Performance Self-Review Template

Collects achievements, goal progress, challenges, development interests, support needs, and a self-rating. Employees use it to prepare for performance reviews.

Use this template free

When to use it

  • Before a scheduled performance review
  • At the end of a quarter or review period
  • When setting goals for the next cycle
  • To prepare for a career development conversation

What it asks

  1. Your name
  2. Work email
  3. What achievements are you most proud of?
  4. Which goals did you meet, and what progress did you make?
  5. What challenges did you face?
  6. What skills would you like to develop?
  7. What support would help you succeed?
  8. How would you rate your overall performance during this review period?

Why it should be encrypted

Self-ratings, challenges, and development needs can be personal and affect workplace relationships. Answers should be readable only by the employee and the people they choose to share them with, not by SealForm.

Tips

  • Name the review period and explain who will read responses.
  • Invite specific examples of achievements and goal progress.
  • Clarify how employees should describe ratings using your organization's scale.

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