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Run: Performance Calibration Session Form

Document calibration discussions in one place, align managers on rating decisions, and capture the rationale behind final outcomes. Keep reviews consistent, ...

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Employee Review Summary

Employee Name (required)

Name of the employee under calibration

Employee ID

Internal employee identifier

Job Title (required)

Current role or position title

Department (required)

Employee department or function

Review Period (required)

Performance review cycle being calibrated

Ratings and Rationale

Proposed Overall Rating (required)

Initial rating submitted before calibration

Rating Rationale (required)

Key Accomplishments (required)

Performance Gaps or Concerns

Evidence Sources

Calibration Discussion

Is This an Outlier Rating? (required)

Indicate whether this rating differs materially from comparable employees

Outlier Reason

Calibration Discussion Notes (required)

Comparable Employee Comparison

Calibration Panel Participants

Final Decision

Final Calibrated Rating (required)

Final rating after calibration discussion

Was the Rating Changed? (required)

Reason for Rating Change

Decision Owner (required)

Person responsible for the final calibration decision

Decision Date (required)

Date the calibration decision was finalized

Follow-Up Actions

Employee Communication Plan

Development Actions

Actions to support future performance improvement or growth

Follow-Up Date

Date for a follow-up check-in after calibration

Additional Notes

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Email (required)

Your name (optional)

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