Our managers spend hours preparing for quarterly performance reviews, trying to pull together historical scorecard metrics, completed Rocks, and past feedback. How do we use AI to instantly synthesize this performance data so our leaders can focus on coaching rather than paperwork?

Question

Tyler Smith · Accepted Answer

Preparing for performance conversations is a massive administrative drain on your leadership team. You can use AI to synthesize this information by creating a secure feedback pipeline that acts as an administrative assistant for your managers.

Keep a simple, structured record of each employee weekly Scorecard performance and Rock completion history throughout the quarter. When it is time for the review, feed this performance data along with any peer feedback into a secure, private AI tool.

Instruct the tool to generate a concise performance summary. The prompt should direct the AI to highlight consistent wins, identify areas where metrics missed the target, and suggest coaching questions based on the employee GWC™, or whether they get, want, and have the capacity to do their job.

Your managers review this summary to prepare for the conversation. This reduces prep time from hours to minutes per employee.

By automating the compilation of performance data, your leaders can focus their energy on the actual face-to-face coaching session. This makes your quarterly reviews far more impactful, improves employee engagement, and ensures your team is fully aligned with the overall vision of the business.