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    "slug": "afrexai-performance-review",
    "name": "Performance Review Engine",
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    "type": "skill",
    "category": "AI 智能",
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        "label": "New install",
        "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete."
      },
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  "documentation": {
    "source": "clawhub",
    "primaryDoc": "SKILL.md",
    "sections": [
      {
        "title": "Performance Review Engine",
        "body": "Your AI-powered performance management system. Write reviews that develop people, not just evaluate them. From self-assessments to 360° feedback to calibration — complete frameworks for every review cycle."
      },
      {
        "title": "Quick Start",
        "body": "Tell your agent:\n\n\"Write a performance review for [name] — they exceeded on delivery but need to improve communication\"\n\"Help me write my self-assessment for H2 2025\"\n\"Run a 360° feedback collection for my team of 6\"\n\"Prepare calibration notes for my 4 direct reports\""
      },
      {
        "title": "Cycle Configuration Template",
        "body": "cycle:\n  name: \"H2 2025 Performance Review\"\n  period: \"2025-07-01 to 2025-12-31\"\n  type: annual | semi-annual | quarterly\n  timeline:\n    self_assessment_due: \"2026-01-10\"\n    peer_feedback_due: \"2026-01-17\"\n    manager_draft_due: \"2026-01-24\"\n    calibration_session: \"2026-01-28\"\n    delivery_window: \"2026-01-29 to 2026-02-07\"\n  participants:\n    - name: \"\"\n      role: \"\"\n      level: \"\"\n      tenure_months: 0\n      previous_rating: \"\"\n      peer_reviewers: []\n      skip_level_reviewer: \"\"\n  rating_scale:\n    1: \"Does Not Meet Expectations\"\n    2: \"Partially Meets Expectations\"\n    3: \"Meets Expectations\"\n    4: \"Exceeds Expectations\"\n    5: \"Significantly Exceeds Expectations\"\n  competencies:\n    - name: \"Delivery & Execution\"\n      weight: 30\n    - name: \"Technical/Functional Expertise\"\n      weight: 25\n    - name: \"Communication & Collaboration\"\n      weight: 20\n    - name: \"Leadership & Influence\"\n      weight: 15\n    - name: \"Growth & Development\"\n      weight: 10"
      },
      {
        "title": "Rating Distribution Guidelines",
        "body": "RatingTarget %Description5 - Significantly Exceeds5-10%Transformational impact, raises the bar for everyone4 - Exceeds20-25%Consistently above expectations, visible impact3 - Meets50-60%Solid, reliable performer at level2 - Partially Meets10-15%Gaps in key areas, needs focused improvement1 - Does Not Meet0-5%Serious performance concerns, PIP candidate\n\nForced distribution warning: These are guidelines, not quotas. If a team genuinely has 80% high performers, the distribution should reflect reality. Forcing bell curves creates distrust."
      },
      {
        "title": "STAR-I Method (Situation → Task → Action → Result → Impact)",
        "body": "Guide employees to write self-assessments that actually demonstrate value:\n\n### Achievement: [Title]\n\n**Situation:** What was the context or challenge?\n**Task:** What was your specific responsibility?\n**Action:** What did you do? (Be specific — tools, approaches, decisions)\n**Result:** What was the measurable outcome?\n**Impact:** How did this affect the team/org/company beyond the immediate result?\n\n**Competency alignment:** [Which competency does this demonstrate?]\n**Evidence:** [Links, metrics, Slack messages, PRs, customer feedback]"
      },
      {
        "title": "Self-Assessment Prompts by Competency",
        "body": "Delivery & Execution:\n\nWhat were your top 3-5 deliverables this period?\nWhich projects were on time/budget? Which weren't, and why?\nHow did you handle blockers or scope changes?\nWhat did you ship that you're most proud of?\n\nTechnical/Functional Expertise:\n\nWhat new skills or knowledge did you develop?\nWhere did you serve as the go-to expert?\nWhat technical decisions did you make and what was the outcome?\nHow did you stay current in your field?\n\nCommunication & Collaboration:\n\nHow did you contribute to team effectiveness?\nGive an example of resolving a disagreement productively\nHow did you share knowledge with others?\nWhat cross-functional work did you do?\n\nLeadership & Influence:\n\nHow did you influence outcomes beyond your direct responsibilities?\nDid you mentor or develop others? How?\nWhat initiatives did you drive or champion?\nHow did you contribute to team culture?\n\nGrowth & Development:\n\nWhat feedback did you receive and act on?\nWhat's your biggest area of growth this period?\nWhere do you still want to improve?\nWhat are your goals for next period?"
      },
      {
        "title": "Self-Assessment Quality Checklist",
        "body": "Includes 5-8 concrete achievements with metrics\n Uses STAR-I format (not just \"I did X\")\n Covers all competency areas, not just delivery\n Acknowledges at least 1-2 growth areas honestly\n References specific feedback received and actions taken\n Includes forward-looking goals\n Avoids vague language (\"helped with,\" \"was involved in\")\n Links to evidence where possible\n Appropriate length (1-2 pages, not 10)\n Written in first person, professional but human tone"
      },
      {
        "title": "The OBSERVE Framework",
        "body": "Structure every review around:\n\nO — Outcomes delivered: What did they ship/achieve? Metrics and evidence.\nB — Behaviors demonstrated: HOW they worked, not just what they produced.\nS — Strengths to leverage: Their superpower — what should they do MORE of?\nE — Edges to develop: Growth areas framed as opportunities, not failures.\nR — Relationships & impact: How they affected team dynamics and culture.\nV — Vision forward: Clear expectations and development plan for next period.\nE — Evidence cited: Every claim backed by specific examples."
      },
      {
        "title": "Writing Rules",
        "body": "Specific > Vague\n\n❌ \"Great job this quarter\"\n✅ \"Led the API migration affecting 12 services, completing 2 weeks ahead of schedule with zero customer-facing incidents\"\n\n\n\nBehavior > Trait\n\n❌ \"Is a natural leader\"\n✅ \"Organized weekly knowledge-sharing sessions that improved team velocity by 15% and reduced onboarding time for 3 new hires\"\n\n\n\nPattern > Incident\n\n❌ \"Missed the Q3 deadline\"\n✅ \"Delivery timelines were missed on 3 of 5 projects, consistently by 1-2 weeks, suggesting estimation needs improvement\"\n\n\n\nForward > Backward\n\n❌ \"Failed to communicate effectively\"\n✅ \"Strengthening stakeholder communication — specifically proactive status updates — would multiply the impact of their strong technical work\"\n\n\n\nBalanced always\n\nEven top performers need development feedback\nEven struggling performers have strengths to acknowledge\nTarget ratio: 60% strengths / 40% development (adjust by rating)"
      },
      {
        "title": "Review Templates by Rating",
        "body": "Rating 5 — Significantly Exceeds\n\n## Performance Review: [Name] — H2 2025\n**Rating: Significantly Exceeds Expectations (5/5)**\n\n### Summary\n[Name] delivered exceptional results this period, consistently operating above their current level. Their impact extended well beyond their role, influencing [team/org/company] outcomes in measurable ways.\n\n### Key Achievements\n1. **[Achievement]** — [STAR-I summary with metrics]\n2. **[Achievement]** — [STAR-I summary with metrics]\n3. **[Achievement]** — [STAR-I summary with metrics]\n\n### Competency Assessment\n| Competency | Rating | Evidence |\n|-----------|--------|----------|\n| Delivery & Execution | 5 | [Specific examples] |\n| Technical Expertise | [X] | [Specific examples] |\n| Communication | [X] | [Specific examples] |\n| Leadership | [X] | [Specific examples] |\n| Growth | [X] | [Specific examples] |\n\n### Strengths to Leverage\n- [Strength 1] — this is a differentiator that should be amplified\n- [Strength 2] — consider giving them a platform to share this more broadly\n\n### Development Opportunities\nEven at this exceptional level, continued growth in [area] would unlock [next-level impact]. Specifically:\n- [Development area with actionable suggestion]\n- [Stretch assignment or learning recommendation]\n\n### Forward Look\n[Name] is ready for [promotion/expanded scope/leadership opportunity]. Recommended next steps: [specific action].\n\nRating 3 — Meets Expectations\n\n## Performance Review: [Name] — H2 2025\n**Rating: Meets Expectations (3/5)**\n\n### Summary\n[Name] delivered solid, reliable work this period, meeting the expectations of their role. They are a dependable contributor who [key positive theme].\n\n### Key Achievements\n1. **[Achievement]** — [Evidence]\n2. **[Achievement]** — [Evidence]\n3. **[Achievement]** — [Evidence]\n\n### Competency Assessment\n[Same table format]\n\n### Strengths\n- [Strength 1 with evidence]\n- [Strength 2 with evidence]\n\n### Development Areas\nTo move from \"meets\" to \"exceeds,\" [Name] should focus on:\n1. **[Area]** — Currently [current state]. The gap is [specific gap]. To close it: [actionable steps].\n2. **[Area]** — [Same structure]\n\n### Forward Look\nGoals for next period:\n1. [Measurable goal tied to development area]\n2. [Stretch goal that would demonstrate growth]\n3. [Continuation goal building on strengths]\n\nRating 1-2 — Below Expectations\n\n## Performance Review: [Name] — H2 2025\n**Rating: [Partially Meets / Does Not Meet] Expectations ([1-2]/5)**\n\n### Summary\n[Name] struggled to meet expectations in key areas this period. While [acknowledge any positives], significant gaps in [areas] need to be addressed.\n\n### Performance Gaps\n1. **[Gap]** — Expected: [what was expected]. Actual: [what happened]. Impact: [business impact]. Examples: [2-3 specific instances].\n2. **[Gap]** — [Same structure]\n\n### What Was Done Well\n- [Genuine positive — never skip this section]\n\n### Context Considered\n- [Any mitigating factors: reorg, unclear expectations, personal circumstances]\n- [Whether support/coaching was provided and when]\n\n### Improvement Plan\n| Area | Current State | Target State | Actions | Timeline | Support Needed |\n|------|--------------|-------------|---------|----------|----------------|\n| [Gap 1] | [Specific] | [Specific] | [Steps] | [Date] | [Resources] |\n| [Gap 2] | [Specific] | [Specific] | [Steps] | [Date] | [Resources] |\n\n### Consequences\nIf improvement to [specific measurable standard] is not demonstrated by [date]:\n- [Next step: PIP / role change / separation]\n\n### Check-in Schedule\n- Weekly 1:1s focused on [areas]\n- 30-day checkpoint: [date]\n- 60-day checkpoint: [date]\n- Final assessment: [date]"
      },
      {
        "title": "Peer Feedback Request Template",
        "body": "Hi [Peer Name],\n\nYou're invited to provide feedback on [Employee Name] for our [H2 2025] review cycle.\n\nPlease share your observations (10-15 min, ~200-400 words total):\n\n1. **What does [Name] do well?** (Think: specific projects, behaviors, impact on you/the team)\n2. **What could [Name] improve?** (Think: what would make them even more effective?)\n3. **How would you describe working with [Name]?** (Collaboration style, communication, reliability)\n4. **One thing [Name] should keep doing:** ___\n5. **One thing [Name] should start or do more of:** ___\n\nYour feedback will be anonymized and synthesized — [Name] will not see your individual responses verbatim.\n\nDue by: [Date]"
      },
      {
        "title": "Feedback Synthesis Method",
        "body": "When combining multiple peer reviews:\n\nIdentify themes — What do 2+ people mention? Those are patterns, not noise.\nWeight by proximity — Feedback from close collaborators > occasional contacts.\nSeparate fact from feeling — \"Missed 3 deadlines\" is fact. \"Seems disengaged\" is perception (still valuable, but frame differently).\nPreserve outlier insights — If one person noticed something unique, it may still be valuable. Include as \"additionally noted.\""
      },
      {
        "title": "Synthesis Template",
        "body": "### 360° Feedback Summary for [Name]\n\n**Respondents:** [N] peers, [N] cross-functional, [N] skip-level\n\n**Consistent Strengths (mentioned by 2+ reviewers):**\n- [Theme] — \"[Representative quote]\" (paraphrased from [N] responses)\n- [Theme] — \"[Representative quote]\"\n\n**Consistent Development Areas:**\n- [Theme] — \"[Representative quote]\"\n- [Theme] — \"[Representative quote]\"\n\n**Notable Individual Observations:**\n- [Unique insight worth including]\n\n**Overall Sentiment:** [Positive / Mixed / Concerning]\n**Collaboration Rating (aggregated):** [Strong / Solid / Needs Improvement]"
      },
      {
        "title": "Pre-Calibration Prep",
        "body": "For each direct report, prepare:\n\ncalibration_card:\n  name: \"\"\n  current_level: \"\"\n  tenure: \"\"\n  previous_rating: \"\"\n  proposed_rating: \"\"\n  rating_justification: \"\" # 2-3 sentences max\n  top_achievement: \"\"\n  biggest_gap: \"\"\n  promotion_candidate: yes | no | not_yet\n  flight_risk: low | medium | high\n  key_question: \"\" # What you want the calibration group to weigh in on"
      },
      {
        "title": "Calibration Discussion Framework",
        "body": "Round 1 — Present (2 min per person)\n\nManager presents: proposed rating, top achievement, biggest gap\nNo debate yet — just laying out the landscape\n\nRound 2 — Calibrate (5 min per person where needed)\n\nFocus on: rating 4s and 5s (are they truly exceptional?), rating 1s and 2s (is this fair?), any rating that changed from last cycle\nAsk: \"Would this person get the same rating on another team?\"\nAsk: \"Is this rating consistent with [comparable person]?\"\n\nRound 3 — Decide\n\nFinalize ratings\nFlag anyone who needs skip-level review\nIdentify promotion candidates\nIdentify flight risks needing retention action"
      },
      {
        "title": "Calibration Bias Checklist",
        "body": "Before finalizing, check for:\n\nRecency bias — Are you over-weighting the last month vs. the full period?\n Halo/horns effect — Is one great/bad thing coloring the entire review?\n Similarity bias — Are you rating people like you higher?\n Central tendency — Are you avoiding extreme ratings when they're warranted?\n Leniency/strictness — Is your distribution shifted vs. the org?\n Attribution error — Are you blaming the person for systemic issues?\n Contrast effect — Are you comparing to the previous person reviewed rather than the standard?"
      },
      {
        "title": "Conversation Structure (45-60 min)",
        "body": "Opening (5 min)\n\nSet the tone: \"This is a two-way conversation, not a verdict\"\nShare the rating upfront — don't make them wait\n\nAchievements (10 min)\n\nWalk through top 3-5 achievements\nLet them add context or achievements you missed\nBe genuinely appreciative — this isn't just preamble to criticism\n\nDevelopment (15 min)\n\nPresent 1-2 development areas (not 10)\nUse the pattern: \"I've observed [specific behavior] in [specific situations]. The impact was [what happened]. What I'd love to see is [desired behavior].\"\nAsk: \"Does this resonate? What's your perspective?\"\nListen. Actually listen.\n\n360° Themes (5 min)\n\nShare synthesized peer feedback\nHighlight: \"Your colleagues really value [X]\"\nDevelopment: \"A theme that came up was [Y] — thoughts?\"\n\nGoals & Development Plan (15 min)\n\nCo-create 3-5 goals for next period\nAt least 1 development goal, not just delivery goals\nIdentify specific actions, resources, support needed\nAgree on check-in cadence\n\nClose (5 min)\n\nSummarize key takeaways\nAsk: \"What do you need from me to be successful?\"\nEnd on forward-looking, supportive note"
      },
      {
        "title": "Difficult Conversation Scripts",
        "body": "For underperformers:\n\"I want to be direct with you because I respect you and your potential here. Your performance this period was below what we need in [specific area]. Here's what I've observed... I want to work with you on a plan to get back on track. Are you willing to commit to that?\"\n\nFor strong performers who didn't get promoted:\n\"Your work this period was excellent — [specific examples]. The reason you're rated [X] rather than promoted is [specific gap]. Here's what I think it would take: [concrete steps]. I'm committed to supporting you in getting there.\"\n\nFor someone who disagrees with their rating:\n\"I hear you, and I want to understand your perspective. Can you walk me through the specific areas where you see it differently? ... I appreciate you sharing that. Here's how I weighed [factors]. [Either: Let me take this back and reconsider / I understand the disagreement, but here's why the rating stands].\""
      },
      {
        "title": "Development Plan Template",
        "body": "development_plan:\n  employee: \"\"\n  manager: \"\"\n  period: \"H1 2026\"\n  review_date: \"\"\n  \n  strengths_to_leverage:\n    - strength: \"\"\n      leverage_action: \"\" # How to use this more\n      \n  development_areas:\n    - area: \"\"\n      current_state: \"\"\n      target_state: \"\"\n      actions:\n        - type: \"on_the_job\" # 70% of development\n          description: \"\"\n          timeline: \"\"\n        - type: \"learning\" # 20% — coaching, mentoring, peer learning\n          description: \"\"\n          timeline: \"\"\n        - type: \"formal\" # 10% — courses, certifications, conferences\n          description: \"\"\n          timeline: \"\"\n      success_metrics: \"\"\n      check_in_dates: []\n      \n  career_goals:\n    short_term: \"\" # 6-12 months\n    medium_term: \"\" # 1-3 years\n    long_term: \"\" # 3-5 years\n    \n  support_needed:\n    from_manager: \"\"\n    from_org: \"\"\n    budget_required: \"\""
      },
      {
        "title": "The 70-20-10 Development Mix",
        "body": "Type%ExamplesOn-the-job70%Stretch assignments, new projects, leading initiatives, cross-functional work, shadowingSocial learning20%Mentoring, coaching, peer feedback, communities of practice, teaching othersFormal learning10%Courses, certifications, conferences, books, structured programs\n\nCommon mistake: Over-indexing on formal learning (sending someone to a course) when on-the-job stretch would be 5x more effective."
      },
      {
        "title": "1:1 Performance Check-in Template (Monthly)",
        "body": "## Monthly Check-in: [Name] — [Month Year]\n\n### Progress on Goals\n| Goal | Status | Notes |\n|------|--------|-------|\n| [Goal 1] | 🟢 On track / 🟡 At risk / 🔴 Off track | [Brief update] |\n\n### Recent Wins\n- [What went well this month]\n\n### Challenges\n- [What's been difficult]\n\n### Feedback Exchange\n- **Manager → Employee:** [One specific piece of feedback]\n- **Employee → Manager:** [Ask: \"What can I do differently to support you?\"]\n\n### Action Items\n- [ ] [Action] — Owner: [who] — By: [date]\n\n### Overall Pulse: 😊 Great / 😐 Fine / 😟 Struggling"
      },
      {
        "title": "Real-Time Feedback Formula (SBI)",
        "body": "Situation: \"In yesterday's client presentation...\"\nBehavior: \"...you handled the pricing objection by reframing around ROI rather than discounting...\"\nImpact: \"...which kept us at full price and the client visibly shifted from skeptical to interested.\"\n\nDeliver within 48 hours. Positive feedback publicly (if they're comfortable). Constructive feedback privately. Always."
      },
      {
        "title": "Individual Performance Score (0-100)",
        "body": "Score = Σ (competency_rating × competency_weight) × 20\n\nExample:\nDelivery (4/5 × 30%) + Technical (3/5 × 25%) + Communication (4/5 × 20%) \n+ Leadership (3/5 × 15%) + Growth (4/5 × 10%)\n= (1.20 + 0.75 + 0.80 + 0.45 + 0.40) = 3.60 / 5 = 72/100"
      },
      {
        "title": "Team Health Dashboard",
        "body": "Track quarterly:\n\n## Team Performance Dashboard — Q4 2025\n\n**Team size:** [N]\n**Rating distribution:** ⭐5: [N] | ⭐4: [N] | ⭐3: [N] | ⭐2: [N] | ⭐1: [N]\n**Average score:** [X]/100\n**vs. last period:** [↑/↓ X points]\n\n**Promotion candidates:** [Names]\n**Flight risks:** [Names + risk level]\n**PIP/coaching:** [Names]\n\n**Top team strengths:** [Competencies scoring highest]\n**Team gaps:** [Competencies scoring lowest]\n**Development budget used:** [X]% of [Y] allocated\n\n**Engagement signals:**\n- Voluntary turnover: [X]%\n- Internal mobility: [X] transfers/promotions\n- 1:1 completion rate: [X]%\n- Goal completion rate: [X]%"
      },
      {
        "title": "New Hire (< 6 months)",
        "body": "Evaluate against onboarding milestones, not full role expectations\nWeight learning speed and cultural integration higher\nCompare to \"expected ramp\" not to tenured peers\nRating floor of 3 unless genuine performance issues (distinguish slow ramp from bad fit)"
      },
      {
        "title": "Role Change Mid-Cycle",
        "body": "Split the review: first half in old role, second half in new\nWeight the new role performance more heavily (it's the forward-looking signal)\nAcknowledge the transition tax — expect a temporary dip"
      },
      {
        "title": "Remote/Hybrid Considerations",
        "body": "Evaluate output and impact, not visibility or hours\nSeek feedback from async collaborators, not just people in the office\nWatch for proximity bias — don't rate in-office people higher by default"
      },
      {
        "title": "High Performer Wanting to Leave",
        "body": "Have the conversation: \"I value you and want to understand what would make you want to stay\"\nDon't inflate the rating as retention — it sets a precedent\nDocument the conversation and retention actions taken"
      },
      {
        "title": "Inherited Team Member",
        "body": "Get context from previous manager (ask for their calibration card)\nBe transparent: \"I'm still building my understanding of your work\"\nLean more on peer feedback and objective metrics\nDon't default to \"meets\" because you don't know — do the research"
      },
      {
        "title": "Manager Reviewing Someone They Don't Like",
        "body": "Stick to observable behaviors and measurable outcomes\nHave a peer manager gut-check your review for bias\nAsk yourself: \"If my favorite team member did exactly this, what would I rate them?\""
      },
      {
        "title": "11. Legal & Compliance Notes",
        "body": "Documentation rules:\n\nKeep all review documents for minimum 3 years (7 in regulated industries)\nFeedback must reference specific, observable behaviors — not personality traits\nNever reference protected characteristics (age, gender, disability, etc.)\nPIP documentation should be reviewed by HR/legal before delivery\nEmployee should sign acknowledging receipt (not agreement)\n\nPhrases to avoid:\n\n\"Cultural fit\" (can mask bias) → Use \"collaboration effectiveness\"\n\"Aggressive\" (gendered connotation) → Use \"assertive\" or \"direct\"\n\"Young/energetic\" → Use specific behaviors\n\"Not a team player\" → Cite specific collaboration gaps with examples"
      },
      {
        "title": "Commands Reference",
        "body": "CommandWhat it does\"Start review cycle for [team]\"Creates cycle config with timeline\"Write self-assessment for [achievements]\"Generates STAR-I formatted self-review\"Write review for [name] — rating [X]\"Full manager review using OBSERVE framework\"Collect 360 feedback for [name]\"Generates peer feedback requests\"Synthesize feedback from [sources]\"Combines multiple inputs into themes\"Prepare calibration for [team]\"Creates calibration cards for all reports\"Create development plan for [name]\"Builds 70-20-10 development plan\"Monthly check-in for [name]\"Generates 1:1 template with goal tracking\"Give feedback on [situation]\"Formats using SBI framework\"Score [name] across competencies\"Calculates weighted performance score\"Team health dashboard\"Generates full team analytics view"
      }
    ],
    "body": "Performance Review Engine\n\nYour AI-powered performance management system. Write reviews that develop people, not just evaluate them. From self-assessments to 360° feedback to calibration — complete frameworks for every review cycle.\n\nQuick Start\n\nTell your agent:\n\n\"Write a performance review for [name] — they exceeded on delivery but need to improve communication\"\n\"Help me write my self-assessment for H2 2025\"\n\"Run a 360° feedback collection for my team of 6\"\n\"Prepare calibration notes for my 4 direct reports\"\n1. Review Cycle Setup\nCycle Configuration Template\ncycle:\n  name: \"H2 2025 Performance Review\"\n  period: \"2025-07-01 to 2025-12-31\"\n  type: annual | semi-annual | quarterly\n  timeline:\n    self_assessment_due: \"2026-01-10\"\n    peer_feedback_due: \"2026-01-17\"\n    manager_draft_due: \"2026-01-24\"\n    calibration_session: \"2026-01-28\"\n    delivery_window: \"2026-01-29 to 2026-02-07\"\n  participants:\n    - name: \"\"\n      role: \"\"\n      level: \"\"\n      tenure_months: 0\n      previous_rating: \"\"\n      peer_reviewers: []\n      skip_level_reviewer: \"\"\n  rating_scale:\n    1: \"Does Not Meet Expectations\"\n    2: \"Partially Meets Expectations\"\n    3: \"Meets Expectations\"\n    4: \"Exceeds Expectations\"\n    5: \"Significantly Exceeds Expectations\"\n  competencies:\n    - name: \"Delivery & Execution\"\n      weight: 30\n    - name: \"Technical/Functional Expertise\"\n      weight: 25\n    - name: \"Communication & Collaboration\"\n      weight: 20\n    - name: \"Leadership & Influence\"\n      weight: 15\n    - name: \"Growth & Development\"\n      weight: 10\n\nRating Distribution Guidelines\nRating\tTarget %\tDescription\n5 - Significantly Exceeds\t5-10%\tTransformational impact, raises the bar for everyone\n4 - Exceeds\t20-25%\tConsistently above expectations, visible impact\n3 - Meets\t50-60%\tSolid, reliable performer at level\n2 - Partially Meets\t10-15%\tGaps in key areas, needs focused improvement\n1 - Does Not Meet\t0-5%\tSerious performance concerns, PIP candidate\n\nForced distribution warning: These are guidelines, not quotas. If a team genuinely has 80% high performers, the distribution should reflect reality. Forcing bell curves creates distrust.\n\n2. Self-Assessment Framework\nSTAR-I Method (Situation → Task → Action → Result → Impact)\n\nGuide employees to write self-assessments that actually demonstrate value:\n\n### Achievement: [Title]\n\n**Situation:** What was the context or challenge?\n**Task:** What was your specific responsibility?\n**Action:** What did you do? (Be specific — tools, approaches, decisions)\n**Result:** What was the measurable outcome?\n**Impact:** How did this affect the team/org/company beyond the immediate result?\n\n**Competency alignment:** [Which competency does this demonstrate?]\n**Evidence:** [Links, metrics, Slack messages, PRs, customer feedback]\n\nSelf-Assessment Prompts by Competency\n\nDelivery & Execution:\n\nWhat were your top 3-5 deliverables this period?\nWhich projects were on time/budget? Which weren't, and why?\nHow did you handle blockers or scope changes?\nWhat did you ship that you're most proud of?\n\nTechnical/Functional Expertise:\n\nWhat new skills or knowledge did you develop?\nWhere did you serve as the go-to expert?\nWhat technical decisions did you make and what was the outcome?\nHow did you stay current in your field?\n\nCommunication & Collaboration:\n\nHow did you contribute to team effectiveness?\nGive an example of resolving a disagreement productively\nHow did you share knowledge with others?\nWhat cross-functional work did you do?\n\nLeadership & Influence:\n\nHow did you influence outcomes beyond your direct responsibilities?\nDid you mentor or develop others? How?\nWhat initiatives did you drive or champion?\nHow did you contribute to team culture?\n\nGrowth & Development:\n\nWhat feedback did you receive and act on?\nWhat's your biggest area of growth this period?\nWhere do you still want to improve?\nWhat are your goals for next period?\nSelf-Assessment Quality Checklist\n Includes 5-8 concrete achievements with metrics\n Uses STAR-I format (not just \"I did X\")\n Covers all competency areas, not just delivery\n Acknowledges at least 1-2 growth areas honestly\n References specific feedback received and actions taken\n Includes forward-looking goals\n Avoids vague language (\"helped with,\" \"was involved in\")\n Links to evidence where possible\n Appropriate length (1-2 pages, not 10)\n Written in first person, professional but human tone\n3. Manager Review Writing\nThe OBSERVE Framework\n\nStructure every review around:\n\nO — Outcomes delivered: What did they ship/achieve? Metrics and evidence. B — Behaviors demonstrated: HOW they worked, not just what they produced. S — Strengths to leverage: Their superpower — what should they do MORE of? E — Edges to develop: Growth areas framed as opportunities, not failures. R — Relationships & impact: How they affected team dynamics and culture. V — Vision forward: Clear expectations and development plan for next period. E — Evidence cited: Every claim backed by specific examples.\n\nWriting Rules\n\nSpecific > Vague\n\n❌ \"Great job this quarter\"\n✅ \"Led the API migration affecting 12 services, completing 2 weeks ahead of schedule with zero customer-facing incidents\"\n\nBehavior > Trait\n\n❌ \"Is a natural leader\"\n✅ \"Organized weekly knowledge-sharing sessions that improved team velocity by 15% and reduced onboarding time for 3 new hires\"\n\nPattern > Incident\n\n❌ \"Missed the Q3 deadline\"\n✅ \"Delivery timelines were missed on 3 of 5 projects, consistently by 1-2 weeks, suggesting estimation needs improvement\"\n\nForward > Backward\n\n❌ \"Failed to communicate effectively\"\n✅ \"Strengthening stakeholder communication — specifically proactive status updates — would multiply the impact of their strong technical work\"\n\nBalanced always\n\nEven top performers need development feedback\nEven struggling performers have strengths to acknowledge\nTarget ratio: 60% strengths / 40% development (adjust by rating)\nReview Templates by Rating\nRating 5 — Significantly Exceeds\n## Performance Review: [Name] — H2 2025\n**Rating: Significantly Exceeds Expectations (5/5)**\n\n### Summary\n[Name] delivered exceptional results this period, consistently operating above their current level. Their impact extended well beyond their role, influencing [team/org/company] outcomes in measurable ways.\n\n### Key Achievements\n1. **[Achievement]** — [STAR-I summary with metrics]\n2. **[Achievement]** — [STAR-I summary with metrics]\n3. **[Achievement]** — [STAR-I summary with metrics]\n\n### Competency Assessment\n| Competency | Rating | Evidence |\n|-----------|--------|----------|\n| Delivery & Execution | 5 | [Specific examples] |\n| Technical Expertise | [X] | [Specific examples] |\n| Communication | [X] | [Specific examples] |\n| Leadership | [X] | [Specific examples] |\n| Growth | [X] | [Specific examples] |\n\n### Strengths to Leverage\n- [Strength 1] — this is a differentiator that should be amplified\n- [Strength 2] — consider giving them a platform to share this more broadly\n\n### Development Opportunities\nEven at this exceptional level, continued growth in [area] would unlock [next-level impact]. Specifically:\n- [Development area with actionable suggestion]\n- [Stretch assignment or learning recommendation]\n\n### Forward Look\n[Name] is ready for [promotion/expanded scope/leadership opportunity]. Recommended next steps: [specific action].\n\nRating 3 — Meets Expectations\n## Performance Review: [Name] — H2 2025\n**Rating: Meets Expectations (3/5)**\n\n### Summary\n[Name] delivered solid, reliable work this period, meeting the expectations of their role. They are a dependable contributor who [key positive theme].\n\n### Key Achievements\n1. **[Achievement]** — [Evidence]\n2. **[Achievement]** — [Evidence]\n3. **[Achievement]** — [Evidence]\n\n### Competency Assessment\n[Same table format]\n\n### Strengths\n- [Strength 1 with evidence]\n- [Strength 2 with evidence]\n\n### Development Areas\nTo move from \"meets\" to \"exceeds,\" [Name] should focus on:\n1. **[Area]** — Currently [current state]. The gap is [specific gap]. To close it: [actionable steps].\n2. **[Area]** — [Same structure]\n\n### Forward Look\nGoals for next period:\n1. [Measurable goal tied to development area]\n2. [Stretch goal that would demonstrate growth]\n3. [Continuation goal building on strengths]\n\nRating 1-2 — Below Expectations\n## Performance Review: [Name] — H2 2025\n**Rating: [Partially Meets / Does Not Meet] Expectations ([1-2]/5)**\n\n### Summary\n[Name] struggled to meet expectations in key areas this period. While [acknowledge any positives], significant gaps in [areas] need to be addressed.\n\n### Performance Gaps\n1. **[Gap]** — Expected: [what was expected]. Actual: [what happened]. Impact: [business impact]. Examples: [2-3 specific instances].\n2. **[Gap]** — [Same structure]\n\n### What Was Done Well\n- [Genuine positive — never skip this section]\n\n### Context Considered\n- [Any mitigating factors: reorg, unclear expectations, personal circumstances]\n- [Whether support/coaching was provided and when]\n\n### Improvement Plan\n| Area | Current State | Target State | Actions | Timeline | Support Needed |\n|------|--------------|-------------|---------|----------|----------------|\n| [Gap 1] | [Specific] | [Specific] | [Steps] | [Date] | [Resources] |\n| [Gap 2] | [Specific] | [Specific] | [Steps] | [Date] | [Resources] |\n\n### Consequences\nIf improvement to [specific measurable standard] is not demonstrated by [date]:\n- [Next step: PIP / role change / separation]\n\n### Check-in Schedule\n- Weekly 1:1s focused on [areas]\n- 30-day checkpoint: [date]\n- 60-day checkpoint: [date]\n- Final assessment: [date]\n\n4. 360° Feedback System\nPeer Feedback Request Template\nHi [Peer Name],\n\nYou're invited to provide feedback on [Employee Name] for our [H2 2025] review cycle.\n\nPlease share your observations (10-15 min, ~200-400 words total):\n\n1. **What does [Name] do well?** (Think: specific projects, behaviors, impact on you/the team)\n2. **What could [Name] improve?** (Think: what would make them even more effective?)\n3. **How would you describe working with [Name]?** (Collaboration style, communication, reliability)\n4. **One thing [Name] should keep doing:** ___\n5. **One thing [Name] should start or do more of:** ___\n\nYour feedback will be anonymized and synthesized — [Name] will not see your individual responses verbatim.\n\nDue by: [Date]\n\nFeedback Synthesis Method\n\nWhen combining multiple peer reviews:\n\nIdentify themes — What do 2+ people mention? Those are patterns, not noise.\nWeight by proximity — Feedback from close collaborators > occasional contacts.\nSeparate fact from feeling — \"Missed 3 deadlines\" is fact. \"Seems disengaged\" is perception (still valuable, but frame differently).\nPreserve outlier insights — If one person noticed something unique, it may still be valuable. Include as \"additionally noted.\"\nSynthesis Template\n### 360° Feedback Summary for [Name]\n\n**Respondents:** [N] peers, [N] cross-functional, [N] skip-level\n\n**Consistent Strengths (mentioned by 2+ reviewers):**\n- [Theme] — \"[Representative quote]\" (paraphrased from [N] responses)\n- [Theme] — \"[Representative quote]\"\n\n**Consistent Development Areas:**\n- [Theme] — \"[Representative quote]\"\n- [Theme] — \"[Representative quote]\"\n\n**Notable Individual Observations:**\n- [Unique insight worth including]\n\n**Overall Sentiment:** [Positive / Mixed / Concerning]\n**Collaboration Rating (aggregated):** [Strong / Solid / Needs Improvement]\n\n5. Calibration Session\nPre-Calibration Prep\n\nFor each direct report, prepare:\n\ncalibration_card:\n  name: \"\"\n  current_level: \"\"\n  tenure: \"\"\n  previous_rating: \"\"\n  proposed_rating: \"\"\n  rating_justification: \"\" # 2-3 sentences max\n  top_achievement: \"\"\n  biggest_gap: \"\"\n  promotion_candidate: yes | no | not_yet\n  flight_risk: low | medium | high\n  key_question: \"\" # What you want the calibration group to weigh in on\n\nCalibration Discussion Framework\n\nRound 1 — Present (2 min per person)\n\nManager presents: proposed rating, top achievement, biggest gap\nNo debate yet — just laying out the landscape\n\nRound 2 — Calibrate (5 min per person where needed)\n\nFocus on: rating 4s and 5s (are they truly exceptional?), rating 1s and 2s (is this fair?), any rating that changed from last cycle\nAsk: \"Would this person get the same rating on another team?\"\nAsk: \"Is this rating consistent with [comparable person]?\"\n\nRound 3 — Decide\n\nFinalize ratings\nFlag anyone who needs skip-level review\nIdentify promotion candidates\nIdentify flight risks needing retention action\nCalibration Bias Checklist\n\nBefore finalizing, check for:\n\n Recency bias — Are you over-weighting the last month vs. the full period?\n Halo/horns effect — Is one great/bad thing coloring the entire review?\n Similarity bias — Are you rating people like you higher?\n Central tendency — Are you avoiding extreme ratings when they're warranted?\n Leniency/strictness — Is your distribution shifted vs. the org?\n Attribution error — Are you blaming the person for systemic issues?\n Contrast effect — Are you comparing to the previous person reviewed rather than the standard?\n6. Review Delivery Conversation\nConversation Structure (45-60 min)\n\nOpening (5 min)\n\nSet the tone: \"This is a two-way conversation, not a verdict\"\nShare the rating upfront — don't make them wait\n\nAchievements (10 min)\n\nWalk through top 3-5 achievements\nLet them add context or achievements you missed\nBe genuinely appreciative — this isn't just preamble to criticism\n\nDevelopment (15 min)\n\nPresent 1-2 development areas (not 10)\nUse the pattern: \"I've observed [specific behavior] in [specific situations]. The impact was [what happened]. What I'd love to see is [desired behavior].\"\nAsk: \"Does this resonate? What's your perspective?\"\nListen. Actually listen.\n\n360° Themes (5 min)\n\nShare synthesized peer feedback\nHighlight: \"Your colleagues really value [X]\"\nDevelopment: \"A theme that came up was [Y] — thoughts?\"\n\nGoals & Development Plan (15 min)\n\nCo-create 3-5 goals for next period\nAt least 1 development goal, not just delivery goals\nIdentify specific actions, resources, support needed\nAgree on check-in cadence\n\nClose (5 min)\n\nSummarize key takeaways\nAsk: \"What do you need from me to be successful?\"\nEnd on forward-looking, supportive note\nDifficult Conversation Scripts\n\nFor underperformers: \"I want to be direct with you because I respect you and your potential here. Your performance this period was below what we need in [specific area]. Here's what I've observed... I want to work with you on a plan to get back on track. Are you willing to commit to that?\"\n\nFor strong performers who didn't get promoted: \"Your work this period was excellent — [specific examples]. The reason you're rated [X] rather than promoted is [specific gap]. Here's what I think it would take: [concrete steps]. I'm committed to supporting you in getting there.\"\n\nFor someone who disagrees with their rating: \"I hear you, and I want to understand your perspective. Can you walk me through the specific areas where you see it differently? ... I appreciate you sharing that. Here's how I weighed [factors]. [Either: Let me take this back and reconsider / I understand the disagreement, but here's why the rating stands].\"\n\n7. Development Planning\nDevelopment Plan Template\ndevelopment_plan:\n  employee: \"\"\n  manager: \"\"\n  period: \"H1 2026\"\n  review_date: \"\"\n  \n  strengths_to_leverage:\n    - strength: \"\"\n      leverage_action: \"\" # How to use this more\n      \n  development_areas:\n    - area: \"\"\n      current_state: \"\"\n      target_state: \"\"\n      actions:\n        - type: \"on_the_job\" # 70% of development\n          description: \"\"\n          timeline: \"\"\n        - type: \"learning\" # 20% — coaching, mentoring, peer learning\n          description: \"\"\n          timeline: \"\"\n        - type: \"formal\" # 10% — courses, certifications, conferences\n          description: \"\"\n          timeline: \"\"\n      success_metrics: \"\"\n      check_in_dates: []\n      \n  career_goals:\n    short_term: \"\" # 6-12 months\n    medium_term: \"\" # 1-3 years\n    long_term: \"\" # 3-5 years\n    \n  support_needed:\n    from_manager: \"\"\n    from_org: \"\"\n    budget_required: \"\"\n\nThe 70-20-10 Development Mix\nType\t%\tExamples\nOn-the-job\t70%\tStretch assignments, new projects, leading initiatives, cross-functional work, shadowing\nSocial learning\t20%\tMentoring, coaching, peer feedback, communities of practice, teaching others\nFormal learning\t10%\tCourses, certifications, conferences, books, structured programs\n\nCommon mistake: Over-indexing on formal learning (sending someone to a course) when on-the-job stretch would be 5x more effective.\n\n8. Continuous Feedback (Between Reviews)\n1:1 Performance Check-in Template (Monthly)\n## Monthly Check-in: [Name] — [Month Year]\n\n### Progress on Goals\n| Goal | Status | Notes |\n|------|--------|-------|\n| [Goal 1] | 🟢 On track / 🟡 At risk / 🔴 Off track | [Brief update] |\n\n### Recent Wins\n- [What went well this month]\n\n### Challenges\n- [What's been difficult]\n\n### Feedback Exchange\n- **Manager → Employee:** [One specific piece of feedback]\n- **Employee → Manager:** [Ask: \"What can I do differently to support you?\"]\n\n### Action Items\n- [ ] [Action] — Owner: [who] — By: [date]\n\n### Overall Pulse: 😊 Great / 😐 Fine / 😟 Struggling\n\nReal-Time Feedback Formula (SBI)\n\nSituation: \"In yesterday's client presentation...\" Behavior: \"...you handled the pricing objection by reframing around ROI rather than discounting...\" Impact: \"...which kept us at full price and the client visibly shifted from skeptical to interested.\"\n\nDeliver within 48 hours. Positive feedback publicly (if they're comfortable). Constructive feedback privately. Always.\n\n9. Scoring & Analytics\nIndividual Performance Score (0-100)\nScore = Σ (competency_rating × competency_weight) × 20\n\nExample:\nDelivery (4/5 × 30%) + Technical (3/5 × 25%) + Communication (4/5 × 20%) \n+ Leadership (3/5 × 15%) + Growth (4/5 × 10%)\n= (1.20 + 0.75 + 0.80 + 0.45 + 0.40) = 3.60 / 5 = 72/100\n\nTeam Health Dashboard\n\nTrack quarterly:\n\n## Team Performance Dashboard — Q4 2025\n\n**Team size:** [N]\n**Rating distribution:** ⭐5: [N] | ⭐4: [N] | ⭐3: [N] | ⭐2: [N] | ⭐1: [N]\n**Average score:** [X]/100\n**vs. last period:** [↑/↓ X points]\n\n**Promotion candidates:** [Names]\n**Flight risks:** [Names + risk level]\n**PIP/coaching:** [Names]\n\n**Top team strengths:** [Competencies scoring highest]\n**Team gaps:** [Competencies scoring lowest]\n**Development budget used:** [X]% of [Y] allocated\n\n**Engagement signals:**\n- Voluntary turnover: [X]%\n- Internal mobility: [X] transfers/promotions\n- 1:1 completion rate: [X]%\n- Goal completion rate: [X]%\n\n10. Edge Cases & Advanced Scenarios\nNew Hire (< 6 months)\nEvaluate against onboarding milestones, not full role expectations\nWeight learning speed and cultural integration higher\nCompare to \"expected ramp\" not to tenured peers\nRating floor of 3 unless genuine performance issues (distinguish slow ramp from bad fit)\nRole Change Mid-Cycle\nSplit the review: first half in old role, second half in new\nWeight the new role performance more heavily (it's the forward-looking signal)\nAcknowledge the transition tax — expect a temporary dip\nRemote/Hybrid Considerations\nEvaluate output and impact, not visibility or hours\nSeek feedback from async collaborators, not just people in the office\nWatch for proximity bias — don't rate in-office people higher by default\nHigh Performer Wanting to Leave\nHave the conversation: \"I value you and want to understand what would make you want to stay\"\nDon't inflate the rating as retention — it sets a precedent\nDocument the conversation and retention actions taken\nInherited Team Member\nGet context from previous manager (ask for their calibration card)\nBe transparent: \"I'm still building my understanding of your work\"\nLean more on peer feedback and objective metrics\nDon't default to \"meets\" because you don't know — do the research\nManager Reviewing Someone They Don't Like\nStick to observable behaviors and measurable outcomes\nHave a peer manager gut-check your review for bias\nAsk yourself: \"If my favorite team member did exactly this, what would I rate them?\"\n11. Legal & Compliance Notes\n\nDocumentation rules:\n\nKeep all review documents for minimum 3 years (7 in regulated industries)\nFeedback must reference specific, observable behaviors — not personality traits\nNever reference protected characteristics (age, gender, disability, etc.)\nPIP documentation should be reviewed by HR/legal before delivery\nEmployee should sign acknowledging receipt (not agreement)\n\nPhrases to avoid:\n\n\"Cultural fit\" (can mask bias) → Use \"collaboration effectiveness\"\n\"Aggressive\" (gendered connotation) → Use \"assertive\" or \"direct\"\n\"Young/energetic\" → Use specific behaviors\n\"Not a team player\" → Cite specific collaboration gaps with examples\nCommands Reference\nCommand\tWhat it does\n\"Start review cycle for [team]\"\tCreates cycle config with timeline\n\"Write self-assessment for [achievements]\"\tGenerates STAR-I formatted self-review\n\"Write review for [name] — rating [X]\"\tFull manager review using OBSERVE framework\n\"Collect 360 feedback for [name]\"\tGenerates peer feedback requests\n\"Synthesize feedback from [sources]\"\tCombines multiple inputs into themes\n\"Prepare calibration for [team]\"\tCreates calibration cards for all reports\n\"Create development plan for [name]\"\tBuilds 70-20-10 development plan\n\"Monthly check-in for [name]\"\tGenerates 1:1 template with goal tracking\n\"Give feedback on [situation]\"\tFormats using SBI framework\n\"Score [name] across competencies\"\tCalculates weighted performance score\n\"Team health dashboard\"\tGenerates full team analytics view"
  },
  "trust": {
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    "provenanceUrl": "https://clawhub.ai/1kalin/afrexai-performance-review",
    "publisherUrl": "https://clawhub.ai/1kalin/afrexai-performance-review",
    "owner": "1kalin",
    "version": "1.1.0",
    "license": null,
    "verificationStatus": "Indexed source record"
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