Lontra HR · Working template
Performance calibration agenda and decision worksheet
Run the suggested two-case meeting and record a supported decision or a precise evidence request.
Use this worksheet with a fictional example first, then adapt it to your organization’s process. Keep personal or confidential information in your authorized systems.
- Use this timing for a small, prepared discussion and adapt it to complexity.
- Confirm the meeting’s authority and access before adding employee information.
- Record the reasoning behind a conclusion and the evidence that could change it.
- Read back actions and owners before closing the meeting.
Click a cell to edit it locally. Print or save as PDF to keep your completed copy. Changes are not sent to a server.
| Meeting stage | Timing or case | Evidence question | Decision, check or owner |
|---|---|---|---|
| Scope and authority | 0–5 minutes | Which criterion and decisions are in scope? | [Chair, decision owner and access agreement] |
| Brief clarification | 5–12 minutes | What facts or comparison need clarification? | [Clarifications or preparation gaps] |
| Case one | 12–21 minutes | What supports or challenges the proposal? | [Rationale or precise evidence request] |
| Case two | 21–30 minutes | What supports or challenges the proposal? | [Rationale or precise evidence request] |
| Consistency check | 30–39 minutes | Was the criterion interpreted consistently in context? | [Criterion issue or supported distinction] |
| Readback and follow-up | 39–45 minutes | What happens next and who communicates it? | [Owner, action and return date] |
| Case decision record | [Case reference] | [Criterion, period, sources and employee input] | [Conclusion, reason, correction route and owner] |
Prepared by Lontra HR Editorial · 10 November 2026 · Editorial review copy. Filled examples, where present, are fictional and demonstrate the method.