A ready-to-use conversational survey
A self-appraisal employees fill in before their review: goals met, work they're proud of, a self-rating, support needed and goals for the next period.
Free to customize. No code needed.
The real thing. Go ahead, try it.
Use this templateWhat's inside
What a respondent is asked, in order.
Your review is coming up. This helps you and your manager start from the same page, and takes about ten minutes to answer thoughtfully.
What's your name?
What's your current job title?
Which period does this review cover?
Looking at the goals you agreed for this period, how many did you meet?
What got in the way of the goals you didn't reach?
Describe two or three pieces of work you're proudest of this period.
Want to attach anything that shows your work?
How would you rate yourself on each of these?
Overall, how would you rate your performance this period?
What support from your manager or the company would help you most next period?
Which areas would you like to develop?
What goals would you like to set for the next period?
Anything else you want to make sure comes up in the meeting?
Ends with
All done, thank you
Where each answer leads. Every route here is editable once the form is yours.
Short text
Short text
Short text
Single select
Long text
Long text
File upload
Matrix
Opinion scale
Long text
Multi select
Long text
Long text
A little guidance
Make the most of your next ask.
Read each self-appraisal before the meeting and note where the employee's view and yours differ, especially on the competency grid and the overall rating: those gaps are the conversation. Treat the blockers answer as a list of things the organisation may need to fix, not excuses. Turn the support and next goals answers into written actions at the end of the meeting, and bring them back at the next review.
The goals agreed for the period, what got in the way, specific examples of good work, a self-rating, the support needed and goals for next time. That gives the review meeting a clear agenda.
A self-appraisal is the employee's own account, written before the meeting. The review is the conversation where it's compared with the manager's view and next steps are agreed.
Be specific: name the piece of work, what you did and what changed because of it. Be honest about what didn't go well and what would help next time.
Yes. The form includes an optional upload for up to three files, such as reports or thank-you messages, which appear with the response in the dashboard.
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