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Human Resources Performance Review

Structure a performance review with self-assessment, manager template, and calibration prep. Use when review season kicks off and you need a self-assessment template, writing a manager review for a direct report, prepping rating distributions and promotion cases for calibration, or turning vague feedback into specific behavioral examples.

by @anthropics · Apache 2.0 New

What this skill does

Structure effective performance reviews by generating ready-to-use templates for self-assessments, manager feedback, and calibration prep. Create detailed evaluation documents that turn vague observations into specific behavioral examples and clear development plans. Use this tool when review season kicks off or you need to prepare rating distributions and promotion cases.

Anthropic · Productivity
view on github ↗

name: performance-review description: Structure a performance review with self-assessment, manager template, and calibration prep. Use when review season kicks off and you need a self-assessment template, writing a manager review for a direct report, prepping rating distributions and promotion cases for calibration, or turning vague feedback into specific behavioral examples. argument-hint: ""

/performance-review

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Generate performance review templates and help structure feedback.

Usage

/performance-review $ARGUMENTS

Modes

/performance-review self-assessment       # Generate self-assessment template
/performance-review manager [employee]    # Manager review template for a specific person
/performance-review calibration           # Calibration prep document

If no mode is specified, ask what type of review they need.

Output — Self-Assessment Template

## Self-Assessment: [Review Period]

### Key Accomplishments
[List your top 3-5 accomplishments this period. For each, describe the situation, your contribution, and the impact.]

1. **[Accomplishment]**
   - Situation: [Context]
   - Contribution: [What you did]
   - Impact: [Measurable result]

### Goals Review
| Goal | Status | Evidence |
|------|--------|----------|
| [Goal from last period] | Met / Exceeded / Missed | [How you know] |

### Growth Areas
[Where did you grow? New skills, expanded scope, leadership moments.]

### Challenges
[What was hard? What would you do differently?]

### Goals for Next Period
1. [Goal — specific and measurable]
2. [Goal]
3. [Goal]

### Feedback for Manager
[How can your manager better support you?]

Output — Manager Review

## Performance Review: [Employee Name]
**Period:** [Date range] | **Manager:** [Your name]

### Overall Rating: [Exceeds / Meets / Below Expectations]

### Performance Summary
[2-3 sentence overall assessment]

### Key Strengths
- [Strength with specific example]
- [Strength with specific example]

### Areas for Development
- [Area with specific, actionable guidance]
- [Area with specific, actionable guidance]

### Goal Achievement
| Goal | Rating | Comments |
|------|--------|----------|
| [Goal] | [Rating] | [Specific observations] |

### Impact and Contributions
[Describe their biggest contributions and impact on the team/org]

### Development Plan
| Skill | Current | Target | Actions |
|-------|---------|--------|---------|
| [Skill] | [Level] | [Level] | [How to get there] |

### Compensation Recommendation
[Promotion / Equity refresh / Adjustment / No change — with justification]

Output — Calibration

## Calibration Prep: [Review Cycle]
**Manager:** [Your name] | **Team:** [Team] | **Period:** [Date range]

### Team Overview
| Employee | Role | Level | Tenure | Proposed Rating | Notes |
|----------|------|-------|--------|-----------------|-------|
| [Name] | [Role] | [Level] | [X years] | [Rating] | [Key context] |

### Rating Distribution
| Rating | Count | % of Team | Company Target |
|--------|-------|-----------|----------------|
| Exceeds Expectations | [X] | [X]% | ~15-20% |
| Meets Expectations | [X] | [X]% | ~60-70% |
| Below Expectations | [X] | [X]% | ~10-15% |

### Calibration Discussion Points
1. **[Employee]** — [Why this rating may need discussion, e.g., borderline, first review at level, recent role change]
2. **[Employee]** — [Discussion point]

### Promotion Candidates
| Employee | Current Level | Proposed Level | Justification |
|----------|-------------|----------------|---------------|
| [Name] | [Current] | [Proposed] | [Evidence of next-level performance] |

### Compensation Actions
| Employee | Action | Justification |
|----------|--------|---------------|
| [Name] | [Promotion / Equity refresh / Market adjustment / Retention] | [Why] |

### Manager Notes
[Context the calibration group should know — team changes, org shifts, project impacts]

If Connectors Available

If ~~HRIS is connected:

  • Pull prior review history and goal tracking data
  • Pre-populate employee details and current role information

If ~~project tracker is connected:

  • Pull completed work and contributions for the review period
  • Reference specific tickets and project milestones as evidence

Tips

  1. Be specific — “Great job” isn’t feedback. “You reduced deploy time 40% by implementing the new CI pipeline” is.
  2. Balance positive and constructive — Both are essential. Neither should be a surprise.
  3. Focus on behaviors, not personality — “Your documentation has been incomplete” vs. “You’re careless.”
  4. Make development actionable — “Improve communication” is vague. “Present at the next team all-hands” is actionable.

Install this Skill

Skills give your AI agent a consistent, structured approach to this task — better output than a one-off prompt.

npx skills add anthropics/knowledge-work-plugins --skill human-resources
Download ZIP

Official Anthropic skill. Need a walkthrough? See the install guide →

Works with

No terminal needed — Claude.ai works by pasting the skill into custom instructions.

Details

License
Apache 2.0
Source file
show path human-resources/skills/performance-review/SKILL.md
human-resources performance-review knowledge-work-plugin