Run a Performance Review
Estimated time: 30-45 minutes
This workflow preps a complete performance-review packet for one employee: a rating baseline, a review draft with specific examples per dimension, and a development plan with goals and timelines. The user reviews and refines the draft, then reviews the development plan before shipping the packet.
Steps
Step 1: Kick Off and Capture the Brief (uses: hr-review)
Ask the user for the employee role, the review period, key projects, and the manager's observations (invite them to paste 1:1 notes if they have them). Capture this as the brief. Do not proceed without role, period, and at least some observations.
- Input: user-provided role, review period, key projects, manager observations
- Output: brief
- Key focus: concrete observations and projects ground every rating
Step 2: Infer the Rating Baseline (uses: hr-review)
Using the hr-review skill, infer a performance baseline (Exceeds / Meets / Below / Significantly Below). State the baseline and the reasoning, and ask the user to confirm or override based on what they see that you do not. Capture the rating baseline.
- Input: brief from Step 1
- Output: rating baseline
- Key focus: the manager confirms or overrides the inferred rating
Step 3: Build the Review Draft (uses: hr-review)
Using the hr-review skill with the brief and the rating baseline, draft the performance review with specific examples per dimension. Show the full output.
- Input: brief from Step 1, rating baseline from Step 2
- Output: review draft
- Key focus: a specific example for every dimension
Step 4: Review the Draft (uses: hr-review)
Present the review draft and ask whether to refine or proceed to the development plan. If the user wants changes, gather feedback and re-run Step 3 with that feedback plus the brief, looping up to 3 times. When approved, advance.
- Input: review draft from Step 3, user decision and feedback
- Output: approved review draft
- Key focus: loop on the review only (max 3 iterations)
Step 5: Build the Development Plan (uses: hr-1on1)
Using the hr-1on1 skill in development-plan mode with the approved review, build a development plan with specific goals and timelines. Show the full output.
- Input: approved review draft from Step 4
- Output: development plan
- Key focus: specific goals with timelines, tied to the review
Step 6: Final Review and Ship the Packet (uses: hr-1on1)
Present the development plan and ask whether to ship the review packet or refine the development plan. If the user wants changes, gather feedback and re-run Step 5 with that feedback plus the approved review, looping up to 2 times. When approved, assemble the packet with these sections: Brief, Performance Rating, Review, Development Plan.
- Input: development plan from Step 5, approved review from Step 4, user decision
- Output: review packet (assembled)
- Key focus: assemble the four-section packet only after the user ships