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Individual Self-Assessment

A structured reflection — what went well, what would I change, and where do I want to grow? Paired with the quarterly performance check-in for a full picture. First-person framing helps with genuine reflection.

Completion time: 5–7 minutesCadence: QuarterlyBest for: Individual contributor — reflects on their own quarterAuto-trigger: 3 days before quarterly review cycle

Template questions (7)

  1. 1
    Overall, how would you rate your own performance this quarter?
    Opinion Scale 1–5
    1 = Poor
    5 = Excellent
  2. 2
    What am I most proud of achieving this quarter?
    Open text
  3. 3
    Where did I fall short of my own expectations this quarter?
    Open text
  4. 4
    What got in the way of my best work this quarter?
    Open text
  5. 5
    What am I actively working to get better at?
    Open text
  6. 6
    What kind of support from my manager would help me most next quarter?
    Open text
  7. 7
    How did I contribute to my teammates' success or the team's overall performance this quarter?
    Optional
    Open text

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