Performance Review with 9-Box Matrix and Calibration
Complete cycle structure for performance evaluation using the 9-box matrix with calibration session.
Implement a performance review cycle that combines self-assessment, manager evaluation, and collective calibration using the 9-box matrix, generating inputs for promotion, merit, and termination decisions.
At a glance
Access
Free prompt
Open to copy without upgrading.
Prompt objective
Implement a performance review cycle that combines self-assessment, manager evaluation, and collective calibration using the 9-box matrix, generating inputs for promotion, merit, and termination decisions.
Real use case
A company has 3,000 corporate employees and conducts annual reviews in December, but managers inflate ratings (\\\\\\\\
Customize these fields first
Replace the placeholders with your own context before you run the prompt. That usually improves the first output more than adding more instructions later.
Prompt
Structure the complete performance review cycle with 9-box for [COMPANY NAME], with [NUMBER] employees, using [TOOL: CultureAmp/SAP SuccessFactors/Lattice/custom spreadsheet].\\\\\\\\n\\\\\\\\n**Phase 1 — Preparation (4 weeks before):**\\\\\\\\n\\\\\\\\n1) **Criteria definition:**\\\\\\\\n\\\\\\\\n- X-axis — Performance (delivery):\\\\\\\\n - Evaluation criteria: [GOAL ATTAINMENT (OKRs)], [DELIVERABLE QUALITY], [CONSISTENCY]\\\\\\\\n - Scale: Below expectations (1), Meets (2), Exceeds (3)\\\\\\\\n - Required evidence per rating\\\\\\\\n\\\\\\\\n- Y-axis — Potential (growth):\\\\\\\\n - Criteria: [LEARNING AGILITY], [COMPLEXITY THEY CAN MANAGE], [CAREER AMBITION]\\\\\\\\n - Scale: Lateral potential (1), Growth potential (2), High potential (3)\\\\\\\\n - How to assess potential without confusing with past performance\\\\\\\\n\\\\\\\\n2) **Evaluator calibration:**\\\\\\\\n- 2-hour workshop for managers (agenda and exercises)\\\\\\\\n- Practical cases: \\\\\\\\
Open directly in an AI — the text is pre-filled:
How to use this prompt
- 1Replace the key placeholders first: COMPANY NAME, NUMBER, TOOL: CultureAmp/SAP SuccessFactors/Lattice/custom spreadsheet, GOAL ATTAINMENT (OKRs).
- 2Replace any bracketed placeholders like [this] with your own context.
- 3Add extra background information when you want more tailored results.
- 4Combine multiple prompts in one conversation when you need a richer output.
- 5Save your best-performing prompts so they are easy to reuse later.
Next best step
Open the guide first, then branch only if you still need more.
A buyer guide for deciding between the guide path, course-only purchase, and full membership.
If this prompt is close but not quite right, generate variants next. If the job is recurring, move into the course library after the guide.
Related prompts
View all360-Degree Evaluation with Structured Feedback and Delivery Guide
Implements a 360-degree evaluation with questionnaire design, results analysis, and individual feedback session guide.
Best for
Create a 360-degree evaluation process that collects feedback from multiple sources (manager, peers, direct reports, self-assessment) in a safe and constructive manner, generating insights for individual development.
Competency Framework by Hierarchical Level with Behavioral Indicators
Builds the organizational competency model with expected behaviors by seniority level.
Best for
Create a competency framework that clearly defines expectations at each hierarchical level, serving as the foundation for performance evaluation, promotion, recruitment, and career development.
IDP — Individual Development Plan with Quarterly Follow-up
Complete IDP template and process that actually drives development, not just fills out a form.
Best for
Create effective IDPs that connect employee career aspirations with company needs, using the 70-20-10 rule and ensuring systematic follow-up so it doesn't become another forgotten document.
Succession planning for critical positions with risk map
Structures the succession planning process with identification of key positions, talent bench, and contingency plans.
Best for
Create a succession plan that ensures business continuity in case of departure from critical position holders, identifying risks, developing successors, and keeping the pipeline updated.
Explore other prompt categories
Move sideways into adjacent libraries when the current category is not the full answer.
Free browsing stays open. Premium prompts unlock the reusable workflow layer.
Use the guides and role paths to validate the job first. Upgrade when you want the full prompt text, editable premium prompts, and the surrounding course paths in one place.
Free access
- Browse guides, role paths, and category pages.
- Preview prompts before you decide to upgrade.
- Find the right starting point without friction.
Membership access
- Unlock premium prompts and the full copy text.
- See more workflow paths and course connections.
- Keep the reusable templates in one place.
