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Questionnaire template

Annual Employee Self-Review

Employee self-assessment of the past year's goals, skills, support and workload, prepared ahead of the annual review.

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Human Resources · Employee. All Human Resources templates

Questions in this template

Your Role

  1. Use this self-review to reflect on the past twelve months before your annual review conversation. Your manager will read your answers in preparation.

  2. How long have you been in your current role?

    Choose one:

    • Less than 1 year
    • 1-2 years
    • 3-5 years
    • More than 5 years

  3. Did your responsibilities change significantly during the year?

    Choose one:

    • Yes
    • No

  4. Briefly describe how your responsibilities changed.

    Asked only when q_role_changed.outcome == 1

    Open answer

Goals and Achievements

  1. How many goals did you agree with your manager for this year?

    A number from 0 to 20

  2. How many of those goals did you fully achieve?

    Asked only when q_goals_set.outcome is not None and q_goals_set.outcome >= 1

    A number from 0 to 20

  3. What are you most proud of accomplishing this year?

    Open answer

  4. What was the biggest obstacle you faced, and how did you deal with it?

    Open answer

  5. Overall, how would you rate your own performance this year?

    Choose one:

    • Below expectations
    • Partly met expectations
    • Met expectations
    • Exceeded expectations
    • Far exceeded expectations

Skills and Development

  1. How would you rate yourself on each of these areas?

    • Knowledge of your field
    • Quality of your work
    • Communication
    • Teamwork
    • Problem solving

    For each row: choose one:

    • Needs development
    • Developing
    • Proficient
    • Strong
    • Exceptional

  2. Did you complete any formal training or courses this year?

    Choose one:

    • Yes
    • No

  3. How useful was that training for your work?

    Asked only when q_training_completed.outcome == 1

    Choose one:

    • Not at all useful
    • Slightly useful
    • Moderately useful
    • Very useful
    • Extremely useful

  4. Which areas would you like to develop over the next year? Select all that apply.

    Choose any that apply:

    • Technical skills
    • Leadership
    • Project management
    • Communication
    • Customer focus
    • Other (describe in your goals below)
    • None at this time

Support and Workload

  1. How satisfied are you with the support your manager gave you this year?

    Choose one:

    • Very dissatisfied
    • Dissatisfied
    • Neither satisfied nor dissatisfied
    • Satisfied
    • Very satisfied

  2. How would you describe your workload over the year?

    Choose one:

    • Much too light
    • Somewhat light
    • About right
    • Somewhat heavy
    • Much too heavy

  3. What tools, information or help would have made you more effective?

    Open answer

The Year Ahead

  1. Which direction would you most like your career to take in the coming year?

    Choose one:

    • Grow within my current role
    • Move to a different role
    • Take on managing people
    • Not sure yet

  2. What goals would you propose for yourself next year?

    Open answer

  3. Is there anything specific you want to discuss in your review meeting?

    Open answer