Annual Performance Review Prep | All Things Admin Training Center

Annual Performance Reviews

Everything you need to prepare for your annual performance review!

Is your annual performance review approaching? Are you prepared to showcase what you’ve accomplished this year? Do you want to ask for a promotion, raise, or new job title?

Here are a few immediate steps you can take to ensure your review goes as smoothly as possible!

    1. Find out what the review process involves.
          • When is it?
          • Do you need to complete a self-evaluation?
          • Who will be writing your evaluation?
          • How does the rating system work?
          • Does the review impact bonus payouts or raises?
    2. Track your accomplishments throughout the year.
          • Make a list of projects, events, and activities you work on during the year.
          • Look through your accomplishments before review time.
          • Check your email and calendar to jog your memory.
          • Look at your OneNote or network drive folders.
    3. Review your job description.
    4. Do a self-assessment.
    5. Update your professional portfolio.

To be ready for your annual review experience, you need to proactively prepare – not just in the weeks leading up to the meeting, but year round! And one of the best ways to do that is with a professional portfolio.

What is a professional portfolio?

A professional portfolio includes your resume, work samples, documentation of your education and/or certifications, skills, and more. It packages all these materials together so that you can easily share them with your manager or executive at review time and beyond!

Leveraging your professional portfolio in your annual review

When you use your professional portfolio to document your accomplishments throughout the year, and include work samples that represent those accomplishments, you make your successes of the past 12 months visual and much more memorable – for both you and your manager.

When you present this in advance of your manager writing your review, it can make a positive difference in the details that are included on your review, and how you are ultimately rated.

If you want a better review experience, we have some resources that can help. With these training options you will be fully prepared to shine during your next review!

How to Prepare For An Outstanding Performance Review

The Admin’s Guide to Creating a Standout Resume that Gets Results

Create Your Print Portfolio 5-Day Challenge

Leverage Your LinkedIn Profile 5-Day Challenge

How to Create a Powerful Social Portfolio Using LinkedIn

Develop Your Digital Portfolio Course

Professional Portfolio Builder Toolkit

Fast-track your professional portfolio development with this template! Includes files to help you create your cover/spine, tabbed dividers, work sample cover sheets, resume, cover letter, personal business cards, and more!

My Career Plan - OneNote Template

Be ready for any change or opportunity with a strategic administrative career plan! The OneNote digital notebook includes step-by-step instruction, templates, and resources on how to create yours.

Prove Your Skills! With a Powerful Professional Portfolio Book

Discover how to create your Comprehensive Professional Portfolio Strategy® that includes print, social, and digital versions with this step-by-step guide! Includes several free templates to help you get started.

How prepared are you for career opportunities?

Take our career preparedness quiz and find out! We will email your quiz results and our recommendations to you.