How to fill out a self performance review

Written by doug hewitt
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How to fill out a self performance review
Take notes throughout the year to make your self-review easier. (writing image by DBarby from

Some companies use self-evaluations during the annual review period. In these situations, employees rate their own performances and write reviews for their managers. The managers usually can add comments to the evaluation and make suggestions for changes. This process is meant to help employees better understand their strengths and weaknesses. Writing a performance self-evaluation can be stressful, but learning how to do it well and making notes throughout the year can improve your job security.

Skill level:

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  1. 1

    Write down your main projects and job responsibilities for the year. Depending on your job, you could write down, for example, the accounts that you were responsible for, the deadlines your were supposed to meet, the area of a store you were supposed to maintain or the items you were responsible for selling. If you have goals, list those, too.

  2. 2

    List your accomplishments in relation to the projects, job responsibilities and goals. Remember that while you want to highlight the positive aspects of your performance, back up your claims with specific examples of what happened during the year. For example, you could list the number of sales you made, the rating of cleanliness of your store area or customer feedback statements.

  3. 3

    Add examples of activities you performed during the year that weren’t specifically tied to your goals and responsibilities. For example, you might have volunteered to help train a fellow employee. Good performance self-reviews cite specific performance examples that reflect the goals and job responsibilities.

  4. 4

    Create a rough draft of the performance self-review. State your case for doing a good job and back up your claim by listing specific examples.

  5. 5

    Set the draft aside for a day. Print it out and read it, looking for ways to improve it. Use a pen to make notes, then go to your review and make the changes. Often when a review sits, out of mind, you can think of more work examples to list.

  6. 6

    Submit the performance self-review to human resources or your manager.

Tips and warnings

  • Keep a notebook in which you have a list that you update during the year with work highlights so you can refer to it at review time.
  • Don't write negative comments on your review about co-workers or your manager. These will reflect badly on you because it will appear you were unable to deal with them.

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