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Performance Review Guidelines

Establishing Performance Review Guidelines for Hybrid and Remote Teams

This prompt helps HR teams create performance review guidelines tailored to hybrid or remote work environments. It focuses on evaluating productivity, collaboration, and adaptability while addressing unique challenges faced by distributed teams.

Responsible:

HR/Recruiting

Accountable, Informed or Consulted:

HR, Leadership, Operations

THE PREP

Creating effective prompts involves tailoring them with detailed, relevant information and uploading documents that provide the best context. Prompts act as a framework to guide the response, but specificity and customization ensure the most accurate and helpful results. Use these prep tips to get the most out of this prompt:

  • Review company policies and expectations for hybrid and remote work.

  • Identify role-specific metrics that reflect performance in distributed environments.

  • Collaborate with team leads to understand remote work challenges and success factors.

THE PROMPT

Help create performance review guidelines specifically designed for hybrid and remote teams at [specific software startup]. Focus on:

  • Productivity Metrics: Recommending measurable criteria, such as, ‘Evaluate work output based on project completion, meeting deadlines, and quality of deliverables, rather than hours worked.’

  • Collaboration and Communication: Suggesting team-based evaluation, like, ‘Assess how effectively employees communicate and collaborate with remote colleagues using tools like Slack, Zoom, or Asana.’

  • Adaptability and Autonomy: Including flexibility measures, such as, ‘Evaluate how well employees manage their schedules, adapt to changing priorities, and take initiative in a remote setting.’

  • Employee Well-Being: Proposing methods to address challenges, like, ‘Incorporate discussions about work-life balance, burnout prevention, and support systems in the review process.’

  • Feedback and Goal-Setting: Recommending actionable steps, such as, ‘Use feedback to identify strengths and areas for improvement, and set remote-specific goals for the next review period.’

Provide a detailed set of performance review guidelines that addresses the nuances of hybrid and remote work environments while maintaining fairness and consistency. If additional details about team structures or remote policies are needed, ask clarifying questions to refine the guidelines.

Bonus Add-On Prompts

Propose strategies for assessing team engagement and collaboration in remote environments.

Suggest methods for integrating remote work best practices into review discussions.

Highlight techniques for addressing communication barriers in hybrid teams during evaluations.

Use AI responsibly by verifying its outputs, as it may occasionally generate inaccurate or incomplete information. Treat AI as a tool to support your decision-making, ensuring human oversight and professional judgment for critical or sensitive use cases.

SUGGESTIONS TO IMPROVE

  • Focus on performance reviews for specific remote roles, like customer support or developers.

  • Include tips for incorporating asynchronous communication effectiveness in evaluations.

  • Propose ways to adjust feedback delivery methods for virtual settings.

  • Highlight tools like 15Five or Leapsome for managing remote performance reviews.

  • Add suggestions for conducting informal mid-cycle check-ins to address remote-specific challenges.

WHEN TO USE

  • To adapt performance reviews for hybrid or remote teams.

  • During the rollout of remote-first or hybrid work policies.

  • When evaluating employees working across different time zones or geographies.

WHEN NOT TO USE

  • For fully in-office teams where traditional performance metrics suffice.

  • If hybrid or remote work expectations are not clearly defined.

Fractional Executives

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