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Run: Self-Assessment

A self-assessment template for employees to document role context, achievements, growth areas, development plans, and next-cycle goals before a manager review.

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Role Context and Self-Reflection

Role Summary (required)

Briefly describe your current role, key responsibilities, and how your scope has changed during this review period.

Top Priorities This Period (required)

List the 3-5 priorities you focused on and why they mattered.

Achievements and Impact

Key Achievements (required)

Describe your most important accomplishments using specific actions, results, and business impact.

Goal Progress Review (required)

Review progress against goals using measurable outcomes and status updates.

Impact Summary

Summarize the overall impact of your work on customers, teammates, processes, or business results.

Competency Self-Assessment

Growth Areas and Development Plan

Growth Areas (required)

Identify 2-3 areas where you want to improve, using behavior-based language and examples.

Development Plan (required)

Create a development plan with on-the-job practice, coaching/feedback, and formal learning.

Forward-Looking Goals

Next-Cycle Goals (required)

Define 3-5 SMART goals for the next period with clear measures, timelines, and expected outcomes.

Employee Summary

Support Needed

Describe any support, resources, or feedback you need from your manager to succeed next period.

Additional Comments

Add any other context you want your manager to consider.

Employee Signature

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Email (required)

Your name (optional)

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