10/1/2020 51 Examples of a Self Assessment - Simplicable

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Effective Problem Solving

Decision Making Workshop

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InHouse · Professional Trainers · Affordable
fosterandbridgeindonesia.com

OPEN
A self assessment is an evaluation of one's own performance. This is often conducted as part of a perfor
management process whereby employees first evaluate themselves and are then evaluated by manageme
feedback from stakeholders. A self assessment is typically designed to be positive. They may make use
action verbs and specific measurements of outcomes in order to pitch for a favorable performance review
are illustrative examples of self assessments.

Finance & Budgeting Training - Fo Organization

Managers & Businesses
Foster & Bridge Indonesia
Organized annual team building event including the design of activities. Feedback indicated that 82% of
the event will improve team morale and productivity.
Finance 4Non Finance · Corp Budgeting · Fin.
Small Class · Affordable
Planning
Developed a business plan for improvements to the sales system with an estimated return on investment

Time Management
Business Guide
Reduced morning team meeting to 30 minutes from 60 with a more focused format. The number of clos
grew by 11% with this shorter format.

Customer Service
Consistently delivered friendly and diligent customer service to achieve a customer satisfaction score of
above average.

Customer Relationships
Recognized at least 20% of customers who visit by name or face and always make friendly remarks to b
with them. At least 70% of customers made a purchase after a friendly conversation was initiated.
Effective Problem Solving
Sales
Decision Making Workshop Closed revenue of $12 million in the quarter on 22 deals with a win rate of 44%.

Essential Skills 4 All Professionals · Public/ Marketing

InHouse · Professional Trainers · Affordable
fosterandbridgeindonesia.com Optimized offers to improve conversion rate to 5.1%. This represented a revenue improvement of $93,0

Branding
OPEN
Launched successful promotional campaigns in broadcast, direct, digital and in-store channels with bran
Related Guides improving by two basis points to 64% amongst the target market.
Compliance
Culture
Ethics Product Development
HR
Management Launched 4 new ice cream products in the Spring season that gained market penetration of 2%, 3%, 9%
Performance represented total revenue of $34 million for the fiscal year.

Research & Development

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10/1/2020 51 Examples of a Self Assessment - Simplicable
Developed a new composite bamboo and plastic material foam for our line of bodyboards that improves
strength by 70% and tensile strength by 110% at a comparable cost to existing designs.

Pricing
Developed monthly promotional offers to target price sensitive customers. A total of $33 million in sale
by these offers with gross margins remaining stable for the year at 44%.

Communication
Performed product demonstrations at 2 major events and for 6 prospective customers. These presentatio
received with positive feedback and 4 out of 6 prospects signing on as customers.

Public Relations
Performance Management
Employee Objectives Engaged a total of 423 stakeholders, media representatives and industry influencers to publicize our intr
Goal Setting straws at all locations. This generated significant public awareness of our brand commitment to solve en
Management By Objectives such as ocean plastic.
Meritocracy
Objectives
Performance Expectations Teamwork
Mediated a dispute between our development team and a business unit wherein the business unit had ac
development team of inflated estimates. This created bad feelings and the teams weren't working togeth
a demonstration that gave the development team an opportunity to show the business unit the complexit
changes that consume time. This session was well received by all involved and was successful in creatin
working relationship between the two teams.

Knowledge
Documented procedures for troubleshooting incidents on the production website that reduced mean time

Visual Design
Completed package designs for 5 ice cream products with the client satisfied with all 5 designs. This ge
$90,000 with the client asking for me by name for each project.
Design

User Interface Design

Redesigned the intranet to make all information accessible by search and a flat structure of navigation. T
information density and is conductive to productivity. With launch, usage of the intranet increased by 28

Business Analysis
Performed a gap analysis for the current quote qualification process for sales. Identified three recommen
estimated to increase win rate by 10% and overall revenue by 15% by increasing the quality of opportun
pipeline.

Measurement
Developed a way to measure customer loyalty using existing data and analytics tools. This was used by
customer retention initiatives with a goal to increase the number of loyal customers by 30%.

Project Management
Managed the knowledge management project with budget variance and schedule variance within target
The project is forecast to reduce knowledge waste resulting in estimated cost savings of $2 million a yea

Team Management
Created a tracker for all work commitments to monitor and manage overcommitments and work that is a
This has improved stakeholder satisfaction with the services offered by the team by 13%.
Creativity
Financial Management
Reduced the opex budget for this fiscal year by 17% by identifying improvements to efficiency and elim

Risk Management
Identified and reduced risks associated with legacy applications. Achieved an overall decrease in risk ex
million.

Cost Reduction
Renegotiated prices with an existing supplier of materials to reduce costs by 17% for a key production i
translates to a unit cost reduction of 0.8%.

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Quality
Replaced a supplier of parts that had quality issues that had caused 210 defects that were identified by q
new supplier of the parts has had no defects to date.

Operations
Negotiated an increased construction window with the city of 9 hours per night to reduce the time requir
fiber trunk line to 8 days from 11 days. This improved service quality and reduced cost by $48,000.

Human Resources
Increased the average retention rate of key talent to 4.4 years from 4.2 years with improvements to work
performance management, training & development and corporate culture. On track to achieve goal of 6
Management retention for key employees as this metric takes time to change as a long-running measurement.

Recruiting
Recruited 3 talented software developers all of whom have done well on initial performance reviews.

Internal Controls
Implemented a process of checking that salespeople have properly entered contact and customer data wi
freezing individual incentive payments for non-compliance. This has increased compliance to data entry
to 100%.

Information Technology Management

Significantly improved team productivity by structuring work into self-organizing teams. Change throug
from 34 story points a month to 112.
PMI® Project Management C
DCOLEARNING Information Technology Operations
Replaced a cloud provider who had issues with their network whereby they were blocking traffic from a
REP® Global PMBOK® PMP® CA This reduced failed calls to the API from 4,400 a month to zero. The switch also resulted in reduced cos
month.

Software Development
Identified and fixed a security hole that could have allowed unauthorized individuals to take over a user
Information Technology may have prevented a major security incident that could have caused reputational and financial damage

Information Security
Developed a process to proactively identify security patches and vulnerabilities as they are released. In s
weren't being evaluated by the patch management process until they were already 3 months old. This rep
significant information security risk.

Testing
Identified a problem with the bill payment page that wasn't addressed by test cases but was confirmed b
a severity one issue. This would have caused customer impacting problems if it had gone to production.

Marketing
Personal Resilience
Delivered project despite a large number of issues with requirements, design and deliverable quality. Pro
generate revenue of $10 million in the next fiscal year.

Professionalism
Remained calm and composed when faced with customers who were highly emotional due to billing iss

Procedure
Followed instructions, policy and procedure with accuracy and diligence.
Business

Coaching
Coached three junior developers to improve their coding practices. Feedback from all was positive. One
received a promotion to the intermediate level and the other two on track for promotion indicating impro

Decision Making
Improved the process for approving negotiated sales deals by calculating gross margin and an estimate f
lifetime value.

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Negotiation
Risk
Competed training in negotiation strategy and tactics and was able to apply these skills to obtain an attra
of 44% for closed deals.

Problem Solving
Determined and fixed the root cause of an issue involving a strange smell in the lobby that was reported
This had potential to impact the reputation of the hotel but was addressed quickly.

Influencing
Developed and pitched a business case to senior management to perform a data cleansing initiative for c
project received funding of $80,000 for next year with an estimated payback period of 6 months.
Technology
Standards
Implemented a change management process that conforms to service management standards. This repre
transparent, efficient and client-focused process for handling the more than 2,000 change requests mana
each year.

Compliance
Implemented segregation of duties controls to pass a financial audit of the department.

Initiative
Education
Researched current software license payments and identified an application that is currently only used b
we are paying for 10 licenses. This subscription will be cancelled saving $4500 a year.

Productivity
Developed an easy to use document template for capturing product requirements that has reduced the av
produce such requirements to 5 days from 9 days.

Efficiency
Implemented a policy of allowing teachers to open classroom windows as an alternative to air condition
Talent preference. This reduced energy costs by 11% from June to September.

Sustainability
Adopted a new packaging product for shipping glass jars to customers that uses 28% less material, resul
breakage and is completely biodegradable and non-toxic.

Leadership
Took the lead to prepare our response to the service management audit. This required coordinating the e
managers and subject management experts to resolve issues. All issues were resolved successfully and c
achieved.
Thinking
Learning
Completed project management training and performed more than 60 hours of self-study to successfully
professional certification.

Career Development
Took on an increasing visible role in the team by giving over 10 presentations. Actively contributed to m
relationships with stakeholders including senior management.

Notes
A self assessment typically addresses each of your performance objectives in a paragraph format possib
form list.
Most of the examples above include a measurement as this is ideal. There are also several examples that
Site Map
measurement as illustrations of how this can be approached. In many cases, using any numbers at all can
Architecture
measurement of results. For example, consider the following two accomplishments:
Business
Successfully delivered the ABC project.
Cities
Developed and launched 23 product features for the ABC project with 0 defects in production.
Communication
They both say the same thing but one has a few numbers that can be perceived positively.
Creativity
Culture Overview: Self Assessment
Decision Making Type Performance Management
Design Definition An evaluation of one's own performance.
Economics Related Concepts Performance Management »
Education Work Performance »
Employment Internal Stakeholders »
Direct Language »

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Finance Action Verbs »
Governance Business Metrics »
Industries
Information
Information Technology
Infrastructure
Innovation
Investing Effective Problem Solving
Knowledge
Management
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Metrics
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Organizational Culture Affordable
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Quality
Risk
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Strategy
Sustainability
Talent
Technology
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A comprehensive guide to performance management.

Performance Management Guide »

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21 Types of Employee Performance »

15 Employee Performance Management Essentials »

Management Improvement
A list of common types of management improvement.

19 Examples of Management Improvement »

Diligence
The definition of diligence with examples.

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8 Examples of Diligence »

PMI® Project Management C

DCOLEARNING

REP® Global PMBOK® PMP® CA

Career Plan
Complete examples of career plans.

3 Examples of Career Plans »

Development Objectives
An overview of development objectives with examples.

17 Examples of Development Objectives »

Individual Development Plan

An overview of individual development plans with complete examples.

6 Examples of an Individual Development Plan »

Employee Goals
A list of sample employee objectives for a wide range of roles, responsibilities and industries.

44 Examples of Employee Goals »

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Smart Goals
A list of example smart goals for a wide range of professions, industries and business functions.

47 Examples of Smart Goals »

Performance Feedback
A list of performance feedback examples for a variety of business scenarios.

57 Examples of Performance Feedback »

Work Performance
The common types of work performance.

24 Types of Work Performance »

8 Examples of Diligence »

Work Quality
The common types of work quality.

16 Types of Work Quality »

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