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Use an employee self evaluation

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Want to encourage more participation in performance evaluation and career planning from your employees? Does your company use a traditional performance appraisal system? Or, does your company pursue a forward thinking performance management process?

Whatever method your company uses for employee performance development, consider making an employee self evaluation an integral component in the process.

Why Use an Employee Self Evaluation

In a self evaluation, an employee responds to a series of questions that help the employee evaluate his or her performance during the evaluation period. This self evaluation opens up the conversation between an employee and the supervisor during the performance evaluation meeting. The act of self evaluation and the concurrent introspection causes an employee to review goals, assess progress, and thoughtfully consider areas for job and career growth.

Purpose of Performance Evaluation

The primary purpose of a performance evaluation is to encourage communication about job performance between the supervisor and his or her reporting staff members. Additionally, the performance evaluation meeting is an ideal time to discuss:

a) the quality and quantity of work accomplished,
b) your business goals for the quarter or evaluation time period,
c) your goals for performance enhancement and improvement, and
d) the next steps for your personal and business development in your job and career.

Recommended Approach to Employee Self Evaluation

Use the self evaluation questions to prepare for your performance review and evaluation meeting with your supervisor. Doing this self evaluation will ensure that you:

a) spend time thoughtfully considering and evaluating your job performance since your last performance evaluation,

b) think about your work, career, and personal development progress since your last performance evaluation,

c) think about the work, career, and personal development goals you`d like to achieve during this performance evaluation period,

d) determine areas in which you want to improve your performance, and

e) prepare for your interaction with your supervisor to help make the performance evaluation meeting a conversation, not a passing of judgment.

Self Evaluation Questions

Please thoughtfully respond to the following questions for your self evaluation.

Self Evaluation Job Components

Review your job description.

a) Identify any components of the job description that you no longer do or that now take additional time.

b) Describe any new goals, responsibilities, or additional challenges you have taken on since your most recent performance evaluation. Identify those that require additional decision making, responsibility, accountability, or oversight of the work of other employees.

c) Identify what you like most about your current job.

d) Identify the components of your job that you would like to change or eliminate. Why?

Self Evaluation of Achievements

a) What are your most important achievements and contributions since your most recent performance evaluation?

b) What accomplishment and achievements are you the most proud of since your last performance evaluation?

c) What goals do you wish you had accomplished since your last performance evaluation, but did not?

d) What would have helped you to accomplish these goals?

e) In what other major projects and initiatives did you participate and contribute since your most recent performance evaluation?

f) What work are you performing that is outside the scope of your current job description?

Self Evaluation Goals

a) What job-related goals would you like to accomplish during this evaluation period?

b) How can your supervisor help you to accomplish these job-related goals?

c) What additional support can this organization provide so that you are able to accomplish these goals?

Self Evaluation Professional Development

a) What professional job or career growth goals do you hope to achieve within three years?

b) What resources and support can this organization provide so that you can accomplish these professional job or career growth goals?

c) What professional and personal goals will help you improve or develop your performance in your current job?

d) What additional support can this organization provide so that you are able to accomplish these goals?

When completed, please send copies of this self evaluation to your supervisor and Human Resources prior to your performance evaluation meeting.
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