HomeCasa Prompts

Performance review with SBI feedback from your own notes

Turn scattered manager notes into a fair performance review: SBI-model feedback, evidence-based ratings for each goal, development goals and a bias check before the meeting. Designed for ChatGPT, Claude, Gemini and Microsoft Copilot. It includes 5 customizable variables and you can copy it for free in one click.

Intermediate · Text · Pending editorial review

Designed for:

Prompt

Act as a manager coach who specializes in evidence-based performance reviews and the SBI feedback model (Situation, Behavior, Impact).

Context:
- Role of the person being reviewed: {{role}}
- Review period: {{period}}
- Goals agreed for the period: {{goals}}
- My notes (facts, examples, feedback received): {{notes}}
- Company rating scale: {{scale}}

Deliverables:
1. Sort my notes into strengths and areas for improvement. List separately any note that is an opinion or a personality label with no observable behavior, and tell me what evidence I am missing.
2. Rewrite each point in SBI format: Situation (when and where), Behavior (what they did or said, observable) and Impact (on the team, the customer or results). Add one open question to start the conversation.
3. Rate each goal using the {{scale}} scale, with the evidence behind the rating. Where there is no evidence, mark [FILL IN].
4. 2-3 development goals for the next period, each with the concrete support the company will provide.
5. One balanced, specific overall summary paragraph.
6. Bias check: recency effect, halo effect, comparisons with other people and gendered or personality-loaded language ("abrasive", "not committed", "emotional"). Suggest neutral alternatives.

Constraints:
- Describe behavior, not character. Do not invent facts, dates or numbers.
- If my notes touch on health, pregnancy, leave, legal disputes or possible disciplinary action, flag it and recommend reviewing with HR or legal counsel before the review is delivered.
- If key information is missing, ask me first.

Format: a meeting-ready document with headings per section and a goals table (goal, rating, evidence).

How to use it

  1. Paste your notes as they are, even if messy. 2. Add the evidence the model flags as missing. 3. Read the document out loud before the meeting: if you would not say a sentence face to face, rewrite it.

Usage example

Role: support engineer · Period: January-June · Goal: resolve 80% of tickets within 24 hours · Note: "coordinated the on-call team during the March outage".

Sample output

Notes that need more evidence

  • "Late deliveries in two sprints": which sprints, how late, and were there scope changes? [FILL IN]

Strengths (SBI)

Situation: April product review, in front of leadership and sales. Behavior: he presented the onboarding redesign and explained the reasoning behind each decision using user-test findings. Impact: the sales team says they now understand the product better and can defend it with customers. Opening question: "What helped you prepare that presentation so well?"

Area for improvement

Situation: two sprints during the period [FILL IN: which ones]. Behavior: final designs were delivered after the agreed date. Impact: [FILL IN: effect on engineering or the launch]. Question: "What happened in those sprints, and what would have changed the outcome?"

Goals

GoalRatingEvidence
Ship the new app onboarding[FILL IN]Actual launch date
Cut usability issues by 20%[FILL IN]Before/after data

Bias check

  • Recency effect: the April presentation shouldn't overshadow the rest of the year.
  • …

Key facts

Category
Human resources · Performance reviews
Output type
Text
Level
Intermediate
Designed for
ChatGPT, Claude, Gemini and Microsoft Copilot
Verified in
Pending editorial verification
Variables
Role reviewed, Review period, Goals for the period, Your notes and Rating scale
Language
English
Price
Free, no sign-up
Updated
Nov 7, 2026

Frequently asked questions

What exactly is the SBI model?

It is a way of giving feedback by describing the specific Situation, the observable Behavior and its Impact. Because it sticks to facts, people discuss what happened instead of defending themselves against a label.

Can I use it if my company has no numeric ratings?

Yes. Choose the qualitative option and the prompt will assess each goal with evidence and a written conclusion.

Is it safe to paste employee information into a chatbot?

Check your company policy on AI tools and personal data. The safe default is to anonymize: use the job title instead of the name and remove sensitive details.

What is this prompt for?

Turn scattered manager notes into a fair performance review: SBI-model feedback, evidence-based ratings for each goal, development goals and a bias check before the meeting.

Which AI tools does it work with?

It is designed for ChatGPT, Claude, Gemini and Microsoft Copilot. We have not verified it in these tools yet, so results may vary between them.

How do I customize the prompt?

Click “Customize” and fill in the variables (Role reviewed, Review period, Goals for the period, Your notes and Rating scale). The text updates instantly and you can then copy it in one click. Values are stored only in your browser.

Do I need experience to use it?

It is intermediate: it helps to know the topic so you can provide good context and review the result critically.

Is this prompt free?

Yes. Every HomeCasa Prompts prompt is free, with no sign-up or subscription. You can also use them in professional projects.

Can I trust the AI output?

Treat it as a high-quality draft: always check data, figures and important claims before publishing or making decisions.

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