University of California, Berkeley

Tips for Employees

Participating in Your Own Performance Review: Tips for Employees

The Pre-review Checklist and Preparing for the Review

  1. Gather:
    • the job description and performance standards*
    • objectives set from the review period
    • your own documentation notes, status reports, or self-assessment
  2. Before preparing your self-assessment documentation, take a moment to:
    • list your main areas of responsibility
    • areas you have done well
    • areas you need to improve
    • what you need from your supervisor to do a better job
  3. Remember to:
    • Be comprehensive, but concise and specific. ["I believe flexibility is one of my performance strengths. This is demonstrated in the way I handled the constantly changing priorities during Fiscal Close in June."]
    • Be as objective, honest, and realistic as possible.
    • Compare your performance to the expectations, standards, and objectives that were set.

Writing it down and putting it all together

  • What are your major accomplishments?
  • What could you have done better?
  • Do you understand what is expected of you? Are performance standards and work rules clear?
  • What training or professional development do you need?
  • Would you like to see your responsibilities change? How? Why?
  • What career goals do you have? What do you need to attain those goals?
  • How are relationships going with your co-workers? What could they do to help you perform your job better?
  • What could your supervisor do to help you perform your job better?

*Standards are SMART: Specific; Measurable; Attainable; Relevant; Timely. Do you have Performance Standards for your job? If not, ask your supervisor about them.