Shishir's Guide to Performance Calibration Meetings

by

Shishir Mehrotra

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Getting Started: Set up Employees and your Calibration Framework

Fill in

Employee Roster

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Define your

Your Calibration Framework

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

Post Meeting Followups

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section.

Six Approaches to Performance Calibration Meetings

1

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.

2

Values Centered Calibration

Define a set of criteria to evaluate on first, and then use that set to determine a final rating.

Define a set of criteria to evaluate on, then use that set to determine a final rating

3

9-Bin Calibration

Bucket employees into a 3x3 grid

Bucket groups of employees evenly into 3 bins, then split those into 3 bins each to arrive at 9 bins of employees. Then assign ratings to the bins.

4

Multi-level Calibration

Cascade ratings "up" your reporting hierarchy

Managers set their ratings first, and then the group gets together to compare ratings and fill in the Final Ratings.

5

Stacked Draft Calibration

Collectively draft employees from pre-sorted groups

Another form of multi-level calibration (similar to #4), but is done using a draft stacking approach instead. Similar to how sports leagues draft incoming athletes, this process progressively selects employees from the available pool one-by-one.

6

Full Cross-rating Calibration

Every calibrator rates every employee. Then use the composite signal as ordering to determine a final rating.

Have every calibrator rate every employee, then use the composite signal as ordering to determine a final rating.

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After the calibration

Refine

Post Meeting Followups

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to match your followups and messages and send it out to the group. Also be sure to visit

Advanced Ideas

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for other refinements.

👉 Next up:

Employee Roster

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