In-Person Self Assessments are self assessments that give users the ability to provide summative feedback on their own performance. In-Person Self Assessments function much like Video/File Self Assessments except you can review more than one artifact at a time or keep a running record of notes while observing yourself.
Users can attach videos, documents, images, audio, or exemplars to the self assessment and give feedback using informal notes or a rubric. You can also schedule a meeting, add new goals, adjust your current goals, and keep a record of private notes.
You can complete an in-person self assessment by navigating to either the Quick Actions menu or your Coaching Corner.
Quick Actions Menu
To start an in-person self assessment from the Quick Actions menu, hover over the lightning bolt icon in the top, right hand corner of your navigation bar. In the dropdown list, select 'New Self Assessment.'
This will load a pop-up window. Click 'Start Self Assessment.'
Coaching Corner
To start an in-person self assessment from Coaching Corner, click on 'Coaching Corner' in your top navigation bar. Then select the 'Observations' tab. On your Observations page, click 'Self Assessments' on the left-side panel. Then click the 'New Self Assessment' button and select 'Self Assessment' in the dropdown list.
This will load a pop-up window. Click 'Start Self Assessment.'
Completing an In-Person Self Assessment Rubric
You will then be brought to a default rubric template to complete a self assessment from. To choose your rubric, click on the dropdown list for 'Select a Data Form' on the right side of the page, underneath the artifact and select your rubric template from the list of data forms. The webpage will automatically update with the new rubric applied.
To fill out your rubric, click any of the '+' icons to display different sections of your rubric and fill in the necessary information the rubric asks for.
Most rubrics will display a Rubric Grid Component that requires you to select a specific Answer Choice along a Criteria Grading Scale. To enter your answer, click on any of the cells along the row of your specified criteria.
Rubric Scoring
Depending on the settings of the rubric template used, you may see an Overall Score displayed at the top of your rubric.
You may also see Section Scores specific to combined total criteria answered within specific Rubric Grid Components.
Saving Your Progress
As you complete your rubric, the information entered will automatically save to our servers! However, you do have several manual saving options via the Actions button found in the top, right-hand corner of your form.
- Save as Draft - choose this to save your current progress. This will save your form to Coaching Corner>Observations>Self Assessments>Self Assessments I'm Working On.
- Save as Complete - choose this to publish your self assessment as completed privately. Doing so will not share the observation with anyone. You will need to share the form with others after choosing to complete.
NOTE: If you would like to share a completed self assessment with another user on the platform, you will need to manually do so by clicking 'Share' in the Actions dropdown menu. Self assessments do not automatically share with the other users you have shared your video/file with, as they are tied to the account of the person who completed the assessment. Learn more here.
Other In-Person Rubric Sections
There are other aspects included in an observation including the Overview,
Attachments, Notes, Goals and Meetings tabs.
Overview - On this tab, you can edit the title of the self assessment and add a
description. You can even specify the Cycle and the Type (informal or formal). You can also add any Self Assessment Tags.
Attachments - On this tab, you can attach helpful documents for the mentee or
have the mentee attach documents. If you click on the attachment, you will be able
to easily view the attachment as you work on the self assessment.
Notes - If you do not wish to perform a formal self assessment on a rubric, you can also keep notes here to publish as feedback for yourself.
Goals - While performing a self assessment, you can manage the active goals for a yourself, including adding a new goal or managing the progress of another goal.
Meetings - To schedule a meeting for a debrief of the observation, choose
'Meetings.' You can click 'Add a Meeting' to create a new meeting or filter the meetings listed in this view.