Recent meetings with one of my clients made me think about how we can track our accomplishments for an entire year. I have in the past had to write out my own evaluation and “sell” my-self to the boss for a raise, or promotion, at the end of the year. Thinking back to all the things I had done and wanted to was a daunting task and I would always come up short on my list.
My client is expected to fill out an “end of the year” self-evaluation, and he sat there and got scared thinking about everything he needed to put and how lit
tle he could come up with. He then proceeded to call me and ask what he should do. At this point we had to cover the basics and what he could remember about the last year and all he had done for his company in his position. He got it done and didn’t do all that bad at it, however; he could have saved a lot of pain and suffering by planning ahead and keeping a document monthly of things that had happened, not to mention I am sure a much better job.
Tracking it monthly, or even weekly if you need that much information, is key to succeeding in this situation and not that hard to do. Just make a document with the basic information needed and start tracking it on a scheduled basis. It would even be a good idea to go ahead and setup a scheduled time in your calendar to get it done.
For this one I made a list of the Months, then for each month I have the 5-6 basic productivity items listed as a reminder to track each thing. If your Evaluation has specific targets and items needed, use those in the list. The example I used here just has what we took from my meeting with my client and what his boss is looking for.
- January
- Quatity Score
- Productivity Number
- Schedule Adherence
- Consults
- Other – (Leadership, Mentoring, Helping, Woodstone)
- February and so on, coping each item
Then every two weeks we put a schedule notification saying “Eval Updates”. That way every 2 weeks we will be reminded to go to this list and write about are last 2 weeks. By doing this all of the things we do day to day are fresh in are mind, and we can successfully track all of our accomplishments for the year. At the end of the year when it is time for his “Company” evaluation my client can list them clearly and even defend them if necessary. The added bonus is that we can see weekly what is getting done and how much we are accomplishing. Just think at the end of a year doing this and you look back and can see page after page of things you have accomplished at your work. If your unfortunate enough to have to defend a lot of items at the end of the year you can also add struggles and issues to the list and be prepared.
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