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Initiative
performance review phrases

26 phrases across four rating bands, for managers, coaching conversations and self-evaluations. Filter, copy, print. Free, no sign-up.

Start with the rating band that matches the person, then pick the voice you are writing in. Copy a phrase, then change the specifics so it names the real project, the real quarter, the real thing that happened. A comment that could describe anyone is the thing you were trying to avoid.

How these were written, and the five steps to a review that holds up ↓
Rating:
Voice:
26 showing
Exceeds expectations

Spotted the reporting gap nobody had asked about, built the fix, and it is now how the whole team works.

Manager to employee

Consistently arrives with the problem and a recommendation rather than the problem alone.

Manager to employee

Took on [work] when it had no owner, and did not wait for it to be formally assigned.

Manager to employee

The instinct is strong. Worth pointing it at the biggest problem rather than the nearest one, so the effort lands where it compounds.

Coaching

Ready to own an area outright rather than improve pieces of somebody else's.

Coaching

I rebuilt [process] because it was quietly costing the team a day a week, and nobody had put a number on it.

Self-evaluation

I picked up [work] when it fell between two roles rather than waiting for the org chart to catch up.

Self-evaluation
Meets expectations

Acts on obvious improvements without waiting to be asked.

Manager to employee

Raises problems early rather than working around them quietly.

Manager to employee

Volunteers for work outside the immediate role description when the team needs it.

Manager to employee

Takes initiative within their own patch. The step up is spotting the thing that is nobody's patch, which is usually where the cost is.

Coaching

Good at raising problems. Practise arriving with a recommendation attached, even a wrong one, because it changes the conversation.

Coaching

I stopped routing small improvements through approval and just made them, which cleared a backlog that had been sitting for months.

Self-evaluation

I have started bringing a proposed answer rather than an open question.

Self-evaluation
Needs development

Waits for explicit direction on work that is well within their judgement.

Manager to employee

Identifies problems accurately but stops at identifying them.

Manager to employee

Improvement ideas surface in one-to-ones and rarely make it into action.

Manager to employee

Pick one thing this quarter that annoys you weekly, and fix it without asking. If it is reversible and small, you do not need permission.

Coaching

When you raise a problem, add the sentence 'and I think we should'. That single habit moves you from reporter to owner.

Coaching

I tend to wait for a clear mandate before acting, and some of what I waited on did not need one.

Self-evaluation

I spot problems earlier than I act on them.

Self-evaluation
Unsatisfactory

Work outside explicit instructions has not been taken up this year, including tasks previously agreed as owned.

Manager to employee

Known problems have been left unraised until they affected delivery, more than once.

Manager to employee

We need agreed areas of ownership in writing, with what acting without approval looks like in each, reviewed in six weeks.

Coaching

If the reason for waiting is that acting has gone badly before, I want to hear that, because that is mine to fix rather than yours.

Coaching

I have waited for direction more than the role needed, partly from caution. I want clearer boundaries on where I can act alone.

Self-evaluation
No phrases match those two filters together. Clear one of them.
How do you describe initiative in a performance review?

Point at what they did without being asked and what it changed. "Rebuilt the reporting nobody had asked about, and it is now how the team works" is initiative. "Is proactive" is a label.

How these were written

Written, not calculated. Each phrase names a situation, the behaviour and its effect. The bands sort by rating and the voices switch between a manager writing about someone, coaching, and a self-evaluation. One check is built into the lower bands: if somebody has stopped taking initiative because acting went badly for them before, that is a management finding rather than an individual one.

Assumptions
  • Phrases are starting points. Name the real thing they picked up.
  • Initiative involves risk, which is why it disappears in teams where being wrong is expensive. Check the environment before rating the person.
  • Scope matters as much as effort. Improving the nearest thing is worth less than improving the thing nobody owns, and the bands reflect that.
  • Written for Australian workplaces and Australian English.
  • Unsatisfactory-band comments assume a dated record and a prior conversation.
Sources

What to do about it

Initiative is the competency most likely to be a fit problem rather than a performance problem. Some people need a clear mandate to do their best work, and putting them in a role that requires acting without one produces a bad review rather than a bad person.

1

Check whether acting has been punished

If the last person who moved without approval got criticised for it, you have your answer and the fix is yours.

2

Name the ownership explicitly

Most people who look passive are unclear about where their authority ends. Write down what they can decide alone.

3

Ask for a recommendation, not just a problem

"And I think we should" is the single habit that moves somebody from reporter to owner.

4

Give one small, reversible thing to own outright

Initiative is built by practice, not by feedback.

5
Where a tool helps

Ask whether the role and the person were ever matched

If the role needs somebody who acts without instruction and the person works best with direction, that is a hiring finding, and it will repeat with the next person in the seat.

Some of this was decided
before the offer.

Compono Hire is an applicant tracking system (ATS) that measures work personality and culture fit before you make the offer, so the mismatch between a role needing self-direction and a person who works best with clear direction is visible at hiring rather than at review time.

Step 5 asks whether the role and the person were ever matched. Hire is where that question gets answered while it is still cheap.

See how it works
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Common questions

What are examples of initiative feedback?

Arriving with a recommendation rather than a problem, taking on work that fell between two roles, fixing a recurring annoyance without seeking permission for something small and reversible.

How do you address a lack of initiative?

First check whether acting has been punished before. If it has, fix that. If it has not, agree explicit areas of ownership and what acting without approval looks like in each.

Is initiative the same as being proactive?

Close enough in everyday review language. The useful distinction is that initiative usually involves accepting some risk, which is why it disappears in teams where being wrong is expensive.

Can I use these phrases word for word?

Yes, with the specifics changed to the real thing they picked up.

These phrases are starting points, not finished comments. Change the specifics so each one is true of the actual person and the actual situation, because a comment that could describe anyone is the thing you were trying to avoid. Review comments can later be read as evidence in an employment matter, so anything you take from the unsatisfactory band should match a dated record you already hold. Last reviewed July 2026.