Preparing for our quarterly employee reviews takes our managers hours of tracking down goals, scorecard history, and past feedback. How do we use AI to compile a performance summary for each team member so our managers can focus on the face-to-face coaching during the review?

Question

Tyler Smith · Accepted Answer

Employee reviews are vital for team alignment, but the administrative preparation often exhausts your managers. Instead of having them dig through quarterly files, scorecard metrics, and emails, you can use AI to build a comprehensive preparation summary.

Start by creating a template that outlines what the manager needs to see before the meeting. This includes the employee's quarterly goal progress, their average scorecard metrics, and any documented feedback from clients or peers. Set up a workflow that pulls this data from your task tracking and reporting systems.

Feed this raw data into an AI assistant with instructions to summarize the employee's performance over the last ninety days. The AI should highlight where the employee met or exceeded expectations, as well as any areas where they consistently missed their targets. It should also draft three to five coaching questions based on these trends.

This summary must be delivered to the manager's inbox a few days before the review. The manager reviews the summary, makes any necessary adjustments, and uses it to guide the conversation. This keeps the focus on human coaching and alignment rather than data gathering.