Pre-Meeting Self-Assessment Memo

 
Ratee- 
 
As you know, you and I will be meeting on (date) to review your performance for this past year and discuss your goals and objectives for next year. 
 
To help us both be ready, and to insure that I include all the information I can, I'd like you to fill out the attached evaluation form on yourself. I'd like you to approach it as if you were the manager, evaluating your own performance. If you've either never had a review or have never prepared one, and don't know how our system works, I have a copy (or I have attached a copy) of the company's guidance on performance evaluations. 
 
I'd like you to write down scores, ratings, and/or comments just as I will be doing in my appraisal. I would like you to return your completed self-evaluation to me by (date). That will allow me to incorporate your comments in my evaluation. 
 
As guidance, I want you to know that I will be using the following documents to gather data and form my conclusions: your job description, your annual reviews from previous years, your performance objectives for this year, objective performance data from reporting, email, one on one forms, and quarterly reviews, in part. I encourage you to review those as a place to start. 
 
Also, I'd like you to think about the following questions. While it's not necessary that you include your replies in your self evaluation, I believe this thinking will be helpful for our discussions of your performance. 
 
-	- Do you have any questions about the job itself and what's expected of you? 
- What are your most important accomplishments this past year? 
- What do you think you need to do to improve your performance? 
- What can I do to help you improve? 
- What are YOUR annual goals for next year? 
- What are your longer term career goals? Are they in line with your annual goals, or do you see yourself going in a different direction? 
- Is there feedback for me that you will share? 

I look forward to meeting with you, and of course am happy to answer any questions you have between now and then. 
 
Manager