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On-Demand Webinar

Writing Your Own Self-Assessment

  • Recorded October 8, 2024
  • 60 Minutes
  • Available now
CE credits
  • 1.00 ATAAA (Aurora Administrative)

What You'll Learn

So many administrative professionals struggle with writing their self-assessments as part of the performance review process. How do we make our million 5-minute tasks sound important? How can we convey to our employers that our roles need to be more than an afterthought and that we are a critical component of the success of our teams and the company?
  1. Learn why companies use self-assessments and how they benefit you
  2. Document your contributions to your department and company
  3. Tie your self-assessments into your annual performance goals and use them to increase the opportunities you encounter in your career
  4. Uncover the secrets of writing effective self-assessments
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Join us for this webinar as we discuss the best ways to make our achievements shine.

Meet Your Speaker

Marie Herman

When it comes to career and professional development, Marie Herman, CAP, OM, ACS, MOSM knows how to take you from where you are, to where you want to be. As the owner of MRH Enterprises LLC, Marie helps office professionals to advance their careers through certification and education. Prior to...

View Full Bio of Marie Herman

What Attendees Are Saying

  • “I believe with the help that was pointed out I will be able to complete my review understanding more what I should be...”

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  • “My first training with Aurora, I must admit I was skeptical. How could Aurora provide the information I needed in the time...”

  • “I'm not trying to be harsh, but there was nothing I didn't already know. She presented no new information nor ideas on...”

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CE Credits

These are the continuing education credits available to you for this webinar.

  • 1.00 ATAAA Aurora Administrative Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in administrative.

Frequently Asked Questions

How do administrative professionals write a strong self-assessment for their performance review?
Writing a compelling self-assessment as an administrative professional requires reframing your contributions in terms that resonate with your manager and organization. The biggest challenge is that administrative work is often invisible—dozens of small tasks that keep operations running smoothly but are rarely noticed unless they go wrong. The solution is to document your contributions throughout the year rather than trying to reconstruct them from memory before review time. Focus on impact: instead of 'managed calendars,' write 'coordinated scheduling for a five-person executive team, reducing scheduling conflicts by 40% and ensuring all client meetings were confirmed at least 48 hours in advance.' Tie your achievements to departmental goals and company-wide objectives to demonstrate strategic value. Use your performance goals as anchors for organizing the document. A well-written self-assessment doesn't just summarize your year—it positions you for the next one, opening conversations about advancement, expanded responsibilities, and career development opportunities.
Why do employers require self-assessments as part of the performance review process?
Self-assessments serve multiple important purposes in the performance review process for both the employee and the organization. For employers, they provide a structured opportunity to hear the employee's perspective before the formal review conversation, helping managers surface contributions they may have overlooked and ensuring the review reflects a complete picture of performance. They also promote employee engagement—people who feel heard in the review process are more likely to accept feedback constructively and commit to development goals. For employees, self-assessments are a direct channel to influence how their performance is perceived and evaluated, advocate for promotions or salary adjustments, and demonstrate self-awareness and professionalism. Research consistently shows that the quality of a self-assessment affects how managers calibrate their ratings. Treating the self-assessment as a strategic document—not a formality—can materially impact career advancement.
What should you include in a self-assessment to make your achievements stand out?
To make your achievements stand out in a self-assessment, focus on specificity, quantification, and alignment with organizational priorities. Generic statements like 'I worked hard and met deadlines' blend into the background. Specific, measurable achievements—'Redesigned the onboarding packet, reducing new hire setup time from three days to one'—demonstrate concrete value. Wherever possible, quantify: numbers, percentages, time saved, cost reduced, or volume handled give your manager tangible evidence to work with. Align each achievement to a goal from your performance plan or a visible organizational priority; this shows strategic awareness, not just task execution. Include examples of going beyond your job description—times you stepped up, solved an unexpected problem, or supported teammates. Don't overlook soft skills demonstrated through challenging situations: successfully navigating a difficult client, de-escalating a conflict, or onboarding a new team member during a transition are all worth documenting. Balance candor about growth areas with evidence of your efforts to address them.
How do you connect your self-assessment to career growth and advancement goals?
A self-assessment that only looks backward misses half its strategic potential. The most effective self-assessments build a bridge between past performance and future aspirations, positioning you for expanded opportunities in the coming year. After documenting your achievements, include a forward-looking section that articulates your professional development goals and how they align with the team's or organization's needs. Identify skills you've developed this year and skills you want to build next—and connect those explicitly to roles or responsibilities you are interested in pursuing. If you are seeking a promotion or expanded scope, the self-assessment is the ideal place to make that case in writing before the review conversation. Express interest in stretch assignments, mentorship, or training opportunities. Managers who see an employee with clear self-awareness, demonstrated performance, and an articulated growth agenda are far more likely to advocate for them during talent review discussions and promotion cycles.
What are common mistakes to avoid when writing your performance self-assessment?
Several common mistakes can undermine even genuinely strong performers' self-assessments. Underselling is the most frequent—particularly among administrative and support professionals who minimize their contributions out of modesty or uncertainty about what counts as noteworthy. If you don't advocate for your own value, no one else will. Vagueness is equally problematic: 'handled various tasks and projects' tells your manager nothing. Another mistake is focusing only on tasks rather than outcomes—your manager doesn't need a job description, they need evidence of impact. Waiting until the week before the review to write it means key achievements are forgotten or underrepresented; tracking accomplishments monthly makes for a far stronger document. Ignoring the prompts provided—many organizations use structured forms aligned to specific competencies—results in assessments that miss what evaluators are actually scoring. Finally, failing to proofread signals a lack of care; grammatical errors in a document designed to demonstrate your professionalism work directly against you.