performance-review

name	performance-review
description	Generate performance review documentation and facilitate evaluation processes
allowed-tools	["Read","Write","Glob","Grep","Bash"]
metadata	{"specialization":"human-resources","domain":"business","category":"Performance Management","skill-id":"SK-006","dependencies":["Competency models","Rating scales"]}

Performance Review Generator Skill

Overview

The Performance Review Generator skill provides capabilities for creating performance evaluation documentation and facilitating the review process. This skill enables self-assessments, manager evaluations, calibration frameworks, and development planning.

Capabilities

Self-Assessment Templates

• Create self-assessment templates by role
• Generate competency-based questions
• Include goal achievement sections
• Add development reflection prompts
• Support evidence documentation

Manager Evaluation Forms

• Generate manager evaluation forms with competencies
• Create role-specific rating criteria
• Build behaviorally-anchored scales
• Include narrative feedback sections
• Support multi-rater input

Calibration Support

• Build calibration session frameworks
• Create rating distribution guidelines
• Generate discussion guides
• Support forced ranking exercises
• Track calibration outcomes

Rating Calculations

• Calculate performance ratings and distributions
• Apply weighting formulas
• Generate calibrated scores
• Track rating history
• Identify rating patterns

Performance Summaries

• Generate performance summary documents
• Create year-over-year comparisons
• Summarize strengths and development areas
• Document key accomplishments
• Include stakeholder feedback

Development Planning

• Create development recommendation templates
• Link performance gaps to development actions
• Generate IDP suggestions
• Track development progress
• Connect to learning resources

Process Management

• Track review completion and deadlines
• Send reminder notifications
• Monitor compliance rates
• Generate status reports
• Manage review cycles

Usage

Review Form Generation

const reviewConfig = {
  cycle: 'Annual Review 2026',
  employee: {
    id: 'EMP-12345',
    role: 'Senior Engineer',
    department: 'Engineering',
    manager: 'MGR-67890'
  },
  sections: [
    {
      type: 'goal-achievement',
      weight: 40,
      goals: ['Q1-OKR-001', 'Q2-OKR-002', 'Q3-OKR-003', 'Q4-OKR-004']
    },
    {
      type: 'competency-assessment',
      weight: 40,
      competencies: ['Technical Excellence', 'Collaboration', 'Innovation', 'Leadership']
    },
    {
      type: 'values-alignment',
      weight: 20,
      values: ['Customer Focus', 'Integrity', 'Growth Mindset']
    }
  ],
  ratingScale: {
    type: '5-point',
    labels: ['Needs Improvement', 'Developing', 'Meets Expectations', 'Exceeds', 'Exceptional']
  }
};

Calibration Session Setup

const calibrationConfig = {
  session: 'Engineering Calibration Q4-2026',
  managers: ['MGR-001', 'MGR-002', 'MGR-003'],
  employees: ['EMP-list'],
  guidelines: {
    distribution: 'recommended',
    targetDistribution: {
      exceptional: 10,
      exceeds: 20,
      meets: 55,
      developing: 10,
      needsImprovement: 5
    }
  },
  discussionFormat: {
    orderBy: 'rating-then-tenure',
    timePerEmployee: 5,
    focusAreas: ['rating-changes', 'promotion-ready', 'development-needed']
  }
};

Process Integration

This skill integrates with the following HR processes:

Process	Integration Points
performance-review-cycle.js	Full review workflow
360-degree-feedback.js	Multi-rater integration
performance-improvement-plan.js	Low performer identification

Best Practices

1. Clear Criteria: Define performance standards before the cycle
2. Ongoing Feedback: Reviews should summarize, not surprise
3. Evidence-Based: Require examples to support ratings
4. Calibration: Always calibrate before finalizing ratings
5. Development Focus: Balance evaluation with growth planning
6. Timeliness: Complete reviews within defined windows

Metrics and KPIs

Metric	Description	Target
Completion Rate	Reviews completed on time	>95%
Distribution Health	Alignment with guidelines	Within 5%
Feedback Quality	Narrative word count and specificity	>200 words
Employee Satisfaction	Survey of process fairness	>70%
Development Planning	Employees with IDPs	100%

Related Skills

• SK-005: OKR Management (goal integration)
• SK-007: 360 Feedback (multi-rater input)
• SK-008: PIP Documentation (low performer support)