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DIY Annual Review

DIY Annual Review

4th quarter is here, and we are quickly approaching annual review season at work. If your employer is like most, you wait an entire year just to receive feedback on your performance, strengths, and areas for growth. But, why do we only wait for this feedback from our manager? There is no better way to stay in front of your self-development and career success than regularly recalibrating on where you stand and where you want to go. Even further, you give yourself more power and control when you are prepared for annual review meetings with tangible facts and examples, both strengths and weaknesses, to share with your manager. This allows you to negotiate from a place of facts and not emotion.

Here are a few prompts and questions to get you started on your personal review!

Release, Relax, & Reflect:

Start with listing the big goals you set at the beginning of the year.

  • What did you accomplish?
  • What didn't you accomplish?
  • Any pivot moments (moved to plan B)?
  • What did you learn/biggest lessons?

Your Impact & Contributions:

  • When is the last time your boss recognized you for your work? What about a coworker? Director?
  • When was the last time you received negative feedback from a boss or coworker? What happened and how did you react?
  • What are the biggest assets you bring to the team?
  • When is the last time you completed a project ahead of schedule?
  • When did you volunteer on a special project? Any successes?
  • When is the last time you were innovative and created a new process?
  • How have you saved the company money?
  • Are you happy in your current role?
  • What am I looking for in my current role a year from now (raise, promotion, new department)
  • How do you see yourself contributing to your current employer?
  • Do I see myself at this company in the next two to five years? If yes, what role would I want to have by then? If no, what skills should I learn in the meantime that will help me get hired at my next job?

The Key 3’s

Make a list of the following, as they pertain to you:

  • 3 biggest strengths
  • 3 biggest weaknesses
  • 3 biggest lessons
  • 3 biggest areas where you showed the most improvement this year

Progression & Future Outlook:

  • What things can I do to improve professionally, moving forward? (books, classes, training)
  • What am I looking to accomplish next year? (Where will you be this exact day a year from now)
  • What do I need to do to get there? (write an actionable plan)

Feel free to add your own reflection and outlook questions based on personal goals and metrics you have set for yourself. It also helps to step away to a peaceful place to allow yourself to reflect and feel inspired as you complete your personal review. The frequency of your personal reviews is completely up to you, but I recommend you check in with yourself at least once every quarter to assess your progress towards your goal.

Take control of your future and be intentional. They say that time changes things, but you actually have to do work to change them yourself as well.

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