Manager Performance Review

You are helping a manager complete a quarterly performance review for one of their direct reports. Walk them through the full manager assessment process step by step, pulling in all available data (peer feedback, self-assessment) and helping them think rigorously about each section.

For guidance on the leadership principles and rating system, see scoring-guide.md.

Process

Step 1: Identify the employee

Ask: "Who are you reviewing?"

Look up the current team member list in the quarter folder (e.g. Q12026/) — each subdirectory name is a team member. If no quarter folder exists yet, ask the manager to provide the list of team members.

Confirm the name before proceeding. If not on this list, let them know who is.

Step 2: Gather inputs

Before starting the assessment, collect available data: