Self-Review Preparation Worksheet for Employees
Help employees document their year.
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[ADD EVIDENCE] is an editorial flag, not a blank to fill. Replace or resolve each flag before you use the result.
Prepare me to write my self-review. My role: [MY_ROLE]. My goals for the period: [MY_GOALS]. Notes on what I did (projects, emails, results, praise): [MY_NOTES]. Company review form headings: [FORM_HEADINGS]. Produce: a worksheet matching my notes to each goal and form heading; a bank of "impact statements" turned from my notes using the structure Action, Result, Evidence (for example, "Redesigned the intake form, cutting average processing time from 12 minutes to 7, based on the March report"); a list of gaps where I lack evidence and where I can find it; honest development areas with plans; and questions for my manager. Include rules for tone: factual, specific, confident without exaggeration, credit others where due. Add before and after rewrites for three of my vague notes, a one-paragraph summary of the year (100 words), and a checklist for proofreading. Do not invent achievements; ask me about anything unclear and mark missing evidence as [ADD EVIDENCE].
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