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What is a Self Assessment?

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HR Specialist

on 23 December 2014

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Transcript of What is a Self Assessment?

What is a Self Assessment?
What is a self assessment?
It is an opportunity for you to give your supervisor feedback about the successes and challenges of the past year, and to identify training and developmental opportunities.
Preparing to Write a Self Assessment
Have a copy of your position description

Review your performance plan

Keep track of accomplishments and include:
Samples of work products
Notes on challenges
What was not accomplished and why
Training needs
Recognition
Major Accomplishments
What you achieved that relates directly to the critical elements and expectations in your performance plans.
Other Accomplishments
These are performance success that do not relate directly to the critical elements and expectations in your performance plan.
Challenges
Training and Developmental Needs
Identify your needs to further your abilities
Help in problem areas that would enhance performance in relation to your position's expectations and performance plan
What to address in your self assessment
Could include developmental successes:
Completion of training programs
Developmental assignments
Recognition received
Special projects/committees/teams
Other accomplishments that are significant but were outside the scope of your performance plan.
Lack of:
Training
Equipment
Unforeseen circumstances
Guidelines for Writing a Self Assessment
General guidelines:
Accomplishments should relate to outcomes and expectations.
Summarize a bullet for each outcome and expectation.
Specific guidelines:
Describe your accomplishments using action verbs.
Show how the accomplishments contributed to the achievement of the organization and/or team.
Describe the accomplishments in terms of effectiveness at meeting expectations (provide examples).
List training and developmental needs.
List recognition received.
Identify difficulties encountered in meeting expectations and proposed solutions.
Self Assessment Formula
Think in terms of cause and effect:
Formula Example 1
A Transportation Operations Specialist
(A)
issued motor vehicle service authorizations that
(B)
resulted in work unit goals of low cost per mile in respect to vehicle maintenance, which
(C)
provided best value for customer agencies and the taxpayers.
Formula Example 2

A Program Assistant
(A)
provided input on reports that
(B)
resulted in most reports meeting the deadline of input within 5 days after the last day of the month and no more than 3 errors, which
(C)
complied with organizational and management guidelines and procedures.
Self Assessment Tools
Performance Appraisal Self Assessment Summary (GSA Form 3683)

Associate Guide to Writing an Effective Self Assessment

Action Verbs for writing a Self Assessment (Appendix B in Guide referenced above)
"I did
(A)
that resulted in
(B)
which is related to
(C)
in my Performance Plan..."
Why you should submit a Self Assessment?
It is an opportunity for you to showcase your achievements
Provides your supervisor with information on your accomplishments
Identifies challenges you faced
Identifies training and developmental needs
Opportunity to document work performed, performance goals met, and accomplishments achieved
Helps fill in the gaps
Not so obvious contributions
Your Self Assessment
Do you see the benefits of submitting a self assessment?
Can you now answer the question "Why do a self assessment?"
Do you feel more informed about self assessments?
Questions??
Irena Matijevic 817-978-3234
Lorree Mickenhime 817-978-4115
APPAS Summary Rating
Level 5:
70% of the total critical element weights rated Level 5
Level 4:
60% of the total critical element weights rated Level 4 or above
Level 3:
50% of the total critical element weights rated Level 3
Level 2:
One critical element is rated Level 2
Level 1:
One critical element is rated Level 1
Questions
Lorree Mickenhime 817-978-4115
Associate Performance Plan and Appraisal System (APPAS)
GSA Order CPO P 9430.1
What is the purpose of performance management?
"The Associate Performance Plan and Appraisal System is a critical component of GSA's overall Performance Management Process and its purpose is to improve GSA's performance results in achieving its mission while enhancing opportunities for career success of GSA employees appraisal."
Phases of APPAS
Planning
Setting expectations for groups/individuals
Collaboratively designing work objectives
Monitoring
Consistently measuring performance
Providing ongoing feedback
Changing unrealistic or problematic goals
Developing
Increasing the capacity to perform
Recognizing developmental opportunities
Rating
Evaluating actual performance against expectations
Recognizing the best performance
Rewarding
Acknowledging associate contributions
Employee Responsibility
Provide input
Request clarification from supervisor
Participate actively in the performance discussion
Employee's Responsibility
Make your supervisor aware of relevant reports or measures
Keep your supervisor apprised of project status
Keep copies of praise and compliments
Employee's Responsibility
Seek and actively participate in developmental opportunities to enhance performance
Request training and development
Employee's Responsibility
Provide a self-assessment, listing accomplishments
Jointly discuss your performance, progress, and future objectives
Keep copies of praise and compliments you receive to share with your supervisor
APPAS Key Terms
Critical Elements:
Critical products or services and cornerstone of individual accountability

Expectations:
Define how well you do each critical element of your to be related at each of the five levels

Measures:
General - Quality, Quantity, Timeliness, Cost
Specific - Accuracy of technical advice and guidance

Feedback Sources:
Documents or observations which help determine the rating of each critical element
5 performance levels

Level 3 or higher required for step increase and promotion

Level 1 = Unacceptable
APPAS Key Features
Rating Critical Elements
Level 5:
Meets and consistently exceeds performance expectations as described in Level 3
Level 4:
Meets and often exceeds performance expectations as described in Level 3
Level 3:
(Benchmark) Meets performance expectations
Level 2:
Partially meets performance expectations as described in Level 3
Level 1:
Does not meet performance expectations as described in Level 3
Summary Rating
Level 5:
70% of the total critical elements rated Level 5
Level 4:
60% of the total critical elements rated Level 4 or above
Level 3:
50% of the total critical elements rated Level 3
Level 2:
One
critical element is rated Level 2
Level 1:
One
critical element is rated Level 1
Questions
Lorree Mickenhime 817-978-4115
Formula Example 3
"I did
(A)
that resulted in
(B)
which is related to
(C)
in my Performance Plan..."
Full transcript