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7 / 7

The review closes the loop

At review time you rate David's target right here.

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  • Evidence gathered all half, ready to insert
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← David Clark's targets

Review David's Performance Performance ratingRate 1 to 5: 1 Below Expectations, 2 Approaching Expectations, 3 Meeting Expectations, 4 Exceeding Expectations, 5 Outstanding.

David Clark · FY2026 H1

Jan 5 2026
H1-2026
Jul 5 2026
›

David has submitted their self-review. Add your own ratings and comments below. Theirs is shown for reference.

The review window is open until Aug 14, 2026.

Looking back · the half just ended

Rate and comment on David's targets and accomplishments from this half, then set an overall.

5 Notes This Half

4 praise · 1 coaching · 0 concern

⚠ 2 of 3 targets have no evidence See all notes on David →
Peer & Upward Feedback Round out the review with a few peers who’ve seen the work. Request feedback →
1

Publish six flagship case studies

↑ Launch the case-study program→Every pitch opens with a named client and their results→Become the safe choice for bigger engagements

Steady

David's self-review

4 · Exceeding Expectations · Three published by mid-half with named clients and numbers the clients signed off. Harker and Northwind are in sign-off, and Calloway kicks off next week. The asks got easier once the first stories shipped.

Evidence for this target · oldest first

Jan 22

Shortlisted six wins and had a format agreed with Marketing inside two weeks. The program is real now.

Quick note · Praise

Mar 5

Drafts keep stalling at client sign-off. Send them while the win is fresh.

One-to-one · Coaching

Mar 26

Asked Harker at the close-out and they agreed to be named on the spot.

One-to-one · Praise

May 7

Delta signed off their story the same week. The fresh-win habit stuck.

One-to-one · Praise

May 20

Three studies live and the Harker draft moving. The pipeline claims in the Alder pitch came straight off the program.

Quick note · Praise

2

Reduce average proposal turnaround time from ten business days to five

↑ Active client engagement delivery→Business as usual

Stalled

David's self-review

3 · Meeting Expectations · Turnaround is down from ten days to seven. The last stretch needs the library the firm is building.

3

Lead the legal operations assessment for the Northwind corporate legal department

↑ Urgent client escalations and at-risk engagement recovery→Ad-hoc

Choppy

David's self-review

4 · Exceeding Expectations · Assessment delivered and the follow-on phase is scoped with Northwind.

Accomplishments

AccomplishmentsUp to 5 notable things you achieved this half. You rate and comment on each, and your manager does the same, just like your targets.

David's accomplishments for the half. Rate and comment on each.

David didn't add any accomplishments.

Overall for the Half

David's overall self-rating: 4 · Exceeding Expectations · A strong half on the case-study program. Three studies are live with named clients, two more are in client sign-off, and the asks got easier once the first stories shipped. Next half the program should run without me chasing it.

Looking ahead · the next period

Set the targets to carry forward. They become real targets once the manager submits this review to HR.

Targets for the Next Period

Next-period targetsTargets for the next half. They become real targets once the manager submits this review to HR.

Set or refine David's targets for FY2026 H2. Each rolls up to one of that period's rocks or operating areas. Clear a title to remove one.

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This finalizes the review. It locks for editing and the proposed goals become David's next targets.