Performance Review Document Generator v1.1

Generate professional performance review documents in minutes — an alternative to 15Five, Lattice, and BambooHR at Included with your subscription.

Transform a multi-day performance review cycle into a 30-minute workflow. Get polished DOCX documents for self-reviews, 360 feedback, manager reviews, and PIPs without the subscription costs.

Installation

1. Download the pf-performance-docs.plugin file
2. Open Claude Desktop and navigate to Settings > Plugins
3. Click Install Plugin and select the downloaded .plugin file
4. The plugin will be installed and available immediately

Note: All data stays local on your machine. No external API calls or cloud storage required.

Why This Exists

SMB HR managers spend 4-8 hours per review cycle creating performance forms from scratch or using outdated Word templates. Meanwhile, tools like 15Five ($4-16/user/mo, ~$4,800/yr for 50 people) and Lattice ($11-22/user/mo, ~$13,200/yr) sit largely unused outside review periods.

This plugin generates the same documents included with your subscription.

What You Save

Tool	Cost/50 users	This Plugin
15Five	$4,800-$13,200/yr	included with your subscription
Lattice	$6,600-$13,200/yr	included with your subscription
BambooHR Performance	$4,800-$7,200/yr	included with your subscription
Time Savings	4-8 hrs/cycle	30 mins/cycle

Quick Start

1. Initialize workspace:

   /performance setup "Your Company"
   

2. Generate review documents:

   /performance full-cycle "John Smith" "Engineer" "Engineering"
   

3. Customize & use:

   • Self-review form → Share with employee
   • 360 feedback forms (3 perspectives) → Distribute to raters
   • Manager review template → Complete with assessment

4. Done. All documents in outbound/ folder, ready to use.

Commands

Command	What It Does	Output
/performance setup	Initialize workspace, install dependencies	Folders, config.json, logs
/performance self-review [name] [role] [dept]	Employee self-assessment form	1 DOCX (6-8 pages)
/performance 360-feedback [name] [perspective]	Multi-perspective feedback forms	1-3 DOCX (manager, peer, direct report)
/performance manager-review [name] [role] [dept]	Manager assessment & synthesis	1 DOCX (8-10 pages)
/performance pip [name] [duration]	Performance Improvement Plan	1 DOCX (12-15 pages) ⚠️ Legal review required
/performance full-cycle [name] [role] [dept]	All standard review docs	5 DOCX (self + 360x3 + manager)
/performance status	Workspace health check	Config summary, document list

How It Works

One-time setup → Company config (competencies, rating scales) Per-employee cycle → Self-review → 360 feedback → Manager review As-needed → PIPs, ad-hoc reviews

.performance/config.json  ← Company competencies and rating scales
         ↓
    [Each skill reads config independently]
         ↓
self-review-{name}.docx
360-feedback-{name}-manager.docx
360-feedback-{name}-peer.docx
360-feedback-{name}-direct_report.docx
manager-review-{name}.docx
pip-{name}.docx (separate, legal review required)

All output to outbound/ folder. Share, print, or email.

What It's an Alternative To

15Five

• Their strength: Continuous check-ins, OKR tracking, AI coaching
• What we do: Document generation (their core, our focus)
• Cost: They cost $4-16/user/mo; we're included with your subscription

Lattice

• Their strength: Full performance platform, engagement surveys, compensation management
• What we do: Performance review documents only (their document layer)
• Cost: They cost $11-22/user/mo; we're included with your subscription
• Trade-off: No real-time feedback collection or analytics

BambooHR Performance Module

• Their strength: HRIS integration, employee database
• What we do: Document generation with unlimited customization
• Cost: They cost $6-9/user/mo + add-on; we're included with your subscription
• Trade-off: Manual data entry (no HRIS pull), no live platform

vs. Manual Word Templates

• Speed: We generate forms in 30 seconds; manual takes 30+ minutes
• Consistency: Same structure every cycle; templates drift over time
• Customization: Edit config once; all documents inherit changes
• Professional: Formatted DOCX with headers, tables, disclaimers

Feature Comparison

Feature	This Plugin	15Five	Lattice	BambooHR
Self-review forms	✅ Customizable	✅	✅	✅
360 feedback	✅ 3 perspectives	✅	✅	⚠️ Partial
Manager review template	✅ Full	✅	✅	✅
PIP documentation	✅ Legal structure	❌	⚠️ Partial	❌
Custom competencies	✅ Fully editable	⚠️ Limited	✅	⚠️ Limited
Real-time feedback	❌ DOCX only	✅	✅	✅
Analytics dashboard	❌ N/A	✅	✅	⚠️ Basic
HRIS integration	❌ Manual input	⚠️ Limited	✅	✅
Data privacy	✅ Local only	⚠️ Cloud	⚠️ Cloud	⚠️ Cloud
Employment law compliance	✅ Federal statute citations	❌	⚠️ Basic	❌
Rater bias mitigation	✅ CCL-based guidance	❌	❌	❌
Documentation defensibility	✅ EEOC standards	❌	⚠️ Partial	❌
Cost (50 users)	included with your subscription	$4,800-13,200/yr	$6,600-13,200/yr	$4,800-7,200/yr

Estimated Cost per Use

Disclaimer: Token estimates are approximate and based on typical usage patterns measured from skill prompt sizes. Actual costs vary with input data size, conversation length, and complexity. Estimates use Claude Sonnet 4.6 pricing ($3/1M input, $15/1M output). Cowork and Claude Desktop subscription users (Pro/Max/Team) are not charged per-token — these estimates apply only to direct Anthropic API usage. Running stages individually in fresh sessions uses fewer input tokens than running the full pipeline sequentially, because pipeline mode accumulates conversation history across stages.

Per skill (run individually in a fresh session):

Stage	Skill Prompt	User Input	Total Input	Output	Est. Cost
performance-360-feedback	~6.7K	~800	~11.1K	~6.0K	~$0.12
performance-kb	~5.5K	~800	~9.1K	~5.5K	~$0.11
performance-self-review	~5.6K	~800	~9.6K	~6.0K	~$0.12
performance-manager-review	~5.9K	~800	~10.6K	~6.0K	~$0.12
performance-pip	~9.0K	~800	~14.2K	~6.0K	~$0.13
Standalone total			~54.7K	~29.5K	~$0.61

Full pipeline (all stages in one session — context accumulates):

Stage	Base Input	+ History	Total Input	Output	Est. Cost
performance-360-feedback	~11.9K	0	~11.9K	~6.0K	~$0.13
performance-kb	~10.8K	~6.8K	~17.6K	~5.5K	~$0.14
performance-self-review	~10.9K	~13.1K	~24.0K	~6.0K	~$0.16
performance-manager-review	~11.1K	~19.9K	~31.0K	~6.0K	~$0.18
performance-pip	~14.2K	~26.7K	~40.9K	~6.0K	~$0.21
Pipeline total			~125.4K	~29.5K	~$0.82

Running the full pipeline once typically costs $0.57–$1.06 in API tokens (Claude Sonnet 4.6).

AI-Powered Features

• Custom Competency Framework Integration: Generates review forms aligned with company-specific competencies and rating scales, mapped to SHRM Body of Competency and Knowledge (BoCK) categories
• Multi-Perspective 360 Feedback: Creates separate feedback forms for manager, peer, and direct report perspectives with rater bias mitigation guidance per CCL (Center for Creative Leadership) research
• Performance Improvement Plan Generation: Drafts legally structured PIPs with federal employment law compliance checklists covering FMLA (29 U.S.C. §2615), ADA (42 U.S.C. §12112), NLRA (29 U.S.C. §157), Title VII, and ADEA
• Self-Review Customization: Adapts self-assessment questions based on role, department, and competency framework using Bloom's Taxonomy Apply+ level prompts (Anderson & Krathwohl, 2001)
• Synthesis & Analysis: Automatically synthesizes 360 feedback into manager review summary with key themes
• Role-Specific Evaluation: Tailors manager review templates and evaluation criteria to specific job roles and departments
• EEOC Documentation Defensibility: Manager review prompts enforce contemporaneous, behavioral, specific, balanced, consistent, and job-related documentation per 29 CFR Part 1607
• Rater Bias Mitigation: 360 feedback instructions include awareness of halo effect, recency bias, leniency bias, central tendency, and similar-to-me bias per I/O psychology literature
• Review Language Compliance: Anti-discrimination checklist flags coded terms per Price Waterhouse v. Hopkins and Watson v. Fort Worth Bank & Trust case law
• Progressive Discipline Guidance: PIP documents include constructive discharge awareness per Pennsylvania State Police v. Suders, 542 U.S. 129 (2004)
• Centralized Knowledge Base: All domain knowledge centralized in performance-kb skill with source-level legal citations, ensuring consistency across all generated documents

Known Limitations & Workarounds

Limitation	Impact	Workaround
No real-time collaboration	Can't collect feedback live like SaaS tools	Generate DOCX forms, distribute via email, collect manually
No persistent database	Can't track completion status or aggregate data	Use config.json for setup; track completion in your spreadsheet
No HRIS integration	Must manually provide employee data	Input names, roles, departments as command arguments
No automated reminders	Won't notify raters when forms are due	Set your own calendar reminders; share forms with explicit deadlines
Session-based	Can't send async notifications	All documents generate on-demand in Claude Code session
Local data only	No cloud backup of generated documents	Store in shared folder or cloud drive manually; version control via file naming

Context & Performance

• Dependency: python-docx (auto-installed)
• Data flow: Config JSON → Skills → DOCX output
• Token cost per document: ~3,000-6,000 tokens (varies by competency count)
• Generation speed: 30-60 seconds per document
• File size: 200-500 KB per DOCX

Requirements

• Claude Code (uses Cowork plugin system)
• Python 3.7+ (auto-checked)
• python-docx library (auto-installed on first setup)
• File system: Read/write access to local directory

License

MIT — Free to use, modify, redistribute.

---

Questions or issues? See /performance help for full command reference, or review individual command docs (setup.md, self-review.md, etc.) in /commands/ folder.

⚠️ Legal Note: Performance Improvement Plans (PIPs) have employment law implications. Always consult HR and qualified employment counsel before issuing. This is a template tool, not legal advice.

Important Disclaimers

• AI-Generated Content: This plugin uses AI (LLM) technology which can produce inaccurate or incomplete outputs. All content should be treated as a starting point and reviewed for accuracy before use.
• Not Professional Advice: Outputs do not constitute legal, financial, tax, medical, or other professional advice. Consult qualified professionals before making decisions based on generated content.
• No Compliance Guarantee: References to industry standards, regulations, or guidelines are for informational purposes only. This plugin does not guarantee compliance with any law or regulation. Users are responsible for verifying all outputs meet their specific regulatory requirements.
• No Endorsement or Affiliation: Mention of third-party products, standards, or organizations does not imply endorsement, partnership, or certification by those entities.
• Not Legal Advice: This plugin does not provide legal services or legal advice. All legal documents and analysis should be reviewed by a licensed attorney before use.