You’re a customer service professional with a self-evaluation coming up. What’s the best way to prepare?

To prepare for a self-evaluation as a customer service professional, thoroughly review your job description. Assess your performance against key responsibilities and expectations outlined. Reflect on achievements, strengths, and areas for improvement. Prepare specific examples of exceptional service or contributions to discuss during the evaluation. Consider additional responsibilities or projects undertaken since the last evaluation. By aligning with the job description, you can effectively showcase your performance and contributions.

One thing I've found helpful is putting time aside every week to work in your appraisals or probation document. This can avoid the last minute rush to get it done. I find looking through emails and my calender as a helpful way to understand where my time has gone. I also have a "Wins" section in my 121 template - a simple yet effective way to make sure to share your achievements with your line manager and also keep track of them. Have open conversations around your role early on - if you don't feel your KPIs match your output or your skills matrix statements are missing a key part of what you do, speak up so it can be updated ahead of time. This can be difficult but some of the most worthwhile conversations are difficult ones.

Para se preparar para uma autoavalia??o, tenha certo o que vc deseja naquele trabalho, se o seus objetivos e valores est?o alinhados com os da empresa. Revise suas competências, habilidades e conhecimentos.

Para profundizar en este primer paso, es útil complementar la revisión de tu descripción de trabajo con la recopilación de ejemplos concretos de cómo has cumplido o superado cada una de las expectativas. Estos ejemplos pueden incluir situaciones específicas en las que hayas proporcionado un servicio excepcional, iniciativas en las que hayas mejorado procesos para aumentar la eficiencia o momentos en los que hayas colaborado eficazmente con tu equipo para resolver problemas complejos. Documentar estos logros te proporcionará una base sólida para tu autoevaluación y te ayudará a identificar áreas en las que realmente destacas, así como oportunidades para futuros desarrollos profesionales.

In order to assess yourself well, read through your job description and think about how often you do those tasks and how many more tasks you do outside of your job description. This is a great way to dive deep and see if you're ready for the next step up.

Get the feedback and evidence to prepare for a self-evaluation. 1. Document the numbers and data from the work you did. 2. Speak to your colleagues and find out what you improved in and how you made an impact. 3. Be honest with yourself. Ask yourself: How can I do a better job? Who else can help me improve?

"Self-eval time? Dust off your job description, it's your success roadmap! Gather feedback, it's constructive compliments! Use the STAR method, but no autographs, please! Be honest, even superheroes have off days. Seek feedback, Rome wasn't built in a day, and neither were your skills! Finally, celebrate. You've earned it! #CustomerServiceOscars"

Para reforzar este enfoque, es esencial adoptar una mentalidad de crecimiento, viendo los errores no como fracasos definitivos, sino como oportunidades valiosas para aprender y mejorar. Al reflexionar sobre tus desafíos, considera las lecciones aprendidas y cómo aplicarlas en el futuro. Esta perspectiva no solo enriquecerá tu autoevaluación, sino que también fomentará un entorno en el que el crecimiento personal y profesional sea continuo. Al final, equilibrar la auto-reflexión con un compromiso proactivo hacia el mejoramiento personal demuestra tu disposición para adaptarte y prosperar en cualquier circunstancia.

Let the numbers and stories speak for themselves. Don't be too harsh on yourself. Were the goals you were trying to achieve realistic? Being too lenient on yourself will not help you grow as a person or employee either. You'll have to be honest with yourself.

It’s easy to fall into a comfort zone in any area of our lives. Seeking feedback will validate when the person is confident they are doing great but also it means that the person understands they might receive constructive criticism and that fact that they seek it in the first place speaks volumes. #neverstoplearning

It would be a great idea to seek feedback from people you trust to give you honest feedback. You can't just look for feedback from your colleagues, who may be uncomfortable with giving you what you need to hear.

Make sure throughout the year you are tracking your wins and successes. Even if they are small. Positive impact within a business is felt on every level and should be treated that way. Be prepared to speak to some with the challenge, how you assessed, and what you did to overcome it. This is a great way to not only build your own confidence going into the review, but also reflect on how much you have helped the team.