Overview
Design and support the implementation of a performance evaluation system suited to the organization's size and culture. It reflects 2026 trends such as running OKR+KPI in parallel, AI-based performance analysis, and 360-degree feedback, and establishes a fair evaluation process grounded in compliance with the Labor Standards Act.
Trigger Keywords
Performance evaluation, HR evaluation, performance review, KPI setting, OKR, MBO, 360-degree evaluation, feedback interview, goal setting, performance management, salary negotiation, employee evaluation
Workflow
Step 1: Confirm organizational status and evaluation purpose
- Organization size (startup / small and medium-sized enterprise / large corporation)
- Current performance management method in use
- Evaluation purpose:
- Compensation linkage (salary increase, performance bonus)
- Growth support (development, competency development)
- Organizational goal alignment (sharing company-wide direction)
Step 2: Select a performance management framework
2026 trend: OKR + KPI in parallel
| Category | MBO | KPI | OKR |
|---|---|---|---|
| Focus | Responsibility·compensation linkage | Quantitative measurement | Direction·alignment |
| Cycle | Annual | Ongoing | Quarterly |
| Compensation linkage | Strong | Present | Principle-based separation |
| Transparency | Low | Medium | High (company-wide disclosure) |
| Suitable organizations | Hierarchical traditional companies | Repetitive·stable work | Startups·innovative organizations |
| Major adopters | Public institutions, traditional large corporation industries | All industries | SK, Hanwha financial affiliates, startups |
2026 recommended approach:
- Startups / tech companies: OKR (quarterly) + KPI (ongoing monitoring) in parallel
- Small and medium-sized enterprises: Simplified MBO + 3-5 core KPIs
- Traditional large corporation industries: MBO-based + consider introducing team-level OKRs
- Common: Trend of introducing AI-based performance data analysis
Step 3: Support OKR creation
OKR writing principles:
- Objective: Qualitative, challenging, motivating (1-5)
- Example: "Build an onboarding experience customers love"
- Key Results: Measurable, time-bound (2-5 per objective)
- Example: "Improve onboarding completion rate from 60% → 85% (3 months)"
- Example: "Improve NPS score from 32 → 50"
OKR writing checklist:
- Is the Objective inspiring? (Not: "Achieved xx%")
- Are the Key Results measurable numerically?
- Can achievement of the Objective be judged by whether the Key Results are achieved?
- Is it a challenging goal achievable at 60-70%? (Stretch Goal)
- Is it not directly tied to compensation? (OKR principle)
Step 4: Evaluation Design
Evaluation Item Composition:
성과 평가 (What: 목표 달성도) — 60~70% 비중
- KPI/OKR Key Results 달성률
- 목표 대비 실적 (정량)
- 주요 프로젝트 기여도
역량 평가 (How: 행동 방식) — 30~40% 비중
- 직무 역량 (업무 전문성)
- 리더십/협업 역량
- 성장 가능성 (잠재력)
360-Degree Evaluation Design:
- Upward Evaluation: Subordinate → Manager (anonymity guaranteed)
- Peer Evaluation: Peer → Peer (focused on collaboration competency)
- Self-Evaluation: Self → Self (reflection and growth plan)
- Evaluation Items: 5-point scale + descriptive feedback
Step 5: Evaluation Interview (Calibration & Feedback)
Evaluation Interview Script (Basic Structure):
① 시작 (5분): 면담 목적과 분위기 설정
"오늘은 지난 [기간] 동안의 성장과 다음 [기간] 계획을 함께 이야기해보려 해요."
② 자기 평가 확인 (10분):
"스스로 가장 잘 해냈다고 생각하는 것은 무엇인가요?"
"아쉬웠던 부분이나 더 잘할 수 있었던 점은?"
③ 관리자 피드백 (10분):
- 긍정적 피드백: 구체적 행동 + 영향 + 감사
- 개선 피드백: 관찰 사실 + 영향 + 기대 행동 (SBI 모델)
④ 다음 기간 목표 합의 (10분):
OKR/KPI 초안 함께 검토
⑤ 지원 사항 확인 (5분):
"제가 어떻게 지원해드리면 목표 달성에 도움이 될까요?"
SBI Feedback Model:
- S (Situation): "In last week's customer meeting"
- B (Behavior): "When you presented the proposal without reviewing it sufficiently"
- I (Impact): "The customer was confused, which delayed the contract decision"
Step 6: Calibration of Evaluation Results (Calibration)
Ensuring Fairness:
- Preventing Leniency Bias: Provide evaluation distribution guidelines (e.g., setting S-A-B-C-D ratios)
- Preventing Recency Effect: Evaluate based on data from the entire evaluation period
- Bias Check: Monitor bias based on protected characteristics such as gender, age, and nationality
Step 7: Generate Performance Evaluation Results Report
# [이름/팀] 성과평가 결과
## 종합 평가 등급: [S/A/B/C/D]
## KPI/OKR 달성 현황
| 목표 | 목표치 | 실적 | 달성률 |
## 강점 (계속 유지할 것)
## 개선 기회 (다음 기간 집중 사항)
## 다음 기간 목표 (합의)
## 성장을 위한 지원 계획
Deliverables
- Performance Evaluation Framework Design (OKR/MBO/KPI tailored)
- OKR/KPI Goal Draft
- 360-Degree Evaluation Survey Questions
- Evaluation Interview Script
- Individual Performance Evaluation Report
- Team/Organization Performance Dashboard
Related Skills (Chain)
Evaluation interview scripts, strengths/improvement opportunities and feedback descriptions in performance evaluation reports, etc. prose sectionsare human-readable text, so immediately after drafting they go through the post-processing chain below.
Text Post-Processing Chain (prose deliverables such as interview scripts and descriptive sections of evaluation reports):
hr-performance-review → moai-coworker:ai-slop-reviewer → moai-writer:korean-humanize → 최종 검수
moai-coworker:ai-slop-reviewer— Review and revise AI tell patterns (mechanical tone, clichéd feedback expressions)moai-writer:korean-humanize— Polish into natural Korean sentences (100% meaning preserved)
KPI/OKR achievement rate tables, evaluation grade matrices, performance dashboards, and other numeric/table deliverablesare not subject to the text chain above. If you need tables or dashboards, route to
moai-officer:doc-xlsxormoai-analyst:data-visualizer. For mixed deliverables, apply the chain to only the prose sections and keep data routing for tables.
Notes
2026 Performance Management Trends
- Sharp increase in companies adopting OKRs: Led by SK and Hanwha financial affiliates, becoming standardized across the startup industry
- Adoption of AI performance analysis: Data-driven goal setting and tracking is becoming the new standard
- OKR + KPI in parallel: Running both in parallel rather than choosing a single method is the mainstream in 2026
- Millennials/Gen Z: 80% view AI as positive for work efficiency, prefer real-time feedback
Labor Standards Act compliance precautions
- Prohibition of dismissal or forced retirement demands based on unfair performance evaluations
- Evaluation results must follow the evaluation criteria agreed upon in the employment contract
- Personal Information Protection Act applies when disclosing evaluation results
- Confirm salary negotiation results in writing (clarification of working conditions)
Problem solving
- Uncertainty about Labor Standards Act provisions: Evaluations involving unfair dismissal, demotion, or wage reduction require review by a labor attorney. Legal content provided by AI is for reference only.
- Insufficient job grade system information: If you provide the team size, job category classification, and existing evaluation method, a more customized evaluation system can be designed.
- Concern about evaluation bias: If there is concern about subjective evaluation of a specific employee, it is recommended to design an anonymous 360-degree evaluation and conduct calibration sessions.
- Inability to measure OKR achievement rate: For roles without quantitative metrics (creative roles, support departments), design in a direction that increases the weight of descriptive evaluation + peer feedback.
When not to use this skill
- Responding to legal labor disputes: Refer dismissal, disciplinary action, and wage disputes arising from evaluation results to a labor attorney.
- Recruitment and onboarding process: JD writing, interview design, and new hire onboarding are better suited to the
moai-recruiter:hr-employmentskill. - Offer letter and salary negotiation documents:
moai-recruiter:hr-draft-offerskill. - Establishing remote work policy: For work-from-home policy and collaboration tool selection, use the
moai-recruiter:hr-operationsskill.
References
| File | Load conditions |
|---|---|
| references/okr-guide.md | When practical procedures for selecting, setting up, and operating evaluation cycles for an OKR/MBO goal management framework are needed |
| references/feedback-templates.md | When the SBI feedback model, performance interview scripts, and 360-degree feedback templates are needed |