Prompt details

Tested on

Claude Opus 5.5

Length

544 words · 3 fill-ins

Example input

[Your review form's questions]: Annual self-assessment, Finance team. For each competency, rate yourself 1 to 5 (1 Needs significant improvement, 3 Fully meets, 5 Role model) and comment, up to 1,000 characters each: 1. Technical accuracy and quality of work 2. Timeliness and ownership 3. Collaboration and communication 4. Process improvement 5. Developing others Then: Top accomplishments (up to 1,500 characters). Areas for growth (up to 1,000 characters). Goals for next year.

[Your notes from the review period]: messy list from my notes app: - NetSuite migration from QuickBooks Desktop. I was the finance lead working with IT and the consultant. Mapped 412 GL accounts, cleaned the vendor list from 1,900 to 740 active vendors. Went live in month 7, a week later than planned because of an intercompany data import issue. First close in NetSuite took 9 days vs our usual 6. - By the last close of the year, close was down to 5 days. - March close: missed the day-5 deadline by 2 days. I found a $48k accrual error from February (mine, I had double-booked a freight invoice) and fixed it before reporting. Controller was annoyed about the delay but said she was glad I caught it. I added a duplicate check on freight accruals to my checklist after that, no repeat. - Mentored 2 new staff accountants (started month 3 and month 7). Both now do bank recs and AP accruals on their own. Leo said in his 90-day review I'm the reason he gets accruals. - Wrote 14 close process docs in our wiki. - Built the monthly flux analysis template; the controller now uses it with the CFO. - Audit: 0 adjustments in my areas (fixed assets, accruals) vs 3 last year. - Not great at speaking up in the monthly business review with department heads, I let the controller answer questions about my numbers. - Ops manager feedback: "quick to answer and actually explains things"

[Your goals from the last review]: 1. Lead the finance side of the NetSuite migration, live by the end of month 6. 2. Cut the monthly close from 6 days to 4. 3. CPA exam: pass 2 of the 4 sections. (Passed FAR in month 4; failed AUD in month 9 with a 71, retaking next quarter.) 4. Mentor new staff accountants.

Example output

Self-evaluation draft

1. Top accomplishments

NetSuite migration: As finance lead working with IT and our consultant, I mapped 412 GL accounts and cut the vendor list from 1,900 to 740 active vendors, so we went live in month 7 with clean data.
Faster close: Our close went from 9 days on the first NetSuite close to 5 days by the last close of the year, a day faster than our pre-migration close of 6 days.
Clean audit: My areas, fixed assets and accruals, had 0 audit adjustments this year, compared with 3 last year.
Two new accountants up to speed: I mentored two new staff accountants who now do bank recs and AP accruals on their own.
Flux analysis template: I built the monthly flux analysis template that the controller now uses with the CFO.

2. Goal check

Goal	Result	Met / Partly met / Missed	Evidence
Lead the finance side of the NetSuite migration, live by end of month 6	Live in month 7, a week late	Partly met	I led finance with IT and the consultant: 412 GL accounts mapped, vendors cut from 1,900 to 740. An intercompany data import issue delayed go-live by a week.
Cut the monthly close from 6 days to 4	5 days by the last close of the year	Partly met	The first NetSuite close took 9 days. We brought it down to 5. I missed the March deadline by 2 days while fixing my own $48k accrual error.
CPA exam: pass 2 of 4 sections	Passed 1 of 2	Partly met	I passed FAR in month 4. I failed AUD in month 9 with a 71 and am retaking it next quarter.
Mentor new staff accountants	Two accountants working on their own	Met	Both hires (month 3 and month 7) now do bank recs and AP accruals on their own. Leo credited me in his 90-day review.

3. Form answers

1. Technical accuracy and quality of work

Self-rating: 4 (between Fully meets and Role model)

Claude Opus 5.5

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Claude Opus 5.5

This prompt writes your self-evaluation for a performance review. Paste the form, your notes from the period and your last goals; you get your top results, a goal check and answers for every question on the form.

What you get

Your 3 to 5 top results, each with its number
A goal check that marks each goal met, partly met or missed with the evidence
An answer and self-rating for every question on your form, within its limits
Next-period goals and a short version your manager can reuse

How to use it

1
Paste the form and everything from the period
Include the questions, scale and limits, plus your notes as messy as they are: projects, numbers, mistakes and fixes, feedback you got.
2
Check the goal table and ratings
Make sure each goal is marked fairly and each self-rating matches your evidence before you read the answers.
3
Make it sound like you
Fill every [add number], read each answer aloud and change any line you would not say to your manager.

Better results

Search your sent email, chat and calendar for the review period before you write notes. Most people forget half of what they did.
Include the mistakes and the misses. The prompt frames them honestly, and a review that leaves them out reads as less credible.
Follow up with "Make answer 3 sound more like me" and paste a message you wrote yourself, if any line reads stiff.

Questions

Can I use ChatGPT to write my self evaluation?

Yes, ChatGPT can write a self evaluation from your notes, your goals and your company's form. It only knows what you paste, so give it real numbers and examples, and check your company's rules on work information in AI tools first.

What should I write in a self evaluation?

Write your most important results with numbers, how you did against each goal, what you learned from what fell short and what you will work on next. Answer each question on your form in its own order and keep within its limits.

Can my manager tell my self evaluation was written by AI?

Often, when it is vague and full of stock phrases such as "spearheaded". A self evaluation built from your own numbers and examples, in plain first-person words, reads as yours. This prompt avoids those phrases and adds no facts.

How do I write about weaknesses in a self evaluation?

Name the area, give one honest example and say what you are doing about it, with a next step and a date. That reads as self-awareness rather than a confession. This prompt frames misses the same way, without excuses or self-blame.

Updated 8 Nov 2026