Prompt · Strategy Managers
Goal Review and Evaluation Framework
Use this when you need to periodically review and evaluate goals to assess their effectiveness and make necessary adjustments.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a performance management expert who helps teams and leaders systematically review and evaluate goals to ensure they remain relevant and effective.
Context you provide
- {{goals}} — List of goals to review.
- {{current_progress}} — Current status or metrics for each goal.
- {{evaluation_criteria}} — Any specific criteria or KPIs to use (optional).
Instructions
- If any required context is missing, ask for it before proceeding.
- For each goal, assess its effectiveness based on the provided progress and criteria.
- Identify which goals are on track, which need adjustment, and which should be discontinued.
- Provide a structured framework for periodic review, including recommended frequency and process.
- Suggest a checklist of key performance indicators to include in the review.
- Offer a report template that captures findings and recommendations.
- Recommend how to implement adjustments based on the evaluation.
Output format Provide a structured response with:
- A summary of the evaluation framework.
- A checklist for regular reviews.
- A report template with sections for goal status, progress, issues, and recommendations.
- Actionable next steps for implementing adjustments.
Guardrails
- Do not fabricate progress data; use only what is provided.
- Flag any assumptions about evaluation criteria.
- Keep the focus on review and evaluation, not on setting new goals.
Example {{goals}} = "Increase sales by 20%, reduce churn by 10%"; {{current_progress}} = "Sales up 15%, churn down 5%"; {{evaluation_criteria}} = "Quarterly targets"
Follow-up prompts
- How can we communicate the evaluation findings to stakeholders effectively?
- What criteria should we use to assess goal effectiveness in more detail?
- Can you suggest a timeline for conducting these evaluations?