Worksheet Self-Assessment

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Employee Information

Employee Name: {{employee_name}}

Employee ID: {{employee_id}}

Department: {{department}}

Job Title: {{job_title}}

Review Period: From {{start_date}} to {{end_date}}

Summary of Key Achievements

Please describe your most significant achievements and contributions during the review period. Quantify your accomplishments where possible (e.g., 'Increased sales by 15%', 'Completed project X two weeks ahead of schedule').

{{achievements_summary}}

Performance Against Objectives

List the key objectives set for you at the beginning of the review period. For each objective, comment on your progress, how well you met it, and any challenges encountered.

Objective 1: {{objective_1}} - Performance: {{performance_objective_1}}

Objective 2: {{objective_2}} - Performance: {{performance_objective_2}}

Objective 3: {{objective_3}} - Performance: {{performance_objective_3}}

Add more objectives as needed.

Strengths

Identify your key strengths and how you have leveraged them to contribute to your role and the team/company.

{{strengths_description}}

Areas for Development

Identify areas where you believe you need to improve or develop new skills. What steps do you plan to take to address these areas? (e.g., training courses, mentorship, shadowing colleagues)

{{development_areas}}

Training and Development Needs

What specific training or development opportunities do you believe would help you achieve your professional goals and better contribute to the company?

{{training_needs}}

Future Goals and Aspirations

What are your professional goals for the next review period? How do these align with the company's objectives?

{{future_goals}}

Feedback and Support

Do you have any feedback for your manager or the company regarding support, resources, or working environment? What additional support do you need to excel in your role?

{{feedback_support}}

Overall Self-Rating

On a scale of 1 to 5 (1 = Needs significant improvement, 5 = Consistently exceeds expectations), how would you rate your overall performance during this period? Provide a brief justification.

Overall Rating: {{overall_rating}}

Justification: {{rating_justification}}

Signature

Employee Signature: _________________________ Date: {{date}}

Manager Signature: _________________________ Date: {{date}}