Introduction
Performance reviews are valuable opportunities for growth, reflection, and goal setting.
This worksheet is designed to help you fully understand your performance, identify areas of improvement, and create a clear action plan for success.
By engaging in this process, you will gain deeper insight into your strengths, challenges, and actionable next steps.
Complete this worksheet thoughtfully and honestly for the best results.
Section 1: Self-Reflection on Performance
1.1 Personal Assessment
- Describe your key accomplishments over the past review period:
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- Which tasks or projects made you feel most engaged and motivated?
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- What were the biggest challenges you faced?
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- How do you feel about your overall performance? (Circle one)
- Excellent | Good | Satisfactory | Needs Improvement
1.2 Strengths & Areas for Improvement
- List three strengths that helped you succeed:
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- Identify two areas where you would like to improve:
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- What feedback have you received from others that supports your self-assessment?
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Section 2: Understanding Performance Expectations
2.1 Alignment with Organizational Goals
- How do your personal work objectives align with your team’s and company’s goals?
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- Are there any gaps between expectations and your performance? If so, what are they?
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2.2 Feedback Review
- What are the key takeaways from your most recent performance review discussion?
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- What positive feedback did you receive?
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- What constructive feedback was given to help you improve?
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Section 3: Setting Your Action Plan
3.1 Goal Setting
Use the SMART framework (Specific, Measurable, Achievable, Relevant, Time-bound) to set two goals for the next review period:
- Goal 1: ____________________________________________________
- Steps to Achieve It:
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- Target Completion Date: ________________
- Steps to Achieve It:
- Goal 2: ____________________________________________________
- Steps to Achieve It:
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- Target Completion Date: ________________
- Steps to Achieve It:
3.2 Skill Development & Support
- What skills do you need to develop to achieve your goals?
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- What resources or training would help you succeed?
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- Who can support you in reaching your goals? (Mentors, colleagues, managers, etc.)
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Final Reflection & Next Steps
4.1 Key Takeaways
- What is the most important lesson from this reflection?
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- What is one change you can start implementing immediately?
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4.2 Commitment & Accountability
- How will you track your progress?
- Checklist
- Journal Entries
- Regular Check-ins with a Mentor/Manager
- Other: ________________
- What rewards or incentives will you give yourself for achieving your goals?
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4.3 Action Commitment
“I commit to taking the following three actions to improve my performance and reach my goals in the next review period.”
Signature: ______________________ Date: ________________
By completing this worksheet, you have taken an important step toward professional growth and improvement.
Keep it as a reference and revisit your goals periodically to stay on track!
