Performance Calibration Session Form

Form for documenting performance calibration discussions, rating rationale, outliers, and final decisions.

Employee Review Summary

• Employee Name
  Employee being calibrated.
• Employee ID
  Internal employee identifier.
• Manager Name
  Direct manager submitting the review.
• Review Period
  Performance cycle being calibrated, such as FY2025 or Q4 2025.
• Pre-Calibration Rating
  Rating assigned before calibration discussion.

Rating Rationale and Evidence

• Goal Performance Summary
  Summarize progress against SMART goals, including measurable outcomes and missed or achieved milestones.
• Competency Evidence
  Provide behavioral examples tied to role competencies. Avoid trait-based language; focus on actions and outcomes.
• Rating Rationale
  Explain why the proposed rating is appropriate based on evidence, not general impressions.
• Supporting Documents
  Reference relevant artifacts such as project results, customer feedback, or goal-tracking notes.

Calibration Discussion

• Outlier Status
  Indicate whether the rating differs materially from comparable employees.
• Peer Comparison Notes
  Describe how the employee compares to similarly scoped roles using evidence and calibration criteria.
• Bias Mitigation Checks
  Select the checks completed to reduce bias and improve rating consistency.
• Calibration Discussion Notes
  Summarize key discussion points, questions raised, and any agreed changes.

Final Decision and Follow-Up

• Final Calibrated Rating
  Final rating after calibration review.
• Decision Rationale
  Explain why the final rating was selected and how calibration input influenced the decision.
• Follow-Up Actions
  Document actions, owners, timelines, and success criteria for communication or development follow-up.
• Communication Owner
  Person responsible for communicating the final decision to the employee.

Approvals and Sign-Off

• HR Approval
  HR approval of the calibration outcome.
• Manager Acknowledgement
  Manager acknowledgement of the final calibrated decision.