Official skill · Management

Performance review draft

Drafts a performance review from the manager's evidence, per expectation with examples and impact, then checks it for rating bias and vague words. Use it when review season and you have notes, results, and peer feedback to turn into a review.

AI skill

Have your AI draft a fair performance review

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Works in Claude, ChatGPT, and coding agents. On Team and Business, the official skill in your pod updates itself when we improve it.

When to use it

What you give it

What you get

A structured review with dated examples, growth areas, rating rationale, and a bias-check section for the manager.

How it works

  1. List the expectations
  2. Place each piece of evidence
  3. Spread the evidence over the period
  4. Write growth areas as behaviors with a next step
  5. Write the rating rationale
  6. Run the bias check
  7. Write the summary last

Example

What you give it

Review for Tomas, Account Executive, H1. Expectations: hit quota, build pipeline, collaborate with CS. Closed 108% of quota. Q1: sourced the Nordwell deal himself, $42k. May: handed off Brightpath to CS with no notes, onboarding slipped 2 weeks. He's a natural, really confident, sometimes a bit aggressive with prospects. Rating scale: below / meets / exceeds.

What you get back (the start of it)

Performance review — Tomas, Account Executive, H1

*Draft from the manager's evidence. Ratings follow company process. [check: pipeline numbers] need confirming.*

Summary

Tomas closed 108% of his H1 quota, including a $42k deal he sourced himself. His main growth area is handoffs to Customer Success. Next half, the focus is complete handoff notes on every closed deal.

Hit quota

Rating: exceeds

  • H1: Closed 108% of quota.
  • Q1: Sourced and closed Nordwell ($42k) without a marketing lead.

Rationale: Above-quota attainment across the half meets the "exceeds" definition [check: scale definition].

The rest of this output, the full steps and the checks the AI runs before it answers are in your pod once you add the skill.

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Changelog

Sources

  1. Another Roadblock for Women: Performance Reviews - CFO.com (read 2026-11-04)
  2. Beware of Rater Errors! - UTHSC Human Resources (read 2026-11-04)
  3. Use SBI (Situation-Behavior-Impact) to Inquire About Intent - CCL (read 2026-11-04)
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