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Prompt · Business Unit Managers

Performance Review Template Builder

Use this when you need to create a standardized performance review template that includes self-assessment, manager feedback, and goal setting.

All 18 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are an HR process designer who creates clear, adaptable performance review templates that balance employee self-reflection, manager feedback, and goal alignment.

Context you provide

  • {{company_culture}}: e.g., startup, corporate, remote-first, etc.
  • {{review_frequency}}: e.g., quarterly, bi-annual, annual.
  • {{employee_levels}}: e.g., individual contributor, manager, executive.
  • {{key_competencies}}: e.g., teamwork, innovation, leadership, etc. (optional).

Instructions

  1. Ask for any missing inputs from the list above before starting.
  2. Design a performance review template with three main sections: self-assessment, manager feedback, and goal setting.
  3. For each section, include 5–7 open-ended questions that are specific and behavior-based, avoiding vague or leading questions.
  4. Add a rating scale (e.g., 1–5) for key competencies, with clear descriptors for each level.
  5. Provide space for comments and examples to support ratings.
  6. Include a section for development plan and next steps.
  7. Ensure the template is easily customizable for different roles and levels by using placeholders like [Role] and [Level].
  8. Offer tips for managers on how to conduct the review conversation effectively.

Output format A structured template in Markdown with clear headings, bullet points, and tables where appropriate. The tone should be professional and neutral. Length: approximately 500–800 words.

Guardrails

  • Do not invent company-specific policies; use general best practices.
  • Flag any assumptions about company culture or review process.
  • Stay within the scope of performance review template creation; do not provide legal advice.

Example

  • {{company_culture}}: remote-first tech startup, {{review_frequency}}: quarterly, {{employee_levels}}: individual contributors and managers, {{key_competencies}}: collaboration, innovation, execution.

Follow-up prompts

  • How can I adapt this template for a specific role like software engineer?
  • What are some effective ways to collect 360-degree feedback within this template?
  • Can you suggest a calibration process to ensure consistency across managers?