Performance Management for Consulting Firms and Project Teams
Run project-based review cycles, collect feedback from clients, peers, and mentors, and track performance across matrix org structures. PerformYard is built for consulting firms that need flexibility without workarounds.
Flexible Reviews Built for Matrix and Project-Based Firms
Collect continuous feedback from peers, clients, mentors, and mentees in one place.
Use reporting and analytics to visualize employee performance, highlight top performers, and track trends over time. Goal management connects to every review cycle so the loop between objectives and evaluations closes automatically.
Tom D. | Principal | Consulting
Run Reviews on Project and Client Engagement Timelines
PerformYard lets you schedule review cycles on any cadence. Align evaluations to project or client engagement completion, organize peer reviews by project teams, and eliminate the lag between performance and feedback. Different practices or client groups can run separate processes simultaneously without manual coordination.
Built for Matrix Structures and Dotted-Line Reporting
No set hierarchy? PerformYard builds reviews with multiple managers, dotted-line managers, and team-based feedback structures. Collect input from every relevant stakeholder, including project managers, mentors, and clients, without requiring workarounds or separate tools. Every PerformYard customer gets a dedicated customer success manager at no extra cost to help configure the right structure for your firm.
Industry Resources
Your Complete Consulting Firm Performance Management Toolkit
Reviews & Check-Ins
Run Performance Reviews That Actually Drive Growth
- Employee appraisals
- 360 degree feedback
- Quarterly check-ins
- Annual reviews
- Project-based reviews
- Review cycles built around your timeline
- One-on-ones
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PerformYard AI
Get an AI Assist
- AI-assisted writing
- Rephrasing support
- Tone elevation
- AI-powered summaries
- Multi-form summaries
Goal Management
Align your people around what’s next
- Collaborative goal setting
- Goal tracking across teams and individuals
- Goal alignment to company objectives
- Cascading goals
- Development goals
- Corporate objectives
- Employee performance visualizations
Continuous Feedback
Formalize continuous and relevant feedback
- Continuous feedback
- Employee recognition
- Employee performance notes
- Manager feedback
- Feedback requests
Reporting and Analytics
Track Performance Data and Analytics Across Your Team
- Performance analytics dashboards
- Performance trends over time
- Performance tracking by individual, team and department
- Performance data exports
- 9-box grids
- Rankings
- Summary reporting
- Review form calculations
Employee Engagement
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Listen. Learn. Take Action.
- PerformYard Engagement Survey
- Engagement Factors and Questions
- Engagement Trends Dashboard
- Satisfaction Factor Analysis
- Dynamic Employee Cohorting
Meetings
Your live meetings launchpad
- Collaborative Agendas
- Shared Task Tracking
- Public Notes
- Private Notes
- Review Integration
Surveys
One Platform. Every Survey. Zero Headaches.
- Multiple Question Types
- Easy Survey Builder
- Participation Tracking
- Live Response Dashboard
- Multi-Survey Management
- CSV Export
Frequently Asked Questions
What is performance management for consulting firms?
Performance management for consulting firms involves running structured review cycles for employees who work across multiple projects, clients, and managers simultaneously. The best platforms for consulting firms support project-aligned review timing, collect feedback from clients and peers, and handle matrix org structures without requiring manual coordination.
How does PerformYard handle matrix org structures and dotted-line reporting?
PerformYard supports multiple managers, dotted-line managers, and team-based feedback natively. Review forms collect input from every relevant stakeholder, including project managers, mentors, and clients, in a single configured cycle without workarounds or parallel processes.
Can PerformYard align review cycles to consulting project timelines?
Yes. PerformYard lets you run project-based review cycles timed to engagement or matter completion rather than a fixed calendar window. Different client groups or practice areas can be in separate review processes simultaneously, each with its own questions, participant groups, and timing.
How does PerformYard collect feedback from clients, peers, and mentors at consulting firms?
PerformYard's 360-degree feedback and multi-source feedback tools collect input from managers, peers, clients, mentors, and mentees in one place. Feedback aggregates automatically and surfaces at review time so consultants receive a complete picture of their performance across every engagement they worked on.
How long does implementation take for a consulting firm?
Most consulting firms are up and running within a few weeks. Every PerformYard customer gets a dedicated customer success manager who handles process design, employee training, and first-cycle launch at no extra cost, including firms with complex matrix structures.
