Get six months of evidence before you write the review
Nine reports, nine packs, ready before Friday: goals and where each ended up, the 1:1 updates in date order, the peer feedback with names, quoted rather than summarised.
The review cycle closes Friday. You have nine direct reports, and for each one you are meant to reconstruct six months from memory, a goal page you last opened in March, a stack of 1:1 notes, and peer feedback that arrived while you were on holiday.
A companion assembles one pack per report before you sit down: goals and where each ended up, the 1:1 updates in date order, the peer feedback with who wrote it. It quotes rather than summarises. Every tool in the Lattice integration is a read, so nothing gets written back.
Nine reports, nine evidence packs, one pass
The companion pulls each report’s goals and where each landed, the 1:1 updates in date order, and the peer feedback with authors. It quotes, so what you read on Thursday is what your report wrote in April. Gathering scattered evidence into one document is the data extraction move.
Ten minutes of assembly per person, done before you sit down, is the whole intervention. The writing stays yours.
Why is read-only the right shape here?
Reviews, feedback and goal history are the record of how somebody was managed.
The Lattice surface is reads only: no goal edits, no feedback submission, no review drafts pushed into a cycle.
So it is the easiest integration in this set to connect. Everything a companion produces lands in your own document where you can rewrite it, and nothing it touches changes what anyone else sees in Lattice.
What stays yours to write?
The argument.
A review is a case about someone’s career, made by the person accountable for it. Thursday-night reviews come out thin because nobody had time to go and get the evidence.
A companion hands you that evidence with links: what they set out to do, what happened, what their peers said, in their own words and in date order. Six months of proof on the page makes the document much easier to write.
Clean up the goals before the quarterly
The quarter is ending and half the goals in Lattice have not been touched since the week they were created. A companion reads every goal across a department and produces the short list: no update in six weeks, already at 100% and never closed, owner has changed teams.
That is a five-minute item in an ops meeting instead of a twenty-minute scroll. The reporting rhythm is the one in operations: the companion finds the drift, a manager fixes it in Lattice.
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