Performance Review Prep Kit

The Performance Review Prep Kit is a complete build blueprint (PDF guide) for setting up a review preparation record system inside your own Notion — a reviews log, a notes register, a documents register, a goals register, a schedule and an evidence log, tied together by relations and rollups and read from a single dashboard. Records only — the guide holds no wording and no guidance for the review itself.

What it is: an exact, step-by-step build specification — every database, every property (name + type), every view, and every formula written out in full, plus a sequenced 30-minute build checklist, a sample-data chapter with fictional data and stated expected totals, and weekly + monthly workflows. Guides like this are how organised professionals keep a whole year of cycles, evidence and paperwork in one system instead of a folder of loose files and a memory test every review season.

What’s inside the system: Reviews Log (every cycle with its date, state, any cost you noted and an Evidence Count), Notes Register (your own notes, in your own words), Documents Register (the paperwork behind each cycle, indexed beside it), Goals Register (goal rows you write yourself, kept as records), Schedule (dated rows with a days-left count) and Evidence Log (your own work records, indexed against their cycle) — plus the Dashboard.

Honest note: this is a build-it-yourself blueprint guide, NOT a hosted duplicate-this link — you build the system in your own Notion (the free plan is enough; no Notion subscription needed), following the guide step by step. Building it yourself means you own it outright, understand every part of it, and no seller can ever revoke access. Setup follows the checklist; most builders finish in about 30 minutes.

Instant download — 13-page PDF. Planning/organization tool only — not accounting, tax or legal advice.