Performance evaluations are regularly occurring retrospectives that happen between managers and workers to ensure they speak to ways to improve. These evaluations often contain a celebration of successes as well. These assessments serve as an opportunity for managers and workers to set goals together. These goals can be individual, team-related, and company-related.
When performance evaluation time comes around (normally on an annual basis), your manager may ask you to perform a self-evaluation. These are assessments where you have an opportunity to speak to six main topics: your strengths, your weaknesses, your core values, your accomplishments, and your feedback.
Sections Within Your Self-Evaluation and What They Mean
Your strengths section is an opportunity to speak to what you feel makes you a great employee, from your dedication to taking on additional responsibilities or having flexibility. Spend time reflecting on how you feel you’re providing value to your manager, team, and the company.
This is the part of the evaluation where you can show vulnerability. Listing no weaknesses is not ideal. Spend time to think about situations or areas where you might be able to improve.
Your Core Values
Core values should be a reassurance to your manager that you believe in certain work culture staples. This would be mentions of teamwork, coordination, cooperation, transparency, team building, relationship building, or any other work culture factors conducive to success and results.
Accomplishments is a section where you can reflect and remind your manager about great successes over the past six months or year. Please don’t be shy; it’s okay in this section to highlight your achievements and sound confident.
Goals should be company related. Do you want to become a manager? Do you see yourself needing more adaptability or flexibility within the workplace? Set goals for yourself that are achievable and of benefit to your team or company.
Feedback is the section where you get the opportunity to provide your manager with ways they can improve. Avoid making this a section where you give contention to your manager. This should be soft feedback and constructive criticism more than an opportunity to suggest strong opinions.
Let’s jump into our self-evaluation examples by job title. Each of these employee self-assessment answers should be customized to match your career and job opportunities.
Customer Service Self-Evaluation Example
- I’m dedicated to our team, challenges that customers provide us and willing to listen to all customer concerns.
- I’m patient, practice empathy, and place myself into the position of our customers in order to drive success.
- I can get distracted and lose track of customer support tickets.
- I can get disorganized when work is overwhelming and find myself having a difficult time recalling where I was with my work, causing some lack of efficiency.
- I respect everything our customers have to say.
- I value the fact that our customer service department is an extension of our products and services.
- I was able to satisfy more than 500 customer support tickets in the past six months.
- I was a pivotal part of our new FAQ page.
- I’d like to develop into a customer service manager position in the future. And provide our employees with the guidance required to drive success.
- I’d like to satisfy another 500 customer support requests.
- It would be wonderful if our team could receive another customer support agent. We have more than 100 customer support tickets being created on a daily basis.
- It would ideal is our CEO could speak to the customer service department in our all-hands meetings.
Administrative Assistant Self-Evaluation Example
- Capable of handling multiple operational and administrative tasks on a weekly basis.
- Comfortable overseeing our company culture along with the Human Resources department and our CEO’s vision for work culture.
- I can lose track of small tasks and as they accumulate, can cause team delays or executive efficiency issues.
- I’ve found myself needing a better system for managing larger projects over time.
- Administrative tasks allow for our executives to be alleviated from daily tasks that can slow down company progress.
- Our office culture should be nurtured and cared for.
- Took board meeting notes every quarter.
- Assisted our CEO in the end of the year all-hands meeting with more than 1,200 employees listening.
- I’d like to play more of a pivotal role in the development of our internal culture and values.
- I’d like to resolve my inability to track larger administrative projects.
- It would be more ideal if administrative tasks were provided through a tracking system than through verbal communication.
- If we can, tracking administrative tasks should be part of our weekly meetings.
Nurse Self-Evaluation Example
- Attentive to our patients and ensure they have world-class experience in our facilities.
- Cares deeply about nurse coordination and documentation to reduce error rates and miscommunication between nurse shifts.
- Can lack personality with our patients and can cause them to feel small levels of discomfort.
- Can become impatient with other nurses when they’re not immediately responsive to physicians and surgeons.
- Provide world-class care to our patients.
- Ensure our patients feel well cared for and receive proper treatment.
- Treated more than 500 patients over the past 6 months.
- Worked closely with our physicians to alter our treatments for those with cancer.
- Followed all safety protocol.
- Take more of an initiative to track progress of our patients so that physicians and surgeons can better understand the health and healing of our patients.
- Consider the feelings of our nurses when providing them feedback during patient care.
- Would love to see nurses meet regularly to discuss ways we can work better together.
- I would like to meet with physicians more frequently to learn how to our treatments are evolving before they are deployed to our daily programs.
Teacher Self-Evaluation Example
- Driving an enjoyable and well organized in-classroom experience for our students and youth.
- Works closely with our principal to drive our educational values and tenants to our in-classroom activities.
- I was late to a few curriculum development submissions this year. I could have been more organized and prepared for upcoming planning sessions.
- I didn’t receive the best feedback from the last parent-teacher meetings.
- Provide world-class education to our youth.
- Provide world-class in-classroom experiences for our youth.
- 80% of our students passed their state testing.
- Received positive feedback from students all year.
- Plan more curriculums in advance.
- Anticipate the needs of our students with more clarity and time.
- I would like to see more faculty meetings taking place.
- I would love to see more direction from our principal.
Marketing Self-Evaluation Example
- Agile and flexible in the work that needs to be accomplished.
- Always learning about new marketing methods that benefit both our company as well as our clients.
- Went a little outside our marketing budget when testing new marketing methods.
- Didn’t budget our PPC campaigns appropriately this year.
- Drive customer acquisition as low as we can while driving positive customer experiences.
- Always be testing new marketing methods and finding innovative ways to be connecting with potential customers.
- Drove more than $500k in annual sales this year through marketing.
- Found a new successful marketing channel through social media.
- Reduce customer acquisition cost over the next 6 months.
- I would love to move into a marketing manager position over time, helping to guide, direct, and give insight to our marketing team.
- It would be wonderful to get feedback from our executive level managers.
- It would be wonderful to meet with executive level managers to learn about the effectiveness of the marketing team and learn what our core tenants for marketing are in the coming quarters.
Engineer Self-Evaluation Example
- I’m always on time to our meetings with other engineers and engineering managers.
- Always striving to develop the most efficient software as well as plan for operations efficiencies.
- Can become frustrated when not having the opportunity to execute fast enough.
- I don’t have the best verbal communication habits between engineers and managers.
- Use engineering as a way to produce efficiency within the business.
- Use engineering as a way to find innovation and promote world-class customer experiences.
- Shipped more than 10 new projects this year both external and internal.
- Played a pivotal role in hiring more than 15 new engineers.
- Learn to practice patience when feeling frustrated with the pace that our team is working.
- Learn more about our business practices and how that might be able to help inform our team of engineers.
- I would love to see more meetings between the engineers so we can promote great verbal communication between us.
Sales Self-Evaluation Example
- I have a unique ability to find quality leads.
- I have a unique ability to network.
- I have a unique ability to find potential sales leads through both networking and inbound lead generation strategies.
- I can lack the ability to connect with managers on the marketing team, customer service team, and other departments.
- I can lack the ability to track my sales progress when I’m focused on my work.
- Educate potential clients on our world-class offerings and show them how our tools can help them produce excellence within their own organization.
- Always be thinking about revenue and connecting with customers in a positive way.
- Drove more than $500k in ARR this year.
- Connected with more than 500 potential leads.
- Drive $1MM in ARR this year.
- Work on my internal team communication habits.
- Work on my project management skills so I can better track progress within my sales efforts.
- I would love to meet with other sales team members more regularly.
- I would love to see opportunities to earn more commission based on successful sales and a great track record of driving results.
What is an employee self-evaluation?
A self-assessment is still a performance review. But one that is performed on behalf of the employee. This is an opportunity for the employee to self-reflect, consider what their strengths and weaknesses are. Self-assessments are important to the growth of the worker and the employer.
How do you write an employee self-evaluation?
1. Take time to consider your career goals and your personal goals within the company.
2. Highlight your accomplishments within your self-evaluation.
3. Mention your core values. These are values that you feel you uphold in the workplace. For example, “never missing a deadline.”
4. Be honest and critical when necessary; assess and mention times where you came up short.
5. Provide your manager opportunities where you can see yourself growing and explain how.
6. Mention that you’ll track your goals by the self-assessment.
7. Keep your message professional and selfless.
How often are employee self-evaluations performed?
At a bare minimum, they should be performed on an annual basis, along with the employee’s performance evaluation. More ideally, they are performed every six months to track the employee’s progress.
What are examples of goals to write within your self-evaluation form?
1. In terms of professional development and growth, I foresee myself entering into a management position. I’d like to be part of understanding the larger picture of our work and being able to guide my colleagues towards success by providing them the tools necessary to do great work.
2. I want to hone in on my adaptability skills. I struggled with being able to adapt to changes in our team earlier this year. I need to stay focused on the wider company objectives and not let change affect me.
What sections should I include as part of my self-evaluation?
There should be six sections included as part of your self-evaluation:
- Core Values
Should I perform a self-evaluation without my manager’s permission?
Ideally, you should communicate with your manager regarding your desire to perform a self-evaluation. This will ensure you and your manager follow through with your evaluation and goals once it’s complete.
How long should self-evaluations be?
Try to keep your self-evaluation to one-page. A self-evaluation that is longer than one-page could make it difficult for our manager to comprehend your message and follow-through on your asks within the evaluation.
If you feel you need more room to speak to your mind, try performing an in-person retrospective with your manager to go over areas where you can improve or where you feel feedback is necessary.
My manager didn’t provide me a self-evaluation form; where should I find one?
The best self-evaluation form is simply a Google Document with each section (Strengths, Weaknesses, Core Values, Accomplishments, Goals, Feedback) defined and spoken to. If you’d like a constructive template to start with, Duke University has a simple employee evaluation form which you are free to use.
Does my evaluation need to be bullet points only?
No. If you feel like you’d like to open the conversation with a short paragraph paraphrasing what you’re about to promote or speak to in your bullet points, you can do so. Keep this paragraph to 4 to 5 sentences at the most. Keep it focused on why you are bringing up the points mentioned in your self-evaluation sections.
What’s the key to writing a self-evaluation?
Try not to think about yourself. Think about the company and what the company needs. Use the self-evaluation examples in this guide to give you some guidance.
What if my manager didn’t provide me an evaluation form?
Then write your employee self-assessment in the ways we’ve provided here and use them as a self-assessment template to put into a generic Word document.
What are the review phrases or performance review phrases I should use?
Try to use the phrases “Could use improvement” and “Strengths” or “Weaknesses,” which can be helpful.
What should I expect from the self-assessment process?
You should expect both yourself and your manager to review your assessment. And then follow the standard process of committing to the improvements you’d like to make. For you, the employee, you’ll need to commit to what you feel needs to improve, as declared in the review process. Then the manager will follow up with you in 6-months to continue the process.
Why is writing self-assessments so challenging?
Writing a self-assessment requires the ability to set an appraisal upon yourself. This appraisal is not always the most nurturing or comforting. That’s what can make it very difficult. Try to think selflessly and focus on what the company needs to succeed. And what employee performance metrics you feel will create that success.
What are effective performance and employee engagement as part of the process?
These are metrics that your manager might measure or set appraisal on your evaluation. It implies that you are performing according to the business’s expectations, applying your skills to the best of your abilities, and staying engaged in the work at hand.
What’s the best tip you have when writing a self-appraisal form?
Take your time. Don’t write this during work hours. Spend time during the weekend reflecting. Then review your writing for clarity and punctuation, and more.
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