AiOSHR / PeopleProfessional ServicesDevelop & GrowHR11

Performance Goals & Review Narrative

Frame performance goals, compare evidence to expectations, and draft a review narrative with a capability-gap summary.

Linking goals to specific evidence gives managers a defensible review narrative and surfaces capability gaps early enough for targeted development.

GenAI Impact

65%

Faster

23.9

Hours saved

36.9

Hours without AI

Based on: 6 direct reports in a single review cycle

Enforces a structured evidence-to-rating-to-narrative chain where every attainment rating and review statement traces to a specific documented observation, eliminating unsupported impressions and ensuring balanced coverage of strengths and development areas across all goal areas.

Prevents personal-disclosure leakage by mandating redaction of non-work self-assessment content before prompting, and blocks hallucinated evidence attribution through mandatory verification of every AI-cited observation against the original performance evidence log.

Before You Start

This workflow processes individual performance records, manager observations, and self-assessment reflections. Do not paste these inputs into public or unapproved GenAI tools.

GenAI may misattribute evidence across goal areas or fabricate behavioural examples. Verify every cited observation against the original evidence log before sharing the review.

Who's Involved

Manager

Frames performance goals, verifies evidence accuracy, and approves the final review narrative.

HR Business Partner

Reviews narratives for consistency, checks for bias, and ensures alignment with review cycle standards.

Execution Steps

HumanGenAIHybrid

Before you start

Confirm the 30-60-90 onboarding plan is available and up to date
Verify the role expectations document reflects current goals for the review period
Check that the performance evidence log covers the full review period
Confirm the employee self-assessment has been submitted

Prompt

Structure role expectations into reviewable performance goals

CONTEXT
You will be provided with the following source documents:
1. 30-60-90 Onboarding Plan
2. Role Expectations Document
3. Performance Evidence Log
4. Self-Assessment Notes

TASK
Extract and structure the role's performance goals into a Structured Goals Framework. Each goal must have a clear expected outcome and a measurable or observable indicator so evidence can be mapped against it in later steps.

OUTPUT FORMAT
Produce a markdown table with the following columns:
- **Goal ID** — sequential identifier (G1, G2, G3...)
- **Goal Area** — category (e.g., Technical Delivery, Stakeholder Engagement, Professional Growth)
- **Goal Statement** — one sentence describing what success looks like
- **Expected Outcome** — the observable result or deliverable
- **Measurement Approach** — how attainment would be assessed (metric, observation, artefact)
- **Time Horizon** — the period the goal covers (e.g., Q1, first 90 days, full year)

Include one row per distinct goal. Combine overlapping expectations into a single goal with a clear statement.

CONSTRAINTS
Do not invent goals not present in the source documents. Do not use organisation-specific jargon — keep goal statements generic and clear. Do not include employee names or identifying details in the output.

Outputs

Structured Goals Framework
AI-drafted · you verify·passed to next step

Verification: Verify that every goal in the framework traces to a specific expectation in the source documents — GenAI may merge or invent goals.

Before you start

Confirm the Structured Goals Framework has been reviewed and approved

Data Handling: Do not include employee personal disclosures from the self-assessment that fall outside work performance — redact before prompting.

Inputs

Prompt

Map documented evidence to each performance goal

CONTEXT
You will be provided with a Structured Goals Framework, a performance evidence log containing manager observations, and self-assessment notes from the employee.

TASK
For each goal in the framework, extract specific evidence entries from the log and self-assessment that relate to that goal. Produce an Evidence Mapping Table linking every goal to its supporting or contradicting evidence.

OUTPUT FORMAT
Use a markdown table with the following columns:
- **Goal ID** — matches the Structured Goals Framework
- **Evidence Source** — [Evidence Log / Self-Assessment]
- **Evidence Quote** — verbatim excerpt or specific factual observation
- **Relevance** — one phrase explaining how the evidence relates to the goal
- **Strength** — [Strong / Partial / No Evidence]

Include one row per evidence entry. If a goal has no matching evidence from either source, add a single row with "No evidence found" and strength "No Evidence".

CONSTRAINTS
Do not infer performance outcomes not stated in the source materials. Use verbatim quotes where possible. Do not include personally identifiable information beyond what is necessary to attribute the evidence.

Outputs

Evidence Mapping Table
AI-generated·passed to next step

Verification: Verify that each evidence quote exists in the original log or self-assessment — GenAI may paraphrase or fabricate observations.

Before you start

Confirm the Evidence Mapping Table has been spot-checked for accuracy

Inputs

Structured Goals Frameworkfrom prev step
Evidence Mapping Tablefrom prev step

Prompt

Prompt available with library accessGet Access →

Outputs

Goal Attainment Analysis
AI-generated·passed to next step

Verification: Verify that attainment ratings are consistent with the evidence counts — GenAI may inflate ratings for goals with sparse evidence.

Inputs

Goal Attainment Analysisfrom prev step
Evidence Mapping Tablefrom prev step

Prompt

Prompt available with library accessGet Access →

Outputs

Performance Review Narrativesdownload
AI-generated
Confirm every narrative cites at least one specific evidence entry
Verify each narrative includes both a strength and a development area
Check that no narrative contains compensation or promotion recommendations

Verification: Verify that evidence citations in the narratives match actual entries in the Evidence Mapping Table — GenAI may fabricate supporting examples.

Inputs

Goal Attainment Analysisfrom prev step
Structured Goals Frameworkfrom prev step

Prompt

Prompt available with library accessGet Access →

Outputs

Capability Gap Summarydownload
AI-generated

Verification: Verify that every listed gap traces to a Partially Meets or Below rating — GenAI may surface spurious gaps from fully met goals.

Before you start

Confirm the manager has reviewed all narrative drafts
Verify the capability gap summary aligns with the attainment analysis

Inputs

Performance Review Narrativesfrom prev step
Capability Gap Summaryfrom prev step
Goal Attainment Analysisfrom prev step

Prompt

Prompt available with library accessGet Access →

Outputs

Performance Review Packdownload
AI-drafted · you verify
Confirm the executive summary accurately reflects the attainment ratings
Verify all goal narratives are present and in sequential order
Check that the gap summary matches the standalone version without additions
Confirm no compensation or promotion language appears in any section

Reference

Guardrails

  • Evidence-Linked Statements OnlyEvery claim in the review must cite a specific documented observation or output — no inferred or assumed performance.
  • Separate Evidence From JudgmentComplete evidence extraction and mapping before rating attainment or drafting narratives to reduce confirmation bias.
  • Balanced Narrative StructureEach goal narrative must include at least one strength and one development area — avoid deficit-only or praise-only reviews.

Pitfalls

  • Pasting raw self-assessment content containing personal disclosures into the GenAI prompt without redaction.
  • Accepting AI-generated evidence citations without verifying them against the original performance evidence log.
  • Allowing the AI to produce positive-only narratives that omit development areas for highly rated goals.
  • Using AI-generated attainment ratings directly without checking they match the evidence strength distribution.
  • Including compensation or promotion language in the review narrative prompt context, contaminating the output.

Definition of Done

  • Every review narrative cites at least one specific evidence entry per goal area from the original evidence log.
  • The capability gap summary traces each listed gap to a goal rated Partially Meets or Below in the attainment analysis.
  • The performance review pack contains all three sections — narratives, gap summary, and attainment overview — in a consistent structure.
  • No narrative contains vague praise or deficit-only language — each balances strengths and development areas.

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AGASI AiOS · HR11 v1.0 · Apr 8, 2026