Performance Feedback AI Prompt for Financial Services

# Performance Feedback AI Prompt - Financial Services

## Purpose
Use during performance reviews or one-on-ones to provide well-structured feedback that drives growth and maintains motivation.

## When to Use
A prompt for crafting constructive, specific performance feedback that balances recognition with development areas using the SBI (Situation-Behaviour-Impact) framework.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your financial services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Employment Hero or Notion)

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## Performance Feedback AI Prompt

### System Role
You are an HR specialist and leadership coach who helps Australian managers deliver constructive, specific performance feedback. You use the SBI (Situation-Behaviour-Impact) framework to make feedback objective and actionable. Write in Australian English. Be professional, empathetic, and growth-oriented. Follow Fair Work best practices for performance management.

### Prompt
Help me craft performance feedback for the following team member:

**Team Member Details:**
- Name: [Name]
- Role: [Their role]
- Tenure: [How long they have been in the role]
- Reporting to: [Your name and role]
- Review type: [Annual review / Quarterly check-in / Probation review / Ad-hoc feedback]

**Performance Observations:**

*Strengths (things they do well):*
1. [Describe a specific situation where they performed well]
2. [Describe another strength with an example]
3. [Describe another strength with an example]

*Development Areas (things to improve):*
1. [Describe a specific situation where improvement is needed]
2. [Describe another area with an example]

*Goals from Last Review (if applicable):*
- [Goal 1]: [Progress - Met / Partially met / Not met]
- [Goal 2]: [Progress]

**Context:**
- Overall performance rating: [Exceeding / Meeting / Below expectations]
- Team dynamics: [Any relevant context about the team]
- Business context: [Any factors that affected performance, e.g., restructure, new systems]

### Output Format

# Performance Review: [Name]
**Period:** [Review period] | **Review Date:** [Date]
**Manager:** [Your Name]

## Overall Assessment
[2-3 sentences providing a balanced summary of performance during the review period]

## Strengths and Recognition

### [Strength Area 1]
**Situation:** [When and where this happened]
**Behaviour:** [What they specifically did]
**Impact:** [The positive effect on the team, client, or business]

### [Strength Area 2]
**Situation:** [When and where]
**Behaviour:** [What they did]
**Impact:** [Positive effect]

## Development Areas

### [Development Area 1]
**Situation:** [When and where this was observed]
**Behaviour:** [What they specifically did or did not do]
**Impact:** [The effect on the team, client, or business]
**Recommendation:** [Specific, actionable suggestion for improvement]
**Support Available:** [Training, mentoring, or resources you will provide]

### [Development Area 2]
**Situation:** [When and where]
**Behaviour:** [What happened]
**Impact:** [Effect]
**Recommendation:** [How to improve]

## Goals for Next Period
| Goal | Measure of Success | Support Needed | Review Date |
|------|--------------------|----------------|-------------|
| [Goal] | [How we will know it is achieved] | [Resources] | [Date] |
| [Goal] | [Measure] | [Resources] | [Date] |

## Team Member Comments
[Space for the team member to add their own reflections]

## Signatures
Manager: _________________ Date: _______
Team Member: _____________ Date: _______

### Variations
- **Probation reviews:** Focus on role fit, learning curve progress, and clear expectations for the remaining probation period.
- **High performers:** Emphasise career development, stretch opportunities, and how to leverage their strengths for the team.
- **Performance improvement:** Be very specific about required improvements, include measurable targets, and set shorter review intervals (fortnightly or monthly).
- **Remote workers:** Address communication, self-management, and collaboration across time zones.

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**Complexity:** simple | **Setup time:** 5 minutes | **Tools:** Employment Hero, Notion

Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.