Self-Assessments: Examples and Guide for Managers and Employees (2024)

Self-Assessments: Examples and Guide for Managers and Employees (1)

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    Self-Assessments: Examples and Guide for Managers and Employees (2)

    Bettering yourself — and your organization — starts with a look inward.

    Especially in today’s labor market, employers are looking for ways to optimize employee performance. Some companies have pressed pause on hiring while others have forfeited to layoffs.

    No matter where your organization falls on the hiring spectrum, employers everywhere can agree: it’s time to make sure employees are tapping into their full potential. The success of your organization depends on it.

    At some point in everyone’s career, they'll likely have to participate in a performance evaluation.

    In this post, we’ll talk about the benefits of self-assessments for both employers and employees. We’ll also give you some self-assessment examples to start using today. Plus, you’ll learn some best practices to help conduct effective and impactful self-assessments at your organization.

    What is a self-assessment?

    Typically, a performance evaluation, otherwise known as a self-assessment or performance review, begins with a series of notes from your employer or employers on how you have conducted yourself at work. They typically end with a self-assessment, where you share how much progress you believe you have made during a certain amount of time on the job.

    8 benefits of self-evaluations for managers and employees

    There are a number of reasons why self-assessments are a useful tool for both managers and employees.

    On its face, self-assessments can seem like a performance management tool to keep employees on track. But it isn’t just a tool to keep employees on track to meet organizational goals. It helps employees grow, develop, and ultimately reach their full potential.

    Here are some of the benefits self-evaluations offer employees and employers:

    For managers

    For managers or employers, self-assessments can be a useful tool that comes with a range of benefits. Here are four benefits of self-evaluations for managers.

    • Increased employee engagement. Managers have an incredible influence over the employee experience. A Gallup study found that managers can account for up to 70% of the variance in employee engagement.

      A self-assessment can be the entry point to open, clear, and transparent communication between manager and employee. When employees know what’s expected of them and what they need to work on, it can increase employee engagement.

    • Improved decision-making skills. Managers, you have to deeply know your employees’ strengths and areas of opportunity. When you’re managing a team, it’s critical to know when (and where) certain employees need to jump into a priority.

      Especially in a fast-changing world of work, the decisions that managers are making are increasing. But with help from a self-assessment by your employees, you have a window into where your employees can flex their skills.

      For example, let’s say a new data analysis project pops up. You need someone on your team to step up and lead the project. You also need another person to help crunch the numbers —and put together a narrative that the data tells.

      Because of your employees’ self-assessments, you can quickly identify and make decisions on who should lead what.

    • Better goal-setting. Self-assessments also help managers get a better understanding of what an employee's goals are at work. Having a good grasp on what employees want from their work and what they feel are their strengths and weaknesses can help managers lead better.

      A self-assessment is a handy tool for managers to use in order to highlight workers’ achievements, set future goals, check in on employee weaknesses, and assess how they can help employees improve those skills.

    Self-Assessments: Examples and Guide for Managers and Employees (3)

    For employees

    Just as managers benefit from self-assessments, so do employees. We’ve outlined four ways self-assessments help benefit the employee.

    • Increased self-awareness. A self-assessment can act as a mirror or reflection point. At BetterUp, we use a Whole Person Model to help our Members accurately gain self-awareness and self-reflect.

      According to our Whole Person Model, we see a 172% increase in self-awareness for those who start out low as a result of coaching. But what does coaching have to do with self-assessments? It can help bring awareness to an employee's strengths — and areas of opportunity.

    • Better learning and development goals. A self-assessment can help pinpoint different target growth areas. Designed to help prompt your employees to examine their skills, a self-assessment can be the tool you need to help identify a learning goal.
    • Improved self-confidence. A self-assessment, though it can sound intimidating, isn’t just for identifying what’s not working. For many employees, it’s also a reassurance of what’s working well, especially when your manager agrees.

      A self-assessment can help your employees realize strengths they might not have identified before. It can also show growth areas where they might’ve struggled before.

    • Opens up opportunities for further professional development. To go hand-in-hand with learning and development, self-assessments can help determine where employees should invest in professional development.

      For example, let’s say your employee takes a self-assessment and realizes they’re falling short on project management skills. Because of the assessment, you can offer project management workshops to help their professional development.

    Self-Assessments: Examples and Guide for Managers and Employees (4)

    38 self-assessment example questions for managers to use

    Here are 38 examples of questions that managers can ask their employees during a self-assessment.

    Self-evaluation questions on achievements

    • What areas do you think you could improve in?
    • What could you have done better at work over the past year?
    • What would you say your strengths are?
    • How do you think you have contributed the most to the company?
    • What has been your favorite project in the last year?
    • Do you think you did a good job fulfilling your responsibilities over the last year?

    Self-assessment questions on goals

    • What goals did you set for yourself this year? Month? Quarter?
    • How many of those goals did you achieve?
    • Were you happy with the results of meeting those goals you set for yourself?
    • What are your future goals for next year? Quarter? Month? What can I do to help you better meet those goals?

    Self-evaluation questions on advancement and professional growth

    • Have you taken part in any professional development programs the company offers?
    • Are there any leadership positions you would like to have in the future?
    • Is there any specific training that you feel you could use to help be more prepared to pursue a leadership role?
    • Are there any skills that you could develop outside of work that would help with your work performance?
    • Do you feel that there are any particular skills or talents of yours that you are not using?

    Self-assessment questions on creativity

    • Do you feel that you think “outside the box” when it comes to finding solutions to work-related problems?
    • What are some examples of when you thought “outside of the box” in order to solve a work problem? What could your manager do to make it easier for you to use creative problem-solving skills?
    • Do you feel that your position allows you to use your creative problem-solving skills to the fullest?

    Self-evaluation questions on communication skills

    • Do you think that you communicate effectively with your manager and colleagues?
    • What do you think makes a good communicator?
    • How do you start difficult conversations with co-workers or managers?
    • How often do you ask for help on an assignment? Or ask questions to help clarify something about a project?

    Self-Assessments: Examples and Guide for Managers and Employees (5)

    Self-assessment questions on time management

    • Do you think that you use your time wisely while at work?
    • When was a time when you thought you managed your time well?
    • How could you improve your time management skills in the future?
    • Can you describe an example of when you could have used your time better?

    Self-evaluation questions on values and behaviors

    • Do you think that you have worked in a way that aligns with our core values?
    • What could you do to improve how you embody some of the company’s core values?
    • What do you value most about your work?
    • When do you feel the most valued by the company?
    • What are the qualities you have that make a valuable employee?
    • List five things you do that positively impact your productivity.

    Self-assessment questions on weaknesses

    • Can you identify any weaknesses that you might have that could be hampering your productivity?
    • Do you feel comfortable asking for help if you run into a problem with work?
    • How could you work toward improving your work-related opportunities?
    • Is there anything that leadership could do in order to help you address these opportunities?

    Self-assessment example responses for employees

    While coming up with questions for a performance review can be tough for managers. Crafting responses to a self-assessment that portrays an employee in their best light is even tougher.

    Looking at a few examples of self-assessment questions and responses can be helpful when preparing for your own review. If you are particularly nervous about your self-assessment, practice by writing out some responses to the listed example questions. Use the example response as a jumping-off point for your own practice responses.

    Here are some example responses to the self-evaluation questions listed above.

    Self-evaluation responses on achievements

    • “I try to lead by example and feel that I put in my best effort every day. I am always the first person to arrive at work and always the last to leave.”
    • “I have extremely high standards for my work and have gone above and beyond my job description. I routinely set goals for myself and work late nights and over the weekend to complete assignments.”
    • “Earlier this year, I decided I wanted to improve my public speaking skills and volunteered to give a company-wide presentation on a recently completed project. I’m proud of myself for taking that fear head-on, and the presentation was well received.”

    Self-assessment responses on goals

    • “I would like to be able to keep working on my leadership skills. In order to do this, I plan to double down on my commitment to keep pitching project ideas at meetings and taking the lead on group work. I am proud to say that I have grown as a leader over the past year and would love to continue to do so.”
    • “One of the goals I set for myself this year was to become more organized. I have struggled a bit to learn how to better manage my time or delegate tasks but I am actively trying to learn from my mistakes.”

    Self-evaluation responses on advancement and growth

    • “When I applied for my current position, I did so with the long-term goal of eventually obtaining a managerial role. I can see myself overseeing a team at the company given my interests, ability to delegate tasks, organization, and expert time management skills. I also really enjoy pushing my colleagues to do their best and explore new ways of tackling a project.”
    • “ Now that I have worked at the company for a year, I have learned enough that I feel confident taking the creative lead on a project in the near future.”

    Self-assessment responses about creativity

    • “Since starting with the company, I have often used creative problem-solving skills on assignments or used lateral thinking to find solutions to work-related problems.”
    • “I have been commended several times over the past quarter for my original ideas during pitch sessions, ability to think outside of the box, and come up with creative solutions to problems.”
    • “During my team’s weekly meeting, I am typically the first person to jump in with an idea for our next project.”
    • “I often try to help my colleagues figure out solutions to problems when they are stuck.”

    Self-evaluation responses about communication skills

    • “I routinely ask questions to clarify expectations for assignments.”
    • “I am often the first one to speak up with a question or concern in a meeting.”
    • “I always speak respectfully when having hard conversations with managers and co-workers.”
    • “I know how to respectfully receive feedback on my performance from managers and co-workers.”
    • “I frequently talk to fellow team members about things that are going well or not so well on a project.”
    • “If I can not meet a deadline, I always give notice to my manager as early as possible with an explanation as to why I am behind.”

    Self-assessment responses about time management skills

    • “In the past year, I have made all of my deadlines and frequently submit my work ahead of time.”
    • “My ability to be organized has saved co-workers hours of time on collaborations.”
    • “My co-workers will sometimes come to me for advice on how to improve their time management skills. I am always happy to give recommendations to co-workers in the hopes of making our company run more efficiently.”

    Self-evaluation responses about values and behaviors

    • “I believe that the best relationships between employees and employers are built on transparency.”
    • “ I value kindness in the workplace and make sure to be as welcoming and helpful to everyone I interact with.”
    • “I believe that every obstacle can be overcome with open and respectful communication.”
    • “I value my co-workers and strive to be as thoughtful about their well-being as I am my own.”
    • “I believe that a positive attitude is the best tool in the workplace and always look at setbacks as opportunities.”

    Self-assessment responses on weaknesses

    • “I am a high achiever and often struggle with telling a manager no to an extra work assignment even if I have a lot on my plate already. Unfortunately, this can impact my productivity as completing multiple tasks in a timely fashion can be a tough balancing act.

      As a result, I will sometimes miss a deadline or ask for a deadline to be changed. I have been learning how to let my manager know if I have too many tasks to take on a new assignment. I’m happy to say I have made some progress and will continue to work on improving.”

    • “I sometimes find it hard to ask for help completing a task when doing so could help me finish an assignment more efficiently.

      Because of this, I can inadvertently waste time on an assignment that could have been completed quickly with the help of a manager or co-worker. I am trying to be better at anticipating when I will need help for a project and asking for it early.”

    Self-Assessments: Examples and Guide for Managers and Employees (6)

    Best practices when writing your self-assessment

    1. Be honest

    When writing a review of your work performance, be honest with yourself. Everyone has strengths and weaknesses, and a self-assessment is meant to highlight those on-the-job strengths.

    They also allow employees to come up with solutions on how to improve in their weaker areas. Make sure to be honest in mentioning times that you fell short at work from something small like turning up a few minutes late to a meeting to something more consequential like missing an important deadline.

    2. Be confident

    You should be proud of the work you do and there is nothing wrong with expressing that pride in a self-assessment.

    While being honest about work mistakes is crucial in a self-assessment, you should also mention the times that you went the extra mile or really shined.

    3. Be committed to improving

    A self-assessment is all about figuring out what you need to do to become better at your work, and there is always room for self-improvement. Make sure to express in your self-assessment how you want to keep growing.

    Expressing an interest in discovering new ways to improve on good work habits and strengths, as well as shortcomings, will make you appear to be an employee that will grow with the company.

    4. Be professional

    You should never make things personal in a self-assessment. That means no insulting your manager or boss for poor leadership skills or blaming a colleague for a less than stellar result on a collaborative project.

    It also means taking responsibility for your own shortcomings in the workplace. Being professional also means taking the performance review and the self-assessment seriously. Make sure to take the time to write a worthwhile review that isn’t rushed or forced and is instead filled with insights and solutions.

    5. Take your time

    A self-assessment that is rushed won’t help anyone. Make time for self-reflection beforehand, and take your time when sitting down to write your self-assessment and put some thought into it.

    This is one of the few chances that you will have in the workplace to advocate for yourself and remind your employer why you are great at your job. This is also a great opportunity to let management know that you are struggling with something and to see if there are any professional development programs that your company offers to help you address these weaknesses.

    6. Be specific

    During your self-assessment, use specific examples as much as possible. For example, if you are taking the time to write about how you consistently do the bulk of the work needed to complete group projects, make sure to list three or four examples.

    Don’t be afraid to say that you were the one that stayed up all night to make sure that a deadline was met. Or that you were the one that pushed your colleagues to make the project better.

    Something that can help you do this more easily is to track your accomplishments throughout the year. Keep a journal or a small notebook at your desk or on your person where you can jot down notes about the things you think you have done well every day or every week.

    Having a weekly or monthly list of your accomplishments will make it much easier to remind a manager or employer how valuable you are to the company.

    7. Use numbers

    Data can help convince an employer that your work has been beneficial to the company. When writing a self-assessment, back up claims about your achievements with numbers.

    If you write in your self-assessment that you are great at figuring out ways to shorten the amount of time your team spends on projects, make sure to reference how much time you have been able to cut. Including concrete numbers in your self-assessment will allow your manager or employer to develop a metric to measure your achievements.

    How to prepare for an employee self-assessment

    Preparing ahead of time for giving or writing a self-assessment is central to having a constructive performance review. Managers should know what goals they would like employees to have completed and review themselves with some areas of weakness that employees can improve before talking about a self-assessment.

    If you are having trouble figuring out how to craft a self-assessment to give to employees there are a number of free self-evaluation templates online, like this one.

    By using a template, you can streamline the self-assessment process and make less work for yourself in the future if you need to modify any questions on the evaluation. When sitting down to have a person-to-person discussion about employee performance, remember to give constructive feedback.

    Tap into the potential of your workforce

    As a result, it’s important to make sure you’re maximizing the potential of your workforce. Self-assessments are the starting point to figuring out what potential lies within your employees (and your organization).

    Whether you’re looking at your own performance or your employees’ performance, BetterUp can help. An employee self-evaluation can be the ticket to building better teamwork, job performance, and work ethic.

    Get started with virtual coaching to help provide personalized support for your employees. The result? A mentally fit workforce that's better prepared for what the future holds.

    Self-Assessments: Examples and Guide for Managers and Employees (7)

    Well-being

    Published March 28, 2023

    Self-Assessments: Examples and Guide for Managers and Employees (2024)

    FAQs

    Self-Assessments: Examples and Guide for Managers and Employees? ›

    Self-evaluation responses on achievements

    What are some example answers for employee self assessment? ›

    Positive comments
    • "I have consistently demonstrated strong problem-solving skills, effectively identifying and addressing issues in a timely and efficient manner."
    • "I have a curious and analytical mindset, which allows me to think outside the box and come up with creative solutions to complex problems."
    Feb 9, 2023

    How do you write a self assessment for a manager? ›

    How to Write an Effective Self-Assessment
    1. Focus on the entire year. ...
    2. Consider company and functional goals. ...
    3. Look for alignment with the company values or culture. ...
    4. Seek feedback from colleagues. ...
    5. Draft a concise accomplishment list.
    Dec 12, 2023

    How do you answer self assessment questions at work? ›

    Tips on writing self-evaluations
    1. Be honest & objective. Ideally, staff members should share a balanced view on areas of growth and praise in their self-evaluations. ...
    2. Highlight growth, not just accomplishments. ...
    3. Acknowledge areas for improvement. ...
    4. Use specific examples & data.

    How do I fill out a self assessment form for an employee? ›

    Our tips for writing the best self evaluation
    1. Keep notes throughout the year. ...
    2. Revisit your job description. ...
    3. Use the STAR method. ...
    4. Use numbers and statistics. ...
    5. Reiterate results. ...
    6. Bring everything back to the company. ...
    7. Include others' feedback. ...
    8. Run it past a trusted friend.

    How do you write a good self-assessment sample? ›

    Best practices when writing your self-assessment
    1. Be honest. When writing a review of your work performance, be honest with yourself. ...
    2. Be confident. ...
    3. Be committed to improving. ...
    4. Be professional. ...
    5. Take your time. ...
    6. Be specific. ...
    7. Use numbers.

    What should I write in my overall comment performance review? ›

    Be comprehensive.

    Comprehensive performance review comments should discuss more than just past performance. They should also touch on: Employee strengths and accomplishments. Weaknesses and areas for improvement.

    What is a sample sentence for self-evaluation? ›

    I have demonstrated strong initiative and ownership in my work, leading the successful completion of multiple projects on time and within budget. I've done so by setting SMART goals for myself at the beginning of each quarter to ensure I remain on track and focused.

    What is self assessment examples? ›

    Self-assessment example

    I have strong problem-solving and critical-thinking abilities and have used them to brainstorm new marketing strategies that have exceeded clients' expectations. Areas of improvement: There are some meetings where I have trouble speaking up because I fear my ideas may not be very helpful.

    How do I write a self assessment answer? ›

    Be specific and descriptive of both positive and negative attributes of your work. For each of the areas, you should always consider the positive and negative attributes of your performance. Determine where did you exceed the expectations, where did you meet them and where and how you can continue to improve.

    What are good self assessment questions? ›

    What were your primary objectives in your role and to what extent do you feel you achieved them? What are three things that you did well within the last three months? Why do you believe you were successful? Where do you think your skills would add the greatest amount of value?

    What are sentence starters for self evaluation? ›

    What could be good sentence starters for framing self-evaluation points? During my time in this role, I have accomplished… I demonstrated strong problem-solving skills when I… In terms of improvement, I plan to focus on…

    What should I write in my self assessment review? ›

    Make sure you reference your accomplishments in your review and highlight what you did well. For areas that need improvement, provide additional context for any questions you think your manager might ask, and share any details about how you approached a project or situation that shed light on its outcome.

    What should I say about myself in a self-evaluation for work? ›

    How to Write a Self Evaluation
    • Track Your Work and Accomplishments. ...
    • Answer Honestly. ...
    • Highlight Your Achievements. ...
    • Admit Weaknesses and How You Have Grown. ...
    • Acknowledge Areas of Improvement.

    How do I write a self assessment about myself? ›

    How to perform a self-evaluation
    1. Include the appropriate elements.
    2. Determine the timeline for your self-evaluation.
    3. Give insight into your success.
    4. Give examples of your strengths and weaknesses.
    5. Highlight your growth mindset.
    6. Give your honest review.
    7. Keep it professional.
    8. Use action words.
    Mar 10, 2023

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