Skills

65 Team Performance Review Global

Use when a leader evaluates a marketing TEAM MEMBER using data, a KPI scorecard by...

Install

npx skills add minhnv0807/ai-business-skills --skill 65-team-performance-review-global -g -a claude-code -y
Category
Marketing
Updated
3d ago
License
MIT
Context cost
Mediumabout 1,786 tokens
Runs scripts
No, instructions only

What it does

Use when a leader evaluates a marketing TEAM MEMBER using data, a KPI scorecard by role, strengths with real examples, areas to improve stated as observable behavior, a 30 and 90 day development plan, and a 1-5 rating rubric. Trigger on 'performance review for my marketer', 'evaluate a team member', 'monthly 1:1 review', 'feedback for my content writer', 'development plan for an employee', 'is this person underperforming'. Also use when the user is unhappy with someone and cannot articulate why. Not for, evaluating a campaign rather than a person, see `63-campaign-retrospective-global`; reviewing one piece of output, see `62-marketing-review-global`; scoring an external vendor, see `67-agency-vendor-brief-global`.

Team Performance Review (Global)

A review is not a grade, it exists so the person knows what to do to get better. Feedback without data is opinion; feedback with data is coaching. There should be no surprises in a review: feedback is given continuously through the period, and the review only summarizes it.

Information gathering

Read the brief history (64-team-brief-global), last period's output, and the reports (07-marketing-report-global) if available. If missing, ask up to 4 questions:

  1. Who is being reviewed, in what role, for what period? Content writer / designer / media buyer / channel owner; monthly or quarterly.
  2. What KPIs were set at the start of the period? If none were set, this review can only be qualitative, say so explicitly in the document.
  3. Concrete output data: pieces published, assets delivered, CPA/ROAS on campaigns they own, on-time rate, revisions per task.
  4. Specific observations from the period: 2-3 real situations (positive and negative) with dates.

Principles

  1. No surprises. Negative feedback is given when it happens, not saved for review day.
  2. Every statement needs evidence. "Hard-working" is not an assessment; "on time on 9 of 10 tasks, proposed two new content angles unprompted" is.
  3. Assess behavior, not character. Write "submitted late 3 times without notice", not "irresponsible".
  4. Rate consistently. Apply the same standard across the team; do not let personal rapport shift the scale.
  5. A review must produce a development plan. Without one it is just an unusable scorecard.
  6. The document is confidential. Leader and reviewee only.

Documentation caution

In many jurisdictions, written performance documentation carries employment-law weight and can be produced as evidence in a dispute. Write it accordingly:

Read the whole SKILL.md on GitHub

More in Marketing