{"id":88738,"date":"2022-02-16T18:11:08","date_gmt":"2022-02-16T18:11:08","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=88738"},"modified":"2023-11-05T15:25:40","modified_gmt":"2023-11-05T15:25:40","slug":"self-assessment-template","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/task-management\/self-assessment-template\/","title":{"rendered":"Use this self-assessment template to engage your workforce"},"content":{"rendered":"<p>Keeping workers <a href=\"https:\/\/monday.com\/blog\/productivity\/how-to-get-motivated-to-work\/\" target=\"_blank\" rel=\"noopener\">motivated<\/a> is challenging, especially when organizations rely on affecting change solely from the top-down.<\/p>\n<p>By introducing self-assessment into your company, you can offer employees a way out of productivity slumps \u2014 a lifeline for professional growth. <a href=\"https:\/\/www.statista.com\/statistics\/1017740\/employees-sense-success-organization-generation-worldwide\/\" target=\"_blank\" rel=\"nofollow noopener\">76% of Gen Z workers<\/a> believe that learning is essential for making progress in a work context.<\/p>\n<p>In this article, you\u2019ll discover how to use the monday.com self-assessment template to inspire professional growth in the workplace.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get the template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10049759\" target=\"_blank\">Get the template<\/a><\/p>\n<h2>What is a self-assessment template?<\/h2>\n<p style=\"text-align: left;\">A self-assessment template provides individuals with a way to evaluate their performance. It presents an excellent opportunity for workers to draw up a list of their strengths and weaknesses, so they can target areas to improve.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/09\/Self_Assessment_Template.xlsx\">Download Excel template<\/a><\/p>\n<p>In the workplace, self-assessment is often used as part of a wider review. Managers can use it to encourage employees to reflect on their professional performance before sharing their own thoughts. Self-assessment templates are typically made up of a series of questions about various competencies, like:<\/p>\n<ul>\n<li>Teamwork<\/li>\n<li>Problem-solving<\/li>\n<li>Decision-making<\/li>\n<li>Communication skills<\/li>\n<\/ul>\n<p>Team members have to either rate how they\u2019re doing using a sliding scale or jot down some thoughts about their performance. Unlike a standard performance evaluation from senior management, the process of self-assessment relies on input from the individual employee.<\/p>\n<h2>Why use a self-assessment template?<\/h2>\n<a class=\"twitter-box\" arial-label=\"Tweet\" target=\"_blank\" onclick=\"window.open(this.href,'targetWindow','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes, width=800,height=450'); return false;\" href=\"https:\/\/twitter.com\/intent\/tweet?text=\">Self-assessment enables employees to take ownership of their performance. It offers them a chance to recognize where they are adding value and identify areas where they need to improve.<span><\/span><\/a>\n<p>Providing employees with a means to course-correct based on their professional goals can give a sense of purpose to their work. Given that <a href=\"https:\/\/www.zenefits.com\/workest\/employee-turnover-infographic\/\" target=\"_blank\" rel=\"nofollow noopener\">63.3% of US companies<\/a> claim keeping employees is harder than recruiting new ones, fostering a sense of pride in one\u2019s work could prove instrumental in the ongoing fight for employee retention.<\/p>\n<p>Self-assessment is also a crucial part of the wider workplace <a href=\"https:\/\/monday.com\/blog\/teamwork\/a-new-managers-guide-to-conducting-performance-reviews\/\" target=\"_blank\" rel=\"noopener\">performance review process<\/a>. It provides employees with opportunities to showcase their achievements to line managers and gives managers the opportunity to recognize and reward an employee\u2019s performance appropriately. This is critical as <a href=\"https:\/\/www.surveymonkey.com\/curiosity\/employee-recognition-and-retention\/?zd_source=hrt&amp;zd_campaign=5503&amp;zd_term=chiradeepbasumallick\" target=\"_blank\" rel=\"nofollow noopener\">82% of employees<\/a> say recognition is important to their happiness at work.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-94400 size-full\" title=\"Recognition is important to employees\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/image2-10.png\" alt=\"Pie chart showing percent of employees that are happier when they are recognized\" width=\"865\" height=\"613\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/image2-10.png 865w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/image2-10-300x213.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/image2-10-768x544.png 768w\" sizes=\"(max-width: 865px) 100vw, 865px\" \/><\/p>\n<p>(<a href=\"https:\/\/www.surveymonkey.com\/curiosity\/employee-recognition-and-retention\/?zd_source=hrt&amp;zd_campaign=5503&amp;zd_term=chiradeepbasumallick\" target=\"_blank\" rel=\"nofollow noopener\">Image Source<\/a>)<\/p>\n<p>It isn\u2019t just beneficial for individual output, though. There are other reasons why self-assessment is so valuable.<\/p>\n<h3>1. Recognize strengths and weaknesses<\/h3>\n<p>Encouraging employees to identify their strengths means they can better support their team using skills they are most confident in. If they\u2019ve identified areas where they are less competent, they can look to other team members\u2019 strengths and ask for help when they need it.<\/p>\n<h3>2. Identify gaps to improve training and development<\/h3>\n<p>Encouraging self-assessment across a team also allows managers to identify trends and capability gaps. This data can be used to inform what development opportunities are offered. For example, if a manager discovers that many workers are struggling with newly-introduced software, they can offer more comprehensive training. It can also influence hiring decisions, making sure that talent brought into the company complements current strengths and fills any weaknesses across the team.<\/p>\n<h3>3. Ensure consistency across the company<\/h3>\n<p>Using a self-assessment template means managers don\u2019t have to build their own from scratch. Plus, using a single template across a company offers consistency and ensures the process seems fair to all employees.<\/p>\n<p>Managers can share the document with employees across the company to promote active participation in performance evaluation. It\u2019s far easier for an employee to get started on the self-assessment process when they\u2019re clear which performance areas managers care about.<\/p>\n<p>Plus, using a self-assessment template makes reporting much easier. If the same data points are used across multiple teams and departments, it becomes simple to consolidate performance information across the business.<\/p>\n<h2>What are some examples of self-assessment templates?<\/h2>\n<p>We\u2019ve seen the benefits incorporating employee self-evaluation into your performance management practices can bring. But how do you get started?<\/p>\n<p>Here are a few use cases and example templates to get you started.<\/p>\n<h3>1. Self-assessment for career progression<\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-94405 size-full\" title=\"Example self-assessment for career progression\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/345-image8.png\" alt=\"Grid showing job competencies and performance appraisal ratings\" width=\"963\" height=\"715\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/345-image8.png 963w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/345-image8-300x223.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/345-image8-768x570.png 768w\" sizes=\"(max-width: 963px) 100vw, 963px\" \/><\/p>\n<p>(<a href=\"https:\/\/www.slideteam.net\/ask-to-prepare-self-assessment-ppt-powerpoint-presentation-file-infographics.html\" target=\"_blank\" rel=\"nofollow noopener\">Image Source<\/a>)<\/p>\n<p>If you want to check employee performance progress, you can use a framework like this one. With this simple self-assessment, you can analyze a worker\u2019s capability across a spectrum of skills such as \u201cinitiative\u201d and \u201creliability and dependability\u201d.<\/p>\n<p>While you\u2019re unlikely to get a detailed picture of progress from this rating system alone, you\u2019ll get a reliable indication of how the worker feels about their performance. You can use this information to strike up a one-on-one conversation with the worker, addressing any discrepancies between your and their assessment of their performance and use other data<\/p>\n<p>to build up a complete picture of employee performance.<\/p>\n<h3>2. Self-assessment for performance improvement<\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-94410 size-full\" title=\"Self-assessment for performance improvement\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/205-image3.png\" alt=\"Model showing 5 tasks to improve performance\" width=\"716\" height=\"716\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/205-image3.png 716w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/205-image3-300x300.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/205-image3-150x150.png 150w\" sizes=\"(max-width: 716px) 100vw, 716px\" \/><\/p>\n<p>(<a href=\"https:\/\/www.pngegg.com\/en\/png-heapv\" target=\"_blank\" rel=\"nofollow noopener\">Image Source<\/a>)<\/p>\n<p>Using this five-point career development model alongside a self-assessment template, you can inspire workers to improve their performance over time. Models like this give employees an idea of how they can benefit from a self-performance appraisal and use it to fuel future growth.<\/p>\n<p>After they\u2019ve completed their self-assessment, employees can look for areas where they\u2019re excelling and where they want to improve. As this model suggests, team members can work with their line manager to commit to that improvement and create an action plan to outline exactly how they\u2019re going to make the change.<\/p>\n<p>After a certain period of time, employees can use the self-assessment template to reassess their performance and see how well their action plan is working.<\/p>\n<h2>monday.com\u2019s self-assessment template<\/h2>\n<blockquote><p>Whatever you need a self-assessment for, you can make it happen using monday.com\u2019s fully-customizable template.<\/p><\/blockquote>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-94415 size-full\" title=\"Self Assessment\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Self-Assessment.jpg\" alt=\"example of an individual self-assessment on monday.com\" width=\"1999\" height=\"1036\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Self-Assessment.jpg 1999w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Self-Assessment-300x155.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Self-Assessment-1024x531.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Self-Assessment-768x398.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Self-Assessment-1536x796.jpg 1536w\" sizes=\"(max-width: 1999px) 100vw, 1999px\" \/><\/p>\n<p>With monday.com, you\u2019ll have access to a powerful <a href=\"https:\/\/monday.com\/blog\/work-os\/\" target=\"_blank\" rel=\"noopener\">Work OS<\/a> where you can monitor employee performance within the same platform as their work gets done.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-94420 size-full\" title=\"monday.com campaign dashboard\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/image7-2.png\" alt=\"screenshot of monday.com campaign dashboard template\" width=\"1024\" height=\"590\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/image7-2.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/image7-2-300x173.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/image7-2-768x443.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>It\u2019s simple to share, view, and collaborate on documents in one place. And with monday.com\u2019s smart \u201cIf this\/then that\u201d automations, it\u2019s easy to schedule, send, and track self-assessments across your whole team. Plus, monday.com\u2019s colorful dashboards provide data-driven insights that help shape your decision-making. Use the information you gather on the platform to track employee self-assessment ratings so that you can monitor performance trends over time.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-94425 size-full\" title=\"Self Assessment Main Table View\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Self-Assessment-Main-Table-View.jpg\" alt=\"example of self-assessment interface on monday.com\" width=\"1999\" height=\"1036\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Self-Assessment-Main-Table-View.jpg 1999w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Self-Assessment-Main-Table-View-300x155.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Self-Assessment-Main-Table-View-1024x531.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Self-Assessment-Main-Table-View-768x398.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/Self-Assessment-Main-Table-View-1536x796.jpg 1536w\" sizes=\"(max-width: 1999px) 100vw, 1999px\" \/><\/p>\n<p>With monday.com you can breathe easy knowing you have the ability to create tailored document access, so only those who need to see them can.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get the template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10049759\" target=\"_blank\">Get the template<\/a><\/p>\n<h2>Related templates<\/h2>\n<p>There are many different templates related to self-assessment out there. monday.com has a <a href=\"https:\/\/monday.com\/templates\" target=\"_blank\" rel=\"noopener\">Template Center<\/a> with 200+ templates across industries and functions. Below are descriptions of different templates you might also create on monday.com<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-94430 size-full\" title=\"monday.com template center\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/246-image4.png\" alt=\"screenshot of monday.com template center\" width=\"1919\" height=\"890\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/246-image4.png 1919w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/246-image4-300x139.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/246-image4-1024x475.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/246-image4-768x356.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/02\/246-image4-1536x712.png 1536w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/p>\n<h3>Job description template<\/h3>\n<p>A <a href=\"https:\/\/monday.com\/blog\/task-management\/job-description-format\/\" target=\"_blank\" rel=\"noopener\">job description template<\/a> outlines the roles and responsibilities for a vacant position within the company. You can use this template to detail what your company expects of new hires, minimizing the risk of misunderstandings. In the job description template, you\u2019ll find a range of information about the role, such as the job title and the financial compensation associated with the position.<\/p>\n<p>A job description template is crucial for recruitment and onboarding because you can speed up your <a href=\"https:\/\/monday.com\/blog\/task-management\/interview-template\/\" target=\"_blank\" rel=\"noopener\">hiring process<\/a> and make sure you get the right candidate for the job.<\/p>\n<h3>Evaluation template<\/h3>\n<p>An evaluation template outlines how to approach any evaluation. This could be anything from an employee quarterly performance review to evaluating the success of a recent project.<\/p>\n<p>You can use an evaluation template in tandem with the self-assessment template to create a complete picture of worker performance and progress. An evaluation template used for employee performance review details the skills and competencies the business values and which key performance indicators the business uses to assess performance.<\/p>\n<p>Used alongside an employee self-assessment template, you can build a clear view of how each team member is performing.<\/p>\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get the template\" href=\"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10049759\" target=\"_blank\">Get the template<\/a><\/p>\n<h2>FAQs about self-assessment templates<\/h2>\n<h3>How do I write a self-assessment sheet?<\/h3>\n<p>To fill out an employee self-evaluation, it\u2019s important to identify areas for improvement and outline in detail how you can address them. The idea is to provide honest feedback, which your manager can then use to tailor development opportunities that best support your development.<\/p>\n<p>There are no wrong answers when writing a self-assessment, as everything you put down can be used to help you grow in your role. Don\u2019t forget to showcase your achievements, too, so that these can be recognized appropriately.<\/p>\n<h3>What are the techniques of self-assessment?<\/h3>\n<p>When you\u2019re completing a self-assessment, you first need to be clear what you\u2019re assessing against. Make sure to ask your manager for the key performance criteria they\u2019re interested in and how they want you to assess yourself. For example, do they want you to score yourself on a sliding scale or offer some examples of where you think you\u2019ve performed well against certain competencies?<\/p>\n<p>To engage effectively with self-assessment, you have to be able to tap into what makes you tick and what you struggle with. As such, introspection is a useful skill to employ when completing a performance appraisal. One technique that can help with this is trying to recall examples where you know you\u2019ve performed well against the criteria outlined. If you find this recollection tricky, it\u2019s worth making a note any time someone offers you positive feedback on a task you complete. Then, when self-assessment time comes around, you\u2019ve got a bank of examples to choose from.<\/p>\n<p>It\u2019s also ok to note when you found things difficult, as this shows you\u2019re aware of your current limitations. This type of self-awareness is a valuable technique for getting the most out of self-assessment. It enables managers to help you find resources to improve areas of weakness and shows that you\u2019re invested in trying to improve.<\/p>\n<h3>How do I set up an employee self-assessment?<\/h3>\n<p>To create an employee self-assessment form, come up with a list of questions that will elicit relevant answers from your workers. You can categorize the self-assessment form into various skills and competencies to make sure you cover all bases.<\/p>\n<p>You could break it down into individual elements such as \u201ccomprehension of software,\u201d \u201cteam work,\u201d and \u201cfamiliarity with company values.\u201d Or minimize the work upfront by using the monday.com self-assessment template to get you started. During the review period, you\u2019ll go through the self-assessment forms and draw conclusions based on the information you gather.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Keeping workers motivated is challenging, especially when organizations rely on affecting change solely from the top-down. By introducing self-assessment into your company, you can offer employees a way out of productivity slumps \u2014 a lifeline for professional growth. 76% of Gen Z workers believe that learning is essential for making &#8230;<\/p>\n","protected":false},"author":5,"featured_media":94393,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Use This Self-Assessment Template to Engage Your Workforce","_yoast_wpseo_metadesc":"Learn more about how you can boost worker performance through self-assessment. Try monday.com's self-assessment template for free to create a shareable tool.","monday_item_id":18040650242,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13996,13916],"tags":[],"class_list":["post-88738","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-administration","category-task-management"],"acf":{"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"cluster":"","display_dates":"default","banner_url":"http:\/\/auth.monday.com\/solutions\/add_solution?solution_id=10049759","main_text_banner":"Try monday.com self assessment ","sub_title_banner":"Join the 152K+ customers that use monday.com","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","use_customized_cta":false,"display_subscribe_widget":false,"custom_schema_code":"","landing_page_layout":false,"featured_image_link":"","sidebar_color_banner":"","custom_tags":false,"faqs":false,"activate_cta_banner":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Use This Self-Assessment Template to Engage Your Workforce<\/title>\n<meta name=\"description\" content=\"Learn more about how you can boost worker performance through self-assessment. 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