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Solutions/Functions/People and HR/Talent management

AI workflows for talent management.

Developing and keeping people: performance reviews, succession and career paths.

Who does this work

  • Talent manager
  • Head of talent
  • Organizational development specialist

1 workflow template ready to adapt, and 4 workflows identified.

Updated 12 November 2026

Request this workflowBook a fit call
Examples of the workflows identified
  1. Prepare a manager for a feedback conversation
  2. Draft a performance review from the evidenceIllustrative
  3. Prepare an internal progression conversationIllustrative
  4. Prepare the performance calibration meetingIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Prepare a manager for a feedback conversationGives a manager dated observations, questions, a clear ask and the support on offer before a one-to-one or check-in.Workflow template
Draft a performance review from the evidenceOrganises agreed goals, work examples and feedback into a draft review with development questions for the review conversation.Illustrative · not built yet
Prepare an internal progression conversationCompares an employee's stated interests and demonstrated abilities with a future role's requirements in a development brief.Illustrative · not built yet
Prepare the performance calibration meetingCompares submitted ratings with role expectations and flags ratings with missing supporting evidence, for a restricted calibration meeting.Illustrative · not built yet

Workflow templates

Manager feedback preparationEvery manager walks into a feedback conversation prepared like your best one: specific dated observations, the questions worth asking, a clear ask and the support on offer.Workflow template

Request this workflow

Tell us the talent management work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Reading for people and hr

  • ArticleFrom working workflow to daily use: the rollout checklistThe owner’s checklist for taking a tested AI workflow into daily use: introduction, first use, review, exceptions, support and the first follow-up.Read
  • ArticleRecruit, train and develop: a workflow map for the people functionA worked workflow map for the people function: role briefs, interview plans, onboarding, feedback and development, each on a role, with decisions marked.Read
  • ArticleFive operational workflows to power up before you buy another legal AI toolFive law-firm operational workflows side by side, what the AI you already own can carry, and a seven-question checklist to pick the one to power up first.Read
  • GuideAn AI adoption plan for the business side of your law firmMap intake, finance, client service and people operations by role, score the candidates and choose one AI pilot your management meeting can approve.Read

Where to go next

All of people and HREvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of people and HR

  • Compensation and benefits
  • Course and curriculum design
  • Employee offboarding and handover
  • Employee onboarding
  • Employee relations and culture
  • Learning and development
  • People operations
  • Workforce planning and scheduling
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