Free template
Self Appraisal Template
A free employee self-assessment form to prepare for your review. Copy the prompts, print the form or save it as a PDF.
You can also select the form below to copy it, or use your browser’s Print menu and choose Save as PDF.
The template
Review details
- Employee name and role:
- Space for your response
- Manager:
- Space for your response
- Review period:
- Space for your response
- Review meeting date:
- Space for your response
Achievements
- Agreed objective:
- Space for your response
- What I delivered:
- Space for your response
- Evidence or example:
- Space for your response
- My contribution and others who helped:
- Space for your response
Strengths and learning
- A strength I used well:
- Space for your response
- A situation that shows it:
- Space for your response
- Something I found difficult:
- Space for your response
- What I learned or would change:
- Space for your response
Support and development
- Support I need from my manager:
- Space for your response
- Skill or experience I want to develop:
- Space for your response
- A practical development action:
- Space for your response
- Resources and time required:
- Space for your response
Next period
- Proposed objective and success measure:
- Space for your response
- Target date:
- Space for your response
- Questions I want to discuss:
- Space for your response
- Agreed actions after the meeting:
- Space for your response
Written and reviewed by the Appraisal Software team ·
Prepare your evidence
Look back over the whole review period: objectives, project notes, customer feedback and work you delivered. Choose a few examples that show your contribution, rather than listing everything you did.
Separate results from effort. “I attended weekly project meetings” describes an activity. “I resolved the handover issue so the project met its deadline” explains a contribution. Only use figures you can support.
Worked example: improving a team handover
Fictional example: “My objective was to make the weekly stock handover more reliable. I introduced a checklist and tested it with both shifts. Missed entries fell from six in the first month to two in the last month. The improvement was shared work: the evening team helped simplify the checklist.”
“I still need to flag unusual stock movements sooner. Next period I would like to agree an exception threshold with my manager and review the log every Friday for six weeks.”
This answer names the objective, the employee’s action, a result and an improvement. It acknowledges the team’s contribution without hiding the employee’s part.
When you are unsure what to write
If an objective changed, explain when it changed and what was agreed instead. If a result was missed, describe the gap, the factors involved and your next action. Avoid blaming another person or claiming success without evidence.
Write down questions for your manager. Self-assessment should help the conversation: it is not a test of who can sound most confident.
Continue with a useful next step
Self Appraisal Answers and Examples
Employee self-appraisal answer examples for achievements, challenges, development and manager support, with advice on making each answer your own.
Appraisal Objectives and Examples
Practical appraisal objective examples with success measures, deadlines and support, for managers and employees planning the next review period.
Employee appraisal software
Prepare employee and manager responses in one place.
Give employees a clear starting point
Appraisal Software lets you prepare reusable questions and collect employee self-assessments alongside manager responses before the review conversation.