THE FOLLOWING performance evaluation illustrates how one company’s
value system (PILLAR) is linked to its performance-evaluation criteria. Be
sure that your evaluation questions are linked to your own company’s busi-
ness strategy and unique value system.
Name:

Date:
Position:

Office:
The purpose of self-evaluation is to:
!
Assess your strengths and the areas you
feel need development
!
List accomplishments for evaluating
advancement opportunities
!
Generate ideas for discussion with
your performance coach

PASSION FOR EXCELLENCE
Please list your strengths:
Please list the areas you would like to improve (identify at least two):
Please list your accomplishments during the evaluation period:
198
WORKSHEET 3
Self-Evaluation
T
HE
P

S
ELF
-E
VALUATION
199
Source: © Moss Adams LLP
200 A
PPENDIX
What would you suggest as a means of enhancing the firm’s spirit within
our office?
A BALANCED LIFE
The amount of overtime you worked was:
More than expected/desired
❏
As expected/desired
❏
Less than expected/desired
❏
Comments:
Please comment on the balance between your professional and personal
life:
RESPECT FOR OTHERS
Please comment on your working relationships with your colleagues and
the firm’s clients:
What other questions or areas would you like to address during your
evaluation session?
Source: © Moss Adams LLP
THE FOLLOWING performance evaluation illustrates how one company’s
value system (PILLAR) is linked to its performance-evaluation criteria. Be
sure that your evaluation questions are linked to your own company’s busi-

HE
P
ILLAR
Passion for Excellence
Integrity
Lifetime Learning
Leading by Example
A Balanced Life
Respect for Others
Passion for Excellence
Integrity
Lifetime Learning
Leading by Example
A Balanced Life
Respect for Others
202 A
PPENDIX
RATINGS:
(continued)
Needs improvement Requires development; does not consistently meet
expectations
Unacceptable Performance is below the acceptable level
Not rated Not enough basis for evaluation or not applicable
PASSION FOR EXCELLENCE
Demonstrates enthusiasm and pride in the work she/he performs.
❏
Excellent
❏
Very good
❏

❏
Needs improvement
❏
Unacceptable
❏
Not rated
Comments:
Speaks and writes clearly and effectively.
❏
Excellent
❏
Very good
❏
Good
❏
Needs improvement
❏
Unacceptable
❏
Not rated
Comments:
Demonstrates good listening skills.
❏
Excellent
❏
Very good
❏
Good
❏
Needs improvement