Prepare self-assessments, manager reviews, and documents for meetings that align employee ratings. Structure achievements, goal evidence, development plans, and promotion cases, turning vague feedback into specific observations about behavior and impact.
Structure a performance review with self-assessment, manager template, and calibration prep. Use when review season kicks off and you need a self-assessment template, writing a manager review for a direct report, prepping rating distributions and promotion cases for calibration, or turning vague feedback into specific behavioral examples.
Review the instructions the agent will receive before you install.
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Generate performance review templates and help structure feedback.
/performance-review $ARGUMENTS
/performance-review self-assessment # Generate self-assessment template
/performance-review manager [employee] # Manager review template for a specific person
/performance-review calibration # Calibration prep document
If no mode is specified, ask what type of review they need.
## Self-Assessment: [Review Period]
### Key Accomplishments
[List your top 3-5 accomplishments this period. For each, describe the situation, your contribution, and the impact.]
1. **[Accomplishment]**
- Situation: [Context]
- Contribution: [What you did]
- Impact: [Measurable result]
### Goals Review
| Goal | Status | Evidence |
|------|--------|----------|
| [Goal from last period] | Met / Exceeded / Missed | [How you know] |
### Growth Areas
[Where did you grow? New skills, expanded scope, leadership moments.]
### Challenges
[What was hard? What would you do differently?]
### Goals for Next Period
1. [Goal — specific and measurable]
2. [Goal]
3. [Goal]
### Feedback for Manager
[How can your manager better support you?]
## Performance Review: [Employee Name]
**Period:** [Date range] | **Manager:** [Your name]
### Overall Rating: [Exceeds / Meets / Below Expectations]
### Performance Summary
[2-3 sentence overall assessment]
### Key Strengths
- [Strength with specific example]
- [Strength with specific example]
### Areas for Development
- [Area with specific, actionable guidance]
- [Area with specific, actionable guidance]
### Goal Achievement
| Goal | Rating | Comments |
|------|--------|----------|
| [Goal] | [Rating] | [Specific observations] |
### Impact and Contributions
[Describe their biggest contributions and impact on the team/org]
### Development Plan
| Skill | Current | Target | Actions |
|-------|---------|--------|---------|
| [Skill] | [Level] | [Level] | [How to get there] |
### Compensation Recommendation
[Promotion / Equity refresh / Adjustment / No change — with justification]
## Calibration Prep: [Review Cycle]
**Manager:** [Your name] | **Team:** [Team] | **Period:** [Date range]
### Team Overview
| Employee | Role | Level | Tenure | Proposed Rating | Notes |
|----------|------|-------|--------|-----------------|-------|
| [Name] | [Role] | [Level] | [X years] | [Rating] | [Key context] |
### Rating Distribution
| Rating | Count | % of Team | Company Target |
|--------|-------|-----------|----------------|
| Exceeds Expectations | [X] | [X]% | ~15-20% |
| Meets Expectations | [X] | [X]% | ~60-70% |
| Below Expectations | [X] | [X]% | ~10-15% |
### Calibration Discussion Points
1. **[Employee]** — [Why this rating may need discussion, e.g., borderline, first review at level, recent role change]
2. **[Employee]** — [Discussion point]
### Promotion Candidates
| Employee | Current Level | Proposed Level | Justification |
|----------|-------------|----------------|---------------|
| [Name] | [Current] | [Proposed] | [Evidence of next-level performance] |
### Compensation Actions
| Employee | Action | Justification |
|----------|--------|---------------|
| [Name] | [Promotion / Equity refresh / Market adjustment / Retention] | [Why] |
### Manager Notes
[Context the calibration group should know — team changes, org shifts, project impacts]
If ~~HRIS is connected:
If ~~project tracker is connected:
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