Templates

    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.

    Next Steps

    Continue your journey with these related resources.