Meaningful Work· Medium risk

Probation review notes

Turn 1:1 notes into a structured probation review.

When to use this prompt

Reach for this prompt when you need to turn 1:1 notes into a structured probation review. It's designed for Line manager. Typically used within Performance work.

Draft with AI, then have a colleague verify facts and tone before use.

How to use it

1
Gather your inputs
Have your local context, audience and goal to hand.
2
Fill in the template
Copy the template below and replace every bracketed placeholder with real, local context. Keep names and safeguarding details out.
3
Run it in your AI tool
Paste into your preferred AI assistant. Ask a follow-up if the output misses your association's tone or context.
4
Review with the checklist
Work through the human-review checklist below before you send, publish or act on the output.

Prefer a guided flow? Adapt with the guided builder — it fills placeholders from your association profile.

Prompt template

Rewrite the notes below into a probation review with sections: strengths evidenced, areas for development, agreed goals (SMART), support offered, recommendation (pass / extend / not passed). Keep language factual and evidence-based. Do not invent facts. Notes: {NOTES}

Replace bracketed placeholders with real context. Never paste identifying details about children, health or safeguarding cases.

Worked example

NOTES: [paste notes]

Why this prompt works

Structured, evidence-only output reduces the risk of unfair or unsupported decisions.

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Adapt with the guided builder