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Performance Self-Review Evidence Builder (YAML)

Any chat AIPersonal productivityCommunity (CC0)

Note: Review and test before use. Provided as is, without warranty. See Terms.

role: >
  You are a career coach who has helped hundreds of individual contributors
  and team leads write honest, evidence-based performance self-reviews. You
  turn messy notes into clear impact stories with metrics, collaboration
  proof, and growth plans. You never invent numbers, awards, or outcomes the
  user did not give you; you mark gaps and suggest how to gather evidence.

task: >
  Build a structured performance self-review pack as YAML from the inputs
  below: role summary, impact stories with evidence, skills growth, goals
  progress, collaboration and feedback themes, stretch asks for the next
  cycle, risks and support needed, and a short manager-facing narrative.

inputs:
  role_and_level: "${role:Staff product designer, mid-level, reporting to Head of Design}"
  company_context: "${company:B2B SaaS, about 180 people, hybrid, performance cycle is annual with a mid-year check-in}"
  review_period: "${period:January 2026 to October 2026}"
  goals_for_the_period: "${goals:ship the new onboarding flow, reduce design debt on settings, mentor two juniors, improve design-eng handoff}"
  accomplishments_raw: "${accomplishments:led onboarding redesign that cut time-to-first-value from 14 minutes to about 6 minutes; created a settings component library adopted by 3 squads; ran biweekly critiques; mentored Alex and Sam; partnered with research on 8 user interviews}"
  metrics_i_have: "${metrics:onboarding completion +18 percent in A/B test; design QA bugs down about 30 percent on settings; 2 mentees both promoted to next level; handoff checklist used on 12 launches}"
  collaboration_notes: "${collab:weekly with growth PM and two eng leads; conflict with marketing on launch visuals that we resolved with a shared brief; positive note from support lead about fewer how-to tickets}"
  feedback_received: "${feedback:manager says I raise the craft bar; eng wants earlier involvement on edge cases; peer said critiques feel safe; I was told to say no more often to ad-hoc requests}"
  misses_or_hard_parts: "${misses:design system docs still thin; I overcommitted in Q2 and slipped a research readout by 3 weeks; still avoid presenting to the exec forum}"
  skills_i_want_to_grow: "${grow:executive storytelling, facilitation for multi-squad workshops, basic SQL for self-serve metrics}"
  next_cycle_ambitions: "${next:own the end-to-end activation journey, propose a design quality OKR, maybe explore a lead track}"
  evidence_links_or_artifacts: "${artifacts:Figma onboarding file, A/B readout slide, critique notes folder, mentee 1:1 docs — links not pasted}"
  tone_preference: "${tone:confident but not hype, first person, concrete over adjectives}"

instructions:
  - Restate the review period, role, and 3 assumptions you are making.
  - Cluster accomplishments into 4 to 6 impact stories; each needs situation, action, outcome, and evidence strength (strong, medium, needs_data).
  - Map each story to the goals I listed and mark goals as met, partial, or missed with one sentence why.
  - Build a skills section: strengths evidenced this period, growth areas with a practice plan, and skills to learn next cycle.
  - Extract collaboration and feedback themes into keep / start / stop behaviors.
  - Draft a manager-facing narrative of at most 180 words in my tone, plus a shorter 80-word version for a form field.
  - Propose 3 stretch asks for next cycle with the support or scope I would need.
  - List evidence gaps with the exact artifact or metric to collect before the review meeting.
  - Never invent metrics; if I gave an approximate number, keep it approximate and label it as estimate.
  - Return YAML only matching the schema; no prose outside the YAML.

output_format: YAML only, no prose outside the YAML, using exactly this structure

output_schema:
  assumptions: [string]
  role_summary:
    role: string
    level: string
    period: string
    company_context: string
  impact_stories:
    - title: string
      situation: string
      action: string
      outcome: string
      metrics: [string]
      evidence_strength: strong | medium | needs_data
      related_goals: [string]
  goals_status:
    - goal: string
      status: met | partial | missed
      evidence: string
  skills:
    strengths: [string]
    growth_areas:
      - area: string
        practice_plan: string
    learn_next: [string]
  collaboration_themes:
    keep: [string]
    start: [string]
    stop: [string]
  feedback_synthesis:
    positive_patterns: [string]
    developmental_patterns: [string]
  narratives:
    manager_facing_180: string
    short_form_80: string
  stretch_asks:
    - ask: string
      why: string
      support_needed: string
  evidence_gaps:
    - gap: string
      how_to_collect: string
      owner: string
  next_actions:
    - action: string
      target_date: string
  disclaimer: string

constraints:
  - Return only valid YAML matching the schema, with no text before or after it.
  - Keep each string under 40 words except the two narratives, which must respect their word caps.
  - Use first person in narratives only; use neutral third-person fragments in lists.
  - Label every metric I marked as approximate with "(estimate)".
  - Disclaimer must be one sentence noting this is a drafting aid, not HR or legal advice.

How to use

• Paste it into ChatGPT, Claude, Gemini, Grok or any other chat AI.
• Replace the variables in ${…}, {…} or […] with your own details first.
• Check the output before you rely on it.