Technology Tips & Tools for Annual Performance Appraisal

Technology can make your annual performance appraisal easier.

Tips for Tracking Accomplishments

Set Calendar Reminders

Consider setting reminders to reflect on your goals. These reminders could be weekly/bi-weekly/monthly/quarterly, whatever feels sustainable for you. Spacing out your reflection over the year can make your self-evaluation much easier. 

Use a Tool

Any form/survey tool, like Microsoft Forms, can help you capture accomplishments throughout the year. Then, export the responses and summarize them in your self-evaluation.

  • Job Duties

  • Think about your normal job duties—the core of what you do for UC Davis.

    What are some specific examples of things you did that illustrate performing your job duties well?

  • Goals

  • Review the goals identified in your last performance appraisal.

    What specific actions did you take to move toward accomplishing the goals?

    Paying particular attention to any deadlines related to your goals, what are some specific actions you can take toward your goals in the near future?

  • Accomplishments

  • Think about major goals or milestones met, praise you received from a customer or colleague, an award or certification you earned, something you did in an innovative or efficient way, etc.

    What did you accomplish since your last reflection that you’re particularly proud of?

Using AI For Self-Evaluations and Goal Setting

Employees

Do

  • Try using AI to assist with your OWN self-evaluation and goals
  • Exercise caution: AI-generated content may contain inaccuracies.
     

Try Copilot for AI queries

Find All Approved AI Tools

Don't

  • Do not enter sensitive UC Davis data—such as student records, personnel information, personal information, patient data, confidential research findings, or financial account details.
  • Enter self-evaluation and goals of others, including colleagues or those you are reviewing.

Managers

Do

  • Think of AI as a collaborator helping to rephrase concepts or more effectively communicating some key feedback.
  • Only enter information that is general and non-identifying

 

  • Helpful AI Prompts for Managers

  • “Help me say this more concisely.”

    "Rewrite this text to sound polished, professional, and business-appropriate."

    “Provide synonyms for these words.”

    “Make this statement more constructive.”

Don't

AI Prompts for SMART Goals

AI is a great tool to make goals SMARTER ensuring your goals are attainable in the coming year.  Consider using these AI Prompts to help you during the annual appraisal process. 

Prompts for Goals

  • General SMART Goal Prompt
  • “Convert the following goal into a SMART goal using the goal setting instructions from the UC Davis Goal Setting page: [insert goal here].”
  • Advanced Prompt for AI to Break Down a Goal
  • “Break this goal into SMART components and suggest a revised version: [insert goal].”
  • Prompt for Goal Planning
  • “Create a SMART goal plan with milestones and checkpoints for: [insert goal].”

Prompts for Each SMART Component

  • Specific
  • “How can I make this goal more specific: [insert goal]?”
  • Measurable
  • “What metrics or indicators can I use to measure progress on this goal: [insert goal]?”
  • Achievable
  • “Is this goal realistic given [insert constraints or resources]? How can I adjust it to be more achievable?”
  • Relevant
  • “How can I align this goal with my current role, values, or long-term objectives?”
  • Time-bound
  • “What is a realistic deadline or timeframe for this goal?”

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