50+ Sample Self Assessment Checklists

What is a Self-Assessment Checklist?

A checklist is a document that spells out what needs to be done and included in a piece of work. Often, it is used for verification, inspection, and checking. A self-assessment checklist contains all essential elements on how one can improve in their work.

A self-assessment is a list of things that one should accomplish whether it’s for one’s work, studies, or hobbies. It lists up all items that need to be recalled and done. In addition to the list of tasks to be completed, it may include names to be consulted, conditions to be verified, and other similar personal responsibilities that can be noted, remembered or checked off.

For an employee, self-assessment checklists help evaluate their own work or school performance and practice. It allows them to track their progress and develop essential skills needed to complete their tasks. A well-organized self-assessment checklist heightens the awareness and sensitivity of personnel to the importance of good values and cultural fit within the organization.

Aside from work, self-assessment checklists can also be used by students on assignments, especially during this time of the pandemic where studies are conducted online. The self-assessment checklist serves as a reminder to them what they already know about themselves and in which aspects do they still need to improve on.

No matter who uses a self-assessment checklist or what it is used for, one thing is for sure, this type of checklist allows individuals to grow and learn more about themselves.

The Purpose of Self-Assessment

Self-assessment is the ability to evaluate and examine yourself and measure the progress you have made over the course of the year or duration of a project. It’s a skill that helps individuals be able to monitor the work they’ve done and the abilities they developed over time. It can also help them discover any weaknesses and determine their strengths and come up with possible solutions.

Used interchangeably with words like self-evaluation and self-examination, the purpose of self-assessment is to help individuals know the extent of their skills and abilities on their own. It also allows them to improve upon their skills and abilities without the need of having someone else do it for them or a peer assessment checklist.

The Importance of Self-Assessment Checklists in Different Settings

The self-assessment tool is used to set specific established criteria for personal evaluation and used to gauge one’s skill development and progress. In any field or industry, a self-assessment checklist can help one in improving themselves. Take a look at these different areas on how a checklist for self-assessment helps them.

Education. Whether it’s a student self-assessment checklist or a teacher self-assessment, this type of checklist is important to ensure student’s true comprehension is achieved and identify gaps in their knowledge and address them properly. It can help both the student and the teachers to examine themselves and their level of understanding to identify areas for improvement.Healthcare. In the healthcare industry, they follow a number of checklists for different medical procedures putting emphasis on patient safety and quality patient care. A self-assessment checklist helps healthcare workers improve the standard of care and services that they provide to their patients.Office workplace. Often, a self-assessment checklist is used as a part of a formal employee appraisal in some organizations. This gives the employee the permission in a form of narrative writing their version of events and their development in the past year. This is an important exercise for them to make as it can contribute to their self-esteem and help them see their performance in an objective manner.Construction and Engineering. Studies have shown that proper use of self-assessment checklists helps promote high-level project quality in construction. It is used as a systematic tool to improve effective visits of engineers on the construction site. This means that when contractors practice and adhere to checklists properly, errors are minimized and the quality of work is improved. Information Technology. A self-assessment checklist in information technology is used to ensure that security systems are functioning as expected. Using a self-assessment checklist can help identify issues with the computer network and provide solutions to strengthen it as well as reveal key factors for technology strategy. It can spark important analysis and conversation with stakeholders to ensure quality networks.

How to Create a Self-Assessment Checklist in Five Easy Steps

Preparing for and conducting a self-assessment checklist involves a considerable amount of documentation and requires commitment. It is detailed and time-consuming—in other words, exhaustive. However, you should know that there is no perfect self-assessment checklist. But following these steps will help you build one that’s reliable, rigorous, and aids in the quick recall.

This guide will explain how to create self-assessment checklists are created and contain step-by-step instructions on how they should be developed from scratch. This guide will help you make a self-assessment template that’s easy to re-use and complete tasks efficiently.

Step 1: Think About the Type of Self-Assessment You Need to Make

In order to give yourself ample time for what’s to come, you need to think about what you will be assessing—is it a project, a task, or a goal? Whatever it is that needs to be under assessment, it is your responsibility and you should be held accountable for it.

So, make sure that you know the scope of your checklist and establish structure and standards that will determine if the work you did is up to par with the action standards. Knowing what will be under evaluation will help facilitate the easy process of creating the checklist.

Step 2: List Down All Factors to be Assessed

Each item on your checklist must be easily understood by the person using it. Remember, a self-assessment checklist is personal and is self-administered. There is no point in creating a self-assessment checklist if no one can understand it. So, you must make each item clear and concise.

Step 3: Group Each Item by Category

This step is especially applicable to long checklists. Short ones don’t need to be categorized but a longer checklist can easily go out of hand and be difficult to track. By categorizing your list, it allows you to quickly navigate parts of your self-assessment checklists specific to the portion you are working on. As it is self-administered, do not over organize your list, and make sure to use simple categories so you can immediately find items that you’re looking for.

Step 4: Write Only Actionable Items on Your List

This is a very important step. A self-assessment checklist isn’t very helpful if it’s not actionable. Make sure that you will be able to take action for each item on your list so you can meet the intent or purpose of that item. If it’s too ambiguous or vague, it can be interpreted as done, but the question remains if the item has really been completed? By listing each item into actions, the list becomes more powerful and useful in measuring your productivity.

Step 5: Don’t Skip Categories

Even when you’re still in the process of creating a self-assessment checklist, you should make it a habit not to skip anything that’s on the list. Every category must contain items that should be housed in it. This will also help you format your checklist properly.

Step 6: Ensure that Results are Documented to Improve Performance

A self-assessment checklist is not just an ordinary checklist where you can check off each item completed. It’s a richer form of a checklist that allows you to make notes, provide evidence, and reply in different ways like affirmative (yes), negative (no), not applicable (n/a), or mark as incomplete to measure work performance.

This will allow you to identify items that need to be improved and indicate what type of improvement should be done in that particular item. It can help correctly determine your next steps for items that you find difficult to complete. Your checklist should allow you to check off detailed and actionable items to identify weaknesses and lapses in your project, process, or tasks. This will also help you be on top of your game.

Components of Self-Assessment Checklists

When it comes to personal assessment checklists, few things need to be considered when creating one. These factors for considerations include work-related values, areas of interest, personality type, and aptitude and skills at the workplace. As these qualities are important to the success of the individual, team, project, and organization as a whole, not one of them should be neglected nor provided with an inappropriate response. Check out below for an in-depth look at these qualities.

Workplace Values

These are the beliefs and ideals that one holds which are essential to the person. It can be personal values that contribute or are complimentary to the team values. Some of the examples of work-related values include autonomy, prestige, security, interpersonal relationships, assisting others, Flexible Work Schedules, outdoor work, leisure time, and a high income are. Possessing these values gives you higher chances of achieving job satisfaction.

Areas of Interest

Areas of interest refer to the things that you like or do not like on certain activities or tasks that you need to do at work. People whose interests are aligned with the work that they do are believed to thrive more and see positive career development. Since their interests and type of employment fall within the same category, working will come easy, and planning for their career will only help them move forward.

Personality Type

In this category, social features, motivations, needs, and attitudes contribute to one’s personality type. Knowing the type of personality that one has will enable them to determine the type of work that is suited to them. It will also enable them to plan their career path around the things that they know they will enjoy and will not change them as a person.


Aptitude refers to one’s natural abilities and talents. As a self-assessment category, this can be measured through oral or written communication, reading comprehension, logic and reasoning, physical agility, and spatial relations, among other things. But what’s important is that it’s a set of various skills that are relevant to work. It’s crucial to consider this category when making a decision.


Where can I use self-assessment checklists?

Self-assessment checklists can be used in a variety of contexts and anywhere—students can use them to complete their school requirements or by teachers to comply with standards and protocols. Safety officers can use a self-assessment checklist in their workplace to ensure that everything is in order and nothing is out of place.

When can I use self-assessment checklists?

During the evaluation period, self-assessment checklists are typically used to rate individual compliance and performance. It can be any time of the year—monthly, quarterly, and annually. At times, it can even be used after the completion of every project or program to assess each person’s contribution to the program.

Who can create a self-assessment checklist?

This type of checklist can be created by anyone. However, it is most effective if it’s the manager, supervisor, or someone with authority and expertise who creates the checklist. The reason behind it is because they are the ones who know what competencies and skills are needed to complete a task or for the project to succeed.

Self-assessment checklists are intended to heighten personnel sensitivity to their own personal performance and awareness of their skills and abilities. It measures one’s competencies against the overall task and how much they have contributed to the success of a project or a program. This type of checklist provides examples of the kind of values and practices to foster work discipline and positive performance. The self-assessment checklists are used in any type of context and may be used for different areas and by different people with different levels of expertise.