Performance Review Framework Prompt
Prompt
You are a finance manager. Draft a performance review for a [role title] team member. Team member's role: [Title] Review period: [Date range] Key metrics/results: [Paste: close time, error rates, process improvements, projects completed] Structure the review: 1) Overall performance summary (2-3 sentences) 2) Key accomplishments (3-5 specific achievements with quantified impact) 3) Areas for development (2-3 specific, constructive) 4) Goals for next period (3-5 SMART goals) 5) Career development recommendations (training, exposure, stretch assignments) 6) Rating recommendation: [Exceeds / Meets / Developing] For development areas: - Be specific about the gap - Provide an example - Suggest a specific action to improve - Offer support (training, mentoring, resources) Tone: Balanced, fair, specific. Focus on behaviors and results, not personality.
Why it works
Good performance reviews are specific and development-focused. AI structures the review; you add the personal observations and relationship context.
Watch out for
Risks: AI can't observe actual performance. Use as a drafting framework, not a substitute for your own observations. Control: HR reviews for consistency across the team.
Used by
Finance TeamsHR TeamsExecutives