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Run: Performance Check-in (Self)

A monthly self-check-in form for employees to capture accomplishments, blockers, and support needs before a 1:1 or quarterly review. It gives managers a clea...

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Check-in Context

Check-in month (required)

Select any date in the month you are reflecting on. The system will use the month for reporting.

Role or team

Optional. Helps your manager contextualize the update without collecting unnecessary PII.

Manager name

Optional. Only include if needed for routing.

Accomplishments

Top accomplishments (required)

List 2-5 concrete accomplishments, delivered work, or outcomes from this month.

Impact of your work

Briefly describe the impact, results, or value created by your work.

Progress on goals

Note progress made toward monthly, quarterly, or project goals.

Blockers and Support

What blocked you?

Describe any process, dependency, resource, or priority blockers. If none, you can leave this blank.

What support do you need?

Share the specific help, decisions, feedback, or resources that would unblock you.

Type of support needed

Select all that apply.

Focus for Next Month

Top priorities for next month (required)

List the 1-3 most important outcomes or tasks you plan to focus on next month.

How confident do you feel about next month? (required)

Rate your confidence in achieving next month's priorities.

What would increase your confidence?

Optional. Explain what would help you feel more confident about next month.

Manager Discussion Prep

Topics you want to discuss in your next 1:1

Add any questions, decisions, feedback, or career topics you want to cover.

Area you want to grow in

Optional. Choose one area to focus on for development conversations.

Additional notes

Anything else you'd like your manager to know.

Get your results

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Email (required)

Your name (optional)

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