Annual reviews: the facts behind your decisions

The challenge: reconstructing a year before making decisions

Camille has eight annual reviews to prepare. For Nora, she needs to assess progress against objectives and consider a request to become the team’s subject-matter lead. Information is scattered across the previous review, one-to-one meeting notes and project tools. Reading everything again takes time; focusing only on recent results overlooks part of the work.

What Witkeep gathers and compares

Camille asks Witkeep to prepare Nora’s review using the documents and tools she can access. Witkeep compares initial objectives with documented achievements, finds changes in responsibilities and identifies outstanding commitments. Each item links to its source; missing information remains flagged for completion.

What this changes in Nora’s case

One of Nora’s projects ran late. Meeting notes show that she was given an urgent assignment during the year, while planned training never took place. This changes the questions to address: which objectives still applied, what support was missing, and which skills does she still need for the role she wants? Camille has a brief to discuss these points with Nora and HR.

The result: a usable assessment and a written follow-up

Witkeep produces a review brief: objectives, achievements, gaps and decisions to make. Camille verifies it and leads the review. From her notes, Witkeep then drafts the decisions, actions, owners and deadlines. Camille approves and shares the document with the relevant people. The gain: less manual information gathering, verifiable facts for decisions and a record to reuse at the next check-in.