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Notes: as above, for standard reviews, just ignore the steps related to peers and upward reviews
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We use Lattice to support our performance reviews. Find your bearings thanks to the 3-minute video below, including but not limited to
how do I select peers?
how do I write reviews?
how do I write reminders to review writers?
how do I share a draft review with my coach or direct report?
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The review format
Each review writer uses a specific template dependent on their role in the review process.
Self-reviews are for 360Learners to reflect, self-assess, and provide insights to their coach. You’ll write about your main growth area as well as rate your overall performance for the quarter versus 360Learning standards. You’ll also input your OKR achievement %. Writing your review you’ll also let your coach know how engaged you feel, the state of your workload, and how they can help.
Peer reviews are for 360Learners who depend on the reviewee’s work or collaborate closely with them to offer broader insights. They are not necessarily peers in the strictest sense of the term. As a peer, you’ll provide actionable feedback that can be used for growth.
Upward reviews are for direct reports - if any - to assess how their coach is doing on key coaching and Convexity markers and what their “coaching NPS” is. As a reviewer, you’ll answer a “start, stop, continue” set of questions. We expect coaches to invite candid feedback, receive it humbly, and take low participation very seriously.
Coach reviews are for coaches to assess their direct reports’ performance and give them consolidated feedback and career guidance. As a coach, after reading all other review writers’ work if any, you’ll give your definitive view of the reviewee’s main growth areas as well as rate their overall performance for the past quarter versus 360Learning standards. You don’t have to agree with peers or direct reports but should be able to discuss gaps. Likewise, for calibration, we request that you run your direct reports’ performance ratings by your own coach before submitting them. Finally, you’ll reflect on any flight risks on the team and mitigation actions.
Each review is shared with the reviewee at the end of the review, with the name of the reviewer attached. The only exceptions are upward reviews which are anonymized, and the coach’s reflection on flight risks which isn't shared. Both of these exceptions exist to maximize candor.
Whatever your role, we expect a healthy mix of benevolence, sincerity, and high standards from all reviewers to grow as an organization.
Reviews are written in English to enable global careers and collaboration.
new joiners can refer to this video from Lattice on completing a self-review
peer reviewers can refer to this video from Lattice on writing a peer review
coaches can refer to this video from Lattice on coaches writing their review
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Performance ratings, how they're calibrated, and what they're used for
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