A self assessment is an evaluation of one's own performance. This is often conducted as part of a performance management process whereby employees first evaluate themselves and are then evaluated by management often with feedback from stakeholders. A self assessment is typically designed to be positive. They may make use of direct language, action verbs and specific measurements of outcomes in order to pitch for a favorable performance review. The following are illustrative examples of self assessments.
OrganizationOrganized annual team building event including the design of activities. Feedback indicated that 82% of participants felt the event will improve team morale and productivity.
PlanningDeveloped a business plan for improvements to the sales system with an estimated return on investment of 440%.Reduced morning team meeting to 30 minutes from 60 with a more focused format. The number of closed action items grew by 11% with this shorter format.
Consistently delivered friendly and diligent customer service to achieve a customer satisfaction score of 80%, significantly above average.Recognized at least 20% of customers who visit by name or face and always make friendly remarks to build relationships with them. At least 70% of customers made a purchase after a friendly conversation was initiated.
Closed revenue of $12 million in the quarter on 22 deals with a win rate of 44%.Optimized offers to improve conversion rate to 5.1%. This represented a revenue improvement of $93,000 for the quarter.Launched successful promotional campaigns in broadcast, direct, digital and in-store channels with brand recognition improving by two basis points to 64% amongst the target market.
Launched 4 new ice cream products in the Spring season that gained market penetration of 2%, 3%, 9% and 27%. This represented total revenue of $34 million for the fiscal year.
Research & DevelopmentDeveloped a new composite bamboo and plastic material foam for our line of bodyboards that improves compressive strength by 70% and tensile strength by 110% at a comparable cost to existing designs.
PricingDeveloped monthly promotional offers to target price sensitive customers. A total of $33 million in sales were generated by these offers with gross margins remaining stable for the year at 44%.Performed product demonstrations at 2 major events and for 6 prospective customers. These presentations were well received with positive feedback and 4 out of 6 prospects signing on as customers.
Engaged a total of 423 stakeholders, media representatives and industry influencers to publicize our introduction of paper straws at all locations. This generated significant public awareness of our brand commitment to solve environmental issues such as ocean plastic.
TeamworkMediated a dispute between our development team and a business unit wherein the business unit had accused the development team of inflated estimates. This created bad feelings and the teams weren't working together well. Organized a demonstration that gave the development team an opportunity to show the business unit the complexities involved in changes that consume time. This session was well received by all involved and was successful in creating a positive working relationship between the two teams.Documented procedures for troubleshooting incidents on the production website that reduced mean time to repair by 11%.Completed package designs for 5 ice cream products with the client satisfied with all 5 designs. This generated revenue of $90,000 with the client asking for me by name for each project.Redesigned the intranet to make all information accessible by search and a flat structure of navigation. The design has high information density and is conductive to productivity. With launch, usage of the intranet increased by 28%.Performed a gap analysis for the current quote qualification process for sales. Identified three recommendations that are estimated to increase win rate by 10% and overall revenue by 15% by increasing the quality of opportunities in the sales pipeline.
MeasurementDeveloped a way to measure customer loyalty using existing data and analytics tools. This was used by sales to improve customer retention initiatives with a goal to increase the number of loyal customers by 30%.Managed the knowledge management project with budget variance and schedule variance within target range of +/- 5%. The project is forecast to reduce knowledge waste resulting in estimated cost savings of $2 million a year.Created a tracker for all work commitments to monitor and manage overcommitments and work that is at risk of being late. This has improved stakeholder satisfaction with the services offered by the team by 13%.Reduced the opex budget for this fiscal year by 17% by identifying improvements to efficiency and eliminating waste.Identified and reduced risks associated with legacy applications. Achieved an overall decrease in risk exposure of $1.2 million.Renegotiated prices with an existing supplier of materials to reduce costs by 17% for a key production input. This translates to a unit cost reduction of 0.8%.Replaced a supplier of parts that had quality issues that had caused 210 defects that were identified by quality control. The new supplier of the parts has had no defects to date.Negotiated an increased construction window with the city of 9 hours per night to reduce the time required to repair the fiber trunk line to 8 days from 11 days. This improved service quality and reduced cost by $48,000.Increased the average retention rate of key talent to 4.4 years from 4.2 years with improvements to working conditions, performance management, training & development and corporate culture. On track to achieve goal of 6 year average retention for key employees as this metric takes time to change as a long-running measurement.Recruited 3 talented software developers all of whom have done well on initial performance reviews.Implemented a process of checking that salespeople have properly entered contact and customer data with a policy of freezing individual incentive payments for non-compliance. This has increased compliance to data entry policies from 67% to 100%.
Information Technology ManagementSignificantly improved team productivity by structuring work into self-organizing teams. Change throughput has risen from 34 story points a month to 112. Replaced a cloud provider who had issues with their network whereby they were blocking traffic from an API that we use. This reduced failed calls to the API from 4,400 a month to zero. The switch also resulted in reduced costs of $1700 a month.
Software DevelopmentIdentified and fixed a security hole that could have allowed unauthorized individuals to take over a user's session. This may have prevented a major security incident that could have caused reputational and financial damage to the firm.Developed a process to proactively identify security patches and vulnerabilities as they are released. In some cases, patches weren't being evaluated by the patch management process until they were already 3 months old. This represented a significant information security risk.
TestingIdentified a problem with the bill payment page that wasn't addressed by test cases but was confirmed by business units as a severity one issue. This would have caused customer impacting problems if it had gone to production.Delivered project despite a large number of issues with requirements, design and deliverable quality. Project is forecast to generate revenue of $10 million in the next fiscal year.Remained calm and composed when faced with customers who were highly emotional due to billing issues.
ProcedureFollowed instructions, policy and procedure with accuracy and diligence.Coached three junior developers to improve their coding practices. Feedback from all was positive. One developer received a promotion to the intermediate level and the other two on track for promotion indicating improving performance.Improved the process for approving negotiated sales deals by calculating gross margin and an estimate for customer lifetime value.Competed training in negotiation strategy and tactics and was able to apply these skills to obtain an attractive gross margin of 44% for closed deals.Determined and fixed the root cause of an issue involving a strange smell in the lobby that was reported by several guests. This had potential to impact the reputation of the hotel but was addressed quickly.Developed and pitched a business case to senior management to perform a data cleansing initiative for customer data. The project received funding of $80,000 for next year with an estimated payback period of 6 months.
StandardsImplemented a change management process that conforms to service management standards. This represents a more transparent, efficient and client-focused process for handling the more than 2,000 change requests managed by our team each year.
ComplianceImplemented segregation of duties controls to pass a financial audit of the department.
InitiativeResearched current software license payments and identified an application that is currently only used by one person while we are paying for 10 licenses. This subscription will be cancelled saving $4500 a year.Developed an easy to use document template for capturing product requirements that has reduced the average time to produce such requirements to 5 days from 9 days.Implemented a policy of allowing teachers to open classroom windows as an alternative to air conditioning at their preference. This reduced energy costs by 11% from June to September.Adopted a new packaging product for shipping glass jars to customers that uses 28% less material, results in 9% less breakage and is completely biodegradable and non-toxic. Took the lead to prepare our response to the service management audit. This required coordinating the efforts of various managers and subject management experts to resolve issues. All issues were resolved successfully and certification was achieved.
LearningCompleted project management training and performed more than 60 hours of self-study to successfully obtain professional certification.
Career DevelopmentTook on an increasing visible role in the team by giving over 10 presentations. Actively contributed to meetings and built relationships with stakeholders including senior management.
NotesA self assessment typically addresses each of your performance objectives in a paragraph format possibly with a point form list.Most of the examples above include a measurement as this is ideal. There are also several examples that include no measurement as illustrations of how this can be approached. In many cases, using any numbers at all can be perceived as a measurement of results. For example, consider the following two accomplishments:Successfully delivered the ABC project.Developed and launched 23 product features for the ABC project with 0 defects in production.They both say the same thing but one has a few numbers that can be perceived positively.
This is the complete list of articles we have written about employee performance.
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