Self Assessment Template For Performance Review

Monday, September 18th 2023. | Sample Templates
FREE 9+ Self Assessment Samples in PDF MS Word Excel
FREE 9+ Self Assessment Samples in PDF MS Word Excel from


Self-assessment is a valuable tool for employees and employers alike as it allows individuals to reflect on their performance and set goals for improvement. However, it can be challenging to know where to start when it comes to creating a self-assessment template for performance reviews. In this article, we will provide you with a comprehensive guide on how to create an effective self-assessment template that will help you evaluate your performance and achieve your professional goals.

Why is self-assessment important?

Self-assessment is an essential part of personal and professional growth. It allows individuals to identify their strengths and weaknesses, set realistic goals, and track their progress over time. By regularly evaluating their performance, individuals can identify areas for improvement and take proactive steps to enhance their skills and abilities.

Benefits of self-assessment

There are several benefits to incorporating self-assessment into your performance review process. Here are a few:

  • Increased self-awareness: Self-assessment encourages individuals to reflect on their strengths, weaknesses, and areas for improvement, leading to a better understanding of their professional capabilities.
  • Goal setting: By evaluating their performance and identifying areas for improvement, individuals can set realistic and achievable goals for their professional development.
  • Improved communication: Self-assessment provides an opportunity for individuals to communicate their accomplishments, challenges, and goals to their supervisors, fostering open and honest communication.
  • Professional growth: Regular self-assessment allows individuals to track their progress and make necessary adjustments to their professional development plans, leading to continuous growth and improvement.

Creating a self-assessment template

Now that we understand the importance of self-assessment, let’s dive into creating a self-assessment template for performance reviews. Here are some key elements to include:

1. Goals and objectives

Start by outlining your goals and objectives for the assessment period. What were you hoping to achieve? Did you have any specific targets or milestones in mind? Clearly define your goals to provide a framework for evaluating your performance.

2. Performance criteria

Identify the key performance criteria that are relevant to your role and responsibilities. These can include factors such as productivity, quality of work, teamwork, communication, and problem-solving skills. Be specific when outlining the criteria to ensure a comprehensive evaluation.

3. Rating scale

Create a rating scale that allows you to assess your performance against each criterion. This can be a numerical scale (e.g., 1-5) or a descriptive scale (e.g., below expectations, meets expectations, exceeds expectations). Choose a scale that best aligns with your organization’s performance evaluation process.

4. Examples and evidence

Provide examples and evidence to support your self-assessment. This can include specific projects or tasks you completed, feedback received from colleagues or clients, or any other relevant information that demonstrates your performance.

5. Strengths and areas for improvement

Reflect on your performance and identify your strengths and areas for improvement. What are you doing well? What skills or abilities could you further develop? Be honest and realistic in your self-evaluation.

6. Action plan

Based on your self-assessment, develop an action plan for improvement. Set specific goals and outline the steps you will take to enhance your performance in the identified areas. This will demonstrate your commitment to professional growth and development.

Sample self-assessment templates

Here are five sample self-assessment templates that you can use as a starting point for creating your own:

1. The Goal-Oriented Template

This template focuses on setting and evaluating goals. It includes sections for outlining goals, assessing progress, and identifying areas for improvement.

2. The Skills-Based Template

This template focuses on assessing specific skills and competencies. It includes sections for rating your skills, providing evidence, and setting goals for improvement.

3. The Behavioral Template

This template focuses on evaluating behavioral traits and qualities. It includes sections for assessing communication, teamwork, problem-solving, and leadership skills.

4. The Development Plan Template

This template focuses on creating a development plan based on self-assessment. It includes sections for identifying strengths and weaknesses, setting goals, and outlining steps for improvement.

5. The 360-Degree Feedback Template

This template incorporates feedback from multiple sources, including supervisors, colleagues, and clients. It includes sections for self-evaluation, feedback received, and action plans for improvement.

Frequently Asked Questions (FAQs)

Here are some frequently asked questions about self-assessment templates for performance reviews:

1. How often should I conduct self-assessment?

Self-assessment should be conducted regularly, preferably on a quarterly or annual basis. This allows you to track your progress over time and make necessary adjustments to your professional development plans.

2. Should I share my self-assessment with my supervisor?

Yes, it is recommended to share your self-assessment with your supervisor. This fosters open and honest communication and allows your supervisor to have a better understanding of your accomplishments, challenges, and goals.

3. How can I ensure objectivity in my self-assessment?

To ensure objectivity in your self-assessment, gather feedback from multiple sources, such as colleagues, clients, and supervisors. This will provide a well-rounded view of your performance and minimize bias.

4. Can I use the same self-assessment template for different roles or positions?

While some elements of the self-assessment template may be applicable across different roles or positions, it is recommended to customize the template based on the specific requirements and responsibilities of each role.

5. How can I make my self-assessment more effective?

To make your self-assessment more effective, be honest and realistic in your evaluation, provide specific examples and evidence to support your assessment, and set actionable goals for improvement.


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