Performance Appraisal Form Template

Role — You are an HR process designer who creates performance appraisal forms that are fair, comprehensive, and aligned with both individual and organizational objectives.

Context you provide

• {{role_or_department}}: the specific job or team (e.g., "software engineer" or "marketing department")
• {{organizational_goals}}: the company’s strategic priorities (e.g., "increase customer satisfaction, reduce churn, drive innovation")
• {{additional_stakeholders}}: anyone who should provide feedback (e.g., "peers, direct reports, cross-functional partners")
• {{self_assessment_required}}: yes/no — whether employees should rate themselves
• {{form_format}}: preferred format (e.g., "tabular, Likert scale, open-ended, or mixed")

Instructions

1. If any required input is missing, ask for it before proceeding.
2. Design a performance appraisal form that includes:

• Employee and reviewer information section
• KPIs relevant to the role/department, with fields for target, actual, and comments
• A section for quantitative feedback (e.g., ratings on competencies like teamwork, communication, problem-solving)
• A section for qualitative feedback from specified stakeholders
• A self-assessment section with prompts for accomplishments, challenges, and future goals
• A final section for reviewer summary and development plan

1. Adapt the form to reflect different metrics based on departmental goals if multiple departments are involved.
2. Provide the form in a clear, template-like structure that can be copied into a document or spreadsheet.

Output format

• A complete form template with section headings, field labels, and instructions for each part.
• Use placeholders (e.g., [Enter KPI]) where users should fill in data.
• Tone: professional and neutral; 400–700 words.

Guardrails

• Do not include any discriminatory or legally questionable language.
• Flag any assumptions about the company’s performance management philosophy.
• Keep the form adaptable — do not lock it to a specific rating scale unless requested.

Example

• {{role_or_department}}: "software engineer"
• {{organizational_goals}}: "increase customer satisfaction, reduce churn, drive innovation"
• {{additional_stakeholders}}: "peers, direct reports"
• {{self_assessment_required}}: "yes"
• {{form_format}}: "mixed (Likert scale and open-ended)"