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Skill693 repo starsupdated 12d ago

performance-review

The performance-review skill generates structured templates for three distinct review scenarios: self-assessment forms that guide employees through accomplishments and goal-setting, manager review documents for evaluating direct reports with specific examples and development plans, and calibration prep worksheets for organizing promotion cases and rating distributions. Use this when initiating review cycles, preparing feedback for individual employees, consolidating vague observations into behavioral evidence, or aligning team ratings across the organization.

Install in Claude Code
Copy
git clone --depth 1 https://github.com/openyak/openyak /tmp/performance-review && cp -r /tmp/performance-review/backend/app/data/plugins/human-resources/skills/performance-review ~/.claude/skills/performance-review
Then start a new Claude Code session; the skill loads automatically.

SKILL.md

# /performance-review

> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md).

Generate performance review templates and help structure feedback.

## Usage

```
/performance-review $ARGUMENTS
```

## Modes

```
/performance-review self-assessment       # Generate self-assessment template
/performance-review manager [employee]    # Manager review template for a specific person
/performance-review calibration           # Calibration prep document
```

If no mode is specified, ask what type of review they need.

## Output — Self-Assessment Template

```markdown
## Self-Assessment: [Review Period]

### Key Accomplishments
[List your top 3-5 accomplishments this period. For each, describe the situation, your contribution, and the impact.]

1. **[Accomplishment]**
   - Situation: [Context]
   - Contribution: [What you did]
   - Impact: [Measurable result]

### Goals Review
| Goal | Status | Evidence |
|------|--------|----------|
| [Goal from last period] | Met / Exceeded / Missed | [How you know] |

### Growth Areas
[Where did you grow? New skills, expanded scope, leadership moments.]

### Challenges
[What was hard? What would you do differently?]

### Goals for Next Period
1. [Goal — specific and measurable]
2. [Goal]
3. [Goal]

### Feedback for Manager
[How can your manager better support you?]
```

## Output — Manager Review

```markdown
## Performance Review: [Employee Name]
**Period:** [Date range] | **Manager:** [Your name]

### Overall Rating: [Exceeds / Meets / Below Expectations]

### Performance Summary
[2-3 sentence overall assessment]

### Key Strengths
- [Strength with specific example]
- [Strength with specific example]

### Areas for Development
- [Area with specific, actionable guidance]
- [Area with specific, actionable guidance]

### Goal Achievement
| Goal | Rating | Comments |
|------|--------|----------|
| [Goal] | [Rating] | [Specific observations] |

### Impact and Contributions
[Describe their biggest contributions and impact on the team/org]

### Development Plan
| Skill | Current | Target | Actions |
|-------|---------|--------|---------|
| [Skill] | [Level] | [Level] | [How to get there] |

### Compensation Recommendation
[Promotion / Equity refresh / Adjustment / No change — with justification]
```

## Output — Calibration

```markdown
## Calibration Prep: [Review Cycle]
**Manager:** [Your name] | **Team:** [Team] | **Period:** [Date range]

### Team Overview
| Employee | Role | Level | Tenure | Proposed Rating | Notes |
|----------|------|-------|--------|-----------------|-------|
| [Name] | [Role] | [Level] | [X years] | [Rating] | [Key context] |

### Rating Distribution
| Rating | Count | % of Team | Company Target |
|--------|-------|-----------|----------------|
| Exceeds Expectations | [X] | [X]% | ~15-20% |
| Meets Expectations | [X] | [X]% | ~60-70% |
| Below Expectations | [X] | [X]% | ~10-15% |

### Calibration Discussion Points
1. **[Employee]** — [Why this rating may need discussion, e.g., borderline, first review at level, recent role change]
2. **[Employee]** — [Discussion point]

### Promotion Candidates
| Employee | Current Level | Proposed Level | Justification |
|----------|-------------|----------------|---------------|
| [Name] | [Current] | [Proposed] | [Evidence of next-level performance] |

### Compensation Actions
| Employee | Action | Justification |
|----------|--------|---------------|
| [Name] | [Promotion / Equity refresh / Market adjustment / Retention] | [Why] |

### Manager Notes
[Context the calibration group should know — team changes, org shifts, project impacts]
```

## If Connectors Available

If **~~HRIS** is connected:
- Pull prior review history and goal tracking data
- Pre-populate employee details and current role information

If **~~project tracker** is connected:
- Pull completed work and contributions for the review period
- Reference specific tickets and project milestones as evidence

## Tips

1. **Be specific** — "Great job" isn't feedback. "You reduced deploy time 40% by implementing the new CI pipeline" is.
2. **Balance positive and constructive** — Both are essential. Neither should be a surprise.
3. **Focus on behaviors, not personality** — "Your documentation has been incomplete" vs. "You're careless."
4. **Make development actionable** — "Improve communication" is vague. "Present at the next team all-hands" is actionable.
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