How to Write a Personal Performance Review

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As part of the performance appraisal process, it is common to ask employees to create a personal performance review. This is a self-assessment of performance, over a specified time period, compared to objectives, business goals, a job description or other performance indicators. One of the most important benefits of a personal performance review is that it provides an opportunity for employees to promote their accomplishments during the review period and influence their performance rating. The review also helps to open up the lines of communication between an employee and manager.

Things You'll Need

  • Copy of job description
  • Copy of performance objectives or goals
A personal performance review is a self-assessment.
A personal performance review is a self-assessment. (Image: Wavebreakmedia Ltd/Wavebreak Media/Getty Images)

Complete Research For Your Review

Step 1

Determine if there is a standard format or template for personal performance reviews, or whether you must create your own. Some businesses leverage online review software, while others have standard manual forms. If you must create your own, use the word processing software on your computer to document the information.

Is it your responsibility to create your own template for your review?
Is it your responsibility to create your own template for your review? (Image: Catherine Yeulet/iStock/Getty Images)

Step 2

Review the performance objectives or goals required for your position. These may include quantitative goals, such as achieving sales quotas, meeting quality standards or the on-time completion of project tasks. These also may include qualitative goals, such as effectively coaching direct reports and delegating work assignments.

Review the performance objectives or goals required for your position.
Review the performance objectives or goals required for your position. (Image: tetmc/iStock/Getty Images)

Step 3

Look at the job description for your position. Understand the tasks that are expected and the skills that are considered most important.

Review the job description for your position.
Review the job description for your position. (Image: claudiobaba/iStock/Getty Images)

Step 4

Compare your actual performance against the performance goals and objectives for the specified period. Review appropriate reports and documentation. Determine if goals were met and by what degree, and if you completed tasks on time. Consider whether the performance met or exceeded management expectations.

Compare your performance to the performance goals and objectives.
Compare your performance to the performance goals and objectives. (Image: Hongqi Zhang/iStock/Getty Images)

Write Your Personal Performance Review

Step 1

Summarize your overall performance compared to the stated goals and objectives, then provide back-up details that support the summary. Highlight the most significant achievements during the review period. Describe how the achievements directly affected the success of the department or company. State whether you met or exceeded expectations.

Summarize your overall performance.
Summarize your overall performance. (Image: Bartłomiej Szewczyk/iStock/Getty Images)

Step 2

Describe your performance strengths and development areas during the review period. Include details on actions that you took to improve your performance, such as attending training sessions, taking college courses or working on special projects.

Describe your performance strengths.
Describe your performance strengths. (Image: Fuse/Fuse/Getty Images)

Step 3

Describe any performance challenges that you faced during the review period, how you handled them and what you may do differently in the future.

Describe any performance challenges that you faced during the review period.
Describe any performance challenges that you faced during the review period. (Image: Wavebreakmedia Ltd/Wavebreak Media/Getty Images)

Step 4

Document two to four professional goals for the next review period, such as developing specific, relevant skills or exceeding quantitative business objectives.

List some professional goals in your report.
List some professional goals in your report. (Image: shironosov/iStock/Getty Images)

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Tips & Warnings

  • Ensure your performance review is free from spelling or grammatical errors.

References

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