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Employee & HR

Employee Self-Evaluation & Performance Reflection

A structured self-assessment for performance review cycles, combining competency self-ratings, goal progress, and development priorities with an AI follow-up that draws out the specific evidence behind an employee's accomplishments and challenges. Built for HR teams and managers running annual or quarterly review processes.

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設問の例

テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。

全13問・約7分
Q01
メッセージ

Welcome to your self-evaluation for this review period. Your honest reflections help your manager understand your work and support your growth. Your responses are completely confidential and anonymized. This takes about 8 minutes, and your written answers can be shared with your manager as part of your review.

Q02
選択式必須

Overall, how would you describe your progress toward the goals you set at the start of this review period?

  • Behind schedule on most goals
  • On track with some gaps
  • On track or ahead on most goals
  • Goals changed significantly during the period
Q03
マトリクス必須

Rate your own performance on each area below during this review period.

6行 × 4列
  • Job knowledge and technical skills
  • Quality and accuracy of work
  • Collaboration and teamwork
  • Communication
  • Initiative and ownership
  • ほか1件
列: Needs improvement · Meets expectations · Exceeds expectations · Outstanding
Q04
自由回答（長文）必須

What are the two or three accomplishments from this period you're most proud of? Be specific about what you did and the impact it had.

Q05
自由回答（長文）

What was the biggest obstacle or challenge you faced this period, and how did you handle it?

Q06
オピニオンスケール必須

Taking everything into account, how would you rate your own performance against your goals this period?

スケール: 1 – 10
最小:Fell far short of goals最大:Exceeded all goals
Q07
ベスト・ワースト選択（MaxDiff）必須

Which of these would be most valuable for you to develop over the next review period, and which would be least valuable right now?

  • Time management and prioritization
  • Technical or functional skills
  • Communication skills
  • Leadership and people management
  • Strategic and big-picture thinking
  • Cross-team collaboration
  • Adaptability to change
  • Presentation and public speaking
各セットで最も良いもの・最も悪いものを選択最も良い:Most valuable to develop最も悪い:Least valuable right now
Q08
評価スケール必須

How supported did you feel by your manager this period?

範囲: 1 – 5
最小:Not supported at all最大:Extremely supported
Q09
AIインタビュー

Dig into the accomplishment the respondent said they were most proud of: ask what specifically they did, what result it produced, and how they know it mattered. Then probe the obstacle they described — what made it hard, what they tried, and what they'd do differently next time. If their self-rating on overall performance seems out of step with what they describe (much higher or lower), gently surface that gap and ask them to explain it.

Q10
自由回答（長文）必須

What are your top priorities or goals for the next review period?

Q11
選択式

Which department or team are you part of? (Template note: replace with your organization's actual department list before launching.)

  • (Replace with Department A)
  • (Replace with Department B)
  • (Replace with Department C)
  • (Replace with Department D)
  • Prefer not to say
Q12
選択式

How long have you been with the company?

  • Less than 1 year
  • 1-2 years
  • 3-5 years
  • 6-10 years
  • More than 10 years
  • Prefer not to say
Q13
メッセージ

Thank you for taking the time to reflect on your work. Your responses will be shared with your manager ahead of your review conversation and used to inform your development plan for next period.

含まれる機能

  • AIによる深掘り

    自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。

  • 注意確認設問

    急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。

  • AIが作成する設問文

    文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。

  • 自動レポート

    回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。

他ツールとの比較

ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。

このテンプレートを選ぶ理由

  • Combines structured self-ratings (competency matrix, goal progress, opinion scale) with an AI follow-up interview that probes the specific accomplishment an employee highlights, asking for concrete evidence rather than accepting a vague claim
  • Includes a MaxDiff exercise to force-rank development priorities alongside open-ended reflection on obstacles and next-period goals, giving HR both quantified and narrative data from one instrument
  • Captures manager-support perception (rating question) and tenure/department context, useful for segmenting review data across teams
  • Built specifically for HR-run annual/quarterly review cycles, with a template note flagging where organizations should customize department options

Jotform

Civil Service Employee Self Evaluation Form Template

A static, form-based self-evaluation template aimed at civil service/government roles, built on Jotform's drag-and-drop form builder. It covers standard self-rating fields but is a generic fillable form rather than an adaptive interview instrument. Best suited for organizations wanting a simple, customizable PDF-style form rather than deeper qualitative follow-up.

優れている点

  • Easy to customize via Jotform's visual builder
  • Familiar form format for HR staff already using Jotform
  • Likely includes ready-made fields for ratings and comments

物足りない点

  • No adaptive follow-up questioning — every respondent gets identical static fields regardless of answers
  • No automated per-response quality scoring or generated reports summarizing evidence behind accomplishments
  • No voice interview option or guided task/screen-share capability

SurveyMonkey

Employee Self-Evaluation Form Template

A standard self-evaluation survey template built on SurveyMonkey's general-purpose survey engine, covering typical performance-review question types. It's a fielding-ready template but relies on fixed question sets and manual review of open-text responses. Good for quick deployment, less suited to drawing out detailed evidence behind employee claims.

優れている点

  • Quick to deploy using a well-known survey platform
  • Standard question types (rating, multiple choice, open text) covering typical review topics
  • Easy distribution and basic reporting via SurveyMonkey's dashboard

物足りない点

  • No adaptive AI follow-up to dig deeper into accomplishments or challenges an employee mentions
  • No automated quality scoring of individual responses
  • No voice-based interview option or guided task/screen-share format

SurveySparrow

Intern Self Evaluation Form Template

A conversational-style form template tailored specifically to intern self-assessments rather than general employee performance reviews. It offers a more chat-like UI than a plain form, but is still a fixed question sequence without adaptive probing. Useful for internship programs specifically, less directly comparable for full annual/quarterly employee review cycles.

優れている点

  • Conversational one-question-at-a-time interface improves completion experience
  • Purpose-built for intern-specific evaluation criteria
  • Mobile-friendly presentation typical of SurveySparrow forms

物足りない点

  • Targeted at interns, not general employee performance-review cycles
  • No adaptive AI interview to follow up on specific accomplishments or obstacles named by the respondent
  • No automated response quality scoring or auto-generated evidence-based reports

Typeform

Employee Performance Evaluation Form Template

A polished, conversational-style performance evaluation template using Typeform's signature one-question-at-a-time design. It emphasizes design and completion experience but, like the others, presents a fixed set of questions with no follow-up logic based on answer content. Works well as a lightweight, visually appealing form rather than a deep-dive review instrument.

優れている点

  • Strong, well-known conversational UI/UX design
  • Simple to brand and customize visually
  • Good for quick, low-friction completion by employees

物足りない点

  • No adaptive follow-up questioning to probe accomplishments or challenges in more depth
  • No automated per-response quality scoring or auto-generated report summarizing evidence
  • No voice AI interview or guided screen-share task option

よくあるご質問

「Employee Self-Evaluation & Performance Reflection」テンプレートにはどのような設問が含まれていますか？

すぐに使える設問が13問含まれており、最初の設問は次のとおりです：「Welcome to your self-evaluation for this review period. Your honest reflections help your manager understand your work a…」・「Overall, how would you describe your progress toward the goals you set at the start of this review period?」・「Rate your own performance on each area below during this review period.」。すべての設問は上でプレビューでき、自由に編集できます。

このアンケートの回答にはどのくらい時間がかかりますか？

回答者は通常、13問を約7分で回答し終えます。

テンプレートは編集できますか？

はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。

このテンプレートは無料で使えますか？

はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。

公開の準備はできましたか？

このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。

このテンプレートを使う無料で始める

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