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Framework for people operations: performance reviews, 1:1s, engagement surveys, performance improvement plans, exit interviews, and policy management. Use when managing performance, measuring engagement, handling difficult situations, or updating policies.
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| name | people-ops |
| description | Framework for people operations: performance reviews, 1:1s, engagement surveys, performance improvement plans, exit interviews, and policy management. Use when managing performance, measuring engagement, handling difficult situations, or updating policies. |
| metadata | {"clawbot":{"emoji":"👥"}} |
# Performance Review: {Employee Name} — {Period}
**Review Period**: {Start Date} to {End Date}
**Reviewer**: {Manager Name}
**Date**: {Review Date}
**Role**: {Job Title}
## Overall Performance Rating
**Rating**: Exceeds Expectations / Meets Expectations / Below Expectations / Needs Improvement
**Summary**: {2-3 sentence summary of overall performance}
## Goals & Objectives
### Goal 1: {Goal Description}
- **Status**: Achieved / Partially Achieved / Not Achieved
- **Results**: {Specific outcomes and metrics}
- **Notes**: {Additional context}
### Goal 2: {Goal Description}
- **Status**: Achieved / Partially Achieved / Not Achieved
- **Results**: {Specific outcomes and metrics}
- **Notes**: {Additional context}
### Goal 3: {Goal Description}
- **Status**: Achieved / Partially Achieved / Not Achieved
- **Results**: {Specific outcomes and metrics}
- **Notes**: {Additional context}
## Strengths & Achievements
- {Strength 1 with specific examples}
- {Strength 2 with specific examples}
- {Strength 3 with specific examples}
## Areas for Development
- {Development area 1 with specific examples and suggestions}
- {Development area 2 with specific examples and suggestions}
## Feedback from Peers (360 Review)
### Positive Feedback Themes
- {Theme 1: e.g., "Strong collaboration skills"}
- {Theme 2: e.g., "Reliable and dependable"}
### Development Suggestions
- {Suggestion 1}
- {Suggestion 2}
## Development Plan
### Short-term Goals (Next Quarter)
- {Goal 1}
- {Goal 2}
- {Goal 3}
### Development Activities
- {Activity 1: e.g., "Attend leadership training"}
- {Activity 2: e.g., "Take on project management responsibility"}
- {Activity 3: e.g., "Mentor junior team member"}
### Support Needed
- {Support 1: e.g., "Additional training resources"}
- {Support 2: e.g., "More frequent check-ins"}
## Career Growth
### Career Interests
{Employee's stated career interests and goals}
### Growth Opportunities
{Potential paths for advancement or skill development}
## Employee Comments
{Space for employee to provide their own comments and feedback}
---
**Employee Signature**: _________________ **Date**: _________
**Manager Signature**: _________________ **Date**: _________
# 1:1 Meeting: {Employee Name} with {Manager Name}
**Date**: {Date}
**Duration**: {30/60} minutes
## Agenda
### Updates & Wins
- {What's going well? Recent wins?}
### Challenges & Blockers
- {What's challenging? What's blocking progress?}
### Priorities & Goals
- {What are the top priorities this week/quarter?}
- {Progress on goals?}
### Feedback
- **Manager to Employee**: {Feedback on performance, behavior, etc.}
- **Employee to Manager**: {Feedback on support, communication, etc.}
### Development
- {What skills are they developing?}
- {What support do they need?}
### Action Items
- [ ] {Action item 1} — Owner: {Name} — Due: {Date}
- [ ] {Action item 2} — Owner: {Name} — Due: {Date}
### Next 1:1
{Scheduled date and time}
# Performance Improvement Plan: {Employee Name}
**Date**: {Date}
**Manager**: {Manager Name}
**HR Contact**: {HR Manager Name}
**Review Period**: {Start Date} to {End Date} ({Duration} days)
## Purpose
This Performance Improvement Plan (PIP) is designed to help {Employee Name} improve their performance in specific areas. The goal is to provide clear expectations, support, and a path to success.
## Performance Concerns
### Concern 1: {Specific concern}
- **Current Behavior**: {Description of current behavior}
- **Expected Behavior**: {Description of expected behavior}
- **Impact**: {Impact on team, projects, or company}
### Concern 2: {Specific concern}
- **Current Behavior**: {Description of current behavior}
- **Expected Behavior**: {Description of expected behavior}
- **Impact**: {Impact on team, projects, or company}
## Improvement Goals
### Goal 1: {Specific, measurable goal}
- **Success Criteria**: {How success will be measured}
- **Timeline**: {By when}
### Goal 2: {Specific, measurable goal}
- **Success Criteria**: {How success will be measured}
- **Timeline**: {By when}
## Action Plan
### Employee Actions
- [ ] {Action 1}
- [ ] {Action 2}
- [ ] {Action 3}
### Manager Support
- {Support 1: e.g., "Weekly 1:1s focused on progress"}
- {Support 2: e.g., "Additional training resources"}
- {Support 3: {e.g., "Clearer documentation"}
### Resources
- {Resource 1: e.g., "Training course on X"}
- {Resource 2: e.g., "Mentor assignment"}
## Check-in Schedule
- **Week 1 Check-in**: {Date}
- **Week 2 Check-in**: {Date}
- **Mid-point Review**: {Date}
- **Final Review**: {Date}
## Consequences
If performance does not improve to meet expectations by {End Date}, further action may be taken, up to and including termination of employment.
## Employee Acknowledgment
I acknowledge that I have received and understand this Performance Improvement Plan.
**Employee Signature**: _________________ **Date**: _________
**Manager Signature**: _________________ **Date**: _________
**HR Signature**: _________________ **Date**: _________
# Exit Interview: {Employee Name}
**Date**: {Date}
**Conducted By**: {HR Manager Name}
**Last Day**: {Date}
**Role**: {Job Title}
**Tenure**: {Duration}
## Reason for Leaving
**Primary Reason**: {Voluntary resignation / Termination / Layoff / Other}
**Details**: {Open text explanation}
## Experience at Company
### Overall Experience
1. How would you rate your overall experience at {Company}? (1-5)
- Comments: {open text}
2. What did you enjoy most about working here? {open text}
3. What did you find most challenging? {open text}
### Manager & Leadership
4. How would you rate your manager? (1-5)
- Comments: {open text}
5. How would you rate company leadership? (1-5)
- Comments: {open text}
### Role & Responsibilities
6. Was your role what you expected when you joined? (Yes/No/Somewhat)
- Comments: {open text}
7. Did you have the resources and support you needed? (Yes/No/Somewhat)
- Comments: {open text}
### Culture & Environment
8. How would you describe the company culture? {open text}
9. Did you feel included and valued? (Yes/No/Somewhat)
- Comments: {open text}
### Compensation & Benefits
10. Were you satisfied with your compensation? (Yes/No/Somewhat)
- Comments: {open text}
11. Did the benefits package meet your needs? (Yes/No/Somewhat)
- Comments: {open text}
### Growth & Development
12. Did you have opportunities to grow and develop? (Yes/No/Somewhat)
- Comments: {open text}
13. What would have helped you grow more? {open text}
## Feedback & Suggestions
14. What would you change about {Company}? {open text}
15. What should we keep doing? {open text}
16. What should we stop doing? {open text}
17. Would you recommend {Company} as a place to work? (Yes/No/Maybe)
- Comments: {open text}
## Future
18. What are your plans for your next role? {open text}
19. Is there anything else you'd like to share? {open text}
---
**Interviewer Notes**: {Additional observations or context}
**Follow-up Actions**: {Any actions to take based on feedback}
# Policy: {Policy Name}
**Effective Date**: {Date}
**Last Updated**: {Date}
**Owner**: {Department/Role}
**Review Date**: {Next review date}
## Purpose
{Clear statement of why this policy exists}
## Scope
{Who this policy applies to — all employees, specific departments, etc.}
## Policy Statement
{Clear, specific policy statement}
## Procedures
### {Procedure 1}
{Step-by-step instructions}
### {Procedure 2}
{Step-by-step instructions}
## Responsibilities
- **Employees**: {What employees are responsible for}
- **Managers**: {What managers are responsible for}
- **HR**: {What HR is responsible for}
## Compliance
{Consequences of non-compliance, if applicable}
## Related Policies
- {Link to related policy 1}
- {Link to related policy 2}
## Questions or Concerns
{Who to contact with questions: HR, Legal, etc.}
## Approval
**Approved By**: {Name/Title}
**Date**: {Date}