Recents

Shortcuts

Folders

Brain

Beta

The Ultimate Coda Handbook for People & HR Teams

Explore

Pages

HRBPs

Link to page

Shishir's Guide to Performance Calibration Meetings

Six ways to run your performance calibration meeting

Shishir Mehrotra⁠

⁠

Find the stand-alone template

here⁠

or copy this full doc using the button below.

⁠

Get Started: Copy This Doc

⁠

Over the course of the past two decades, I have participated in, created, and re-created dozens of performance calibration processes. This activity can be simultaneously one of the most dreaded and most valuable exercises a group can go through. And a critical portion of this process is the Performance Calibration meeting - where a set of supervisors come together to discuss the performance of employees and achieve agreement on performance appraisal ratings.

This doc goes through a few different models for running this calibration and some thoughts on when to apply each technique.

Getting Started: Set up Employees and your Calibration Framework

All the processes suggested require starting with a list of employees and a set of ratings:

Fill in

Employee Roster⁠

Define your

Your Calibration Framework⁠

Choose a Calibration approach (see below) and go to the relevant section to set that up.

After the calibration meeting is complete, ensure everyone knows their take-aways and action items in the

Post Meeting Followups⁠

section.

Six Approaches to Performance Calibration Meetings

Each of these sections goes through a different way to run your calibration meeting:

Simple Calibration

Just sort by level and give ratings

When a team is small enough to just linearly run through the list, this is a simple framework for calibration. You can filter by level, manager, etc or just go straight through.