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Managing people and performance

Performance Review and Calibration Toolkit

Run a review cycle that is fair across managers, consistent, and documented. You get the rating scale and the words for feedback, plus editable review and goal forms. A calibration step surfaces the outliers before ratings are final.

FormatKit
Contents5 PDF guides, 1 Word document, 1 Excel workbook
UseDownload and keep

$79

  • Editable operating files, not a subscription
  • Immediate access through the secure TrueStep HR store
  • Built and reviewed under the published TrueStep HR standard

Digital products carry a 30-day money-back guarantee. General HR information, not legal advice.

Need it working, not sitting in Downloads?

Add a one-hour setup session · $149

Bring the purchased tool and your live situation. A TrueStep HR practitioner helps you set the inputs, make the first decisions, and leave with a usable next step.

See the Setup Session →

What this closes

A practical system that moves the decision into real work.

Read the Field Guide before the cycle opens. It sets the rating scale, the calibration session and the legal cautions the forms already assume.

DecisionDevelop your managers, Handle an employee issue
IndustryCross-industry
Files5 PDF guides, 1 Word document, 1 Excel workbook
ReviewBuilt to the published release checks; sources and change notes sit beside the catalog.

What is inside

Every file in the download, by name.

Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.

PDF · readPerformance Review Field Guide: the system explained, start to finish.
Excel · usePerformance Calibration Workbook: ratings, distribution, 9-box, and manager-pattern flags.
Word · editEditable Review and Calibration Forms: self-review, manager review, goals, check-ins, calibration agenda, documentation, and a PIP.
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased.
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward.
PDF · readQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result (file 2).

How to use it

Your first 15 minutes

Step 1 is the Performance Review Field Guide, file 7. Work down from there, and by step 5 you edit the Word forms to match your company’s scale and wording.

  1. Read the Field Guide first. It walks through the cycle, the rating scale, calibration, and the legal cautions.

  2. At the start of the cycle, set goals with the SMART goals form, and check in at the midpoint with the mid-cycle form.

  3. Near review time, gather a self-review and complete the manager review for each person.

  4. Open the Workbook. Fill Scale and Settings first, enter proposed ratings, then calibrate as a group and read the Distribution Dashboard and 9-Box Grid.

  5. Edit the Word forms to match your company’s scale and wording, and keep the documentation log running all year.

Performance Review and Calibration Toolkit — the Start Here guide from the download, listing every file and the order to use them.

Before you buy

Clear answers to the practical questions.

The point of a product page is to let you judge the work before checkout.

What exactly do I receive?

5 PDF guides, 1 Word document, 1 Excel workbook, each one named in the What is inside section above. The purchase is a download, not a subscription, and the files are yours to keep.

Are these the real screenshots?

Yes. The preview images on this page are taken from the current deliverable, so you can judge the structure and writing before buying.

Can I use the files in my business?

The files are designed to be edited for your own internal operations. Review the included license and have legal counsel check decisions that require jurisdiction-specific advice.

What if I need help applying it?

Use the $149 Setup Session for one hour of implementation help on this tool. TrueStep HR does not offer broader consulting engagements. For a legal question, use qualified counsel.

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