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Writing a Self-Evaluation & Goals

To assist with the annual performance appraisal process, employees are asked to write and submit a Self-Evaluation and Goals

Writing your Self-Evaluation:

  • Think about your performance objectives and scope of work (functions, duties, etc.) defined in your position description. 
     
  • Focus on how you performed those duties and the impact of your efforts on the unit, organization and/or campus.
     
  • Review feedback you received, problems you solved, projects you completed, and initiatives you led or contributed to. Briefly describe the event, your role, and the impact, if any.
     
  • Describe ways you enhanced existing or developed new skills and how they helped support your performance objectives and personal development. You might refer to your Career and Professional Development Plan (CPDP). (if applicable)
     
  • Be clear, concise, and honest when writing your self-assessment. Discuss challenges and how you overcame any hurdles as well as your plan to address the challenges during the next review period. 
ePerformance limits the number of characters in a self-evaluation, so it’s critical to be succinct. We recommend writing your self-evaluation in a Word Document and copying into UCPath. 

Self Evaluation Reminders

Don’t wait until the last minute to start your self-assessment. Try to record your accomplishments and efforts throughout the review period. Capturing your accomplishments and efforts, even those that challenge you, will allow you to submit a comprehensive self-assessment that is well supported with real examples.

  • Remember, you don’t have to wait for your annual appraisal to track your accomplishments. There are various ways to capture accomplishments throughout the review period. 
  • You can start a performance journal using Outlook, OneNote, a notebook, the employee appraisal system, etc., to capture or highlight any of the following:
    • Accomplishments
    •  Letters of thanks  
    • Completed goals  
    • Completed staff development classes  
    • Training (received/given)  
    • Written customer-service feedback  
    • Internal/external committee work  
    • Other annual performance highlights

Goal Writing

Employees need to create professional development goals, as well as a goal related to diversity, equity and inclusion. A goal is a concrete action, event or outcome that you strive to obtain.

Goal Setting Tips and Guidelines

Learning and Development has resources to support you in setting specific and effective goals.

Access Goal Setting Tips

 

Review sample goals for DE&I and Professional Development below:

Diversity, Equity & Inclusion Goal Setting

In all aspects of my work, and as a member of the UC Davis community, my goal is to be a role model to others and behave in a way that actively supports the Principles of Community and promotes diversity, equity, and inclusion in the workplace.

Goal: I will establish a program/process dealing with unconscious bias learning/training as relates to recruitment of staff.

Enhance my understanding related to Diversity, Equity, and Inclusion.

Goal: Serve as a volunteer for next year's "Soaring to New Heights" program.

Promote diversity, equity, and inclusion in my workplace.

Goal: Identify and participate in WorkLife and Wellness programs and complete a corresponding reflection summary. The UC Davis WorkLife and Wellness unit as a whole is about diversity, inclusion, and equity. Effective work life strategies, policies and practices are integral to recruitment, retention, engagement and talent management. The development and advancement of women and underrepresented groups are especially supported by work life integration.

Participate in professional development courses that would specifically enhance my cultural competency.

Goal: Identify specific courses to be taken such as: Complete second Safe Zone training offered by UC Davis LGBT Resource Center. Transgender Safe Zone is a two-hour training created to raise awareness and understanding about gender identity and issues faced by transgender people.

Participate in professional activities that would increase my experience in interacting with people from cultural backgrounds other than my own.

Goal: Identify the specific professional activities.

Work closely with community and cultural groups in implementing programs and providing products and services that meet their needs.

Goal: Revamp the Student UP program to increase the representation of African American and Native American/American Indian students.

Develop more effective strategies to recruit and attract a more diverse applicant pool for position vacancies.

Goal: This year our outreach efforts will be targeted to increase underrepresented applicants by x%.

Actively create a healthy and productive work environment that is free of harassment, abrasive behavior and bullying.

Goal: Implement a series of team building activities for my team resulting in improved teamwork and communication.

Better understand the perspectives of others, demonstrate empathy and mutual respect, fairness and equity in the workplace and in the delivery of patient care services.

Goal: Develop and modify procedures and practices so that patient complaints will be reduced by x%.

Proactively addresses bias, prejudice or discrimination.

Goal: Reduce the number of grievances in my unit by x%.

Develop, improve and/or modify promotional and educational materials so that they are culturally sensitive and accessible to all client target groups.

Goal: This year we will address our Hmong population in the areas of cardiac care and diabetes prevention.

Make sure that web pages, documents, forms, etc. are ADA compliant and accessible to all users.

Goal: (Fill in the blank based on the relevance of the service you provide, your role and the goals of your department/unit etc.)

Assess whether current policies, practices and procedures are inclusive and sensitive to the wide range of cultures that we interact with and serve.

Goal: (Fill in the blank based on the relevance of the service you provide, your role and the goals of your department/unit etc.)

Additional resources for Diversity, Equity and Inclusion can be found at:

Professional Development Goal Setting

Complete a development program by the end of current review period.

Goal: I will apply to participate in the Management Development Program with Learning and Development.

Attend an industry or professional association conference.

Goal: I will seek approval to attend the National Association of Student Personnel Administrators (NASPA) conference for Student Affairs Administrators in Higher Education.

Give a presentation at a dept staff meeting on a workshop or seminar I attended.

Goal: I will volunteer to give a presentation/demonstration to the team of the new features in the Oracle update.

Seek supervisor feedback on professional development activities.

Goal: I will meet with my supervisor to discuss my professional goals and get their input on possible professional development activities.

Start a Career and Professional Development Plan

Goal: I will begin to fill out a Career and Professional Development Plan to use in a development discussion with my supervisor.

Enhance customer service skills

Goal: I will complete the Customer Service Certificate Series.