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Always on Calibration with a Quarterly Summary
2023-10-18
- Source
- Shopify
- Published
- Added to Yomu
Summary
Annual or infrequent performance reviews can create surprises, incomplete records of contributions, recency bias, and missed opportunities for timely feedback, correction, and career growth. The proposed alternative is “always-on” calibration, which treats individual development like continuous deployment: managers and team members repeatedly align expectations, discuss impact, and identify just-in-time opportunities. Each quarter, team members create a living document with intended outcomes, top and other accomplishments, upcoming opportunities, coworker feedback, and a quarterly review connecting impact to organizational expectations for role and level. They align on outcomes at the quarter’s first one-on-one and update accomplishments and feedback weekly before subsequent one-on-ones. Quarterly rollups provide smaller contribution snapshots, enable performance ratings and earlier course correction, and distinguish missed personal-development outcomes from missed role or level expectations.
Context
Infrequent or absent performance reviews make it difficult to recall specific contributions and their impact, introduce recency bias, and leave managers and individuals with incomplete or differing views. They can also delay feedback, corrective action, recognition, and opportunities for career growth.
Approach / What changed
Use continuous, always-on calibration supported by a living quarterly document. At the start of each quarter, each team member records intended outcomes and aligns on them during a one-on-one, then updates accomplishments and coworker feedback weekly. The quarter ends with a review connecting specific impact to role and level expectations, while shorter review windows support earlier course correction.
Takeaways
- The quarterly document has six sections: intended outcomes, top accomplishments, other accomplishments, upcoming opportunities, coworker feedback, and a quarterly review tied to organizational expectations.
- Missed personal-development outcomes delay long-term aims but do not affect current-role performance; missed role or level outcomes require examining changed priorities or whether a performance improvement plan is needed.
- Quarterly rollups preserve smaller contribution snapshots, allow period-specific performance ratings, and create opportunities to course-correct before an annual review.