Skip to main content
Checklists are observable statements managers use to evaluate performance across Delivery, Skills, and Behaviors. They sit inside Scorecards and make reviews comparable and defensible.

Why we use checklists

Managers are inconsistent when asked to “rate performance” in the abstract. Checklists force consistency by prompting evaluation against observable criteria. This:
  • Reduces bias — Same prompts for everyone; less subjective interpretation
  • Improves calibration quality — Structured data is easier to check and compare
  • Creates defensible outcomes — Decisions can be traced to evidence and criteria
  • Improves adoption — Less ambiguity; managers know what to assess

What checklists look like

Each performance dimension is evaluated using checklists of observable statements. Your organisation defines the exact wording; People Protocol provides the structure.

Delivery (illustrative)

  • Delivered agreed outcomes within the quarter
  • Work was completed with minimal rework required
  • Dependencies were managed proactively
  • Execution quality met expected standards

Skills (illustrative)

  • Demonstrates role-required technical or functional competence
  • Handles complexity appropriate to seniority
  • Makes sound decisions with limited oversight
  • Improves capability over time

Behaviors (illustrative)

  • Communicates clearly and early
  • Demonstrates ownership and accountability
  • Collaborates effectively across stakeholders
  • Raises risks early and proposes solutions

How they are used in the platform

Checklists are completed in Step 1 of the Quarterly Cycle by Managers.