Home / First Review Cycle
Situation Navigator

Getting ready for review season: four moves to get through it credibly.

Not a general essay on performance management systems. Just the four things that actually determine whether your reviews land well or fall apart, done in the weeks before you write a single word.

01
Start collecting specifics now, not the week before
Vague memory produces vague reviews. If you're trying to remember March's win in November, you'll end up writing "consistently reliable" instead of the actual thing that happened. Keep a running note per person as things occur, one line is enough: what happened, when, why it mattered. By the time you sit down to write, you're transcribing instead of reconstructing.
02
Calibrate before you write anything final
Talk to peer managers about what "meets" versus "exceeds" actually looks like at your company before you commit words to a document. Your bar is probably off in one direction, too generous because you like your team, or too harsh because you're new and overcorrecting. Ask a peer to walk you through one of their "meets" writeups and one of their "exceeds." It's cheaper to find the gap now than after your report reads their review and disagrees with the rating.
03
Draft the hard ones first
The review you're dreading writing is the one most likely to get rushed if you leave it for last, exactly when it needs the most care, not the least. Write it while you still have full attention to give it. If you're dreading it, that's usually a sign it also matters more than the easy ones, not less.
04
Rehearse the delivery, not just the document
A well-written review delivered badly still lands badly. The document isn't the review, the conversation is, and a conversation you've never said out loud has a way of coming out sideways the first time you try. Say the key lines out loud before the meeting, actually out loud, not just in your head. If a sentence feels awkward or too harsh when spoken, you'll catch it now instead of in front of the person it's about.

The order matters. Specifics first, so you're not writing from memory. Calibration second, so what you write is actually accurate. The hard ones third, while you've still got the energy for them. Rehearsal last, so the words you worked hard on don't get lost in a nervous delivery.

Template
Performance Review Script →
Playbook
The Hard Middle, Month 6 →