Smarter Week

How to automate it

How to automate “write performance reviews and written feedback”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

240 min
typically, once a month
45%
of the time can be automated
Easy
to set up

Fix 1 of 2

AIBest fix

Draft performance reviews from your notes, goals and peer feedback with AI

Lattice, Culture Amp, 15Five and Workday now draft reviews from the year's notes and feedback. A general AI assistant can do the same from pasted notes. You own the rating and the message.

Typically saves about 40% of the time10 min to set up
  1. 1Collect the person's goals, your 1:1 notes, peer feedback and their self-review.
  2. 2Use the AI writing feature in your performance tool, or an approved assistant with the prompt below.
  3. 3Rewrite the summary in your own words and check every example is accurate and fair.
  4. 4Never paste reviews into an AI tool your company has not approved.
Prompt to copy
Help me draft a performance review for [ROLE] covering [PERIOD]. Use only the evidence below. Structure: 1) summary in three sentences, 2) strengths with specific examples, 3) areas to grow with specific examples and a suggested next step for each, 4) progress against each goal. Write in a direct, kind tone. Do not suggest a rating.

Goals:
[PASTE]

My notes:
[PASTE]

Peer feedback:
[PASTE]

Self-review:
[PASTE]

Tools: Lattice AI · Culture Amp · 15Five · Workday · ChatGPT, Claude, Gemini or Microsoft Copilot

Fix 2 of 2

Process fix

Keep a running feedback log for each person

Reviews take longest when you have to reconstruct six months from memory. Two minutes a week per person makes review season mostly copy and edit.

Typically saves about 30% of the time15 min to set up
  1. 1Create one note per direct report (or use the notes feature in your performance tool).
  2. 2After each 1:1 or notable piece of work, add a dated line: what happened and the impact.
  3. 3Share positive notes with the person at the time.
  4. 4At review time, give the log to your AI review draft.

Tools: Lattice, 15Five or Culture Amp notes · A private doc or Notion page

Quick wins

Have you tried…

Have you used AI to draft performance reviews from your notes and peer feedback?
Performance tools like Lattice and Culture Amp, or an approved AI assistant, can turn your notes and feedback into a first draft. You decide the rating and rewrite it in your own words.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Answers are anonymous. Leaders only see team totals.

Other common tasks for General Managers / VPs