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Every three months, you'll complete a self-assessment using your Role Scorecard. This is your opportunity to reflect on your own performance, identify where you're excelling, and recognize areas where you'd like to grow. It's a simple but powerful tool that helps you and your manager have better, more meaningful conversations about your work.

What is Quarterly Self-Assessment?

A quarterly self-assessment is a structured reflection process where you evaluate your own performance against your Role Scorecard. You complete this assessment four times a year and share it with your manager. It becomes the foundation for discussions about your direction, priorities, areas for improvement, and overall development.

Important to know: This self-assessment is not included in your official performance evaluation. It's a developmental tool designed to help you and your manager stay aligned and support your continuous growth throughout the year.

Who Does This Apply To?

Quarterly self-assessments are completed by all staff at OXO, regardless of position level or department. Everyone participates in this regular reflection process.

When Do You Complete It?

You'll complete your self-assessment during specific windows each quarter:

• Quarter 1: 01-10 February
• Quarter 2: 01-10 May
• Quarter 3: 01-10 August
• Quarter 4: 01-10 November

Mark these dates in your calendar so you don't miss your assessment window. Your manager will also remind you when it's time.

What Do You Assess?

Using your Role Scorecard as a guide, you'll reflect on several key areas:

1. Competencies

How well are you demonstrating the skills and behaviors required for your role? Think about both technical skills and soft skills like communication, problem-solving, and teamwork.

Example: "I've improved my presentation skills this quarter by leading three client meetings, but I still need to work on handling objections more confidently."

2. Key Outcomes

What progress have you made toward your goals? What have you accomplished this quarter? Be honest about both your successes and any challenges you faced.

Example: "I completed 8 out of 10 planned tasks. The two I didn't finish were delayed because I needed additional training on the new system."

3. Areas for Improvement

Where do you want to grow? What skills or knowledge would help you perform better? This shows self-awareness and a commitment to development.

Example: "I'd like to improve my data analysis skills to make better-informed decisions in my role."

4. Support Needed

What help, resources, or guidance do you need from your manager or the team? This is your chance to ask for what you need to succeed.

Example: "I need more exposure to client-facing work to build my confidence in that area."

How Does It Work?

The process is straightforward:

• Step 1: Reflect - Take time to honestly think about your performance over the past three months
• Step 2: Complete - Fill out your self-assessment using your Role Scorecard during the designated window
• Step 3: Share - Submit your self-assessment to your manager
• Step 4: Discuss - Meet with your manager to have a two-way conversation about your assessment

Why This Matters

The quarterly self-assessment serves several important purposes:

• Creates regular check-ins: You don't have to wait for annual reviews to discuss your performance
• Gives you a voice: Your perspective on your work is valuable and heard
• Enables two-way feedback: You share your view, your manager shares theirs, and you learn from each other
• Keeps you aligned: Regular reflection helps ensure you're focused on the right priorities
• Supports your growth: Identifying areas for improvement early means you can develop throughout the year
• Builds self-awareness: Regular reflection helps you understand your strengths and opportunities better

Tips for a Good Self-Assessment

Here's how to make the most of your quarterly self-assessment:

• Be honest: Don't inflate your achievements or hide your challenges. Honesty leads to better support
• Use specific examples: Instead of "I'm good at communication," say "I successfully facilitated three team workshops this quarter"
• Balance positives and areas for growth: Acknowledge what you're doing well and where you want to improve
• Focus on learning: Frame challenges as learning opportunities rather than failures
• Prepare questions: Think about what you want to ask your manager during your discussion
• Keep notes throughout the quarter: Don't wait until the assessment window to remember everything—jot down achievements and challenges as they happen

What Happens After You Submit?

Once you share your self-assessment with your manager, they'll review it and schedule a meeting with you. This meeting is a conversation, not a judgment. Together, you'll:

• Discuss your self-assessment and your manager's perspective
• Celebrate your wins and progress
• Identify priorities for the next quarter
• Create an action plan for areas you want to develop
• Clarify any misunderstandings about expectations or performance

Remember: The quarterly self-assessment is your tool for growth. The more thoughtful and honest you are, the more valuable it becomes. This isn't about proving you're perfect—it's about showing you're committed to learning, improving, and contributing your best work to OXO.