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Annual Review Self-Assessment

Walk into your performance review prepared and confident.

Get the Self-Assessment Checklist

Use this checklist to structure your accomplishments and prepare a powerful narrative for your annual review.

What's in the Checklist

  • Sections for key achievements and goals exceeded.
  • Space to list new skills and professional development.
  • Prompts to detail how you've added value beyond your role.
  • A dedicated section to prepare for your compensation discussion.

Key Features

Comprehensive Structure

Covers all the key areas your manager will be looking for.

Data-Driven

Prompts you to use metrics and quantifiable impacts.

Forward-Looking

Includes a section for your future goals to show ambition.

How to Use This Checklist

  1. Fill out each section with specific examples from the past year.
  2. Use the STAR method (Situation, Task, Action, Result) to frame your achievements.
  3. Share the completed document with your manager before your review.
  4. Use it as your talking points during the review meeting.

Expert Insights

A self-assessment is your opportunity to shape the narrative of your performance review. Don't be shy about your accomplishments. A well-prepared self-assessment makes your manager's job easier and demonstrates your professionalism and commitment to growth.

Frequently Asked Questions