Playbooks·HR / People·HR11
Performance Goals & Review Narrative
Frame performance goals, compare evidence to expectations, and draft a review narrative with a capability-gap summary.
GenAI impact
What this playbook delivers
Projected against the same workflow run manually, end to end
- 65%
- Faster than the manual baseline
- ~23.9hrs
- Saved per cycle
- 3
- Source-of-truth artifacts
Estimated impact based on 6 direct reports in a single review cycle · Real savings vary with team volume and current process maturity
The challenge
Why the workflow breaks
Three patterns show up across teams using GenAI without a shared workflow
Unsupported praise
Polished review language can make a few successful moments sound like sustained performance, weakening the review record across teams.
Unsupported criticism
Development feedback becomes risky when broad judgments like "needs ownership" are not tied to goals, observed behavior, and impact.
Misattributed evidence
Self-assessment claims, peer comments, and manager observations can be blended or attached to the wrong goal unless sources stay visible.
Where GenAI helps
From confused intake to source-of-truth artifacts
Here’s what changes when the team uses this playbook
From
To
Managers ask GenAI to polish scattered review notes
Structured Goals Framework and Evidence Mapping Table come first
Self-assessment language is treated like manager-confirmed evidence
Evidence Mapping Table separates source type and verification status
Ratings and narratives are drafted from impressions
Goal Attainment Analysis shows what the record supports
HRBPs scan finished prose for consistency
Performance Review Pack exposes narratives, gaps, and open checks
How the playbook works
3 phases, one source of truth
Each phase produces an artifact the next phase builds on
Frame goals
AI structures role expectations into a Structured Goals Framework so the review has a stable basis before drafting begins.
Map evidence
The Evidence Mapping Table and Goal Attainment Analysis connect observations to goals and flag conclusions that still need checking.
Draft & verify
Performance Review Narratives, Capability Gap Summary, and Performance Review Pack give managers and HRBPs reviewable material without handing judgment to GenAI.
What you’ll produce
Sample artifacts from the workflow
Interim and final deliverables you can review and download
Performance Review Narratives
Evidence-backed review paragraphs for each goal, naming strengths, development areas, and manager discussion prompts without pay or promotion language.
Capability Gap Summary
Prioritized gap table linking goals, evidence of shortfall, capability area, and development action type for targeted follow-up.
Performance Review Pack
Final review file combining executive readout, goal attainment table, narratives, capability gaps, and discussion next steps.
Built into the workflow
Quality and risk checks at every step
Verification, data handling, and definition-of-done rules are part of the playbook — not afterthoughts
Quality
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.
Risk handling
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.
LIVE ONLINE LABS
Join a live Lab for this workflow
An AGASI expert runs your team through the Performance Goals & Review Narrative workflow on your own real work — so you leave with the method, not a recording.
Built around this exact playbook
You internalise the method, not a recording.
Facilitated by an AGASI expert
Live online coaching on prompts, verification, and where the workflow tends to break.
Public or private formats
Join an open public Lab, or bring it in-house for your team.
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Run the Performance Goals & Review Narrative playbook
Step-by-step prompts, role guidance, data-handling notes, and definition-of-done checks for every step of the workflow