Performance Review & Calibration Kit: 12 Editable Word Tools and PDF Guide

Before the review, check the whole performance period.

Prepare clearer assessments and calibration discussions with a 28-page PDF guide and 12 reusable tools in editable Word and matching printable PDF. The Performance & Calibration Kit helps managers organize evidence, test their reasoning, and explain next steps. Use your organization's approved role expectations and rating definitions.

START HERE
Build the Performance evidence log, then use the Calibration case brief to prepare the discussion.

WHAT YOU RECEIVE
- A 28-page PDF guide with clickable contents.
- A 12-page editable Word toolkit.
- A matching 12-page printable tools PDF.
- A suggested 45-minute leader-calibration agenda for three prepared cases.
- Four fictional practice cases with discussion questions and facilitator notes, inside the guide.
- Aleo fonts, setup instructions, and an internal-use license.

The Word and printable PDF files contain the SAME 12 tools in two formats, not 24 different tools. The agenda and cases are part of the guide, not separate extra booklets.

THE 12 WORKSHEETS
01. Cycle & rating setup
02. Role expectation map
03. Performance evidence log
04. Employee reflection
05. Individual contributor assessment
06. Calibration case brief
07. Leader comparison check
08. Facilitator session planner
09. Decision & open-question record
10. Performance conversation planner
11. Support & growth plan
12. End-of-cycle quality check

BUILT FOR
Managers, supervisors, and internal facilitators reviewing individual contributors. Useful for review preparation and leader calibration where a consistent interpretation of the role standard matters.

WHAT MAKES IT DIFFERENT
Separate current performance from promotion potential. Check full-period evidence and work context. Test unclear claims. Record why an assessment changed. Leave the meeting with owners and next steps.

FORMAT & COMPATIBILITY
Instant digital download delivered as one ZIP. No physical item will be shipped. US Letter size. PDFs are not fillable. The .docx file is editable in compatible word-processing software; software is not included. Install the included Aleo fonts for the intended Word appearance. Other apps may reflow the pages. No Canva link, spreadsheet, or A4 edition is included.

LICENSE
One purchaser may use the kit for their own management work and internal sessions they lead, sharing necessary working pages with authorized participants. No resale, public sharing, full-pack redistribution, paid external training use, or organization-wide template distribution. See the included license.

IMPORTANT
General management education, not legal advice, an official HR policy, a formal PIP, a validated rating system, or an automated employment decision tool. Follow your organization's process. The 45-minute agenda assumes prework and three prepared cases; preparation and employee conversations take additional time.

Created with AI assistance for ManagerWordsCo. All examples are fictional. No employer affiliation or endorsement is claimed.

Say it clearly. Lead with confidence.

KEEP GOING
For everyday feedback language, explore the Difficult Conversations Toolkit (sold separately):
https://www.etsy.com/au/listing/4568893142/difficult-conversations-toolkit-for-new

ORDER CANCELLATIONS
This shop does not accept order cancellations. If you need help accessing your download, contact ManagerWordsCo through Etsy Messages.