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(Pre-Appraisal) Self-Assessment Form

L5-P5 Appendix 1: Pre-Appraisal (Self-Assessment)

This tool provides a structured way for you to reflect on your performance, achievements, and development over the past review period to help you prepare for your upcoming performance appraisal meeting. Your honest and thoughtful input is highly valued and will form the basis of a constructive, two-way conversation with your line manager.

Please submit this form at least two working days before your annual appraisal date.

Section 1: Review of Objectives

Please review the objectives that were set at the beginning of this appraisal period. For each one, comment on the outcome, providing specific examples of your work and contributions.

1.1 Objectives for this period [copy and paste]

Self-Assessment of Outcomes & Achievements

1.2 Performance against objectives

1.3 How did you specifically work towards achieving these objectives (your strengths)?

Achievements outside objectives

1.4 Looking beyond your formal objectives, what are you most proud of achieving during this review period? Think about projects, teamwork, supporting colleagues, initiative and problem solving, demonstrating company values etc.

Section 2: Challenges & Learnings

2.1 What were the biggest challenges you faced during this period? What did you learn from them, and is there anything you would do differently in the future?

2.2 Areas for improvement

Section 3: Future Goals & Aspirations

3.1 Goals for the Next Review Period What are the key priorities and objectives you would like to focus on in the upcoming year?

3.2 Career Aspirations What are your longer-term career goals? What role or responsibilities are you interested in moving towards in the future?

Section 4: Development & Support NeedsTo help you perform at your best and achieve your goals.

4.1 Development Needs: What specific skills, knowledge, or experience would you like to develop over the next year? (e.g., technical skills, presentation skills, project management, etc.)

4.2 Support Required: What support do you need from your manager, team, or the company to help you succeed and develop professionally? (e.g., coaching, specific training, mentoring, more regular feedback, etc.)

Section 5: Anything Else

5.1 Is there anything else you would like to discuss during your appraisal meeting? (e.g., your role, team dynamics, workload, company culture, etc.)

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