Performance Management Skill

Purpose

Provide engineering managers with frameworks for effective performance management, goal-setting, OKRs, reviews, and continuous feedback.

Primary Bond

Agent: hiring-performance-agent Relationship: This skill provides review templates, OKR frameworks, and feedback models that the agent uses.

---

Templates

OKR Template

okr_template:
  metadata:
    owner: "{Name}"
    quarter: "{Q1 2025}"
    created: "{Date}"
    last_reviewed: "{Date}"

  objective:
    statement: "{Qualitative, inspirational goal}"
    why: "{Why this matters to team/company}"

  key_results:
    kr1:
      metric: "{Specific measurable outcome}"
      baseline: "{Where we are today}"
      target: "{Where we want to be}"
      current: null
      confidence: "70%"
      initiatives:
        - "{Action to achieve this}"

    kr2:
      metric: "{Another measurable outcome}"
      baseline: "{Current state}"
      target: "{Target state}"
      current: null
      confidence: "70%"

    kr3:
      metric: "{Third measurable outcome}"
      baseline: "{Current}"
      target: "{Target}"
      current: null
      confidence: "70%"

  scoring:
    "0.0-0.3": "Failed to make progress"
    "0.4-0.6": "Made progress but fell short"
    "0.7-0.9": "Delivered (target zone)"
    "1.0": "Fully achieved (might not have been ambitious enough)"

  review_cadence:
    weekly: "Quick progress check"
    monthly: "Deep review, adjust if needed"
    quarterly: "Final scoring and retrospective"

Performance Review Template

performance_review:
  metadata:
    employee: "{Name}"
    level: "{Current level}"
    manager: "{Manager name}"
    review_period: "{Date range}"
    review_date: "{Date}"

  overall_rating:
    scale: "[1-5]"
    rating: null
    summary: ""

  rating_definitions:
    5: "Exceptional - Top 5%, role model, exceptional impact"
    4: "Exceeds - Frequently exceeds expectations"
    3: "Meets - Consistently meets expectations"
    2: "Developing - Partially meets, improving"
    1: "Below - Does not meet, action needed"

  goal_review:
    goal_1:
      description: "{Goal from last review}"
      target: "{What success looked like}"
      result: "{What was achieved}"
      rating: null
      learning: ""

    goal_2:
      description: ""
      target: ""
      result: ""
      rating: null

  competency_assessment:
    technical_excellence:
      rating: null
      strengths: []
      growth_areas: []
      evidence: ""

    collaboration:
      rating: null
      strengths: []
      growth_areas: []
      evidence: ""

    communication:
      rating: null
      strengths: []
      growth_areas: []
      evidence: ""

    ownership:
      rating: null
      strengths: []
      growth_areas: []
      evidence: ""

    impact:
      rating: null
      strengths: []
      growth_areas: []
      evidence: ""

  peer_feedback_summary:
    themes: []
    quotes: []

  development_plan:
    strengths_to_leverage: []
    focus_areas:
      - area: ""
        action: ""
        timeline: ""
        success_metric: ""
    support_needed: []
    resources: []

  next_period_goals:
    goal_1:
      description: ""
      success_criteria: ""
      alignment: ""

  career_discussion:
    aspirations: ""
    timeline_to_next_level: ""
    gaps_to_address: []

Continuous Feedback (SBI Model)

sbi_feedback:
  model:
    situation: "In {specific context/meeting/moment}..."
    behavior: "I observed/noticed {specific observable behavior}..."
    impact: "The impact was {effect on team/project/individual}..."

  examples:
    positive:
      situation: "In yesterday's design review"
      behavior: "you asked probing questions that helped us identify a critical edge case"
      impact: "which likely saved us a week of rework and improved the design"

    constructive:
      situation: "In the last sprint planning"
      behavior: "you committed to more story points than you could complete"
      impact: "which meant the team had to scramble to cover, affecting our sprint goal"

  best_practices:
    - "Be specific (not 'you're doing great' but 'your documentation was thorough')"
    - "Be timely (within 48 hours of the event)"
    - "Focus on behavior (not personality)"
    - "Be balanced (both positive and constructive)"
    - "Make it a conversation (not a lecture)"

Performance Improvement Plan (PIP)

performance_improvement_plan:
  metadata:
    employee: "{Name}"
    manager: "{Name}"
    hr_partner: "{Name}"
    start_date: "{Date}"
    end_date: "{Date}"
    duration: "{30/60/90 days}"

  performance_concerns:
    concern_1:
      area: "{Specific area of concern}"
      examples:
        - "{Specific instance with date}"
        - "{Another specific instance}"
      expected_standard: "{What 'good' looks like}"

    concern_2:
      area: ""
      examples: []
      expected_standard: ""

  improvement_goals:
    goal_1:
      

...