Fall 2026 / rolling reviews
A 14-day packet for US ICs and new managers heading into performance review. Brag log, self-eval, one-page case, talk tracks — built so you can fill the form from evidence, not memory. Instant download. Not a raise guarantee.
The freeze
Most people did the work. They did not keep a file. Review season asks for a short, evidence-backed case — in a box they did not design — while the job is still running.
Workday, Lattice, a Google Doc: “Describe your accomplishments.” Cursor blinking. March is already a rumor.
No dated index of work, evidence, and outcomes. So the self-eval gets written from the last dramatic week, not the cycle.
Even a decent eval still needs a one-pager, an ask, an if-no, and a same-day follow-up. Those are separate documents. This packet has them.
How a bullet is built
Every serious line in the self-eval should be reconstructible into these five parts. Compress them for the form. Keep the labels in your private draft until the last cut. No invented percentages.
What was true at the start: a gap, a goal, a volume, a constraint, a date. Not your childhood in the role.
What you did. Verbs. The boundary of you vs. the team. Artifacts by name if they help a reader find the work.
Where a skeptic looks. Link, doc title + date, ticket, dashboard, email from a role on a date. No pointer, no claim.
What is different. A real metric or a concrete qualitative change. In-flight work is labeled in-flight — not parked as a win.
What you would repeat or change. Missed goals live here, in facts. Next-cycle goals are written last.
If the company already gives you a form, their headings win. SAEOL is how you think. Their boxes are how you submit.
The zip
Working files, not a pep talk. Markdown you can edit, two CSVs, and a printable PDF of the full packet.
What to gather, what not to do, and how to compress if the meeting is next week. 45–90 minutes a day, not a retreat.
Weekly system plus brag-log.csv you open in Excel or Google Sheets. Date, work, evidence, outcome, status.
Fill-in structure: situation, actions, evidence, outcomes, lessons, next-cycle goals. Built to map onto the company’s form.
Annotated, generic roles — software, ops, sales, support, new manager. Marked EXAMPLE. Format only. Not your work.
self-eval-worksheet.csv — paste their real questions verbatim, then answer beside the evidence.
Role, scope change, three proof points, a compensation research process. This file does not contain market rates.
Ask, if-no fork, same-day follow-up email. Separate agendas for the review meeting and the pay conversation.
Optional. They rewrite your notes. If evidence is missing, the prompt must say so — never invent a metric, quote, or win.
The packet, exploded
Most people print the one-pager, the self-eval, and a filtered brag log (status = ready). AI prompts and the license stay on the laptop.
The 2026 Raise File
Before / after
The company form does not change. What changes is whether you arrive with a warehouse (the log) and a storefront (SAEOL). The filled side is an EXAMPLE from the packet — not a customer result, not a raise proof.
Describe your accomplishments this cycle
Week-end close depended on a tribal list in one coordinator’s notebook. (Mar–May 2026)
Interviewed the closer and night lead, wrote a one-page SOP, sat the first two closes.
SOP v3 (2026-05-19) in the ops folder; calendar invites for the two sit-ins.
Night shift completed close without paging me the following two weekends. No finance-validated dollar figure — so none is stated.
Publishing was not enough; the sit-ins are what made it stick.
EXAMPLE (ops) from the packet. Format only. Do not copy the facts. A bad version invents “saved 12 hours/week = $28K/year.”
Product preview
These are renders of the working packet — calendar, self-eval worksheet, one-pager. Watermarked here as previews, not the download.
The 14 days
Default is fourteen calendar days, 45–90 minutes each, while you still have a job to do. Compress if the meeting is sooner. Do not skip evidence.
Set the dates. Copy the brag-log spreadsheet. Start the intake pile. Ten ugly lines of work areas beat a blank self-eval.
45–60 minutes · Do not open a blank self-eval and try to write prose today.
The shape
If your review is rolling, or already on the calendar for next week, compress: two evenings to gather, two to write the case, then the room as written.
Days 1–5. Inventory the year. Pull calendar, tickets, docs, 1:1 notes. Backfill the brag log. Collect evidence you already have. Do not invent numbers.
Days 6–11. SAEOL bullets. Fit the company’s form. One page, three proof points. Ask, if-no, follow-up. Compensation as a process you run — not a figure this packet invented.
Days 12–14. Two agendas. Dry-run out loud. Have the conversation. Send the follow-up the same day. Update the log — that row starts the next cycle.
Fit
US-employed individual contributors and new managers heading into a fall 2026 cycle or a rolling review.
Price
$39
Checkout on Gumroad. Unzip, start at README and 01-start-here. Open the CSVs in Excel or Google Sheets. Print the PDF if you want a paper packet.
Completing the file does not create a right to more money. Outcomes depend on your work, your company, budget, bands, and calibration — none of which this packet controls. Not legal advice. Not HR advice.
FAQ
No invented policy. No typical-result theater.
No. It is a complete working file for the conversation. Outcomes depend on your work, your company, budget, bands, and calibration — none of which this packet controls.
One zip after Gumroad checkout: markdown working files, two CSVs (brag-log.csv and self-eval-worksheet.csv for Excel or Google Sheets), and a printable US-letter PDF of the full packet.
Only as written: rewrite your notes. Never invent numbers, quotes, stakeholders, or wins. If evidence is missing, the prompt is instructed to say evidence is missing. Do not ask a model to remember your year.
Use their form. The packet includes a worksheet CSV so you can paste their questions verbatim and map evidence into their boxes. If this packet conflicts with your employer’s process, you fill their form.
Yes. Qualitative, evidenced outcomes are valid — a SOP people use, a date a launch held, a miss you handled like an adult. Blank metric fields are honest. Invented percentages are not.
The license is personal use. You may take your filled self-eval and one-pager into your meetings. You may not redistribute the product files. Colleagues can buy their own.
This is an instant digital download sold on Gumroad under a personal-use license. We do not invent a refund window here. Checkout, receipt, and any refund handling run through Gumroad’s own terms.
Fourteen days if you have them. Two evenings if you don’t. Evidence either way.
Get the packet · $39