Performance Review Season: How to Write a Self-Assessment and Set Better Goals for the Year

Episode notes

Performance Review Season: How to Write a Self-Assessment and Set Better Goals for the Year Performance review season can feel stressful — but it’s also one of the best opportunities all year to reflect on your work, demonstrate your impact, and design better goals for the future. In this episode of Get Organized at Work, Kayla shares how to approach your self-assessment and annual goal setting in a thoughtful, strategic way. Instead of treating goals as rigid checkboxes, Kayla introduces the idea that great goals act like vectors — providing direction and momentum while still allowing leaders to adapt as priorities evolve. You’ll learn how to conduct a meaningful self-assessment, identify what worked throughout the year, and design goals that support growth, leadership impact, and continuous improvement. Kayla also shares the annual self-assessment framework and goal-setting template she uses inside her Ultimate OneNote Hub, including how to review goals, track progress, and adjust throughout the year. If you're preparing for a performance review or planning goals for the upcoming year, this episode will help you approach the process with clarity and confidence.