What’s the best way to write a self-appraisal? — Business Management Daily: Free Reports on Human Resources, Employment Law, Office Management, Office Communication, Office Technology and Small Business Tax Business Management Daily
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What’s the best way to write a self-appraisal?

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Question: “I need to write a self-appraisal, which I am finding very hard to do this year because our company has been bought out and I am unsure if I will have a job once the conversion is complete. How can I make positive comments when I’m not sure that I have a future with the new company? Should I write the self-appraisal as if it was a résumé?” — Patti Shafer


Why wouldn't you make positive comments when your job may be on the line??? Perfect opportunity to make sure everyone sees your accomplishments. Start with your job description and write down what you have completed in the past year. Be specific! If your job description says: "sends out correspondence" you can write on your eval "Completed an average of ten pieces of correspondence per day with less than 48 hour turnaround time" Or whatever applies.

I agree with Lisa, "why wouldn;t you make positive comments when your job may be on the line???" If your company has recently been purchased and there is a chance you might be down-sized and/or phased out, this is a great opportunity to let the "powers-that-be" know what you are capable of doing and your past accomplishments. Show them you are valuable and a key player they will want to keep. Who knows....you might even end up with a better position.

This is your opportunity to shine! Identify your main projects and responsibilities, be specific about the actual contributions, as Lisa and Theresa point out, and where possible estimate the financial impact you have. Did you save the company money? Build a case for having taken on ever-increasing complexity in your work. This demonstrates growth and adaptability. Be aware of your weaknesses, but give yourself an "A" for performance, because if you don't, no one else will.

Learn something about the new company and how you will be able to contribute to them. You may end up having to interview for your own job! Be ready with insightful questions about challenges ahead. Think of some solutions. Don't join in the complaining group (which always exists in these situations).

Takeovers can be messy, but if you show you are capable, tuned in to the needs of the company, and adaptable to new projects and responsibilities, you will be a sure winner for them.

Be confident.

This is a great opportunity for you to help either keep your job or possibly be promoted. Write the appraisal as though it's a cover letter for a job you're applying for. Let them know your abilities and your accomplishments. Let the new owners know that you would be a great asset to their business.

I recently completed my own self appraisal as part of our annual employee appraisals and in support of a request for a significant raise in pay. Here is what I did. 1. filled out an Employee Eval form on myself, with the same form and criteria that I used for evals of our entire staff. (I am the Ofc Mgr) 2. Listed under each category of my job description (HR, billing supervision, training, vendor relations,compliance, etc) each task that I completed such as revision or new creaton of manuals, 3. Listed and described each inititiative I had undertaken and the results, 4. Accounted for savings I had engineered through better management of supplies, hiring decisions, improved work flow, cross training of all employees and 5. most important (to me)provided a checklist of the protocols and methods that I used to significantly change the culture of expectations about every aspect of employment with our organization through procedural changes, employee training, one-on-one counseling, etc. This was all written in fairly dry (i.e., no exclamation points or multi-adverbs allowed) straight forward presentation: just the facts that supported my evaluation of myself. I also listed areas in which I have set goals for my own personal improvement. I hope this helps.

Bernie and Pat have exactly the right ideas of how to market yourself, which is what you need to do. I would also suggest going to the takeover company's website to see what you can find out about them and where you might possibly fit in. I have been in takeover situations twice: in both instances the self-appraisals were used to determine which employees to keep (I batted .500, lost one job & kept & was promoted into another job). Another benefit of doing an extensive self-appraisal is that it may lead you to apply for a job elsewhere that can actually use your skills: you may be far more qualified to move up than you think you are once you've seen in writing your accomplishments.

I do not get how the company being bought out and not knowing if there will be a job in the future has anything to do with writing the appraisal. I would list things you have accomplished but be specific. For example, a person should not say, "I helped increase sales", but rather, "I helped increase sales 14.5% in the last two years." Don't say, "I supervised the team", say "I supervised seven employees."

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