?? Write an Effective Self-Assessment

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BY MARLO LYONS | DECEMBER 13, 2023

Writing a self-assessment can feel like a box-checking exercise, but it sets the tone for your manager’s evaluation of your work. Follow these five steps to nail this critical part of your performance review.

Focus on the entire year. Don’t just default to your most recent accomplishments. If you didn’t keep notes, take a peek at your calendar to remind yourself of the projects you worked on and significant conversations you were a part of.

Consider broader company and functional goals. Identify the work you did that directly contributed to the big picture. Your goal is to tie your day-to-day work to your organization’s success.

Look for alignment with company values. How you approached your job is just as important as what you accomplished. Identify the behaviors and attitudes you brought to work that upheld your organization’s values and culture.

Seek feedback from colleagues. Reach out to your coworkers to understand their perception of you and your work. Ask: What do I do well? What have I improved on this year? And what do you hope I improve on in the year to come?

Draft a concise list of accomplishments. Pick no more than five of the most impactful achievements to highlight. Each one should have fulfilled an organizational goal, advanced the company’s values and culture, and been informed by feedback from colleagues.