How To Write A Self-Appraisal

By Indeed Editorial Team

Updated 17 September 2022

Published 6 June 2021

The Indeed Editorial Team comprises a diverse and talented team of writers, researchers and subject matter experts equipped with Indeed's data and insights to deliver useful tips to help guide your career journey.

An effective self-appraisal provides you an accurate picture of your professional work and helps you to focus on your career objectives. It encourages you to concentrate more on your goal achievement, skill development and competency development. In this article, we would discuss what a self-appraisal is, why you are required to write one, how to write it and an example for the same.

What Is A Self-Appraisal?

Self-appraisal is a self-evaluation of your performance during a specific period at work. You usually do it during your annual performance evaluation. In it, you reflect upon your achievements, your struggles, challenges you came across and your contribution to the team and organisation. It is required to be an honest evaluation; thus, it has to comprise both the highlights and low-lights that occurred during the evaluation period.

Related: What Is A Performance Appraisal? (Definition And Types)

Why You Are Required To Write A Self-Appraisal?

You are required to write a self-appraisal as it would boost your confidence to take part in your performance review. It is beneficial for both you and your manager in the following ways:

It helps you reflect

Reviewing your year of work would help you assess where you have succeeded and where you require to improve. It would also help you reflect on certain tasks, which could have been done with a different and better approach. Self-appraisal would make you understand if you are in sync with your career goals or you require to think about taking steps in that direction. You can also determine which skills to enhance to achieve your career objectives.

It allows for conversation

It depends upon your organisation's policies on how your self-appraisal might be reviewed. Most probably, you and your supervisor would review it together. It provides you a great platform to share your perspective with your supervisor and talk about goals you have achieved, tricky situations you have handled and challenges you have faced. You can also talk about your expectations for your career growth in the company. This discussion would help your supervisor to understand your work and give constructive feedback about your performance.

It helps you advance your career

Your honest reflection and constructive conversation may make your supervisor realise you are ready to advance to the next step in your career and they may recommend a promotion. You can also get better compensation or get additional responsibilities, which would be helpful for your career growth.

Related: What Is Performance Management? A Comprehensive Guide

How To Write A Self-Appraisal?

You require to thoroughly reflect on your past year in the company before writing your self-appraisal to cover all aspects of your work. If you are unsure of where to start or what to include, here are a few steps you can follow:

1. Understand the use of self-appraisal

Before writing your self-appraisal, it is necessary to know how it is going to be used. Consult with your manager if they would use it to write your annual performance review, if they would consider it for your bonus, to give you additional responsibilities or promotions. If you are aware of the usage of your self-appraisal, you can accordingly write one. You would get a better idea of what details to focus on and in how much depth.

Related: What is an Appraisal Letter and How to Get it: Sample Included

2. Highlight your accomplishments

Your entire year may not have been easy, but start your evaluation with your positive contributions. Your self-appraisal is a perfect place to showcase your achievements and the goals you have achieved throughout the year.

If you have a list of your accomplishments, then mention those in your self-appraisal in chronological order. It would show your dedication to your work. If the list is too long, prioritise based on top accomplishments. In case you do not have a list, then take time to reflect on your last year's work. Make a note of significant tasks you have completed and prepare a list of your achievements. Do not just mention your achievements in the form of a list; talk about your efforts that went into achieving your goals.

To write a good self-assessment, give specific examples of your achievements. Make sure each one shows your professional attitude, contribution towards your team, work ethic and value that you add to your organisation.

3. Gather data to showcase your achievements

To enhance your self-appraisal, showcase your achievements by using facts and figures. If this is your first self-evaluation in your company, then you would not have any past data to compare to. In this case, highlight your learnings as a fresher in the company, how many clients you have onboarded, what savings you have brought, how much sales you have done, client appreciations you have received.

If you have written a self-appraisal before, compare your prior evaluation period figures with the current evaluation period. Here, you can present the growth in terms of percentage and show how much your performance has improved.

Related: Guide: How To Create An Individual Development Plan

4. Align yourself with the team and company

Self-appraisal is a platform to showcase how your accomplishments have helped achieve your manager's and team's goals. This would help your manager notice your contributions to achieving what your team has targeted to achieve over the past year. It would also give you the chance to highlight why your work matters.

5. Reflect objectively on challenges

You are required to start your self-appraisal with accomplishments you achieved, but it also requires to include challenges you have encountered.

Instead of focusing only on your mistakes, share what you have learned from them. Also, share your solution to the problem. It would show your willingness to grow and improve in the future. For example, if you have missed some deadlines, highlight what you have learned from it and how you would improve this in the future. Here, you can reflect upon your time management skills and how you would improve by creating a daily task list.

Related: Analytical Skills: Definition, Tips and Examples

6. Ask for growth opportunities

A self-appraisal review is a platform where you can present yourself in front of your supervisor and explain why you deserve a promotion or bigger projects. Your supervisor may not directly ask your expectations during the appraisal, but to get what you want, ask for it.

Related: How To Ask for a Raise (With Script Examples)

7. Ask for anything you require to improve

You require to ask your manager for the resources required to improve. It may be some certifications, some training sessions or certain conference calls that would give you better insights into your industry. It would show your enthusiasm and desire to improve your skill set.

8. Get a second opinion

If you are not sure what to write in your self-appraisal, it is okay to ask your colleagues. Discuss the key projects where you played an integral part and what can be a part of your evaluation. You can also get your self-appraisal reviewed by your trustworthy colleagues to avoid any errors. Use the inputs you receive to make sure your self-appraisal comes across as professional and productive.

Related: Time Management Skills: Definition and Examples

Self-Appraisal Example

Here is an example of a self-appraisal for a Sales Representative:

In my second year as a sales representative at [XYZ company], my goal was to increase my target sales as compared to the previous year. I have crossed last year's benchmark and also exceeded my set target sales throughout the year. The highest I have recorded is selling 110% of my target in September. The major factor in my success is understanding the customer requirement and serving them accordingly. I have answered my customer's inquiries patiently and have maintained a turnaround time of less than 24 hours for their inquiries. My timely responses have helped to attain 30% new customers and retain 70% of existing customers.

Although I have met almost all my monthly targets, sometimes I faced difficulties in my daily work. I missed meeting my daily targets on few occasions. I believe these were the opportunities to contribute more to the sales team. I could have managed my daily tasks in a more consistent way. I am working on my time management skills to work more efficiently in my daily activities.

I have enjoyed working as a Sales Representative for the last 2 years. I have improved continuously on my skills and have consistently met my goals. Hence, I believe I am ready to handle the roles and responsibilities of a Sales Manager. As a sales manager, I would lead a team of sales representatives, guide and train them using my experience and skills I have developed here. I have always believed that working as a team makes the work simple and helps to achieve team goals efficiently. Thus, I would try to implement team-building activities that would help the team work and improve together.

I look forward to continuing working and growing together with [XYZ] company in the coming years.

Related: 50 Self-Appraisal Comments for Your Performance Review

Please note that none of the companies, institutions or organisations mentioned in this article are associated with Indeed.

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