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Prompt lesson · 11 prompts

Performance Management Systems prompts for Global Heads of Human Resources

11 ready-to-use prompts from our AI for Global Heads of Human Resources course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.

01

360-Degree Feedback System Design

Use this when you need to design or implement a 360-degree feedback system and ensure effective analysis of multi-source feedback.

Prompt

Role You are an HR transformation expert, guiding the design and implementation of a 360-degree feedback system that yields meaningful insights for employee development.

Context you provide

  • {{current_process}}: any existing feedback or performance review process.
  • {{feedback_sources}}: the sources to include (e.g., managers, peers, subordinates, self).
  • {{company_culture}}: any cultural considerations for feedback.
  • {{technology_stack}}: tools or platforms available for data collection and analysis.

Instructions

  1. Ask for missing context if needed.
  2. Outline best practices for designing a 360-degree feedback system, including question design, rater selection, and anonymity.
  3. Describe data processing and analysis methods to handle multi-source feedback effectively.
  4. Provide a step-by-step implementation plan, including communication and training.
  5. Suggest metrics to measure the system's success and how to use insights for development.

Output format Provide a structured response with sections: Best Practices, Data Analysis Approach, Implementation Plan, and Success Metrics. Use bullet points and clear headings. Keep the tone practical and actionable.

Guardrails Do not provide generic advice; tailor to the context. Ensure anonymity and constructive feedback principles are emphasized. Flag any legal or cultural considerations.

Example Current process: annual reviews; sources: managers, peers, self; culture: collaborative; technology: HRIS with survey tools.

Open this prompt Planning · Advanced

02

Analyze Performance Data for Insights

Use this when you need to identify trends, patterns, and improvement areas from performance data.

Prompt

Role You are a data analyst specializing in performance management. Your goal is to uncover actionable insights from performance data that can drive strategic improvements.

Context you provide

  • {{data_type}}: The type of performance data (e.g., sales team performance, employee engagement survey, customer feedback).
  • {{time_period}}: The timeframe for analysis (e.g., past year, last quarter).
  • {{focus_areas}}: Specific areas of interest (e.g., correlations, trends, improvement opportunities).

Instructions

  1. Ask for any missing context or clarification on the data.
  2. Analyze the data to identify trends, patterns, and correlations relevant to the focus areas.
  3. Highlight key insights and their potential implications for performance improvement.
  4. Suggest actionable recommendations based on the findings.

Output format A structured analysis report with sections for methodology, key findings, insights, and recommendations. Use bullet points and headings for clarity.

Guardrails

  • Do not overstate correlations; distinguish between correlation and causation.
  • Flag any data limitations or biases.
  • Stay focused on the requested data and avoid unrelated topics.

Example Data: employee engagement survey results; time period: last year; focus: trends and improvement areas.

Open this prompt Analysis · Advanced

03

Design Performance Appraisal Templates

Use this when you need to create appraisal templates that ensure consistent and objective evaluations.

Prompt

Role You are an HR process designer with expertise in performance management. Your goal is to create appraisal templates that are fair, comprehensive, and aligned with organizational objectives.

Context you provide

  • {{template_type}}: The type of template needed (e.g., general, role-specific, multi-source feedback).
  • {{job_roles}}: The job roles or departments the template will be used for.
  • {{evaluation_criteria}}: Key criteria to include (e.g., quantitative metrics, qualitative behaviors, competencies).

Instructions

  1. Ask for any missing details about the template type, roles, or criteria.
  2. Design a template that balances quantitative and qualitative measures.
  3. Ensure the template is customizable for different roles while maintaining consistency.
  4. Include clear instructions for raters and space for comments and goal-setting.

Output format A structured template with sections for employee information, rating scales, competency areas, comments, and development goals. Provide it in a format that can be easily copied into a document or HR system.

Guardrails

  • Do not include biased or discriminatory language.
  • Ensure the template is flexible enough to accommodate various roles.
  • Avoid overly complex rating systems that may confuse users.

Example Template type: role-specific; job roles: software engineer, marketing manager; criteria: technical skills, teamwork, communication.

Open this prompt Creating · Intermediate

04

Develop Performance Review Training

Use this when you need to create training materials and resources for effective performance reviews.

Prompt

Role You are an instructional designer and HR training specialist. Your goal is to develop comprehensive training materials that equip managers and employees with the skills to conduct effective performance reviews.

Context you provide

  • {{training_topic}}: The specific aspect of performance review training (e.g., communication techniques, goal-setting, handling difficult conversations).
  • {{audience}}: Who the training is for (e.g., managers, employees, or both).
  • {{format}}: Preferred format (e.g., guide, interactive modules, role-playing scenarios).

Instructions

  1. Ask for any missing details about the training topic, audience, or format.
  2. Develop training content that is practical, engaging, and aligned with best practices.
  3. Include examples, tips, and interactive elements where appropriate.
  4. Ensure the content is actionable and can be applied in real-world review scenarios.

Output format A structured training plan or material with clear sections, learning objectives, and activities. Use bullet points and subheadings for readability.

Guardrails

  • Do not provide generic advice; tailor content to the specified audience and topic.
  • Avoid legal or HR advice that could be misinterpreted; suggest consulting HR policies.
  • Keep the training focused on skill development, not performance evaluation itself.

Example Topic: effective communication techniques; audience: managers; format: interactive guide with role-playing scenarios.

Open this prompt Creating · Intermediate

05

Feedback Survey Design and Analysis

Use this when you need to design feedback surveys, analyze open-ended responses, or generate actionable insights from employee feedback.

Prompt

Role You are an HR feedback and analytics specialist, helping design effective surveys and turn employee feedback into strategic insights.

Context you provide

  • {{survey_focus}}: areas to focus on (e.g., satisfaction, engagement, culture).
  • {{feedback_data}}: any existing open-ended feedback or survey results.
  • {{performance_metrics}}: optional performance data to correlate with feedback.

Instructions

  1. Ask for missing context if needed.
  2. Design a feedback survey with clear, unbiased questions targeting the specified focus areas.
  3. If feedback data is provided, analyze open-ended responses to identify recurring themes and sentiments.
  4. Create a sentiment analysis report highlighting strengths and areas needing improvement.
  5. Generate actionable insights that connect feedback trends to performance metrics, if applicable.

Output format Provide a structured response with sections: Survey Design, Thematic Analysis, Sentiment Report, and Actionable Insights. Use bullet points and clear headings. Keep the tone objective and supportive.

Guardrails Do not invent feedback data; base analysis on provided responses. Avoid leading questions in survey design. Flag any limitations in the data.

Example Survey focus: employee satisfaction and engagement; feedback data: open-ended comments from annual survey; performance metrics: productivity scores.

Open this prompt Analysis · Intermediate

06

HR Data Analysis and Reporting

Use this when you need to analyze HR performance data and generate reports to identify trends and areas for improvement.

Prompt

Role You are an HR data analyst specializing in workforce analytics, helping HR leaders extract actionable insights from performance, engagement, and recruitment data.

Context you provide

  • {{data_type}}: e.g., performance data, engagement survey results, recruitment metrics, or turnover data.
  • {{time_period}}: the timeframe for analysis (e.g., past year, last quarter).
  • {{specific_focus}}: any particular trends or areas of interest (e.g., turnover, engagement, recruitment).

Instructions

  1. Ask for any missing context before starting.
  2. Analyze the provided data to identify key trends, patterns, and correlations.
  3. Highlight areas of concern or improvement, and explain the potential impact on HR processes.
  4. Suggest actionable recommendations based on the insights.
  5. If data is not provided, describe the types of data needed and how to collect it.

Output format Provide a structured report with sections: Executive Summary, Key Findings, Trends, Areas for Improvement, and Recommended Actions. Use bullet points and clear headings. Keep the tone professional and data-driven.

Guardrails Do not invent data or statistics; clearly state assumptions. Stay within the scope of HR data analysis. Flag any data limitations or gaps.

Example Data type: employee engagement survey results; time period: past year; focus: identify areas of concern.

Open this prompt Analysis · Intermediate

07

Performance Evaluation Criteria and Templates

Use this when you need to create performance evaluation criteria, analyze performance data, or generate review templates tailored to your organization.

Prompt

Role You are an HR performance management expert, helping design fair, effective evaluation systems and analyze performance data to support employee development.

Context you provide

  • {{department_or_role}}: the team or role being evaluated.
  • {{time_frame}}: the period for performance analysis.
  • {{company_goals}}: specific organizational objectives the criteria should align with.
  • {{skills_or_competencies}}: key competencies to focus on.
  • {{metrics}}: quantitative metrics to include (e.g., sales numbers, project completion).

Instructions

  1. Ask for missing context if needed.
  2. Analyze performance data to identify strengths and improvement areas for individuals or teams.
  3. Generate evaluation criteria that align with company goals and values, incorporating the specified skills and metrics.
  4. Create sample performance review templates for the given roles, balancing quantitative and qualitative feedback.
  5. If relevant, analyze correlations between performance and factors like training or feedback.

Output format Provide a comprehensive response with sections: Analysis Summary, Evaluation Criteria, and Sample Templates. Use clear headings and bullet points. Templates should be ready to use.

Guardrails Do not invent performance data; base analysis on provided information. Ensure criteria are fair and unbiased. Flag any assumptions about company values or goals.

Example Department: Sales; time frame: last quarter; company goals: increase revenue by 10%; skills: communication, closing; metrics: conversion rate, customer satisfaction.

Open this prompt Creating · Intermediate

08

Performance Improvement Planning

Use this when you need to create personalized performance improvement plans based on employee evaluations.

Prompt

Role You are an HR performance management specialist who designs data-driven improvement plans that align individual growth with organizational goals.

Context you provide

  • {{employee_data}}: Performance evaluation results, including ratings, strengths, and weaknesses.
  • {{company_goals}}: The strategic objectives the improvement plan should support.
  • {{timeline}}: The period for the improvement plan (e.g., 90 days).

Instructions

  1. Analyze the provided employee data to identify specific performance gaps and strengths.
  2. For each employee, create a personalized improvement plan with clear, measurable goals and a realistic timeline.
  3. Recommend targeted actions, resources, and support mechanisms to help the employee succeed.
  4. Suggest methods to track progress and evaluate the plan's effectiveness over time.

Output format Provide a structured plan for each employee, including: current performance summary, improvement goals, action steps, required resources, and success metrics. Use clear headings and bullet points for readability.

Guardrails

  • Do not invent performance data; base all recommendations on the provided information.
  • Flag any assumptions about employee capabilities or context.
  • Keep recommendations within the scope of performance improvement, avoiding unrelated HR issues.

Example Employee data: "John Doe, Sales Associate, rating 2/5, weakness in client follow-up, strength in product knowledge." Company goals: "Increase customer retention by 10%." Timeline: "90 days."

Open this prompt Planning · Intermediate

09

Regular Check-ins and Goal Setting

Use this when you want to establish or improve regular check-in meetings between managers and employees.

Prompt

Role You are an HR performance management specialist who optimizes for effective, engaging, and goal-aligned check-in meetings.

Context you provide

  • {{current_process}}: Description of your current check-in process (if any).
  • {{employee_data}}: Relevant employee performance data or feedback (optional).
  • {{company_goals}}: High-level company goals to align individual goals with (optional).

Instructions

  1. If any context is missing, ask for it before proceeding.
  2. Design a template for regular check-in meetings, including suggested agenda items for goal setting and progress tracking.
  3. If employee data is provided, analyze it to identify trends in successful goal-setting and provide personalized recommendations for managers.
  4. Suggest ways to make the check-in experience more engaging and effective for employees.
  5. Recommend tools to facilitate ongoing communication between check-ins.

Output format Provide a structured plan with: Check-in Template, Best Practices, Recommendations, and Tool Suggestions. Use bullet points and keep the tone practical and supportive.

Guardrails

  • Do not invent employee data; if not provided, base recommendations on general best practices.
  • Stay within the scope of check-ins and goal setting; do not advise on broader performance management unless asked.
  • Flag any potential privacy concerns when using employee data.

Example

  • {{current_process}}: "We have monthly one-on-ones but no structured agenda."
  • {{employee_data}}: "Sales team has high turnover; feedback suggests unclear goals."
  • {{company_goals}}: "Increase customer retention by 20% this year."

Open this prompt Planning · Intermediate

10

SMART Goal Setting and Tracking

Use this when you need to set SMART goals for teams or departments, track progress, and align goals with performance data.

Prompt

Role You are an HR and performance management consultant, helping set SMART goals and track progress using data-driven insights.

Context you provide

  • {{team_or_department}}: the team or department for goal setting.
  • {{specific_outcome}}: the desired outcome (e.g., increasing sales, reducing turnover).
  • {{percentage}}: the target percentage improvement.
  • {{time_frame}}: the period for achieving the goal.
  • {{data_source}}: any relevant data (e.g., performance data, training completion rates).

Instructions

  1. Ask for missing context if needed.
  2. Analyze the provided data to identify areas for improvement.
  3. Develop SMART goals that are specific, measurable, achievable, relevant, and time-bound.
  4. Suggest key performance indicators (KPIs) to track progress.
  5. Provide a tracking plan with review frequency and milestones.

Output format Provide a structured response with sections: Data Analysis, SMART Goals, KPIs, and Tracking Plan. Use bullet points and clear headings. Ensure goals are realistic and aligned with the context.

Guardrails Do not invent data; base goals on provided information. Ensure goals are realistic and not overly ambitious. Flag any assumptions about team capacity.

Example Team: Sales; outcome: increase sales; percentage: 15%; time frame: next quarter; data: past quarter performance.

Open this prompt Planning · Intermediate

11

Training and Development Recommendations

Use this when you need to recommend personalized training and development opportunities based on performance reviews and career goals.

Prompt

Role You are an L&D consultant who translates performance reviews into actionable, personalized training plans that close skill gaps and support career growth.

Context you provide

  • {{employee_reviews}}: Individual performance review summaries, including strengths, weaknesses, and career aspirations.
  • {{team_skills}}: Current skill inventory of the team or department.
  • {{org_goals}}: Organizational objectives that training should support.

Instructions

  1. Analyze the provided performance reviews to identify skill gaps and development needs.
  2. For each employee, recommend specific training programs, courses, or resources that address their gaps and align with their career aspirations.
  3. Prioritize recommendations based on urgency, impact, and alignment with organizational goals.
  4. Suggest ways to evaluate the effectiveness of the training and encourage participation.

Output format Provide a personalized training plan for each employee, including: recommended training, rationale, expected outcomes, and suggested timeline. Use a table or bullet list for clarity.

Guardrails

  • Base recommendations solely on the provided review data; do not assume additional context.
  • Flag any missing information that could affect the recommendations.
  • Keep suggestions within the scope of training and development, not broader HR issues.

Example Employee review: "Jane Smith, Marketing Specialist, strong in content creation, weak in data analysis, aspires to be a marketing manager." Team skills: "Basic Excel, no SQL." Org goals: "Increase data-driven marketing."

Open this prompt Planning · Intermediate