Performance Review Framework

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:
{{close_time_error_rates_process_improveme}}

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.

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Why this works

Good performance reviews are specific and development-focused. AI structures the review; you add the personal observations and relationship context.

Risks & review

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.