Guides › Managing a Team
Write fair, specific performance reviews from your notes
A balanced first draft of each review based on your own notes and examples, with clear goals for the next period and no vague labels.
When to use it
At review time, for each team member
Step by step
Gather your evidence
Pull together your notes from one-to-ones, results and specific examples for the period. Use a first name or initials only, and check your company's AI policy before sharing staff information.
Ask for a balanced draft
Paste this into your AI assistant with your notes.
Prompt to copyHelp me write a performance review for a [job title] covering [period]. Our review headings are: [headings, e.g. delivery, teamwork, development]. My notes and examples: [paste notes]. For each heading write two or three sentences based only on my examples, using specific behaviours and results rather than personality words. Include at least one strength and one area to develop, phrased constructively. Suggest three goals for the next period that are specific and measurable. Then list any statements in my notes that could come across as biased or vague, and suggest fairer wording.Rewrite it in your voice
Edit the draft so it sounds like you and matches what you'll actually say. The judgement and the rating are yours.
Use it to prepare the conversation
Ask the assistant for three open questions to start the review discussion, and save the final review in your HR system.
What you get
Delivery: Ana cut picking errors on her shift from 12 to 4 a week by introducing a double-check at packing. Develop: delegating, as she covered three absences herself rather than asking the team. Goal: train two colleagues on the packing check by March.
Tips
- Never let the AI make up examples; if a heading has no evidence, that's a sign to gather more before the review.