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[🚧 Experimental] Octopus CONNECT Review Tool

A Claude Code-powered tool for crafting thoughtful, comprehensive performance reviews (CONNECT reviews) at Octopus Deploy.

What This Tool Does

This tool helps managers:

  1. Gather and organize all relevant information about an employee's performance
  2. Work through conversations (structured or ad-hoc) to clarify their thoughts
  3. Generate complete CONNECT review write-ups with proper framing and goal-setting
  4. Reference role definitions and competencies from Octopus People

Directory Structure

.
β”œβ”€β”€ README.md                    # This file
β”œβ”€β”€ inputs/                      # Employee-specific materials (GIT IGNORED)
β”‚   └── employee-name/          # Example template - copy for each employee
β”‚       └── braindump.md        # Quick-start guide and notes file
β”œβ”€β”€ framework/                   # What shapes reviews (committed to git)
β”‚   β”œβ”€β”€ connect-template.md     # CONNECT review questions
β”‚   β”œβ”€β”€ output-guidelines.md    # How outputs should be formatted
β”‚   └── octopus-people/         # Role definitions (git submodule)
└── outputs/                     # Generated reviews (GIT IGNORED)
    └── [employee-name].md      # Single file per employee

Getting Started

First Time Setup

  1. Install git hooks (protects employee data from being pushed to GitHub):

    ./setup-hooks.sh

    This prevents accidentally pushing review branches to GitHub. Only main branch can be pushed.

  2. Update Octopus People data (optional, already cloned):

    cd framework/octopus-people
    git pull origin main
    cd ../..

    See UPDATE_OCTOPUS_PEOPLE.md for details.

  3. Start Claude Code in this directory:

    claude

For Each Employee Review

  1. Create input directory by copying the example:

    cp -r inputs/employee-name inputs/jane-smith
  2. Add materials to inputs/jane-smith/:

    • Edit braindump.md to add your thoughts
    • Add other files: 1:1 notes, project notes, peer feedback, etc.
    • File naming is flexible - whatever works for you
  3. Work on the review using Claude Code:

    Option A: Structured Interview

    /connect-interview jane-smith
    

    Option B: Incremental Conversation (more common)

    Let me work on Jane's review
    Jane did excellent work on the API redesign project...
    

    Option C: Direct commands

    Review what I have for Jane so far
    Let's work on the technical leadership section
    
  4. Find your output at outputs/jane-smith.md

How It Works

Iterative Workflow

Managers work on reviews over days or weeks, not in one sitting. This tool supports:

  • Drop in anytime: Add a thought, Claude updates the review
  • Structured interviews: Use /connect-interview when you want guided questions
  • Gap analysis: "Review what I have and tell me what's missing"
  • Focused work: "Let's work on the mentoring section"
  • Direct refinement: "Add more examples to the technical leadership part"

Claude maintains the output file across sessions, building it up incrementally.

Output Format

Reviews are generated as single markdown files (outputs/[employee-name].md) containing:

  • Complete answers to all CONNECT template questions
  • Direct quotes from role definitions for every strength/growth area
  • Inline goals within the growth areas
  • Actionable "how" guidance for development areas

See framework/output-guidelines.md for detailed formatting requirements.

Important: Git and Privacy

This repo uses a two-branch strategy to protect employee data:

Branch Strategy

main branch (pushed to GitHub):

  • Tool structure: README, framework, slash commands, documentation
  • framework/octopus-people/ - Public organizational data
  • Example template at inputs/employee-name/
  • ❌ NO employee review data

sensitive-data branch (local only, NEVER pushed):

  • Everything from main, PLUS your actual review data
  • inputs/[employee-name]/ - Your notes and materials
  • outputs/[employee-name].md - Generated reviews
  • βœ… Versioned locally via git for safety
  • πŸ›‘ Blocked from pushing to GitHub by pre-push hook

How It Works

  1. Install protection: Run ./setup-hooks.sh after cloning (one-time setup)
  2. Work on reviews: Claude automatically uses sensitive-data branch
  3. Tool updates: Pulled from main branch on GitHub
  4. Your data: Safe on local sensitive-data branch, never pushed

The pre-push hook ensures you cannot accidentally push review data to GitHub.

Key Files

  • framework/output-guidelines.md - Critical reference for what outputs should look like
  • framework/connect-template.md - CONNECT review questions to answer
  • inputs/employee-name/braindump.md - Example/template for getting started
  • claude.md - Instructions for Claude Code (always in context)

Questions or Issues?

This is a living tool. Feel free to update documentation, templates, and workflows as needed!

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[🚧 Experimental] Tool for crafting Octopus CONNECT performance reviews using Claude Code

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