Get Started Free
🧑‍💼 HR & People Ops

Free Performance Calibration Template

Bring rating spreads from every manager into one worksheet, resolve outliers against evidence, and lock a consistent rating curve before feedback goes out.

pre-work per manager
one meeting
AI summary
Live Preview

Quick answer

Inconsistent rating scales destroy trust in performance reviews first — collect ratings and evidence before the meeting, compare team-by-level distributions, flag outliers, and archive final decisions with reasons.

💡

About this template

Performance cycles break when 'a 4' means something different on every team. This worksheet collects proposed ratings and their justification per manager before the calibration meeting, shows the distributions side by side, and turns the discussion into a documented, comparable final rating with an AI summary of each decision.

🗂️

Template at a Glance

TemplatePerformance Calibration
CategoryHR & People Ops
FormatScored assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) for every response, plus the raw answers
Best forHR business partners · People managers · Department heads
CostFree to copy and customize on FormLM
🖥️

Live Preview

Sample form and AI report preview (fillable once the app is published).

loading...
…
Fill it in to see how responses flow.
loading...
…
Sample AI report with scoring visuals and recommendations, printable as a PDF.
📦

What's Included

Everything you need to run this template.

1

Manager pre-work

Every manager submits ratings with evidence before the meeting.

2

Side-by-side distributions

Compare teams and levels to find inconsistent bars.

3

Disagreement flags

Focus the discussion where raters and evidence diverge.

4

Documented outcome

Final ratings and rationale are recorded, not remembered.

🧭

How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and set the scale to your review cycle.

2

Managers submit pre-work

Ratings plus evidence before anyone discusses.

3

Calibrate

Work the flags: outliers, bars and borderline cases.

4

Lock and summarize

Record final ratings; the AI summary documents why.

👥

Who Is This For

Pick your role — see how it fits your workflow.

1

HR business partners

Keep rating bars comparable across teams.

2

People managers

Defend your ratings with written evidence.

3

Department heads

See calibration drift before it becomes grievance.

⭐

Key Features

What makes this template work as a professional deliverable.

📝

Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Proposed rating for each direct report (choice)
  2. Evidence behind the proposed rating (open)
  3. Top performer — what set them apart? (open)
  4. A rating that surprised you, and why (open)
  5. Where does your bar differ from the company bar? (open)
  6. Suggested final rating after discussion (choice)
  7. Follow-up actions for the employee (open)
❓

Frequently Asked Questions

What is performance calibration?
A review step where managers compare ratings across teams so the same score means the same performance everywhere.
What does this template add?
Structured pre-work, side-by-side distributions and a recorded outcome — calibration stops being an anecdote contest.
Is it free to use?
Yes. Copy it into your FormLM workspace and match it to your rating scale.
When should we run it?
After managers draft ratings, before any feedback is communicated — once per review cycle.
Does it produce a report?
Yes: an AI summary of decisions and rationale that you can archive with the cycle.
Won't managers feel judged?
The process reviews the ratings, not the people: evidence first, discussion second, records for everyone.
📚

Methods & terminology behind this template

360-degree feedback Competency model High-potential talent (9-box)

Calibrate before you communicate

Pre-work, distributions and a documented outcome in one worksheet — free.