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Performance & Retention

Self-Assessment

An Organizational Reflection Tool for Strengthening Management Practices, Employee Performance & Retention

How to Complete This Self-Assessment

For each statement, select the dropdown response that best reflects your organization's current practices.

Consistently: The practice is routinely followed.
Sometimes: The practice occurs, but not regularly.
Rarely: The practice occurs infrequently.
Not in Place: The practice has not been established.
Not Sure: You do not have enough information to assess the practice.

Consider keeping a personal note of your responses, particularly areas you identify for improvement. Your answers will not be automatically scored or emailed to you after submission.

Section 1: Supervision

Managers communicate clear performance expectations.

Managers receive guidance and support.

Employees receive timely and constructive feedback.

Employees can discuss workplace challenges.

Section 2: Probation & Early Employment

New employees receive guidance during probation.

Employees receive feedback before probation ends.

Probation procedures are standardized.

Section 3: Performance Evaluation

Performance standards are clear and job-related.

Employees understand the evaluation criteria and process.

Performance evaluations identify employee development needs.

Managers follow up on performance and development actions.

Section 4: Retention Practices

Employee feedback and turnover inform retention practices.

Reflecting on Your Responses

Consistently: Consider how the organization can sustain this practice.
Sometimes: Identify what may prevent the practice from occurring regularly.
Rarely / Not in Place: Consider opportunities for improvement.
Not Sure: Identify what additional information may be needed to understand the current practice.

Consider noting any areas you would like to explore further before submitting your assessment.