Calibration Framework

Clarity for talent decisions

Self-service HR · Calibration ready

A vibrant, guided space to calibrate teams with confidence.

Align performance, potential, core values, and retention risk in one coordinated flow. The Calibration Framework keeps every leader on the same page with guided explanations and a living grid.

Always-on guidance for HR Admins, Partners, and Leads
Built for the annual review moments that matter

Calibration outcomes

Aligned & fair

Performance + potential + values

Grid & forms

3x3 matrix

Overview at a glance

Retention lens

Risk-aware

Key employees & risk flags

Calibration snapshot

Summary Grid

Live view

High performer

Impact above expectation

With potential

Ready to grow in a year

Core values risk

Coaching needed now

High risk

Signals of leaving detected

Key employees

Protect specialist knowledge

Yearly view

Switch between current and past years

Next step

Launch the evaluation form

Capture performance, potential, values, and risk narratives in one structured flow.

Built for HR orchestration

Why teams calibrate here

Everything in the brief is mapped: embedded instructions, a consistent classification grid, and role-aware access so the right people see the right context.

HR AdminHR PartnerTeam Lead

3x3 calibration grid

grid

Classify talent by performance, potential, and attitude with an instantly readable grid.

Guided evaluations

guidance

Inline explanations and prompts help team leads capture strengths, growth areas, and risk signals without leaving the flow.

Role-aware access

roles

HR Admins orchestrate teams and roles, while HR Partners and Leads only see what they should—no accidental oversharing.

Embedded instruction

See the process before you start

The framework guides leaders with the exact steps from the project brief. When everyone shares the same rhythm, calibration outcomes become trusted, repeatable, and easy to defend.

  • 1Prepare with observations and feedback from employees.
  • 2Calibrate together with peers for balanced, fair decisions.
  • 3Hold 1:1s with employees using the agreed calibration story.

Evaluation essentials

Guided form

Performance

Meets, exceeds, or needs support—paired with narrative comments.

Potential (1 year)

Identify who can expand or move levels within a year.

Core values alignment

Capture attitudes and examples mapped to company values.

Risk & key talent

Flag high risk of leaving and protect key employees (K).

Multi-year perspectiveGrid auto-classificationEmbedded explanations

Succession planning

Keep roles covered with intentional successors

Appoint potential successors for critical roles, capture their readiness timeline, and outline the growth they need. If there is no clear fit today, mark as no potential and revisit. Successors can come from within or beyond your team.

Shortlist the right people

Consider talent inside or outside your area; if nobody fits yet, leave it open without forcing a name.

Plan readiness, not promises

Aim for successors who can step in within three years and document the growth actions that get them there.

Merit-first decisions

This is not pre-selection. Roles remain merit-based, and we focus on development plans rather than promising future appointments.

Keep managers as sponsors

Do not list your manager as a successor; their role is to sponsor readiness, not to backfill the position.

After the calibration session

Action flow
  • Confirm development items for each potential successor with their leader.
  • Translate actions into PDPs with clear readiness milestones.
  • Align with leadership when successors sit outside your immediate area.
  • Consolidate data to spot where shared programs can accelerate growth.
Succession planning is proactive—keep entries current even when you are not leaving so the bench stays ready.

Next up

Ready to calibrate with confidence?

Keep your teams aligned with a shared grid, guided forms, and role-aware access. Start now or jump straight back into the dashboard.

Guided evaluation formLive
3x3 summary gridAligned
Role-based accessSecure
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