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Figure 4 Self-Assessment Methodology

Step 1   Define the purpose of    This first step clarifies why the endeavor triggering the assessment is
         the performance         worth assessing and what the assessment hopes to accomplish. With this
                                 information the self-assessor (who is also the assessee) can better determine
                                 what is important to assess (Wiggins & McTighe, 2005).

Step 2   Define the purpose of    Here, the assessor establishes the outcomes for the self-assessment and
         the self-assessment.    restricts attention to certain aspects of the performance being assessed, if
                                 appropriate. The goal should always be personal development and improved
                                 performance.

Step 3   Develop performance     Using the outcomes identified in Step 2, the assessor identifies the criteria
         criteria for the self-  by which to measure the success of the self-assessment. These should be
         assessment.             understandable, measurable, realistic, and relevant to the outcomes. These
                                 criteria will help keep the assessment process focused. In most cases, there
                                 should be no more than four criteria.

Step 4   Determine attributes    In this step, the assessor breaks down each criterion into attributes that can
         that indicate quality   be easily measured. If the assessment is narrowly focused, one or more of
         for each criterion.     the criteria may be clear and measurable enough in itself that it will not be
                                 necessary to define its attributes.

Step 5   Determine evidence      For each attribute or simple criterion, determine the evidence needed to
         for each criterion      perform the assessment. Evidence is important in order to judge whether the
                                 criteria are achieved successfully. The evidence should be readily accessible
                                 from the performance being assessed.

Step 6   Select the scale and    Measurement requires a scale and a range. If the evidence is carefully
         range to be used in     selected, these should be self-evident. The scale may be numerical or ordinal
         looking at each piece   and should be sufficient to explain all gradations within the range. If in doubt,
         of evidence.            one should make the scale simple.

Step 7   Collect and measure     For this step it would be helpful to have already engaged in a reflection about
         the evidence.           the performance being assessed. The reflection or play-back will highlight
                                 evidence needed to conduct the assessment. The collected evidence should
                                 be connected directly to the performance. Each piece of evidence should be
                                 rated according to its scale.

Step 8   Use the collected       In writing a self-assessment report, one determines and documents
         evidence to prepare     strengths, areas for improvement, and insights gained from conducting
         a self-assessment       the assessment (Wasserman & Beyerlein, 2007). It is thus referred to
         report.                 as an SII report, and it is the heart of the assessment. For each area for
                                 improvement, one should develop a short-term plan of action (what can be
                                 done immediately) as well as a long-term action plan (what can be done in
                                 the future). If previous action plans have been developed, they should now be
                                 assessed.

Step 9   Determine whether       The self-assessment report for Step 8 may identify a need to do further
         there is a need to      reflection or to engage in learning, research, design, problem solving, or other
         engage in other         processes in order to maximize growth or to fully implement the action plans.
         processes.

Step 10  Assess the quality of   Identify the strengths, areas for improvement, and insights gained as a result
         the self-assessment     of this process, being careful to focus both on the self-assessment process
         process.                and the product that was generated (i.e., the self-assessment report).

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