[Firm Name]
Self-Evaluation
Employee: Title:
Department:
Office:
Progress Reviewer: Date:
The following questions are intended to help you prepare for
your performance evaluation with your progress reviewer. Please be as specific as possible when giving
your answers.
Part A – Self Evaluation
- Briefly
list your objectives for the past year and comment on your performance.
- What
do you consider to be your major on-the-job accomplishments since your
last review?
- What
practice development activities did you work on during the previous 12
months?
- What do you consider to be your strengths?
- Cite
specific areas of weakness and how you plan to improve.
- Is
there anything that you feel is important for your reviewer to know when
evaluating your performance?
- Chargeable
hours goal for last 12 months (from June to May)
Actual chargeable hours for last
12 months (from June to May)
Part B – Professional Development Plan
- What
CPE did you attend this past year and how did it improve your ability to
do your job? Have you met your CPE
requirements for the year?
A&A Tax Career
Related Other
Total
- What
CPE would help you achieve your objectives for the coming year?
- a. What goals,
skills or knowledge would you be interested in working toward between now
and your next performance
evaluation?
b. How will you measure progress toward
these goals?
- What are your long-range career
objectives and what are your plans to accomplish these objectives? (Include potential job rotations,
promotions, additional job responsibilities, education and training)
Part C – Firm Development
- Do
you have all the necessary knowledge and tools to do your work? What additional information would be
helpful?
- What
can you, your supervisor and/or the Company do to improve your
performance, including your efficiency and effectiveness, and to increase
your overall job satisfaction?
Employee Signature _________________________________ Date ____________________
Progress Reviewer’s Signature _________________________ Date
____________________
