Self-evaluation template for your performance review

How it works: three sittings

The Year-End Work Review Kit splits the job into three sittings of about 45 minutes, so you don't have to write everything the night before the deadline.

• Look back: Year at a Glance with one line per month, a Wins & Brag Log with the number that proves each win, Projects I Delivered, Feedback & Recognition, and Lessons & Misses.
• Make your case: a Self-Assessment Draft built on the questions most review forms ask, with sentence starters and a spot for your self-rating, plus a Phrase Bank with 24 fill-in-the-blank lines and a STAR Story Builder.
• Plan ahead: Next Year at Work, a Goal Planner for each of three goals, a Year Roadmap and a Monthly Wins Tracker, so next year's review takes half the time.

Go into the meeting with an ask

A self-evaluation is also your best chance to ask for something. The Review Meeting Prep page helps you name your ask, whether that's a promotion, a raise, new scope or training, and list five proof points to support it. After the meeting, the Review Meeting Notes page includes a short recap email to send so the agreement is written down.

The color pages are fillable. Type your answers on a computer, then paste them into your company's form. There are also printable low-ink pages and an iPad version.

Plan the next quarter too

The goals you set in your review only matter if they turn into weekly work. The Year-End Review & Q1 Plan bundle adds the 12-Week Planner with OKRs, so your review goals become a 12-week plan with a score every Friday.

New to self-evaluations? Start with our guide on how to write a self-evaluation, which has example answers you can adapt.