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performance-review

Prepare performance reviews, development plans and 90-day probation check-ins for SME teams in any industry, without an HR system. A review is built from the business's own performance framework ({company.performance-framework}) and from evidence that exists in every role — dated manager observations, checklists and sign-offs, customer feedback and role KPIs — with the employee's own input collected before any level is chosen.

  • Area: People
  • Category: human resources
  • Level: beginner
  • Input: conversation
  • Output: document
  • Setup: none
  • Roles: HR Manager

Prepares performance reviews from the business's own performance framework — one section per framework dimension with an evidence-strength rating, an Evidence gaps list…

How you ask

  • “Performance review”
  • “Development plan”
  • “Probation check-in”

Inputs

  • role — The team member's role and tenure
  • framework — The business's performance framework instance; when missing the route stops and asks, never using default dimensions
  • evidence-bundle — The person's evidence bundle (adapters defined in performance-framework's references/evidence-types.md; bundle format and counting rules in references/evidence_adapters.md) with the employee's own input
  • context — Recent work, projects, or specific incidents to cover
  • profile — Company profile — values and stage for review framing.
  • role — Current role and target growth area
  • gaps — Skills or behaviours to develop
  • role — The new hire's role and start date

Outputs

  • development-plan (markdown)
  • evidence-bundle (yaml)
  • probation-check (markdown)
  • review-template (markdown)
  • {company.people}/{person-slug}/dev-plan_{person-slug}_{YYYY-MM-DD}.md
  • {company.people}/{person-slug}/evidence_{person-slug}_{YYYY-MM-DD}.yaml
  • {company.people}/{person-slug}/probation_{person-slug}_{YYYY-MM-DD}.md
  • {company.people}/{person-slug}/review_{person-slug}_{YYYY-MM-DD}.md