How to Write Your Employee Evaluation


oh hey

welcome back i'm courtney and this is

the accounting struggle

where we speak about our struggles with

accounting openly and honestly we do not

run from them and today's video i'm

going to be talking a little bit about

what you should be putting in your

annual or mid-year review so before we

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so i wanted to talk about what you

should be putting in your mid-year or

annual review

so these annual reviews and these

mid-year reviews obviously the

is just the midpoint and then at the end

of the year you'll do an annual review


the purpose of these reviews is to

detail and highlight some of your

accomplishments throughout the year

things that are going well and then some

key areas and opportunities and things

like that so the reason why this is

important is because it factors into

your overall performance

so when you're being evaluated when

roundtable discussions are happening


people are considering you for promotion

they will be leveraging this information

to determine if

you are someone who should be moved up

should you get a bump in pay

so it helps with compensation and so

forth it is a very important

um part of your overall assessment so

you want to make sure that you have a

very thorough

review so for your evaluation usually

there's a portion where your manager or


whoever is above you whoever you're

reporting to

they will do a portion of their own

assessment but

usually there's some action on your part

where you have to go in

and review yourself evaluate yourself

your own performance so

that's what i'm kind of going to be

focused on today because i can't help

what other people are going to say about


so you'll want to go to your hr guides

first to see

if there's some particular information

on how you should

go about doing your evaluation usually

when it's that time of year they'll send

out an email

a lot of companies will do this where

they're saying hey it's evaluation time

be sure to update this by this date and

include this

sometimes there's a particular format

that you want you to stick to

so you'll want to start with that just

to make sure that you're including

everything that you need to be including

in your evaluation

and if you don't have that as a guide if

it's not very

um specific and it's kind of vague and

it just says

you know just talk about yourself and

evaluate what went well

if it's a little bit vague like that

then you'll want to look at

some of the next steps that i'll talk

about but first start with whatever your

hr team is saying you should be


make sure you hit on all of those points

and you address everything that's in


and if they give you a format or a

layout or something that you should

stick to

make sure you stick to that some people

want to see just a few bullet points and

be very succinct they don't want a lot


long written evaluations and then

other employers may want you to have

something that's

way more detailed and just a lot more

information so just make sure you're

looking at whatever

is the guidance so in order to do a good

evaluation on yourself you want to

really be soliciting feedback so whoever

you're working with all of your

people that you're reporting to and

other peers that you've worked with so

if you are in public accounting and

you're working in an engagement

other people in the engagement teams

that you've worked on um or

outside of that if you're just you know

you have a senior

or you have a manager or honestly even

people who have just worked alongside

you who are at the same level other


if they've worked with you on projects

or if they've reviewed your work in any


you'll want to just solicit feedback and

this is really something you should be

doing throughout the entire year you

don't want to wait until it's time to

sit down

to do your evaluation to determine what

people think of you of your performance

how you're doing and you don't want to


and do all of this at the same time

because then it's easier for you to

leave stuff

off and it might be harder for you to

remember some of the key accomplishments

that you had throughout the year so best


obviously is to be updating throughout

the year but

obviously this is accounting and in the

real world we get very busy in

accounting so

that's not always as easy as it sounds

so if you are going to be sitting down

for the first time

in several months to do your evaluation

of yourself

be sure to reach out to some of the

people on your team the people that

you've worked with

um closely and solicit some feedback

from them and you want it to be as

honest as possible so once you've gotten

down the format you know kind of what to

include in your evaluation and you've

gathered all of your feedback

you want to go ahead and start writing

your evaluation

some of the things you want to focus on

are starting out with prior period goals

so if this is your first year or your

first term

i guess with this company or in this

role and you don't have

prior goals to reference then obviously

this won't apply but if you

are this is your second year or now if


an annual review and you did a mid-year

review just look back to whatever the

past period was

what were the goals that you set out and

how did you accomplish those did you

accomplish those number one so you'll

want to include that in your evaluation

so if you set a goal last month

i know when i was not yet a cpa one of

my big goals was

to accomplish getting my license and

passing all of the exams

so once that goal was accomplished i

made sure to include it in my

evaluation on the next period so you

just want to look back at your previous

evaluation and your previous assessment

just look at that and look at all of the

goals that you set out and see

how well you stacked up against those

goals if you if there were some goals

that you listed in a prior period

that you did not quite hit on or you

didn't quite

accomplish you'll want to be sure and

address why that

didn't happen you want to address why

you didn't accomplish them

and then next you want to detail how

you're planning to accomplish it moving


so once you've touched on all your prior

period goals you want to also

include in your evaluation some of your

new goals so what are your goals for

this period

or for the next couple of i guess if

this halfway what are the next two


goals so for the rest of the year how

are you going to

get how are you going to accomplish

whatever it is you set out at the

beginning of the year that isn't yet

accomplished and how are you what else

are you looking to accomplish now that

you're halfway through the year

things have changed we've made some


what are your new goals so you'll want

to be including that

in the assessment as well so when you're

doing your new goals in your evaluation

you want to be kind of separating them

out between

categories so i like to have two

categories where i'm focusing on

one being like professional skill sets

things that are very particular to my

role and then the other being like

soft skills emotional intelligence that

kind of thing so an example would be

if you are looking to move up say you're

in a in an associate role

in your current role and you want to

move up into a senior position and you

want to demonstrate your worthiness of


you could say um and this is stuff that


need to actually be planning to do but

maybe there is a certain software that

you know

you need to or a certain certification

that you know you need to

get or learn before you're able to

really excel in that next role that

you're trying to go to so

you want to first be looking at that

role looking at what that role entails

so if that next role if the senior level

position requires maybe like a

black belt and lean awareness or you

need to get some type of certification


tableau then you would just go and you

would look into that

see what the time frame is how long

that's going to take you to accomplish

how well that's going to contribute to

the skill sets that you need to have for

this next role

and then just kind of putting that

together in your evaluation so just

laying out a plan of like i know i need


in order to be a senior in this public

accounting firm i know i need to have my

cpa license

i have x amount of sections left and

here's how i plan to

finish in time to move up

you know just something like where

you're detailing out your plan

so that's more of the professional side

of goals and then

with the soft skills i like to focus

more on like things that i'd be doing

outside of just the technical

things and day-to-day activities of work

so if you're a senior and you're looking

to move into a manager position

and you know that that would require a

lot more speaking up

being doing more presenting or just

being a little bit more

vocal in your role than you are

comfortable with right now maybe there's

a toast masters class that you can take

or something where you can kind of work

on those skills of those soft skills or

those skills of

being able to do more public speaking

being more comfortable

with leading meetings and that kind of

thing so you'll want to be including

that in your evaluation as well

just detailing and mapping out a plan of

how you're going to get to that next

skill set or that next

level that you want to be in so just

make sure you're including that in your

evaluation as well

so when you're detailing kind of like

using all of the feedback that you've


and talking about things that went well

things that didn't go maybe as great

as they could have been that's something

that you want to

be sure you're speaking to your

strengths and all of the accomplishments

that you had

this period so some of the things you

want to focus on in your evaluation

is some of your strengths so now that

you've gotten all of your feedback

and you've kind of looked at what are

your accomplishments over last period

like what are the things that you said


were going to do that you actually did

and you've gotten all of that listed out

instead of just like putting a bullet

point of like i said i was going to do

this and i did it

you'll want to speak to your strengths

and just demonstrate how you went about

accomplishing that goal

so if one of your previous goals in your

last period

was maybe you set out to in this next

engagement with this client that you

are working on you maybe you said you

wanted to decrease the

amount of time spent on that client

by 20 so how did you accomplish that

what went well in that

what were your strengths you want to be

including that type of information

just highlighting things that you're

really good at some of your key

attributes so that it's clear when when


being evaluated by a broader group

they're able to kind of speak to what

your talents are as an

as a contributor on the team so you want

to make sure you're highlighting that

in your in your strengths and then you

want to speak to any opportunities

things that maybe

haven't gone as well so if you had some

goals that you set out

to um accomplish and they didn't go

well maybe you met them but you were

over budget or it took you

a lot longer than you thought what are

some of the opportunities that you have

how can you improve that for the

opportunities or things that didn't go

well it should probably be no surprise

to whomever is going to be reviewing

this like

these things that you're listing out in

your evaluation should be known

issues things that are not surprising to

anyone so if you

struggled with some particular areas

that's the stuff you want to be speaking


but you don't want to just say i didn't

do this or i did poorly with

this you want to be saying here's how

i feel short in this particular area but

there's always got to be that but that

part where you address the thing that

you didn't do well

but going forward i can see where the

opportunity is

and this is how i can change it going

forward or this is how i plan to change


going forward so maybe going back to the

previous example

your plan was to cut the budget by 20

the time spent on this this engagement

by 20

we didn't make 20 on the team we cut the

time spent by let's say 15

so going forward what we need to do is

just tighten

this up a little bit more and blah blah

blah so you can just be

you hopefully that makes sense and gives

you an idea of what i'm trying to say

but you can basically just be speaking

to things that are pretty much known

issues between whoever's reviewing this

but also you want to just specifically


speaking to like here's the opportunity

here's where i felt short

but here's how i'm going to fix it

another thing that i feel like is very

common in accounting where where you're

when you're doing your evaluations is

talking about things that you enjoyed

some of the work that you enjoyed and

some of the things that you did not


some likes and dislikes i think this is


early on in your career so that the

people who

are in charge can kind of get an idea of

where to place you what your niche might


where you should be focusing so if

there's a particular type of work

maybe you work on clients if you're in

public accounting you're working you're

working on different clients

were there any particular projects that

you worked on that you really enjoyed

any types of clients any industries did

you just

love all your manufacturing stuff and

you hated all that

pesky construction nonsense

or uh maybe if you are in industry

there's a particular project that you

really enjoyed or if you're in

government i never mentioned government

so i'm sorry y'all

but you know just if there's something

in particular that you really enjoy


throughout your time that you would love

to do more of that type of work and look

for those

types of opportunities as they come up

more that's something you definitely

want to speak to

in your evaluation even if it's just a

meeting with your manager

um and you can't like list out because

you don't want to be listing like the

actual client names in this

but you want to just speak to that so

that way it gives you an opportunity

to get in front of that type of work

again and you also for the same reason

want to be including anything that you

didn't like as much or any type of work

that you

just don't care to do or don't feel a

strong connection to

now this shouldn't come across like okay

that don't give me no more of that

because i'm not doing that anymore

um but it should be more so you know

this isn't something that i feel a deep

passion for

so i really like to focus on this type

of work instead

and i think that that's something that's

encouraged people want that type of

feedback the people who are assigning

the work want that type of feedback they

want to be putting the resources where

they make the most sense

so if you're working on projects that

you absolutely hate

they probably don't want you to work on

them anyway so you can be open about

that but just you know

careful with the wording um so you'll

want to be including that type of

information in your evaluation as well

lastly i think something that's really

important that comes up even at the very

beginning of your career is

trajectory forward look of like how do

you think things are going where do you

see things going what direction are you

headed in these are the types of things

that you want to be thinking about

and being prepared to discuss in your in

your meetings or in your evaluation

you want to be prepared to answer those

types of questions of like

okay so you've done this it's been a

year like what are some of your initial

thoughts of like

a year from now where do you see

yourself in this role two years from now

three years from now um and you'll want

to just be thinking about that and

realistically thinking about that so

that you can make

decisions that make the most sense if

you are looking to go into a management

position and right now you're an

associate and you have one more level

if that's the forward look for your

five-year plan

there might be some things that the the

powers that be

you know the people the management the

partners whoever is in charge

there might be some things that they can

do to help get you on the right path to

make sure that ultimately you end up

in that position that you have a goal to

end up in so you want to make sure that

that's something you're speaking to

even if you don't specifically list this

stuff in your evaluation

usually you write it all down and then

you meet with someone to discuss it so

just be prepared to answer

those questions so that was the few

things that i wanted to speak to today

in terms of your overall evaluation

your performance your assessments of


you want to make make sure that you are

highlighting things that are great about


yourself and then touching on some of

the areas where you know you need

some work um but this is very important

so you want to make sure you're not

skimping on it and you're not kind of

just throwing it together at the last

minute because

it does impact your bottom line and it

affects your coins

so when it's time for them to determine

how much of a raise you're going to get

what category you fall in that or

bonus or promotion all of that stuff

that you put in your evaluation is

absolutely going to be considered

so you want to make sure that you're

doing a good job at capturing

everything that should be included in

that so anyway i hope that you found

these tips to be helpful if you did

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