Free Template
Annual Review Self-Assessment
Comprehensive template to document achievements and justify promotion or raise.
Template Content
Employee Name: [Your Name] Review Period: [Year] Part 1: Key Achievements - Achievement 1: [Describe a major goal met, project completed, or problem solved. Include metrics where possible.] - Achievement 2: [Describe another win...] - Achievement 3: [Describe another win...] Part 2: Impact on Company Goals - How did my work contribute to the team's success? [e.g., improved efficiency by X%, saved $Y in costs, supported Z new clients] - What new skills or certifications did I gain this year? [List them] Part 3: Growth and Responsibilities - List responsibilities I've taken on that go beyond my original job description: - [Responsibility 1] - [Responsibility 2] Part 4: Future Goals & Expectations - What are my goals for the coming year? [Goal 1, Goal 2] - How can the company support my growth? [e.g., specific training, mentorship] - Desired outcome for this review: [e.g., Promotion to Senior Role, Salary adjustment to $X]
How to Use This Template
- 1
Start filling this out 2-4 weeks before your official review date.
- 2
Review your emails, calendar, and task manager to find achievements you might have forgotten.
- 3
Use strong action verbs (e.g., 'Led', 'Developed', 'Optimized', 'Initiated').
- 4
Be honest but confident about your impact.
- 5
Send the completed document to your manager a few days before your review meeting.
Pro Tips
Focus on results, not just tasks: Instead of 'wrote code', say 'shipped 3 new features that improved user retention by 10%'.
Align with company values: Use the language and priorities of your company's mission statement.
Don't wait for the review: Keep a 'hype doc' throughout the year to make filling this out easy.
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Ivy Sinclair-Wren
Financial Chaos Analyst
Ivy Sinclair-Wren is a Financial Chaos Analyst covering investing, AI, wealth psychology, and the emotional consequences of opening finance apps during market crashes. Based in Melbourne, she specializes in demystifying the Australian tax code and helping users navigate the intersection of spreadsheet logic and human irrationality.