{"id":20474,"date":"2019-11-07T10:23:44","date_gmt":"2019-11-07T10:23:44","guid":{"rendered":"https:\/\/www.process.st\/templates\/self-evaluation\/"},"modified":"2024-02-29T00:28:52","modified_gmt":"2024-02-29T00:28:52","slug":"self-evaluation","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/self-evaluation\/","title":{"rendered":"Self-Evaluation Performance Review Template"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/imtx-u0pKCg3hzHS2fhAOQ.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/imtx-u0pKCg3hzHS2fhAOQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Performance reviews are changing.&nbsp;<\/p>\n<p>The <strong>annual performance review is no longer cutting it<\/strong>, as <a href=\"https:\/\/www.trinet.com\/about-us\/news-press\/press-releases\/survey-performance-reviews-drive-one-in-four-millennials-to-search-for-a-new-job-or-call-in-sick\" rel=\"nofollow noopener\" target=\"_blank\">millennials seek frequent reviews<\/a> and <a href=\"https:\/\/www.achievers.com\/blog\/millennials-and-their-desire-for-always-on-feedback\/\" rel=\"nofollow noopener\" target=\"_blank\">more contact time<\/a>.&nbsp;<\/p>\n<p>But even with quarterly performance reviews, managers can't notice <em>every<\/em> area in which an employee is succeeding or not succeeding.&nbsp;<\/p>\n<p>That's why&nbsp;<a href=\"https:\/\/www.tinypulse.com\/blog\/performance-reviews-self-evaluating\" rel=\"nofollow noopener\" target=\"_blank\">self-evaluation<\/a>&nbsp;is a fantastic <a href=\"https:\/\/www.process.st\/performance-appraisal\/\" rel=\"nofollow noopener\" target=\"_blank\">performance appraisal<\/a> method.<\/p>\n<p><strong>Through self-evaluation<\/strong>, <strong>employees<\/strong> <strong>can judge their own performance<\/strong> and then<strong> discuss the results<\/strong> <strong>of the self-evaluation<\/strong> with their line manager, <strong>helping the employee and organization-at-large to grow exponentially<\/strong>.<\/p>\n<p>Specifically, this checklist asks the self-evaluator to define their current role, list their successes, their nonsuccesses, consider what could've been done differently, and then make suggestions on how the manager could help them further.&nbsp;&nbsp;<\/p>\n<p>Then, the manager comes in to review the checklist and schedule a meeting to go over results constructively.&nbsp;<\/p>\n<p>For an incredibly <strong>high-value self-evaluation<\/strong>&nbsp;<a href=\"https:\/\/www.process.st\/templates\/performance-review-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">performance review template<\/a>,<strong> add this free template to your Process Street account<\/strong>.<\/p>\n<p>If you haven't used <a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> before, Process Street is <a href=\"https:\/\/www.process.st\/bpm-software\/\" rel=\"nofollow noopener\" target=\"_blank\">BPM software<\/a> which helps you build superpowered templates and checklists!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"basic-information\">\n<h2>Basic information:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">The first task of this self-evaluation performance review is to add your basic information and details, and confirm when the last self-evaluation performance review took place.&nbsp;<\/p>\n<p>Proceed to task #3 and #4, where you'll be guided through the process of adding this information.<\/p>\n<p class=\"style-danger\">The tasks in this checklist have <a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">stop tasks<\/a> applied. This means order is enforced so important steps aren't skipped over.&nbsp;<\/p>\n<p>To learn more about stop tasks, check out the video below.<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/n5gIPONOF5s?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"add-basic-information\">\n<h2>Add basic information<\/h2>\n<div class=\"text-content\">\n<p><strong>Add your basic information (first name, last name, email address, and today's date) using the form fields below.<\/strong><\/p>\n<p>So that the manager can see whose checklist this is - in addition to knowing the date this checklist was launched - <strong>add your basic information <\/strong>to the form fields.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> First name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Last name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Today's date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hdQwsGJTK04nE4GCU79H3g.jpeg\" alt=\"Add basic information\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hdQwsGJTK04nE4GCU79H3g.jpeg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/npxXWgQ33ZQ\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"confirm-when-the-last-selfevaluation-review-took-place\">\n<h2>Confirm when the last self-evaluation review took place<\/h2>\n<div class=\"text-content\">\n<p><strong>Confirm when the last self-evaluation review took place by selecting a date from the date and time widget.&nbsp;<\/strong><\/p>\n<p>It's important to have regular performance reviews. After all, <a href=\"https:\/\/www.fastcompany.com\/3052135\/why-the-annual-performance-review-is-going-extinct\" rel=\"nofollow noopener\" target=\"_blank\">annual reviews aren't working<\/a> for the modern workforce.&nbsp;<\/p>\n<p>By <strong>confirming when the last self-evaluation took place<\/strong>, both you and your manager can ensure regular employee reviews are happening, providing you with the necessary guidance and support.<\/p>\n<p class=\"style-danger\">If this is the first time you're doing a self-evaluation, select today's date. You might also want to read <a href=\"https:\/\/fairygodboss.com\/articles\/self-evaluation-examples\" rel=\"nofollow noopener\" target=\"_blank\">these self-evaluation writing tips<\/a> before you get started!<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> When was the last self-evaluation? <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"job-definition\">\n<h2>Job definition:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">In the next section, you'll be providing a brief outline of your current role, how (if at all) it's changed recently, and you'll also rank your duties in order of importance.&nbsp;<\/p>\n<p>By doing this, you'll set the foundation for a solid, contemplative self-performance review.<\/p>\n<p class=\"style-danger\">In all of this checklist's following tasks, <strong>go into as much detail as possible<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tLK4FxGPUqjHvGOTOkNKbg.jpeg\" alt=\"Job definition:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tLK4FxGPUqjHvGOTOkNKbg.jpeg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/wgivdx9dBdQ\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"define-your-current-role\">\n<h2>Define your current role<\/h2>\n<div class=\"text-content\">\n<p><strong>Define your current role by providing basic information about it.<\/strong><\/p>\n<p>To provide this basic information regarding your role, <strong>write&nbsp;down your job title<\/strong>, the&nbsp;<strong>general job duties&nbsp;<\/strong>that appear on your <a href=\"https:\/\/www.process.st\/make-a-to-do-list\/\" rel=\"nofollow noopener\" target=\"_blank\">todo list<\/a>, your <strong>current wage<\/strong>, and <strong>then select how long you've been doing the role<\/strong> from the dropdown options.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Job title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How long have you been doing your current role? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Current wage <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> General job duties <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"describe-how-your-role-has-changed-recently\">\n<h2>Describe how your role has changed recently<\/h2>\n<div class=\"text-content\">\n<p><strong>Describe how your role (if at all) has recently changed.<\/strong><\/p>\n<p>In the first box<strong>, write <\/strong>down<strong> how your role <\/strong>has recently <strong>changed<\/strong>. <strong>Then, discuss how you feel about these changes<\/strong>.<\/p>\n<p>If your role&nbsp;<strong>has not&nbsp;<\/strong>changed at all, <strong>mention this<\/strong> in the first box, and then discuss how you feel about the&nbsp;<strong>lack of change&nbsp;<\/strong>in the second box.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How has your role changed (if at all) recently? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How do you feel about these changes? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"list-your-role-duties-in-order-of-importance\">\n<h2>List your role duties in order of importance<\/h2>\n<div class=\"text-content\">\n<p><strong>List your role duties in order of importance.<\/strong><\/p>\n<p>Every job has high-priority items and lower-priority items.&nbsp;<\/p>\n<p>By <strong>listing your role duties in order of importance<\/strong>, you (and your manager) can see if you're tackling the right tasks first. Also, the information provided could help you and your manager improve your time management skills, if that's an area you wish to work on.<\/p>\n<hr>\n<h5>General job duties:<\/h5>\n<p>{{form.General_job_duties}}<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> List of role duties (in order of importance) <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"evaluating-retrospectively\">\n<h2>Evaluating retrospectively:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">The next section will help you evaluate your performance since the last self-evaluation performance review.<\/p>\n<p>If this is your&nbsp;first&nbsp;self-evaluation performance review, use right now to the date of your last general performance review&nbsp;as the timeframe to look back on. <\/p>\n<p>Similarly, if you're a new employee and haven't had a review yet, use your start date to now as the timeframe.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jAx97FvG67vwFjtd1EpFTA.jpeg\" alt=\"Evaluating retrospectively:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jAx97FvG67vwFjtd1EpFTA.jpeg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/OKCCCbyon28\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"list-your-recent-successes-and-accomplishments\">\n<h2>List your recent successes and accomplishments<\/h2>\n<div class=\"text-content\">\n<p><strong>List your recent successes and\/or accomplishments in the text box below.<\/strong><\/p>\n<p>Every employee has particular successes and\/or accomplishments that they're proud of.&nbsp;<\/p>\n<p><strong>Think<\/strong> <strong>back<\/strong> to any<strong> recent standout successes and\/or accomplishments<\/strong> you're proud of, and <strong>then write them as a list<\/strong> in the text box.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What've been your success and accomplishments? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"explain-why-they-were-success-andor-accomplishments\">\n<h2>Explain why they were success and\/or accomplishments<\/h2>\n<div class=\"text-content\">\n<p><strong>Explain why the successes and\/or accomplishments were successes and\/or accomplishments.<\/strong><\/p>\n<p>Thanks to the magic of <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\">variables<\/a>, you'll see the list of successes and\/or accomplishments below.&nbsp;<\/p>\n<p>Looking back on the list, <strong>explain<\/strong>&nbsp;<strong>why&nbsp;these successes were successes<\/strong>, and&nbsp;<strong>why&nbsp;these accomplishments were accomplishments<\/strong>.&nbsp;<\/p>\n<hr>\n<h5>List of recent successes and accomplishment:<\/h5>\n<p>{{form.What've_been_your_success_and_accomplishments?}}<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Explain why the successes were successes <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"list-what-recently-didnt-go-well-or-according-to-plan\">\n<h2>List what recently didn't go well or according to plan<\/h2>\n<div class=\"text-content\">\n<p><strong>List what recently didn't go well or according to plan.<\/strong><\/p>\n<p>Similar to how you've had successes, there may also be duties and tasks that didn't go so well or according to plan.<\/p>\n<p>But if we reflect on those issues, we can learn how to rectify them.<\/p>\n<p>In the underneath form field, <strong>write down what recently didn't go well or according to plan<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What didn't go well\/according to plan? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"explain-why-they-didnt-go-well-andor-according-to-plan\">\n<h2>Explain why they didn't go well and\/or according to plan<\/h2>\n<div class=\"text-content\">\n<p><strong>Explain why those duties or tasks didn't go well and\/or according to plan.<\/strong><\/p>\n<p>Thanks to&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_self\">variables<\/a>&nbsp;again, below you'll see the list of tasks and duties that didn't go well and\/or according to plan.<\/p>\n<p><strong>Take another look at them<\/strong>, then <strong>explain&nbsp;why they didn't go well or according to plan<\/strong>&nbsp;in the text box.&nbsp;<\/p>\n<hr>\n<h5>What recently didn't go well\/according to plan:<\/h5>\n<p>{{form.What_didn't_go_well\/according_to_plan?}}<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Why didn't the above go according to plan? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"describe-what-you-wouldve-done-differently\">\n<h2>Describe what you would've done differently<\/h2>\n<div class=\"text-content\">\n<p><strong>Describe what you would've done differently regarding the successes and the nonsuccesses.<\/strong><\/p>\n<p>Now that you've thought about what went well, what didn't, and&nbsp;<em>why<\/em>, it's time to <strong>think of ways you could've gone about them differently<\/strong>.<\/p>\n<p>Although there were tasks and duties that went well, what could you have done (if anything) to bolster those successes even further?<\/p>\n<p>On the flip side, what could've been done so that what didn't go well were successes instead of nonsuccesses?<\/p>\n<p><strong>Describe what you would've done differently<\/strong> <strong>in the text box.<\/strong><\/p>\n<hr>\n<h5>What recently went well:<\/h5>\n<p>{{form.What've_been_your_success_and_accomplishments?}}<\/p>\n<h5>What recently didn't go well:<\/h5>\n<p>{{form.What_didn't_go_well\/according_to_plan?}}<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What would you've done differently? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"consider-what-couldve-helped-you-excel\">\n<h2>Consider what could've helped you excel<\/h2>\n<div class=\"text-content\">\n<p><strong>Consider what could've helped you excel and write them down in the text box.<\/strong><\/p>\n<p>You've thought of your successes, nonsuccesses, and what you would've done differently. It's time to now <strong>think about what could've helped you to excel<\/strong> in those situations.<\/p>\n<p>Maybe you would've benefited from more manager guidance, taking professional development or learning courses, or having help from other team members.<\/p>\n<p><strong>Write what could've helped you excel in the text box below<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What could've helped you excel? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"looking-forward\">\n<h2>Looking forward:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">You're halfway through this self-evaluation performance review.<\/p>\n<p>The next section concerns you and your role in the future. Specifically, the tasks will guide you to discuss the projects you're excited about, your goals, and what the manager and overall team can do to help <em>you<\/em> do the best job possible.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lCY_o4hnSp2oF1O_g5VK5g.jpeg\" alt=\"Looking forward:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lCY_o4hnSp2oF1O_g5VK5g.jpeg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/oqStl2L5oxI\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"list-the-upcoming-projects-youre-excited-about\">\n<h2>List the upcoming projects you're excited about<\/h2>\n<div class=\"text-content\">\n<p><strong>List the upcoming projects, duties, or tasks you're excited about.<\/strong><\/p>\n<p>No matter if you're a developer, content writer, graphic designer or in <a href=\"https:\/\/www.process.st\/customer-success-process\/\" rel=\"nofollow noopener\" target=\"_blank\">customer success<\/a>, there are tasks delegated to us that we enjoy more than others.<\/p>\n<p>But by <strong>listing these exciting projects, duties, and tasks<\/strong>, it gives the manager more insight into what you enjoy working on. This will help them to assign more of those tasks to you, and give them additional food for thought.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> List of your exciting upcoming projects <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"define-your-nearfuture-goals\">\n<h2>Define your near-future goals<\/h2>\n<div class=\"text-content\">\n<p><strong>Define your near-future goals; the things you want to achieve in the next year.<\/strong><\/p>\n<p>To grow as a professional, you need to have sets of goals that you're aiming for.&nbsp;These goals, however, will differ for each person.<\/p>\n<p><strong>Think about<\/strong> what <em>your<\/em> <strong>professional goals<\/strong> are for the next year.<\/p>\n<p>By then&nbsp;<strong>jotting these professional goals down<\/strong>, it will not only help set you on the path to achieving those goals, but it also means your manager can help you achieve them, too.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What're your near-future goals? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"list-any-ways-your-manager-could-support-you-more\">\n<h2>List any ways your manager could support you more<\/h2>\n<div class=\"text-content\">\n<p><strong>List the ways your manager could support you more.<\/strong><\/p>\n<p>Managers are tasked with the oversight of their team. However, managers are incredibly busy people. There may be times when managers can't support you in the aspects of your work-life you'd like them to.<\/p>\n<p>To help them, <strong>list the ways (if any) your manager could support you more<\/strong>. This could be from having frequent reviews to having more contact time in general.<\/p>\n<p class=\"style-danger\">If your manager is already doing a fantastic job and you have no suggestions, write \"There are no ways my manager could help support more than they already are.\"<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How could your manager support you more? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"consider-the-areas-youd-like-more-feedback-on-or-help-with\">\n<h2>Consider the areas you'd like more feedback on or help with<\/h2>\n<div class=\"text-content\">\n<p><strong>Consider the areas you'd like more feedback on or help with, then select those areas from the dropdown.<\/strong><\/p>\n<p>After the previous task (task #19), you're thinking about your employee-manager relationship, and the guidance they provide you.<\/p>\n<p>If you know there are areas where you'd like more help - from time management to stress management, or workload management to leadership training -<strong> select them from the dropdown<\/strong>. The areas featured in this list have been taken from <a href=\"https:\/\/getsling.com\/blog\/areas-of-improvement-for-employees\/\" rel=\"nofollow noopener\" target=\"_blank\">Sling<\/a>'s list of areas of improvement.<\/p>\n<\/p><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\">\n   <label> Areas you'd like more feedback on or help with <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Time management\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Organization\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Interpersonal communication\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Written communication\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Verbal communication\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Customer service\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Cooperation\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Conflict resolution\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       9\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Listening\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       10\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Learning new skills\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       11\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Goal setting\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       12\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Accepting feedback\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       13\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Focus\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       14\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Patience\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       15\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Flexibility\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       16\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Trust\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       17\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Leadership\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       18\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Workload\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       19\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Stress management\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       20\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Burnout\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       21\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      There aren't any areas I need extra feedback on or help with\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       22\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Other\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"suggest-useful-professional-development-activities\">\n<h2>Suggest useful professional development activities<\/h2>\n<div class=\"text-content\">\n<p><strong>Suggest useful professional development activities.<\/strong><\/p>\n<p>One way to grow as a professional is to receive training or undergo certain developmental activities to help you reach the goals you listed earlier.<\/p>\n<p>In the text box below, <strong>list any training, courses, conferences, or developmental activities you're interested in<\/strong>.&nbsp;<\/p>\n<p class=\"style-info\">For a list of over 60+ fantastic <a href=\"https:\/\/www.process.st\/team-building-activities\/\" rel=\"nofollow noopener\" target=\"_blank\">team building activities<\/a>, check out Process Street's blog post!<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Professional development activity suggestions <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"write-any-additional-notes-to-the-manager\">\n<h2>Write any additional notes to the manager<\/h2>\n<div class=\"text-content\">\n<p><strong>Write any additional notes to your manager in the text box form field.<\/strong><\/p>\n<p>One of the last tasks for you to do is to <strong>write any additional notes to your manager<\/strong>.&nbsp;<\/p>\n<p>So, if there's something extra you'd like to mention, suggest, or say, this is the perfect opportunity to do so!<\/p>\n<p class=\"style-danger\">If there's nothing to add, write \"No additional notes necessary.\"<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Additional notes for the manager <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"reviewing-the-selfevaluation\">\n<h2>Reviewing the self-evaluation:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">In this last section, you'll be assigning tasks #25, #26, and #27 (\"<em>Write feedback for the self-evaluator<\/em>\", \"<em>Schedule a meeting to go over the self-evaluation<\/em>\", and \"<em>Confirm the meeting date\"<\/em> to your manager.&nbsp;<\/p>\n<p>This is easy to do, and the next task - task #24 - will tell you how to do that.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rDH_TcWE2WcW9fWfH_BJPQ.jpeg\" alt=\"Reviewing the self-evaluation:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rDH_TcWE2WcW9fWfH_BJPQ.jpeg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/YXemfQiPR_E\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assign-line-manager-to-review-your-selfevaluation-checklist\">\n<h2>Assign line manager to review your self-evaluation checklist<\/h2>\n<div class=\"text-content\">\n<p><strong>Assign your line manager to review your self-evaluation checklist.<\/strong><\/p>\n<p>With Process Street checklists, you can <a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">assign people to complete certain tasks<\/a>.&nbsp;<\/p>\n<p><strong>Click \"Show more\" on the left-hand sidebar, navigate to tasks #25, #26, and #27<\/strong> respectively, and then&nbsp;<strong>click on the \"Assign\" button<\/strong>.&nbsp;<\/p>\n<p><strong>Then<\/strong>&nbsp;either <strong>choose your manager<\/strong> from the selection, or add them by putting in their email.&nbsp;<\/p>\n<p>The tasks will then be assigned to them to complete, meaning <strong>this is the last thing you need to do as the self-evaluator<\/strong>!<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Has your line manager been assigned? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"write-feedback-for-the-selfevaluator\">\n<h2>Write feedback for the self-evaluator<\/h2>\n<div class=\"text-content\">\n<p><strong>Write feedback for the self-evaluator.<\/strong><\/p>\n<p class=\"style-danger\">Tasks #25, #26, and #27 should be completed by the line manager only.<\/p>\n<p>Below you'll see your employee's self-evaluation review.&nbsp;<\/p>\n<p><strong>Read through it<\/strong>, <strong>then write feedback in the box below<\/strong>. (For example, if the employee suggested certain developmental training they'd like, inform them of what's available and when.)<\/p>\n<p>This is your chance to provide the employee with a review of your own, using their self-evaluation as the foundation.<\/p>\n<hr>\n<h5>Basic information:<\/h5>\n<p><strong>First name:<\/strong><\/p>\n<p>{{form.First_name}}<\/p>\n<p><strong>Last name:<\/strong><\/p>\n<p>{{form.Last_name}}<\/p>\n<p><strong>Email address:<\/strong><\/p>\n<p>{{form.Email_address}}<\/p>\n<p><strong>Today's date:<\/strong><\/p>\n<p>{{form.Today's_date}}<\/p>\n<h5>Last self-evaluation review date:<\/h5>\n<p>{{form.When_was_the_last_self-evaluation?}}<\/p>\n<h5>Current job role details:<\/h5>\n<p><strong>Job title:<\/strong><\/p>\n<p>{{form.Job_title}}<\/p>\n<p><strong>How long they've been doing their current role:<\/strong><\/p>\n<p>{{form.How_long_have_you_been_doing_your_current_role?}}<\/p>\n<p><strong>Current wage:<\/strong><\/p>\n<p>{{form.Current_wage}}<\/p>\n<p><strong>General job duties:<\/strong><\/p>\n<p>{{form.General_job_duties}}<\/p>\n<h5>How the role has recently changed:<\/h5>\n<p>{{form.How_has_your_role_changed_(if_at_all)_recently?}}<\/p>\n<h5>Duties in order of importance:<\/h5>\n<p>{{form.List_of_role_duties_(in_order_of_importance)}}<\/p>\n<h5>List of recent successes and\/or accomplishments:<\/h5>\n<p>{{form.What've_been_your_success_and_accomplishments?}}<\/p>\n<h5>Explanation of why they were successes and\/or accomplishments:<\/h5>\n<p>{{form.Explain_why_the_successes_were_successes}}<\/p>\n<h5>List of what recently didn\u2019t go well and\/or according to plan:<\/h5>\n<p>{{form.What_didn't_go_well\/according_to_plan?}}<\/p>\n<h5>Explanation of why they didn\u2019t go well and\/or according to plan:<\/h5>\n<p>{{form.Why_didn't_the_above_go_according_to_plan?}}<\/p>\n<h5>What would\u2019ve been done differently:<\/h5>\n<p>{{form.What_would_you've_done_differently?}}<\/p>\n<h5>What would\u2019ve helped the employee excel:<\/h5>\n<p>{{form.What_could've_helped_you_excel?}}<\/p>\n<h5>Upcoming projects the employee is excited about:<\/h5>\n<p>{{form.List_of_your_exciting_upcoming_projects}}<\/p>\n<h5>Their near-future goals:<\/h5>\n<p>{{form.What're_your_near-future_goals?}}<\/p>\n<h5>Ways you could help support the employee in the future:<\/h5>\n<p>{{form.How_could_your_manager_support_you_more?}}<\/p>\n<h5>Areas where the employee would like more feedback or help:<\/h5>\n<p>{{form.Areas_you'd_like_more_feedback_on_or_help_with}}<\/p>\n<h5>Professional development activities they\u2019re interested in:<\/h5>\n<p>{{form.Professional_development_activity_suggestions}}<\/p>\n<h5>Additional notes from the employee:<\/h5>\n<p>{{form.Additional_notes_for_the_manager}}<\/p>\n<hr>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Feedback for the self-evaluator <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"schedule-a-meeting-to-go-over-the-selfevaluation\">\n<h2>Schedule a meeting to go over the self-evaluation<\/h2>\n<div class=\"text-content\">\n<p><strong>Schedule a meeting to go over the self-evaluation, using the below email widget.<\/strong><\/p>\n<p>Written feedback is great, but what's even better is a real-time conversation going over the self-evaluation. You can talk about what the employee is excelling at, what they could improve on, and how you can help them, using the employee self-evaluation as a reference point.<\/p>\n<p>There's an email widget below. The employee in question's email address has already been added, in addition to pre-written text. <\/p>\n<p><strong>Hit the \"send\" button<\/strong>&nbsp;to send them the email and arrange the meeting.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"confirm-the-meeting-date\">\n<h2>Confirm the meeting date<\/h2>\n<div class=\"text-content\">\n<p><strong>Confirm the date for the post-self-evaluation meeting.<\/strong><\/p>\n<p>Once you've sent the email to the self-evaluator, you'll want to <strong>confirm the date of your meeting<\/strong>&nbsp;after they've replied.&nbsp;<\/p>\n<p>After the date has been confirmed, make sure to use the information provided by the self-evaluator as discussion points, helping them to grow professionally while simultaneously aiding the growth of your organization.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Post-self-evaluation meeting date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/twitter.com\/TriNet\" rel=\"nofollow noopener\" target=\"_blank\">TriNet<\/a> -&nbsp;<a href=\"https:\/\/www.trinet.com\/about-us\/news-press\/press-releases\/survey-performance-reviews-drive-one-in-four-millennials-to-search-for-a-new-job-or-call-in-sick\" rel=\"nofollow noopener\" target=\"_blank\">Survey: Performance Reviews Drive One in Four Millennials to Search for a New Job or Call in Sick<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/ask_dr_nat\" rel=\"nofollow noopener\" target=\"_blank\">Natalie Baumgartner<\/a> -&nbsp;<a href=\"https:\/\/www.achievers.com\/blog\/millennials-and-their-desire-for-always-on-feedback\/\" rel=\"nofollow noopener\" target=\"_blank\">Millennials and Their Desire for Always-On Feedback<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/janescudder\" rel=\"nofollow noopener\" target=\"_blank\">Jane Scudder<\/a> -&nbsp;<a href=\"https:\/\/fairygodboss.com\/articles\/self-evaluation-examples\" rel=\"nofollow noopener\" target=\"_blank\">9 Self Evaluation Examples That'll Make You Sound Confident \u2014 Not Conceited<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/auzialko_bdc\" rel=\"nofollow noopener\" target=\"_blank\">Adam C. Uzialko<\/a> -&nbsp;<a href=\"https:\/\/www.businessnewsdaily.com\/5379-writing-self-assessment.html\" rel=\"nofollow noopener\" target=\"_blank\">Self-Assessment: 5 Tips for Writing Your Performance Evaluation<\/a><\/li>\n<li>\n<p><a href=\"https:\/\/twitter.com\/tylerpulse\" rel=\"nofollow noopener\" target=\"_blank\">Tyler Adams<\/a> -&nbsp;<a href=\"https:\/\/www.tinypulse.com\/blog\/performance-reviews-self-evaluating\" rel=\"nofollow noopener\" target=\"_blank\">Performance Reviews: A Smart Guide To Self-Evaluating<\/a><\/p>\n<\/li>\n<li><a href=\"https:\/\/twitter.com\/kduggan\" rel=\"nofollow noopener\" target=\"_blank\">Kris Duggan<\/a> -&nbsp;<a href=\"https:\/\/www.fastcompany.com\/3052135\/why-the-annual-performance-review-is-going-extinct\" rel=\"nofollow noopener\" target=\"_blank\" title=\"Why The Annual Performance Review Is Going Extinct\">Why The Annual Performance Review Is Going Extinct<\/a><\/li>\n<li>\n<p><a href=\"https:\/\/getsling.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Sling<\/a> - <a href=\"https:\/\/getsling.com\/blog\/areas-of-improvement-for-employees\/\" rel=\"nofollow noopener\" target=\"_blank\">20 Areas That Employees Can Improve On<\/a><\/p>\n<\/li>\n<li><a href=\"https:\/\/twitter.com\/processstreet\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> - <a href=\"https:\/\/www.process.st\/performance-appraisal\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Provide a Successful Performance Appraisal (With 5 Free Templates)<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/AllBusiness_com\" rel=\"nofollow noopener\" target=\"_blank\">AllBusiness<\/a> -&nbsp;<a href=\"https:\/\/archive.nytimes.com\/www.nytimes.com\/allbusiness\/AB10175081_primary.html?pagewanted=print\" rel=\"nofollow noopener\" target=\"_blank\">The Benefits of Employee Self-Reviews<\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/susanheathfield\" rel=\"nofollow noopener\" target=\"_blank\">Susan Heathfield<\/a> -&nbsp;<a href=\"https:\/\/www.thebalancecareers.com\/use-an-employee-self-evaluation-1918856\" rel=\"nofollow noopener\" target=\"_blank\">Why You Should Use an Employee Self-Evaluation<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/records-disposal-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Records Disposal Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/office-safety-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Safety Inspection Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/office-risk-assessment-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Risk Assessment Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/office-conflict-resolution-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Conflict Resolution Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-discipline-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Discipline Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employment-termination-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employment Termination Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-review-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Review Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/budget-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Preparation Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/daily-customer-service-duties\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Customer Service Duties<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-performance-review\/\" rel=\"nofollow 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target=\"_blank\">Diversity Hiring Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-complaint-procedure\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Complaint Procedure<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/diversity-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Training Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/diversity-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Management Monthly Audit<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/unconscious-bias-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Unconscious Bias Training Guide<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/diversity-initiatives\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Initiatives Quarterly Improvement Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/code-of-conduct-policy\/\" rel=\"nofollow 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Through self-evaluation, employees can judge [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":20475,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"29","template_description":"Launch a checklist from this template whenever your manager asks you to complete a self-evaluation performance review.","template_id":"s9h8eXJqmxxPLkzE_K9CHQ","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Basic information:","task_slug_1":"basic-information","task_2":"Add basic information","task_slug_2":"add-basic-information","task_3":"Confirm when the last self-evaluation review took place","task_slug_3":"confirm-when-the-last-selfevaluation-review-took-place","task_4":"Job definition:","task_slug_4":"job-definition","task_5":"Define your current role","task_slug_5":"define-your-current-role","task_6":"Describe 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excel","task_slug_14":"consider-what-couldve-helped-you-excel","task_15":"Looking forward:","task_slug_15":"looking-forward","task_16":"List the upcoming projects you're excited about","task_slug_16":"list-the-upcoming-projects-youre-excited-about","task_17":"Define your near-future goals","task_slug_17":"define-your-nearfuture-goals","task_18":"List any ways your manager could support you more","task_slug_18":"list-any-ways-your-manager-could-support-you-more","task_19":"Consider the areas you'd like more feedback on or help with","task_slug_19":"consider-the-areas-youd-like-more-feedback-on-or-help-with","task_20":"Suggest useful professional development activities","task_slug_20":"suggest-useful-professional-development-activities","task_21":"Write any additional notes to the manager","task_slug_21":"write-any-additional-notes-to-the-manager","task_22":"Reviewing the self-evaluation:","task_slug_22":"reviewing-the-selfevaluation","task_23":"Assign line manager to review your 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