Team Performance Manager: Design Document
Overview
A system for managing goals, 1:1s, and coaching performance across hybrid (in-office/remote) teams — designed for managers who need consistency across distributed reports without adding administrative overhead.
1. Core Data Model
2. Key Modules
A. Goal Management
- Cascading alignment: individual goals link to team goals link to org OKRs — dashboard shows alignment tree.
- Check-in cadence: goals auto-prompt for status update every 1–2 weeks (async, ~30 sec update).
- Progress visualization: burnup/burndown per goal, portfolio view across all reports.
- Stale goal detection: flags goals with no update in X days, or due dates slipping repeatedly.
B. 1:1 Management
- Shared living agenda doc per employee-manager pair (not per-meeting) — persistent doc where both add items async between meetings.
- Template library: onboarding 1:1, career growth, performance concern, remote-specific check (isolation/connection focus), skip-level.
- Hybrid-aware scheduling:
- Auto-suggest cadence based on employee location/tenure risk (e.g., new hires or fully-remote get more frequent touches).
- Timezone-aware scheduling assistant.
- Flags if an employee hasn't had an in-person touchpoint (team offsite, visit) in N months.
- Action item tracking: every 1:1 ends with explicit action items, auto-carried to next agenda if incomplete.
- History view: past notes, sentiment trend, topics-discussed word cloud/tags.
C. Coaching & Performance
- Competency framework: configurable rubric (e.g., 5 dimensions) per role/level.
- Continuous feedback log: lightweight, dated observations — not just at review time — tagged to competencies and goals.
- Performance snapshot: auto-aggregates goal progress + feedback + 1:1 sentiment into a pre-review summary draft (manager edits before finalizing).
- Calibration support: side-by-side view of direct reports for calibration sessions (ratings, distribution, comments) — bias flags (e.g., over-reliance on recency, in-office employees rated systematically higher — a known hybrid-team risk).
- Growth plans: structured plan (skills → actions → timeline → checkpoints), linked back to goals/coaching notes.
3. Hybrid-Specific Features (differentiator)
4. Manager Dashboard (Home Screen)
5. Workflows
Weekly manager loop:
- Review dashboard alerts (stale goals, overdue actions, sentiment dips)
- Add notes to living agendas as items come up
- Conduct 1:1s → capture notes + action items during/after
- Log 1-2 coaching observations opportunistically (low friction, mobile-friendly quick-add)
Biweekly/monthly:
- Review goal portfolio, nudge at-risk owners
- Check equity dashboard for drift
Quarterly:
- Generate performance snapshots
- Run calibration view across reports
- Update/close growth plans, set next quarter goals
6. Tech/Integration Notes
- Integrations: Calendar (scheduling + location metadata), Slack/Teams (async check-in prompts, nudges), HRIS (org structure, role leveling for competency rubric), Video tools (auto-detect remote vs in-person meeting type).
- Notifications: digest-based by default (avoid alert fatigue) — daily digest + actual-time only for overdue items.
- Permissions: employee sees shared notes/goals/action items; manager-only fields (coaching context, calibration notes) hidden from employee view; skip-level/HR has audit-level read access for compliance.
- Data retention/compliance: configurable retention for feedback notes; export for formal HR performance processes.
7. MVP Scope (Phase 1)
- Goals with cascading + async status updates
- 1:1 living agenda + scheduling + action items
- Lightweight coaching notes log
- Basic dashboard (overdue items, stale goals, upcoming 1:1s)
Phase 2: Sentiment pulse, equity dashboard, performance snapshot generation Phase 3: Calibration tooling, growth plans, HRIS deep integration
Want me to go deeper on any piece — e.g., the equity/bias detection algorithm, the database schema in full SQL, API design, or the UI mockups for a specific screen?