How to write your quarterly self-review with AI

Before you start

• A record of the quarter (calendar, docs, Slack)
• Your goals from the start of the quarter

Tools you'll use

• SynaBot
• ChatGPT

Modules

1. 1

   Dump every win from the quarter

   Bullet-list every project, launch, save, positive customer moment, mentor moment. Don't filter.

   Next: Group them against your goals →
2. 2

   Group them against your goals

   Feed the assistant your Q-start OKRs and the wins. Ask it to map each win to a goal.

   ← Previous: Dump every win from the quarterNext: Quantify everything you can →
3. 3

   Quantify everything you can

   "For each win, propose a metric that captures its impact." Where you have a real number, use it; where you don't, make an honest estimate.

   ← Previous: Group them against your goalsNext: Draft the narrative →
4. 4

   Draft the narrative

   Prompt: "Turn this into a 400-word self-review with: (1) headline impact, (2) three biggest wins with metrics, (3) one honest area for growth, (4) what I want next quarter."

   ← Previous: Quantify everything you canNext: Ask for the manager's objections →
5. 5

   Ask for the manager's objections

   "Play my skeptical manager. What would you push back on?" Fix the weakest parts before submitting.

   ← Previous: Draft the narrativeBack to top ↑