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1. Employee Information: Basic details including name, position, department, review period, and date
2. Performance Goals Review: Assessment of progress against previously set goals and KPIs
3. Core Competencies Assessment: Self-evaluation of key competencies required for the role
4. Key Achievements: Notable accomplishments during the review period
5. Areas for Development: Identification of skills or competencies requiring improvement
6. Future Goals and Objectives: Proposed goals and targets for the next review period
7. Training and Development Needs: Identified learning and development requirements
8. Additional Comments: Space for any other relevant feedback or comments
9. Acknowledgment: Signature section for employee confirming the self-review is true and complete
1. Work-Life Balance Assessment: Optional section for evaluating work-life balance and wellbeing, particularly relevant in post-COVID workplace environments
2. Project-Specific Review: For employees involved in specific projects, allowing detailed project-based self-assessment
3. Team Collaboration Reflection: For employees in team-based roles, focusing on team dynamics and contributions
4. Cultural Competency: Particularly relevant for roles requiring significant cultural engagement or in organizations with strong Treaty of Waitangi commitments
5. Remote Work Effectiveness: Optional section for employees who work remotely or in hybrid arrangements
1. Goal Setting Template: Template for documenting SMART goals for the next review period
2. Competency Framework: Detailed description of core competencies and their assessment criteria
3. Development Plan Template: Structured template for planning professional development activities
4. Performance Rating Scale: Definition and explanation of the rating scale used in the self-assessment
Performance Goals
Key Performance Indicators (KPIs)
Core Competencies
Development Plan
Performance Rating
SMART Goals
Key Achievements
Professional Development
Competency Framework
Training Needs
Career Progression
Performance Standards
Objectives
Skills Gap
Action Plan
Performance Metrics
Behavioral Competencies
Technical Competencies
Development Opportunities
Performance Improvement
Self-Assessment
Peer Review
360-Degree Feedback
Review Cycle
Confidentiality
Performance Assessment
Goal Setting
Skills Evaluation
Professional Development
Privacy
Declaration
Acknowledgment
Rating Criteria
Achievement Review
Development Planning
Training Requirements
Competency Assessment
Workplace Conduct
Cultural Competence
Health and Safety Awareness
Work-Life Balance
Team Collaboration
Innovation and Initiative
Leadership (if applicable)
Project Management (if applicable)
Customer Service (if applicable)
Technical Skills
Professional Services
Technology
Healthcare
Education
Financial Services
Public Sector
Manufacturing
Retail
Non-Profit
Construction
Hospitality
Transportation
Agriculture
Mining
Energy
Human Resources
Finance
Marketing
Sales
Operations
Information Technology
Legal
Research and Development
Customer Service
Production
Quality Assurance
Supply Chain
Administration
Corporate Communications
Business Development
Chief Executive Officer
Department Manager
Team Leader
Project Manager
Software Developer
Financial Analyst
Human Resources Officer
Marketing Specialist
Sales Representative
Administrative Assistant
Operations Manager
Research Scientist
Customer Service Representative
Product Manager
Business Analyst
Legal Counsel
Account Manager
Engineering Manager
Quality Assurance Specialist
Supply Chain Coordinator
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