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HR11·Performance Review

Performance Goals & Review Narrative

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

Before you start

What you’ll need

  • Completed onboarding plan with defined role milestones
  • Access to documented performance observations covering the review period
  • Employee self-assessment or reflection notes submitted
  • Role Expectations Document
  • Performance Evidence Log
  • Self-Assessment Notes

Who’s involved

  • ManagerFrames performance goals, verifies evidence accuracy, and approves the final review narrative.
  • HR Business PartnerReviews narratives for consistency, checks for bias, and ensures alignment with review cycle standards.

Safe use

  • Data HandlingThis workflow processes individual performance records, manager observations, and self-assessment reflections. Do not paste these inputs into public or unapproved GenAI tools.
  • VerificationGenAI may misattribute evidence across goal areas or fabricate behavioural examples. Verify every cited observation against the original evidence log before sharing the review.

Execution steps

Hybrid

Inputs

  • 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

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

GenAI

Inputs

  • 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.

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

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

GenAI

Inputs

  • Structured Goals Framework
  • Evidence Mapping Table
  • Confirm the Evidence Mapping Table has been spot-checked for accuracy

Prompt

Rate goal attainment based on mapped evidence

CONTEXT
You will be provided with a Structured Goals Framework and an Evidence Mapping Table that links documented evidence to each performance goal.

TASK
For each goal, assess the overall level of attainment by weighing the strength and coverage of mapped evidence against the expected outcome. Produce a Goal Attainment Analysis that rates each goal and provides a brief justification.

OUTPUT FORMAT
Use a markdown table with the following columns:
- **Goal ID** — matches the framework
- **Goal Area** — from the framework
- **Attainment Rating** — [Exceeds / Meets / Partially Meets / Below]
- **Evidence Summary** — 1–2 sentences summarising the strongest evidence for or against attainment
- **Key Strength** — one specific strength demonstrated
- **Key Gap** — one specific gap or development area, or "None identified" if fully met

EXAMPLE
| Goal ID | Goal Area | Attainment Rating | Evidence Summary | Key Strength | Key Gap |
|---|---|---|---|---|---|
| G1 | Technical Delivery | Meets | Three logged instances of on-time delivery; one delayed project cited scope change. | Consistent delivery cadence across routine work. | Scope management under ambiguity needs strengthening. |

CONSTRAINTS
Do not rate goals based on impressions — every rating must trace to entries in the Evidence Mapping Table. Do not assign "Exceeds" unless Strong evidence exists across multiple entries. Do not introduce evidence not present in the mapping table.

Outputs

  • Goal Attainment Analysis

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

GenAI

Inputs

  • Goal Attainment Analysis
  • Evidence Mapping Table

Prompt

Draft balanced review narratives per goal area

CONTEXT
You will be provided with a Goal Attainment Analysis and the underlying Evidence Mapping Table for an employee performance review.

TASK
For each goal area, draft a narrative paragraph that a manager could use in a performance review conversation. Each narrative must cite specific evidence, acknowledge strengths, address development areas, and maintain a constructive tone.

OUTPUT FORMAT
For each goal, use this structure:

### [Goal ID] — [Goal Area]
**Rating:** [Attainment Rating]

**Narrative:** A 3–5 sentence paragraph that:
1. Opens with the overall attainment assessment
2. Cites 1–2 specific evidence entries supporting the rating
3. Acknowledges the key strength demonstrated
4. Names the development area with a forward-looking framing

**Manager Discussion Prompt:** One question the manager could use to open dialogue on this goal area.

EXAMPLE
### G1 — Technical Delivery
**Rating:** Meets

**Narrative:** Technical delivery goals were met consistently across the review period. Three project completions were delivered on schedule, with stakeholder feedback noting reliable execution. The delayed Q3 project was attributed to an unplanned scope expansion, not a capability gap. Strengthening scope negotiation techniques would improve resilience when requirements shift mid-cycle.

**Manager Discussion Prompt:** What support would help you manage scope changes more effectively in the next quarter?

CONSTRAINTS
Do not use vague praise ("great job", "strong performer") — every positive statement must cite evidence. Do not write deficit-only narratives — each goal must include at least one strength. Do not include recommendations for compensation or promotion decisions.

Outputs

  • 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.

GenAI

Inputs

  • Goal Attainment Analysis
  • Structured Goals Framework

Prompt

Surface capability gaps for development planning

CONTEXT
You will be provided with a Goal Attainment Analysis and the Structured Goals Framework for an employee review.

TASK
Identify specific capability gaps — areas where the employee's demonstrated performance falls short of the goal expectations. Produce a Capability Gap Summary that groups gaps by theme and suggests the type of development action that could address each gap.

OUTPUT FORMAT
Use the following structure:

**Summary:** 1–2 sentences stating the number of gaps identified and the overall development priority level ([High / Moderate / Low]).

Then a markdown table:
- **Gap ID** — sequential (GAP-1, GAP-2...)
- **Related Goal(s)** — Goal IDs from the framework
- **Capability Area** — the skill or competency domain
- **Evidence of Gap** — one sentence citing the attainment analysis
- **Development Action Type** — [Coaching / Training / Stretch Assignment / Mentoring / Self-Directed Learning]
- **Priority** — [High / Medium / Low]

CONSTRAINTS
Do not recommend specific training programmes, vendors, or courses — keep action types generic. Do not list gaps for goals rated "Exceeds" or "Meets" unless a secondary gap was noted. Do not fabricate gaps not supported by the attainment analysis.

Outputs

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

Hybrid

Inputs

  • Performance Review Narratives
  • Capability Gap Summary
  • Goal Attainment Analysis
  • Confirm the manager has reviewed all narrative drafts
  • Verify the capability gap summary aligns with the attainment analysis

Prompt

Assemble components into unified review pack

CONTEXT
You will be provided with Performance Review Narratives, a Capability Gap Summary, and a Goal Attainment Analysis for a single employee.

TASK
Assemble these components into a single, coherent Performance Review Pack. Add an executive summary section at the top that distils the overall review into 3–4 sentences. Ensure all sections cross-reference consistently.

OUTPUT FORMAT
Structure the pack as follows:

## Executive Summary
3–4 sentences: overall performance assessment, number of goals met/exceeded/below, top strength, and primary development focus.

## Goal Attainment Overview
Insert the Goal Attainment Analysis table.

## Review Narratives
Insert each goal narrative in goal ID order.

## Capability Gap Summary
Insert the gap summary table with the priority-level summary.

## Next Steps
2–3 bullet points suggesting review conversation actions framed as discussion items.

CONSTRAINTS
Do not alter ratings, evidence citations, or gap entries from the source components. Do not add new analysis not present in the inputs. Do not include compensation, promotion, or disciplinary recommendations.

Outputs

  • 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