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ONEPERFORM

Annual Performance Evaluation Cycle

Next cycle begins with self evaluation
Priya
Priya
01ASSOCIATE
Self evaluation
Associate completes the self evaluation.
Priya
Priya
02ASSOCIATE
Matter solicitation
Associate reviews matters and suggests which partners will evaluate.
System
03SYSTEM
Evaluation requests
System sends requests to partners, who evaluate or decline.
System
04SYSTEM
Follow-ups
System follows up on outstanding evaluations.
AM
Alex
05ADMINISTRATOR
Summary & scheduling
Administrator creates summary reports, schedules meetings and shares the evaluation with the associate.
Eugene
Eugene
Priya
Priya
06PARTNER
Review meeting
Partner holds a review meeting with the associate.
Eugene
Eugene
07PARTNER
Meeting notes
Meeting notes are created and saved.
Priya
Priya
Eugene
Eugene
08ASSOCIATE
Goals & ongoing feedback
Goals are set for next year and ongoing feedback starts.
01
Self evaluation
OnePerform
←  2026 Year End Associate Self Evaluation
⤢
1of 2
Written Communication
My written work is clear, accurate, and well-structured.
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
NA
Give an example of how you applied creativity or original thought in your written work this year.
Tт✦
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Associate Competency Framework
Written Communication
Junior Associate
Written work product is concise and effective, demonstrating thoughtful organization, meticulous attention to detail, minimal errors and persuasive presentation of ideas.
Mid-level Associate
Assumes a managing role in drafting various legal documents that are clear, effective, stylistically appropriate and error-free.
Senior Associate
Fully oversees all legal documents drafted by junior lawyers, demonstrating mastery in crafting coherent arguments and complex documents.
Print
• Print Form
Links
• 2025 Self Evaluation
←  2027 Associate Evaluation
Thursday, November 5, 2026
Matter ID ⇅Client Name ⇅Matter ⇅Hours ⇅Evaluator ⇅Describe Your Contribution ⇅Actions
General Feedback0⊕ Add Evaluator
M-24001Northwind Holdings Ltd.Annual Corporate Compliance Review42⊕ Add EvaluatorLed filing preparation and board resolutions.✎🗑
M-24017Maple Ridge DevelopmentsCommercial Lease Negotiation28⊕ Add EvaluatorDrafted lease amendments; strong client communication.✎🗑
M-24033Harbourview Logistics Inc.Employment Contract Dispute65⊕ Add EvaluatorManaged discovery and witness prep.✎🗑
M-24048Cedar Point FinancialShare Purchase Agreement88⊕ Add EvaluatorCoordinated due diligence across three workstreams.✎🗑
M-24052Aurora Health PartnersRegulatory Licensing Application19⊕ Add EvaluatorTimely and thorough research memo.✎🗑
M-24066Lakeshore Manufacturing Co.Supplier Contract Review34⊕ Add EvaluatorIdentified key indemnity risks early.✎🗑
M-24071Granite Peak EnergyEnvironmental Permit Appeal57⊕ Add EvaluatorPrepared hearing materials; needs more independence on strategy.✎🗑
M-24085Bluewater Retail GroupTrademark Portfolio Management23⊕ Add EvaluatorEfficient handling of renewals and oppositions.✎🗑
Evaluation requests: Priya Shah
Sent by OnePerform
Eugene HallNorthwind Holdings – Asset Purchase
Queued
ML
Maria LopezBluepeak Energy – Financing
Queued
DC
David ChenHarbor Retail – Lease Review
Queued
Sending requests…
Evaluation tracker
Due Friday, Dec 4
1 of 2 evaluations complete50%
Eugene Hall
Completed
ML
Maria Lopez
Outstanding
AUTOMATIC REMINDER SENT TO MARIA LOPEZYour evaluation of Priya Shah is due Friday. It takes about 10 minutes.
SUMMARY REPORTPriya Shah · 2026
OVERALL0.0 / 5
Legal knowledge & technical skills0.0
Client service0.0
Written communication0.0
Teamwork0.0
Based on self evaluation and 2 partner evaluations
✓
Summary report createdSelf evaluation + 2 partner evaluations
✓
Review meeting scheduledDec 9, 10:00 AM with Eugene Hall
✓
Evaluation shared with PriyaSent to Priya Shah for review
Year-end review meeting
Dec 9, 2026 · 10:00 AM
In progress
Eugene HallPartner
00:00
Priya ShahAssociate
AGENDA
Self evaluation
Partner feedback
2027 goals
←
Post Meeting Follow up Form
Performance Review Meeting Documentation - Jennifer Bloom
⎙ Print
Evaluation Meeting Date:
▦ Select date
Attendees:
Summary of the meeting:
Agreed next steps:
Name:
Date:
▦ Select date
Submit
Priya Shah
The following goals have been set for the upcoming review period
GoalDescriptionDue DateKey ResultProgress
Lead a negotiation end to endRun a client negotiation from first draft to signing30 Jun 2027Lead 2 negotiations with partner sign-off
0%
Mentor a first-year associateProvide regular guidance and drafting reviews31 Oct 2027Monthly check-ins; positive mentee feedback
0%
Complete M&A trainingBuild specialized knowledge in M&A transactions15 Dec 2027Complete 40 hours of M&A CLEs
0%
Associate completes the self evaluation.
Associate
Partner
AM
Administrator
System