Before the meeting
- Which employees, roles, or competencies need calibration?
- Do managers have evidence for each proposed rating?
- Where are ratings unusually high, low, or inconsistent?
Template
Performance review calibration checklist for evidence-grounded reviews
Calibration works best when managers compare evidence against the same standards before finalizing review language. Use this checklist to keep the discussion concrete and human-reviewed.
Copyable template
Use this manually, or let EvalSuite capture it automatically from real meetings.
During calibration
- What standard are we applying?
- What examples support the rating?
- What evidence is missing or too thin to use?
After calibration
- What review language or rating rationale changed?
- Who owns any missing evidence follow-up?
- What should feed the next manager coaching loop?
How to use this checklist
Run calibration after managers have drafted or prepared review evidence, not before. The checklist is meant to surface inconsistent standards, missing examples, and unsupported rating jumps.
Use it manually or start from review evidence
EvalSuite helps teams bring meeting history, scorecard evidence, review-safe packets, and competency context into the review workspace so calibration starts from examples rather than memory.
What should survive calibration
Keep the final rating rationale, evidence gaps, manager follow-ups, and any agreed language changes. Avoid turning calibration into an opaque override with no source trail.
Workflow example
People Ops reviews two managers scoring the same competency differently, checks the examples behind each rating, aligns on the standard, and records the follow-up before reviews are finalized.
Example output
The visible output should be concrete enough to inspect.
- Shared rating standard
- Evidence gaps to resolve
- Adjusted rationale or review language
- Manager follow-up before release
Related and canonical pages
This page links to related acquisition pages and canonical docs instead of duplicating support content.
- /solutions/performance-review-evidence
- /resources/templates/performance-review-template
- /resources/templates/how-to-document-employee-performance
- /solutions/manager-coaching-workspace
- /solutions/performance-review-evidence
- /resources/templates/performance-review-template
Use this manually, or keep the loop in EvalSuite
EvalSuite adds the durable layer: capture, follow-through, history, and review-ready context.