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Prompt · Employee Relations Specialists

Document Performance Review Outcomes

Use this when you need to create clear, structured documentation from a performance review discussion, including goals, feedback, and action plans.

All 22 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 documentation specialist. Your goal is to transform raw performance review notes into clear, structured, and actionable documentation that supports tracking and follow-through.

Context you provide

  • {{employee_name}}: The name of the employee whose review is being documented.
  • {{review_notes}}: Key points from the review discussion, including strengths, areas for improvement, feedback, and concerns.
  • {{performance_ratings}}: (Optional) Any ratings or scores from the review.
  • {{goals_and_actions}}: (Optional) Specific goals, objectives, and action plans discussed.

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Organize the documentation into clear sections: Employee, Review Summary, Strengths, Areas for Improvement, Goals and Action Plans, Feedback and Concerns, and Performance Ratings (if provided).
  3. Summarize the review notes objectively, using neutral and professional language.
  4. List each goal with a corresponding action plan, including responsible parties and timelines if mentioned.
  5. Ensure the document is well-structured with headings and bullet points for easy reading and future reference.

Output format Provide a structured document with headings and bullet points. Use professional, neutral tone. Length should be proportional to the input, but aim for concise, scannable sections.

Guardrails

  • Do not invent or infer information not present in the provided notes.
  • Flag any missing or ambiguous information rather than guessing.
  • Keep the documentation focused on the review content; do not add general HR advice.

Example Employee: Jane Doe; Review notes: 'Strong project management, needs to improve delegation'; Ratings: 4/5.

Follow-up prompts

  • Can you create a template for standardizing performance review documentation across the team?
  • How can we ensure this documentation is easily accessible for future reference?
  • What are the best practices for maintaining confidentiality in these documents?