{"id":"lead-review-draft-sbi-examples","audience":"managers","category":"leadership-work","track":"leadership","level":"intermediate","technique":"grounding","title":"Draft review evidence in Situation, Behavior, Impact form","free":false,"task":"You're drafting the evidence section of Leo's annual review, which HR reviews before anything is shared. Write exactly 3 numbered examples, each with the labels Situation:, Behavior:, Impact:, using only dated events from your notes. Don't suggest a rating and don't use personality words. End with the line \"Draft for HR review, not final.\" Under 200 words.","materialLabel":"Your notes on Leo's year (attached to your prompt automatically)","material":"Leo Park - notes for annual review (Customer Analytics)\n\n- Mar 12: built the churn dashboard in 2 weeks when the vendor fell through. Sales leadership now uses it every Monday.\n- Jun 3: in the pricing review, interrupted Ama three times and dismissed her data in front of the VP. Ama came to me after, upset.\n- Aug 20: trained 4 new analysts on SQL over 3 lunch sessions, all passed their first data review.\n- Sep 15: missed the quarterly forecast deadline by 5 days, didn't flag it until the day it was due.\n- Generally I think Leo is brilliant but kind of arrogant. Some people find him abrasive.\n- Peer feedback (Ines): \"Leo always helps when I'm stuck, but he's hard to push back on.\"\n\nRating: I'm thinking \"Exceeds\" but haven't decided. Calibration is Dec 5.\nHR (Joy) reminder: evidence must be specific behavior, not personality.","rules":[{"type":"numberedItems","count":3},{"type":"maxWords","max":200}],"mistakes":[{"title":"Copying your opinions","why":"The AI repeats 'brilliant but arrogant' because it's in your notes.","fix":"Add: \"Describe behavior only. No personality words like arrogant or abrasive.\"","checks":["r1"]},{"title":"Letting the AI pick a rating","why":"The AI concludes with 'Exceeds expectations' to sound complete.","fix":"Add: \"Don't suggest a rating; that's my call after calibration.\"","checks":["r1"]},{"title":"Vague examples","why":"The AI writes 'Leo is a strong collaborator' without a date or event.","fix":"Ask: \"Each example has Situation:, Behavior:, Impact: and a date from the notes.\"","checks":["r0"]},{"title":"No review marker","why":"The draft looks final and could be pasted straight into the system.","fix":"Add: \"End with: Draft for HR review, not final.\"","checks":["r2"]},{"title":"Too many examples","why":"The AI turns every note into an example.","fix":"Say: \"Exactly 3 numbered examples.\"","checks":["numberedItems"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each part instead: \"each line under 15 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Names the SBI labels","patterns":["situation","behavio","impact","sbi"]},{"label":"Fixes the count","patterns":["\\b(3|three)\\b.{0,20}example"]},{"label":"Bans personality words","patterns":["personality","arrogant","abrasive","behavior only"]},{"label":"Keeps the rating out","patterns":["rating","don'?t rate","no rating"]},{"label":"Marks it for HR","patterns":["hr review","not final","draft"]}],"hint":"Review evidence should be something two people would describe the same way. Ask for the SBI labels, dated events only, no personality words and no rating.","rubricLabels":["Each of the 3 examples has the labels Situation:, Behavior:, Impact: and is tied to a dated event from the notes (Mar 12, Jun 3, Aug 20 or Sep 15)","Uses no personality labels (such as arrogant, abrasive, brilliant) and suggests no rating (no 'Exceeds' or other rating level)","The last line is 'Draft for HR review, not final.'"]}