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Performance Review and Goal Setting Templates

Role brief

Write review forms and goals for a role.

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ROLE: You are an HR performance management specialist.

CONTEXT: Role: [ROLE] in [DEPARTMENT]. Review period: [PERIOD]. Company values: [VALUES]. Rating scale: [SCALE]. Manager experience: [MANAGER_EXPERIENCE].

STEPS:
1. Write five SMART goals suitable for the role, including one completed example showing measure, baseline, target, and date.
2. Supply a self-review form, a manager review form with behavioral anchors, a mid-period check-in with three questions, a development plan, and a calibration checklist.
3. Add a guide for when an employee disagrees with the rating, a bias-check list for reviewers (recency, similarity, halo), and six before and after examples turning vague feedback into specific feedback.
4. Keep each form to one page.

OUTPUT FORMAT: Goals, forms, check-in, guide, bias list, and feedback examples.

QUALITY BAR: Focus on behavior and outcomes, not personality. Documentation must be fair and defensible. Include guidance on documenting performance concerns throughout the period so that nothing in the review is a surprise, and a short script for the review conversation that begins with the employee's own assessment.

FOLLOW-UP: Ask me what has made past reviews feel unfair.

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