It’s performance review time: Tips for the dreaded self-evaluation

It’s performance review time – my favorite time of year…just kidding! It’s not really a fun time for anyone. Employees usually dread it. Managers hate the paperwork. Human Resources goes bananas because they have to sort through all of the reviews and their phones are constantly ringing with questions and concerns.

Plus, there’s been quite a lot of controversy about performance reviews. Thought leaders have been debating the value of performance reviews and whether or not we should even have them. While this debate continues, most organizations are still doing performance reviews.

As a Human Resources professional, I’ve coached a lot of managers on how to best deal with performance management and reviews. However, the people who usually don’t get much direction from Human Resources are the employees who are actually being evaluated.

There’s this thing called the self-evaluation that people often dread completing for their managers as part of the performance review process. Usually, they get submitted with nothing on them except a signature. Sometimes, there’s a joke written on it to see if anyone’s actually looking at it. Other times, people basically write what their job is rather than how they added value to a project or how they went above and beyond.

Here are some great tips that I’ve learned from being evaluated and from evaluating others (and reviewing their self-evaluations):

  • Make it a year-long task to save time in the end. Starting on the first day of your performance year, commit to completing your self-evaluation. As you accomplish things, receive positive feedback or meet goals, make a note of it on your self-evaluation (or your own document if you don’t have the actual form yet). You’ll save a lot of time in the end if you don’t wait until the year is over to try and remember or find things to put on your evaluation form.
  • Stop putting things on your self-evaluation that are simply your job duties. It always amazes me when I see this on self-evaluations: “I’m always on time to work.” Well, it is part of your job to arrive on time! Your manager and Human Resources both know what your job is already. You don’t have to tell them again.
  • Go ahead and brag. It’s okay to talk yourself up if you’ve accomplished a lot. Structure your thoughts though. What did you accomplish? What was the impact of what you accomplished on your team or the organization? In other words, what value did it provide to the overall goal or mission?
  • After you brag about yourself, talk about some of the areas you would like to improve in. If you don’t tell your manager this, they won’t help you get better.
  • Document the status of your goals. Did you have goals for the year? Did you meet them? Perhaps, you even exceeded them. Either way, document this. If you did not meet a goal, explain the reason, the obstacles and the plan to complete it within a specific timeframe.
  • Be real. Be honest about what you put on your self-evaluation and write it with a genuine tone/voice. Don’t try to make bad things sound good or good things sound better. Also, don’t diminish the value of something great because you’re modest.
  • During your review, talk to your manager about what you put in your self-evaluation. Have a conversation about what you’re proud of and what you would like the two of you to work on next year.

These tips will help you complete your self-evaluation and hopefully, find value in it so that it’s not just paperwork that you have to complete every year. These tips should help the performance review process become more meaningful and less dreaded for both you and your manager. As I always tell people I mentor, “The first step to improving ourselves is to engage in constant self-reflection. Make it a habit, part of your everyday.”


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Accountability without support does not work

As an HR professional, I could not agree more that we need to hold employees accountable for their performance. In fact, I find that leaders don’t do this enough. However, the biggest problem I see leaders make when it comes to accountability, besides the fact that they don’t do it enough, is that they try to hold people accountable without ever providing the proper training or support.

If your team is not meeting expectations or you’re not meeting your numbers for the month, why not start by asking what you can do? Too many leaders look first to blame their staff – they’re not working hard enough, they’re not competent enough, they don’t care about their work enough. Well, sometimes, it might be because they have not received enough resources, guidance, technology or training.

Next time your team falls short, don’t look for blame but instead, look for areas where you can help. If you don’t know where the problem is or how to help them, ask. Ask for feedback from the staff. They usually know exactly where they need help and what would help them do their jobs better.

Leaders should take ownership in improving and developing their teams to be successful. Once you do that, then you can set clear expectations and hold people accountable. Only when you have done everything in your power to make your team successful can you realistically hold them accountable for performance.

Invest the time in your people and it’ll pay off. Not only will you develop a strong team that way but you’ll boost morale. People will want to work for you and do their best every day because you invested in them and believe in them.

Once you’ve done everything to make your team successful, you can hold them accountable. As a leader, you have the power to give employees encouragement, tools/resources and independence to do their work, make decisions and succeed. If you don’t give people the tools to do their job effectively/efficiently, you can’t expect fast/accurate results.


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