Self-Evaluation Performance Review Checklist: What to Include and Remove

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Smriti Rajan
Smriti Rajan
Smriti Rajan comes from a political science and literature background, having an immense passion for writing across varied topics. She has written several articles and blogs for diverse audiences worldwide. She has produced several research publications, policy frameworks, and opinion pieces for think tanks, government institutions and corporates. Alongside this, she writes for a large Fortune 500 clientele and is a key contributing writer for Wikistrat on their EMEA desk. Currently, she resides in India.

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A crucial phase in each employee’s career is self-evaluation. You need to be aware of your strengths and areas for development in work. There are several ways to evaluate oneself. Asking yourself questions about how well you are doing at work is one technique. Another strategy is to assess your successes and contrast them with those of others. If you lack experience, you might wish to solicit input from someone who does.

What to include in a self-evaluation performance review?

Self-evaluation necessitates extensive reflection. You should reflect on your accomplishments to date and your strongest traits, but you should also be aware of your weaknesses. You shouldn’t write your self-evaluation down just before your manager meeting. It takes time and sustained, deliberate record-keeping.

Here are a few things to include in your self-evaluation for work:


When did you receive praise from your teammates for your contribution? When did your manager tell you, “Great work!” What achievement on which are you most proud of? All of these and more like them can be included in your self-evaluation form. Include evidence to back up the accomplishments.

Workplace productivity

Employers like to know that their staff members are performing the tasks for which they are compensated most effectively. Your productivity and efficiency at work are closely related to what you have completed. Let the measures you took to achieve optimal productivity show in your self-evaluation, along with the outcomes.

Effective time management

Managers want to know that you are capable of setting priorities for your work without needing continual direction. Describe how you prioritize tasks and manage your time well to complete them in the period allotted while still meeting your KPIs.

Great communication skills

Communication abilities are important soft skills that greatly influence employment. It should be reflected in your self-evaluation because it is important in the workplace as well.

Teamwork & cross-departmental collaboration

Collaboration and teamwork keep the company together and helps it accomplish its goals. Talk about times like this in your self-evaluation. You might also talk about any difficulties you had working as a team and how you overcame them.

Your creativity

Most organizations care whether their staff members contribute to creative problem-solving techniques, to advance the business. Include every instance in which you contributed to a project or the overall output of the organization, improving it. No matter how small, include what value your creativity has brought to the company and with suitable examples.

Successful project outcomes

Your self-evaluation is incomplete without a summation of the projects you’ve worked on and their outcomes. List the goals for each project, the methods you used, and the final result. You can do this to celebrate your accomplishments and demonstrate how valuable you are to the business.

What not to include in a self-evaluation performance review?

Now, let’s consider what not to include in your self-evaluation performance review.

Questions about a pay increase

You should not bring up a pay raise during your self-evaluation. There is a place and time for it. Self-evaluation is the process of taking stock of your actions, accomplishments, and areas for improvement.


While this may feel like a pressing issue, it’s irrelevant to your self-evaluation for work. If you have any complaints, file them with HR and follow the correct procedure.

Leave request

You shouldn’t make leave requests or any other types of requests in your self-evaluation. Avoid attempting to use self-evaluation as a tool to accomplish numerous ends; its purpose is obvious.


It’s crucial to monitor your development. Make careful to document all you achieve. Make sure you keep track of your objectives and achieve them. Additionally, note your errors and take something away from them.  Don’t forget to take note of your strengths and weaknesses.


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