Calibration Disagreement Resolution Protocol

Structured EPMS template for facilitators to resolve rating disagreements during calibration sessions using evidence-based discussion and documented decisions.

Calibration Context

• Employee Name
  Employee whose rating is being reviewed.
• Employee Role / Job Title
  Current role used for calibration comparison.
• Review Cycle
  Performance cycle or period under review.
• Initial Manager Rating
  Original rating proposed before calibration.
• Comparison Group
  Peer group or similar employees used for comparison.
• Disagreement Summary
  Briefly describe the rating difference and why it is being challenged.

Evidence Review

• Goal Results and Outcomes
  Summarize completed goals, measurable outcomes, and delivery against expectations.
• Behavioral Evidence
  List specific behaviors observed during the cycle that support the rating.
• Cross-Manager Comparison Notes
  Compare this employee's evidence against similarly situated employees rated differently.
• Rating Rationale
  State the rationale for the proposed rating using evidence and calibration criteria.

Calibration Discussion and Decision

• Challenge Points Raised
  Document the specific concerns or challenges raised during calibration.
• Final Calibrated Rating
  Final rating agreed after calibration discussion.
• Decision Summary
  Summarize the final decision and the reasoning behind it.
• Dissenting Views / Unresolved Concerns
  Capture any remaining disagreement or follow-up needed after the session.

Follow-Up Actions and Sign-Off

• Follow-Up Actions
  List actions required after the calibration decision.
• Manager Acknowledgement
  Manager confirms understanding of the final calibration decision.
• HR Acknowledgement
  HR confirms the calibration process and decision were documented.
• Next-Cycle Focus Areas
  Capture development priorities or performance focus areas for the next cycle.