How to Write a Self-EvaluationNo one likes the annual review process. But particularly in a system that lacks precise metrics for measuring performance—or at a company like Analysis Group, where leaders have decided to measure employees more holistically—self-appraisals are an important input. They allow employees to remind their bosses of accomplishments, put successes (and missteps) into context, and articulate goals for the coming year. But doing them well can be tricky. How many people are truly objective about their own performance? And how can you find the right balance between self-promotion and self-criticism? Here are some tips:Know How Your Boss Will Use ItWill the self-appraisal play a key role in your review, or is it just an HR-mandated formality? Will your manager use it to make decisions about promotions and bonuses? Will it be shared with anyone else? The answers to these questions will inform what and how you write. Some lazy bosses cut and paste self-evaluations into official reviews. If that sounds like your manager, write your appraisal in a way that makes it easy for him to do this.Emphasize Your AccomplishmentsDon’t be arrogant, but don’t downplay your successes either. “If you’ve had a great year, you should talk explicitly about your accomplishments,” says Timothy Butler, the director of career development programs at Harvard Business School. “Be very clear about your contributions.”
Acknowledge Mistakes—Carefully
Dick Grote, the author of How to Be Good at Performance Appraisals, urges employees to be careful when mentioning mistakes. Don’t give your boss “the noose with which to hang you,” he says. Other experts say you should mention shortcomings in passing—but be sure to put a good spin on them. “You don’t want to say, ‘Here’s where I really fall down,’” Butler says. “Instead, say, ‘Here’s an area I want to work on. This is what I’ve learned.’”
Keep the Focus On You
It can be tempting to criticize others, particularly if they’re hindering your progress, but remember that this is about you, not them. If you have issues with a coworker, talk about it with your manager—but don’t put it in writing.
Ask for What You Need
Smart employees use self-appraisals to lobby for development opportunities. Be specific. Explain the aspects of your job that most excite you and suggest ways you can become more involved in those things. But remember to ensure that your requests reflect what your business unit needs as well.
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