Calibration rewards whoever's manager writes best, unless every manager arrives with evidence mapped to the rubric. This playbook builds per-report evidence packets from your own curated notes — gaps flagged before the meeting, never AI-drawn comparisons between people — and extends the same discipline to promo packets where every claim is human-verified.
Workflow area: Hiring & Performance · Tier: Core · Hands-on time: ~35 minutes
Two failure modes dominate performance season. The first is the adjective packet: "consistently strong, great team player," which forces the calibration room to debate prose style instead of work. The second is the memory packet: built the weekend before, from whatever the manager can recall, which is mostly the last six weeks (recency) and the loudest wins (salience). AI fixes the assembly problem — mapping a cycle of evidence to a level rubric is exactly its kind of work — but only from evidence you curated, and only one report at a time. The moment a model compares your people to each other, you've delegated the one judgment that is unambiguously yours.
Curate the evidence yourself. For one report, gather the cycle's raw material: your 1:1 notes, design docs and PRs of note, peer feedback quotes, incident contributions, project outcomes. You choose what goes in — that curation is the judgment. Strip other people's names where they aren't needed, and never include another report's work as contrast.
Map evidence to the rubric, one report per conversation. Enterprise tenant only:
You are helping me prepare ONE calibration packet. Do not
compare this person to anyone, rate them, or recommend a
rating — mapping and gap-finding only.
Level rubric for [LEVEL]: [PASTE RUBRIC DIMENSIONS]
Evidence (my curated notes for the full cycle): [PASTE]
Produce:
1. EVIDENCE MAP — per rubric dimension: the specific items
that demonstrate it, each tagged with its source and
date. Verbatim quotes where the evidence is a quote.
2. GAPS — dimensions with thin or no evidence. Distinguish
"no evidence gathered" from "evidence suggests a
development area" — never convert absence into weakness.
3. RECENCY SKEW CHECK — the timeline of my evidence; flag
if >60% comes from the final third of the cycle.
4. QUESTIONS — what I could still collect in the next two
weeks to close each gap.
Treat the gaps as your to-do list, not the report's. Good output looks like:
GAPS
- "Technical leadership beyond own team": no evidence
gathered. Note: the API-guild RFC (March) may qualify —
you mentioned it in 1:1 notes but included no artifact.
- "Operational excellence": evidence suggests development
area — two incidents, both with slow initial diagnosis
(Apr 12, Jun 3 notes).
RECENCY SKEW: 7 of 11 items from the last 8 weeks. The
Q1 migration work is underrepresented.
The RFC line is the packet working: evidence that exists but wasn't captured. Spend the pre-meeting weeks retrieving artifacts and asking peers, not wordsmithing.
Write the narrative yourself; bring the map to the room. The packet you present is a page in your voice: your assessment, backed by the evidence map as an appendix. In calibration, when challenged, you answer from evidence ("two design docs and the guild RFC — here's the map") instead of adjectives. That's the entire competitive advantage of the method, and it accrues to your report.
For promos, add the claim-verification pass. Draft the promo packet from the evidence map, then run the discipline in reverse:
Here is a promo packet draft. List every factual claim it
makes — impact numbers, scope statements, "led X" phrases —
as a checklist with the evidence item that supports each.
Mark any claim with no supporting item as [UNSUPPORTED].
Every [UNSUPPORTED] claim gets evidence or gets cut — committees are pattern-matched to inflated packets, and one unverifiable "led" can sink four true ones. Anything the model phrased more impressively than the evidence supports, dial back yourself. The packet goes forward under your name; every sentence is a claim you're personally making.
[UNSUPPORTED] items ship; your credibility with the committee is a multi-year asset spent one packet at a time.Performance evidence is among the most sensitive people-data you hold — enterprise-tier tools only, one person per session, no cross-report material in any prompt, no protected-characteristic content ever, and follow your HR policy on where performance records may live; when policy and this playbook conflict, policy wins.
The packet's power is evidence mapped to rubric with gaps flagged while you can still act — let AI do the mapping from notes you curated, keep every comparison between humans in the room, and sign nothing in a promo packet you haven't personally verified, because the committee is grading your judgment as much as their work.