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Run: Calibration Disagreement Resolution Protocol

Use this protocol to document rating disagreements in calibration sessions, compare evidence across managers, and record the final decision with clear follow...

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Calibration Context

Employee Name (required)

Employee whose rating is being reviewed.

Employee Role / Job Title (required)

Current role used for calibration comparison.

Review Cycle (required)

Performance cycle or period under review.

Initial Manager Rating (required)

Original rating proposed before calibration.

Comparison Group (required)

Peer group or similar employees used for comparison.

Disagreement Summary (required)

Briefly describe the rating difference and why it is being challenged.

Evidence Review

Goal Results and Outcomes (required)

Summarize completed goals, measurable outcomes, and delivery against expectations.

Behavioral Evidence (required)

List specific behaviors observed during the cycle that support the rating.

Cross-Manager Comparison Notes (required)

Compare this employee's evidence against similarly situated employees rated differently.

Rating Rationale (required)

State the rationale for the proposed rating using evidence and calibration criteria.

Calibration Discussion and Decision

Challenge Points Raised (required)

Document the specific concerns or challenges raised during calibration.

Final Calibrated Rating (required)

Final rating agreed after calibration discussion.

Decision Summary (required)

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 (required)

List actions required after the calibration decision.

Manager Acknowledgement (required)

Manager confirms understanding of the final calibration decision.

HR Acknowledgement (required)

HR confirms the calibration process and decision were documented.

Next-Cycle Focus Areas

Capture development priorities or performance focus areas for the next cycle.

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