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Engineering Leadership · Hands-on lab · ~5 min read
ENGINEERING LEADERSHIP · HANDS-ON LAB

Lab 03 · Fair AI Expectations: The Perf-Rubric Update

Translate a CEO's "AI use is now a baseline expectation" mandate into a level rubric that measures observed work quality — not tool telemetry. A well-meaning HRBP draft scores Copilot acceptance rates and seat activation; your job is to reject every telemetry trap in writing and rule fairly on three hard edge cases.

Kavitha Rao is Senior Director of Engineering at Northbeam Software, a fictional 300-person B2B analytics company. This morning the CEO sent the memo every engineering leader now gets eventually: AI fluency is a baseline expectation, and it will be "reflected in performance reviews." By noon, a helpful HRBP produced a draft rubric update — built on the only AI data HR can see: vendor telemetry. Kavitha knows that rubric would punish her best verifier and promote her fastest paste-and-pray merger. Your job is to write the version that survives calibration: measurable, fair, and about the work.

You will need

  • A chat AIfree ChatGPT, Claude, or Gemini, as a drafting and red-teaming partner.
  • A doc for the rubric diff, calibration guidance, and edge-case rulings.
  • Timeabout 60 minutes.
  • No real datathe memo, rubric, and draft below are synthetic. Never paste real performance documents into an unapproved tool.

The inputs

CEO MEMO (excerpt) | To: All staff
"Effective this half, reflexive AI use is a baseline expectation at
Northbeam, like using version control. Before asking for headcount,
teams must show why AI cannot do the work. AI fluency will be
reflected in performance and promotion reviews. We will provide
tooling, training, and time to learn. This is not optional."

CURRENT RUBRIC (Engineer II excerpt, unchanged since 2023)
- Craft: ships correct, maintainable code; tests own work
- Execution: delivers committed scope; unblocks self; sizes well
- Collaboration: reviews others' code constructively; communicates
  status honestly; lifts teammates
- Ownership: monitors production; follows through on incidents

HRBP DRAFT UPDATE (v0.9, "AI Fluency" — proposed new rubric row)
Below expectations: Copilot seat inactive or <20% suggestion
  acceptance rate; fewer than 5 AI tool sessions/week in telemetry
Meets expectations: seat active; 20-40% acceptance rate; uses
  approved AI tools daily per usage dashboard
Exceeds expectations: >40% acceptance rate; top-quartile AI tool
  usage minutes; evangelizes AI in team channels
Note: telemetry pulled monthly from vendor admin dashboards; scores
  auto-populate the review packet.

MANAGER NOTES | three cases pending your ruling
Case 1 - Riya (Engineer II): screen-reader user; the approved AI
  IDE plugin is barely usable with her assistive stack. Uses a chat
  model in a browser instead, pastes results into her editor.
  Telemetry shows her Copilot seat "inactive for 60 days."
Case 2 - Marcus (Senior): staffed 100% on the Halden account, whose
  contract prohibits all AI tools on their codebase. Telemetry:
  near-zero. His non-client work shows sharp AI-assisted design docs.
Case 3 - Priyanka (Engineer II): declines AI tools on principle,
  citing craft concerns. Output is solid but her throughput now
  trails peers who verify well AND use AI. She asks: "Will I be
  rated down for not using it?"

Steps

  1. Form your own view first — ten minutes, no AI. Read the memo, rubric, and HRBP draft. Write down: what the memo actually requires (and does not), every specific way the HRBP draft could misfire, and your instinct on each of the three cases. The draft looks reasonable at a skim; the point of this pass is to stop skimming.

  2. Interrogate the telemetry metrics. Prompt: "For each metric in this draft rubric row — suggestion acceptance rate, seat activation, sessions per week, usage minutes — explain what it actually measures, how an engineer could score high while doing worse work, and how a strong engineer could score low. Be specific." Verify each claim against your own reasoning; keep the ones that survive as your written rejection rationale.

  3. Write the rejection memo to the HRBP. One page, respectful, specific: why each telemetry metric cannot appear in a review packet — acceptance rate measures how often someone presses tab, not output quality; seat activation measures procurement, not fluency; auto-populated scores convert a vendor dashboard into a performance verdict nobody can appeal. Propose the replacement principle: AI fluency is assessed from observed work, by humans, with evidence.

  4. Draft the replacement rubric row. Anchor each level in observable work behaviors. Below: ships AI output unverified, cannot explain AI-assisted changes in review, or refuses to engage with AI tooling without an articulated reason. Meets: uses AI where it helps, verifies before shipping, can explain every line they submit, flags AI-origin work appropriately. Exceeds: measurably lifts the team — shares prompts and verification patterns, improves review standards for AI code, mentors others. Note what is deliberately absent: any number a vendor dashboard produces.

  5. Write the calibration guidance. One page for managers running calibration: evidence that counts (review threads, design docs, incident behavior, demos of workflow), evidence that does not (telemetry, self-reported enthusiasm, channel activity), and the two failure modes to police in the room — punishing skilled skeptics who verify deeply, and rewarding loud adopters who ship slop.

  6. Rule on Case 1 — accessibility. Write the ruling: Riya's telemetry is irrelevant and her workaround demonstrates more fluency, not less — she adapted tooling to her constraints. Pair the ruling with the systemic action: an accessibility review of the approved toolset, and an approved path for her browser-based workflow with the same data-handling guarantees.

  7. Rule on Case 2 — client-blocked tools. Write the ruling: Marcus is assessed on the work he is permitted to do; contract-driven zero telemetry cannot appear as a fluency deficit. Specify the mechanic: reviews note the constraint explicitly, fluency evidence is drawn from his non-client work, and account-staffing rotations ensure client constraints never silently cap a career.

  8. Rule on Case 3 — the conscientious objector. This one is genuinely hard; write the ruling honestly. Priyanka cannot be rated down for tool telemetry — but the rubric measures outcomes, and if peers deliver comparable quality faster, the throughput gap is real and ratable as an execution outcome, not as a compliance failure. The ruling: her craft concerns get a fair hearing (and feed the review standards), she gets the same enablement time as everyone, and she is told plainly that outcomes are the bar — declining the tool is her right; declining the results it enables has a cost.

  9. Assemble the diff and pressure-test it. Produce the final artifact: rubric diff (old row → new row), calibration guidance, three rulings, rejection memo. Then red-team: "How could a cynical manager or engineer game this rubric?" Patch what you can; document the residual risk.

Warning

Any metric that auto-populates a review packet from a vendor dashboard will be optimized within one quarter — and what gets optimized is the metric, not the work.

Verify your work

A complete lab has all of the following:

  • A rejection memo naming all four telemetry traps (acceptance rate, seat activation, session counts/usage minutes, auto-population) with the specific failure mode of each.
  • A replacement rubric row where every level is an observable work behavior and no vendor-generated number appears.
  • Calibration guidance listing valid and invalid evidence, and naming the skilled-skeptic and loud-adopter failure modes.
  • Three written rulings: Riya (fluency affirmed, toolset accessibility action opened), Marcus (constraint noted, assessed on permitted work), Priyanka (outcomes ratable, compliance not).
  • A red-team note listing at least two residual gaming risks.
▸Answer key — telemetry traps and the three rulingsoptional deep dive — click to expand

The four planted traps in the HRBP draft. (1) Acceptance rate: measures tab-pressing frequency; inflated by accepting everything unread — the worst behavior scores highest. It also punishes strong engineers who reject weak suggestions, which is exactly the verification skill you want. (2) Seat activation: measures whether IT provisioned a license and the user logged in once; zero relationship to fluency. (3) Sessions and usage minutes: measure time-in-tool; reward dwell, punish efficiency, and structurally discriminate against anyone whose approved tooling doesn't fit their workflow (see Riya). (4) Auto-population into review packets: converts unappealable vendor data into performance verdicts and creates a de facto surveillance metric — the fastest way to make engineers hate both the tool and the review. "Evangelizes AI in team channels" is a bonus trap: it rates talking over working.

Case 1 (accessibility), expected ruling. Telemetry excluded; fluency affirmed on observed work; the tooling gap is the org's deficiency, not hers. Must include a systemic fix (accessibility audit of approved tools, sanctioned equivalent workflow). A ruling that merely excuses her telemetry without fixing the toolset is a partial answer.

Case 2 (client-blocked), expected ruling. No fluency deficit may be recorded from contractually-blocked usage; assessed on permitted surface. The strong answer adds the career-protection mechanic: rotation or explicit constraint-noting so long client engagements never become silent rating caps.

Case 3 (objector), expected ruling. The trap is at both extremes. "She must adopt or be rated down" rates compliance — wrong. "Her choice is fully cost-free" pretends outcomes don't matter — also wrong, and unfair to peers. The defensible ruling: identical outcome bar for everyone, enablement offered, objections heard and taken seriously where they are evidence-based, and the throughput consequence named honestly as an outcome gap, not a loyalty gap.

Grading yourself. All four traps rejected in writing, all three rulings land in the defensible zone, no vendor number in the rubric: strong pass. If your Exceeds level still says "high acceptance rate" or your Case 3 ruling rates her down for non-use itself, rerun steps 2–4 and 8 — those are the two errors that survive into real orgs most often.

Key Takeaway:

"Reflected in reviews" is a mandate about outcomes, not telemetry. Rate the work humans can observe — verified quality, honest explanation, lifted teammates — and keep every vendor dashboard number out of the packet, because whatever you put in it is what you will get more of.

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