How to Write a Self Assessment
Updated January 4, 2021
Published December 12, 2019
Jennifer Herrity is a seasoned career services professional with 12+ years of experience in career coaching, recruiting and leadership roles with the purpose of helping others to find their best-fit jobs. She helps people navigate the job search process through one-on-one career coaching, webinars, workshops, articles and career advice videos on Indeed's YouTube channel.
Self-evaluation can be an effective tool for assessing your progress and development in your career. Self-evaluation assessments can help you see how you have gained knowledge and skills in the workplace. The self-evaluation is also a way to document your accomplishments for your employer and company. In this article, you will learn how to evaluate yourself and what to include in your self-assessment.
What is a self-evaluation assessment?
A self-evaluation assessment is a tool to reflect on and track your career progress, achievements and skill development during the years you have worked at a company. A self-evaluation can be highly beneficial, as it can provide a way for you to reflect on what skills and behaviors you have improved and what still needs development. This type of assessment is also an efficient way to ask for feedback from your manager and coworkers about your performance in your role.
Furthermore, the self-evaluation assessment can serve as a way to keep track of any accomplishments your manager may have missed during their own evaluation of you. Managers oftentimes have many employees under their supervision and may not always be able to evaluate and review all that you have accomplished.
You might also use your self-assessment as a method to keep track of the projects you have completed successfully as well as any other achievements you have had that you would like your employer to know about. If you are considering asking for a promotion, pay raise or another form of recognition in the company, a self-evaluation assessment can be an effective tool for highlighting the reasons for your request.
How to perform a self-evaluation
Consider performing a regular self-assessment as part of your personal improvement plan so you can keep a current record of how you have performed in the workplace, your accomplishments, the additional education you have pursued during your employment and your overall growth and development during your time at the company. Additionally, you may consider the following steps in how to perform your self-evaluation.
Include the appropriate elements.
Determine the timeline for your self-evaluation.
Give insight into your success.
Give examples of your strengths and weaknesses.
Highlight your growth mindset.
Give your honest review.
Keep it professional.
Use action words.
Format and edit your self-assessment.
Ask for feedback.
1. Include the appropriate elements
Self-evaluation assessments have several important elements that will help you create a meaningful statement of your accomplishments at the company. A self-evaluation can include elements such as your success and accomplishments in your role, how you have achieved your success, critiques of your work habits, your strengths and weaknesses and aspects of your performance that may need improvement. Similarly, you may consider including a request for feedback from your manager or employer.
2. Determine the timeline for your self-evaluation
Plan out your timeline of events that you want to discuss in your assessment. You can track your progress yearly, monthly or even weekly. Consider using a notebook, spreadsheet software or another recording method to track your accomplishments as you achieve them. Additionally, keep a record of dates and times of projects you completed above standard or successful conference meeting. Specific examples of when you accomplished something can be an effective way to support the points you make in your self-assessment.
3. Give insight into your success
One purpose of a self-evaluation assessment is to show your accomplishments and professional development. Describe the projects that show your best work, as well as the tasks and projects you have completed that align with the core mission of the company. Emphasize those projects that have brought the most value to your workplace. Similarly, if you participated as a team with colleagues to complete a project, be sure to highlight that in your evaluation.
4. Give examples of your strengths and weaknesses
When performing a self-evaluation assessment, think about what your strengths are and how those strengths helped contribute to your success. Try to be as specific as possible about what you have done as an employee. For example, if you helped launch a project that otherwise would have been unsuccessful, talk about that in your assessment. For instance, maybe you secured additional funding or resources for the project that would not have been provided had you not taken the initiative to request them.
In addition to your strengths, consider discussing your weaknesses. List your weaknesses in a way that highlights how you plan to improve upon them. For example, if you feel your data entry skills are a weak point in your performance, include it in your self-evaluation, as well as how you plan to improve the skill.
5. Highlight your growth mindset
An important aspect of a self-assessment is to show that you are willing to grow and improve as an employee. There may always be something to learn from others that can help you continue to develop as a valuable asset to your team, to management and the company. It can be effective and beneficial to your career to find opportunities for improvement and professional development.
Consider discussing your career goals for the future, your goals for meeting your work requirements and your plan for continuing your professional development. Showing your employer a growth mindset in your self-assessment allows them to see just how much you want to grow with the company. Similarly, a growth mindset can help you face obstacles in your career with confidence in overcoming them.
Related: Setting Goals to Improve Your Career
6. Give your honest review
Recognizing and documenting your accomplishments can be critical for your self-evaluation assessment, but consider being as honest with yourself as you can. Your self-evaluation assessment should focus on the facts of what you have accomplished in your career, as well as what you may need to improve on. Similarly, avoid exaggerations and be aware of how others perceive you and interact with you. Be honest about what you write about yourself and avoid harsh language. Your own internal perception can affect how others perceive you in the evaluation.
7. Keep it professional
When completing your self-evaluation, consider your audience. If you are planning to bring your assessment to your employer’s attention, consider using professional language as opposed to an informal and conversational tone. Focus on your performance, and offer an honest review of yourself. Your self-assessment is meant to highlight your career development, and if you include critiques or details about your co-workers, team members or any other staff you work with, you might risk losing focus on your own assessment goals while appearing unprofessional at the same time.
8. Use action words
A compelling self-evaluation uses action words to convey the strength of the assessment. Words such as “dedicated” or “focused” tell the reader of your assessment that you pursue initiative as an employee. The following example highlights some action words you might consider using in your self-evaluation.
Led: “I led my team of employees to work on a project.”
Managed: “I successfully managed a project.”
Mentored: “I mentored others during a training session.”
Proposed: “I proposed new rules for the office.”
Recommended: “I recommended solutions to a problem.”
Reduced: “I successfully reduced company expenses.”
Supervised: “I supervised team meetings.”
Trained: “I trained others on a new software program or procedure.”
9. Format and edit your self-assessment
Format your self-assessment and edit your work for any grammatical errors and spelling mistakes. Use a professional font, such as Times New Roman, Arial or Calibri. Format each section of your self-evaluation assessment as a subheading so you can increase readability. Additionally, try to avoid large blocks of text by breaking up paragraphs where appropriate. You may send your self-assessment electronically in an email attachment, but consider printing out a hard copy to keep for your records.
Read more: How to Write a Professional Email
10. Ask for feedback
Use the opportunity your self-evaluation presents, and include a section to request feedback from your employer or supervisor. You have already provided the details of your accomplishments, strengths, weaknesses and any improvement plans as you perceive them, but asking for your employer’s feedback can offer you some insight as to how they perceive these elements of your performance as well.
Example self-evaluation assessment
The example below highlights many of the elements that you may consider including in your self-evaluation.
Self Evaluation Assessment for Joy Green
Accounts Payable Clerk
I am a dedicated worker who understands my work as an accounts payable clerk and the responsibilities that go with that role of managing the trust of this company. I also understand the greater scope of our business in providing great customer service. I view this as contributing to the success of the business. An example of this is the relationship I have with vendors and reconciling invoices from outside companies. This often involves phone communication, emailing or meeting in person with clients. I am courteous and firm to reconcile information, but I treat each vendor equally and with respect.
I have great communication skills with people and this helps me to be a good team member when difficult situations arise in meeting a deadline or solving a problem. Teamwork is valuable to me because I welcome coworker insights into these types of challenges. During the year, I worked as a team member to fund and install new accounting software and provide training sessions after working hours.
Generally, I am an innovative thinker who likes to come up with new and better ways of doing things.
I tend not to ask for assistance when I should. While I’m a great team member, I need to know that there are times when I shouldn’t work on things alone. I am always willing to help others, but I need to recognize my limitations.
I tend to become too absorbed in my work. This is part of my problem with asking for help. I am working on being more aware of time management in this respect.
I believe in teamwork and cooperation with other employees in the workplace. I demonstrate this by listening to the opinions of others respectfully. I try not to be an obstacle when there are disagreements, but try to work things out as much as possible.
I value respect and clarity between colleagues. I believe in transparent communication between employees and management and welcome feedback on my work performance and my teamwork in the office.
I value friendship with my team members, and I am thoughtful of others, as I would like them to be thoughtful of me.
I try to be helpful to co-workers, management and customers.
I am steadfast in my abilities to meet my deadlines within my work, and I am mindful about scheduling.
I am dedicated to my work, sometimes staying beyond office hours. However, I try to keep my work in perspective and I don’t let it affect my personal life. I try to maintain a work and life balance because this makes me a more effective and energized team member.
I am working on further education in the accounting field to become a more productive and knowledgeable team member for the company.
I am working toward an eventual role in management to further my career goals. To that end, I am taking evening classes for a bachelor’s degree in accounting. Ideally, I would like to stay with this company because I enjoy working with my team members and in the company environment. As a manager, I want to continue helping the company to grow by encouraging my team members to do their best. Currently, I would like to have more of a role that allows me to make decisions within the team. However, I will remain respectful of management with a willingness to learn from both team members and management.
Feedback on my self evaluation assessment:
I would appreciate any feedback from my coworkers and management about my self-assessment. I am always looking for ways to learn and grow as an employee and as a colleague.
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