Process Diagram
*content wording (to use when you start building the app) for start page, emails 1, 2 and 3, document template provided below
Document Template
Click on the link below to view and download the document that should be generated from the Performance Review App
CheckIt Performance Reflection Requirements.docx
HINT: Read through it carefully to identify the questions that need to go into your app, and create a second copy of the document so you can start transforming it into a template as you build your app.
Key Content Wording
Start Block
| Header | Welcome to the CheckIt Performance Review App |
| Body | Performance Reviews are a chance to reflect on both the good and bad of the past quarter and reset for the next quarter. This performance review process is designed to maximise efficiency in the process (e.g. avoiding unnecessary meetings where possible) and encourage independent, critical reflection. It is also designed with the express purpose of providing an equal voice to both the direct report and manager, with feedback from both parties included in the final report. Where possible you should regard this as a ‘living document’ that should be revisited and reevaluated together with your manager regularly over the quarter. For more details on our methodology and approach, click here Should you have any questions during the process, please reach out to info@CheckIt.com.au Please click START to begin |
Email 1
| To | The direct report who filled out the assessment |
| Subject Line | Thank you for completing the CheckIt Performance Review App |
| Body |
Dear Direct Report Name,
Thank you for completing the CheckIt Performance Review App - your transcript is attached for your reference. |
Email 2
| Name | Direct Report's Manager |
| Subject Line | Request to review Direct Report Name’s performance review |
| Body | Dear Manager Name, Your direct report direct report Name has submitted their personal reflection for the past quarter. Please click on the link below to access their answers and add your own reflection on their process. [[current_assessment_url]] Note that the final report will display both of your responses to provide a balanced perspective. It will automatically be sent to the P&C team once you have added your comments, and both you and your direct report will receive a copy for your reference. If you have any further questions, please email info@CheckIt.com.au Please do not reply to this email. Kind Regards, People and Culture Team |
Email 3
| Name | info@CheckIt.com.au, Direct Report, Direct Report’s Manager |
| Subject Line | Direct Report Name’s final performance review submitted |
| Body | Dear Direct Report Name and Manager Name, That’s a wrap -here’s the finalised performance review for Direct Report Name! If there are any major discrepancies in your reflections, make sure you talk about it so that you are aligned on goals and expectations for the upcoming quarter. Remember that set-and-forget doesn't equal set-for-success: re-visit these goals regularly to make sure you’re on track to achieve them. If you have any further questions, please email info@CheckIt.com.au. Please do not reply to this email. Kind Regards, People and Culture Team |