long answer
What did not go the way you wanted? (required)
Long answer
How would you rate your own performance overall? (required)
Single choice: Below what I expected of myself, About what I expected, Better than I expected in parts, ordinary in others, Clearly ahead of what the role asked for
Which of these did you carry this period, on top of your own work?
Multiple choice: Mentored or onboarded somebody, Sat on interview panels, Carried an on call roster, Wrote or rewrote documentation other people use, Took over work when somebody left or was away, Ran a process nobody owned, Represented the team outside it
What is getting in your way?
Long answer
What do you want to be doing in twelve months that you are not doing now? (required)
Long answer
What would help you get there? (required)
Multiple choice: A project with more scope than I have now, Time set aside for a formal course or certification, A mentor outside my own team, Conference or industry time, Shadowing somebody in a different role, Fewer things at once, so I can finish them properly, Clearer feedback more often than twice a year
Is there anything your manager has not seen?
Long answer
How confident are you that your manager knows what you actually worked on? (required)
Single choice: Completely, we talk about it constantly, Mostly, with a couple of gaps I have filled in above, Only the headline projects, Not really, and that is part of what I want to change
What you fill in
- [Your company]