1. Writing an Effective Self Evaluation

2. WEX’s Performance Appraisal Process
Goals and Responsibilities set and entered into Fusion
Mid-Year Review
End of Year Performance Review
Merit
STIP if applicable

3. Tips for Writing your Self Evaluation
#1 Make Lists
To give yourself a jump start, begin by brainstorming
Make a list of accomplishments, feedback (written or verbal) from customers or peers
Goals that you met or progress you are making on your goals
Things you want to improve on
Training you attended and teams or special projects your worked on
Be specific

4. Tips for Writing your Self Evaluation
#2 Be Honest
Always be truthful – first with yourself
Don’t exaggerate your strengths
Don’t hide your areas for development
Worry about your own performance

5. Tips for Writing your Self Evaluation
#3 Keep it Simple
Use a professional tone
Be specific and concise
Support performance with examples
Make sure your assessment ties back to your work performance
Check for spelling, grammar and clarity

6. Tips for Writing your Self Evaluation
#4 Have a positive attitude
Be positive toward the whole process
Be co-operative
Demonstrate enthusiasm for the future around improvements
Don’t show a negative attitude

7. Tips for Writing your Self Evaluation
#5 Seek Future Responsibilities
Plan the short term and long term
Try to look for tasks beyond your current responsibilities
Think in terms of your personal development
Remember the 80/20 Rule

8. Tips for Writing your Self Evaluation
#6 Enlist the Help of a Friend
Are my examples specific?
Have I described my strengths accurately?
Is every statement clear?
Is the content pertinent?
Am I being objective?

9. Tips for Writing your Self Evaluation
Have Fun and Enjoy your Success
You worked hard!
Take a deep breath and enjoy all you have accomplished both personally and professionally – prior to moving onto “the next” thing!
Life is too short not to make the best and most of everything that comes your way everyday!

10. Conclusion …..Writing an effective Self Evaluation Recap
Brainstorm and Make Lists
Be Honest
Keep it Simple
Have a positive attitude
Seek future responsibilities
Enlist the help of a friend