{"product_id":"performance-review-and-calibration-toolkit","title":"Performance Review and Calibration Toolkit","description":"\u003cp\u003eRun a performance cycle that holds up, from goals through calibration, with ratings kept consistent and tied to job-related facts. You set goals, gather self and manager reviews, then enter proposed ratings and calibrate as a group while the workbook shows the distribution, the 9-box, and where a manager’s pattern stands out.\u003c\/p\u003e\u003ch3\u003eThree pieces that carry a review cycle from goals to calibrated ratings\u003c\/h3\u003e\u003cp\u003eA Start Here sets the order, then the guide explains the cycle, the workbook runs calibration, and the forms cover every stage.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003ePerformance Review Field Guide.\u003c\/strong\u003e The system explained start to finish: the cycle, the rating scale, calibration, and the legal cautions.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePerformance Calibration Workbook.\u003c\/strong\u003e Proposed ratings, a distribution view, a 9-box grid, and manager-pattern flags, with a Scale and Settings tab you set first. It collects no demographic data by design.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEditable Review and Calibration Forms.\u003c\/strong\u003e A self-review, a manager review, SMART goals, mid-cycle check-ins, a calibration agenda, documentation, and a performance improvement plan.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe order to work in\u003c\/h3\u003e\u003cp\u003eRead the cycle, set goals, gather the reviews, then calibrate as a group.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eRead the Field Guide first.\u003c\/strong\u003e It walks the cycle, the rating scale, calibration, and the legal cautions.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSet goals and gather reviews.\u003c\/strong\u003e Use the SMART goals form at the start and the mid-cycle form at the midpoint, then gather a self-review and complete the manager review for each person.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCalibrate as a group.\u003c\/strong\u003e Fill Scale and Settings first, enter proposed ratings, calibrate as a group, and read the Distribution Dashboard and the 9-Box Grid before ratings drive pay, promotion, or termination.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eBuilt on current sources and honest about its limits\u003c\/h3\u003e\u003cp\u003eThis keeps ratings consistent and gives you a record; it does not decide whether any decision is lawful.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eConsistency you can see.\u003c\/strong\u003e Calibration, the distribution view, and the 9-box catch rating drift before it reaches pay or promotion.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTied to job-related facts.\u003c\/strong\u003e The forms and the guide keep ratings job-related and documented rather than impressionistic.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBuilt to avoid bias data.\u003c\/strong\u003e The workbook collects no demographic data by design; if a group protected by law shows a noticeably lower favorable-rating rate, treat it as a signal to review with qualified counsel.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eNot a ruling on lawfulness.\u003c\/strong\u003e Adapt everything to your company policy, contracts, and the law in the employee’s state, and consult counsel for your specific situation.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWho it is built for and where to go if that is not you\u003c\/h3\u003e\u003cp\u003e\u003cstrong\u003eBuilt for\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eAn HR owner running a review cycle who wants the forms, the calibration, and the legal cautions in one system.\u003c\/li\u003e\n\u003cli\u003eA manager who needs review and goal forms and a defensible improvement plan.\u003c\/li\u003e\n\u003cli\u003eA leader who wants calibration and a distribution view to catch rating drift across teams.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eIf you are looking for\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eThe day-to-day one-on-ones, feedback, and documentation. The People Manager Toolkit covers that.\u003c\/li\u003e\n\u003cli\u003eTurning ratings into raises against a budget. The Merit Increase Matrix is built for that.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eBefore you buy\u003c\/h3\u003e\u003cp\u003e\u003cstrong\u003eWhat format is it and can I edit it?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eA PDF field guide, an Excel workbook that also works in Google Sheets, and editable Word forms. Everything is yours to keep and adapt to your scale and wording.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eIs this legal advice?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eNo. It is general information, not legal or tax advice, and it does not decide whether any decision is lawful. Adapt it to your company policy, contracts, and the law in the employee’s state.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eDoes it collect demographic data?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eNo. The workbook collects no demographic data by design. If a group protected by law shows a noticeably lower favorable-rating rate, treat it as a signal to review with qualified counsel.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat does the workbook show?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eProposed ratings, the rating distribution, a 9-box grid, and manager-pattern flags, all driven by a Scale and Settings tab you set to your own scale.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat is the refund policy?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eDigital products are covered by a 14-day money-back guarantee. See the refund policy for the full terms.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat happens after I buy?\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eCheckout delivers an instant download link, and a receipt with the same link arrives by email. Open the Start Here first; it sets the order to work in. If a file gives you trouble, email support@truestephr.com.\u003c\/p\u003e\u003cp\u003eGeneral information, not legal or tax advice, and it does not decide whether any decision is lawful. Keep ratings consistent and tied to job-related facts, adapt everything to your company policy, contracts, and the law in the employee’s state, and consult qualified counsel for your specific situation. Last reviewed June 2026.\u003c\/p\u003e","brand":"TrueStep HR","offers":[{"title":"Default Title","offer_id":52641503445268,"sku":"TSHR-029","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1013\/9048\/3732\/files\/TSHR-029__performance-review-and-calibration-toolkit-hero.jpg?v=1780979022","url":"https:\/\/shop.truestephr.com\/products\/performance-review-and-calibration-toolkit","provider":"TrueStep HR","version":"1.0","type":"link"}