Managers use self-evaluations to determine how employees view the quality of their work. Self-evaluations are especially useful to managers before face-to-face reviews so employees can think critically about their performance. Self-evaluation forms present an opportunity for employees to communicate about areas where they have excelled in their work, proving their worth to the company. Crafting a self-evaluation form requires planning and organisation because a well-worded and well-researched report is likely to make a better impression.
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Collect information about reports and projects you have worked on within the past year. Having actual data and reports from clients and colleagues, your company's business reports and previous performance reviews will make it easier to write the report. Additionally, you will have myriad sources to back up your claims.
Outline what you hope to accomplish with this self-evaluation. Writing the purpose behind your self-evaluation form if it was requested by your manager for an upcoming performance review is unnecessary. Your manager already knows why you have written it. However, if you are voluntarily creating this report in the hopes that it will lead to a pay raise or promotion, it is a good idea to concisely state your objectives and expectations.
Explain major work projects that have contributed significantly to the company's success. Use statistics and examples to support your claims. Quantifiable numbers mean more to a business-savvy employer than vague, meaningless adjectives.
Provide client feedback. Establishing that you have rapport with several key clients may be a reason to keep you as a well-trusted employee, and it proves that your work is valuable to those outside the company.
Cite previous evaluations from past supervisors to show your continuous ability to produce praiseworthy work. Attach copies of these as an appendix to your self-evaluation form.
Be honest in everything you report. Exaggerations you have crafted about your experience will be discovered eventually, and when your employer finds that you overstated your accomplishments, the trust in your professional relationship will be lost. There may also be cause for legal action or termination if you have violated the company's ethical code.
End your evaluation by listing goals that you plan to accomplish in the upcoming year. These may be improvements to a weakness your supervisor pointed out, projects you would like to work on or responsibilities you hope to assume. These goals show you believe you have a future in the company.
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