02DOCX
Expectation-Setting Canvas
The manager's January questions and the per-person expectation template, in the five-property format, with the mid-year reset page attached.
DownloadThe Companion Toolkit
18 tools, one file each
The toolkit from The Performance Machine: 18 editable tools for running and surviving performance reviews. The book teaches the method; the toolkit holds the paper. Each tool is one file, kept to a page or two, in the book's plain language, and yours to edit.
Start Here
Who each tool is for, how the toolkit maps to the book, and the two curated bundles.
Start Here
Who each tool is for, how the toolkit maps to the book, and the two curated bundles.
Every tool maps to a chapter, so you can read the method and grab the paper in the same afternoon. Pick the section that matches your seat at the table.
Who each tool is for
- For Managers · Running Reviews02, 03, 04, 05, 06, 07, 08, 09, 10, 11, 18
- For Individuals · Surviving Your Review12, 13, 14
- For Leaders · Running the System15, 16, 17
- For Everyone01
Curated bundles
- First-Review Starter Kit12 + 13The your-own-record kit and the receiving-your-review kit, sized for a first-year employee, with the relevant situations attached. Download it below.
- Executive Packet17 + 01The executive brief plus the legal current-status page, for the leader who will not read nineteen chapters.
First-Review Starter Kit
New to all this? Start with the bundle: the your-own-record kit and the receiving-your-review kit, sized for a first-year employee, with the relevant situations attached.
01
For Managers · Running Reviews
11 tools03DOCX
Feedback & One-on-One Kit
The standing one-on-one structure, the two-line feedback log, and the script for the conversation nobody wants to have.
Download04XLSX
Calibration Prep Sheet
One page per direct report: the one sentence, the one artifact, the anchor rating, and the escalation threshold, decided before the room.
Download05DOCX
Rating Rationale Template
The four-sentence form, plus the side-by-side bias read-aloud checklist.
Download06XLSX
Evidence File Starter
The four entry types, the what-stays-out test, and the Friday fifteen-minute routine.
Download07DOCX
AI-in-Reviews Bright Lines
What to hand the tools, what never, and the three rules, as a one-page policy you can adopt.
Download08DOCX
Review Document Skeleton
The six-section structure, with the before-and-after sentence repairs as a style reference.
Download09DOCX
Delivery Conversation Guide
The first two minutes, the three weathers, and the one rule that overrides them.
Download10DOCX
Money & Promotion Case Kit
The three questions that are coming, the five mechanics, and the promotion case that survives committee.
Download11DOCX
PIP Construction Checklist
The section-by-section standards, including the goals-a-solid-performer-would-hit test.
Download18XLSX
Manager's Performance Year Calendar
The month-by-month performance cycle, on one page.
Download
02
For Individuals · Surviving Your Review
3 tools12DOCX
Receiving-Your-Review Kit
The five questions to ask in the room, and the unfair-review playbook in order.
Download13DOCX
Your-Own-Record Kit
The career file, the self-reflection matrix, and the quarterly synthesis.
Download14DOCX
Personal Vision & Goal Cascade
Achievements, values, differentiation, the big goal, and the annual-to-quarterly-to-biweekly cascade.
Download
03
For Leaders · Running the System
3 tools15DOCX
Vision, Strategy & Objectives One-Pager
The Moore elevator pitch, the OKR format, and the four-horizon portfolio.
Download16XLSX
Employee Journey Canvas
The journey mapping canvas and persona set, with the stage metrics from the instrumentation section.
Download17DOCX
Executive Brief: Keep / Kill / Build
The keep, kill, build blueprint and migration sequence on two pages, for the leader who will not read nineteen chapters.
Download
04
For Everyone
1 tool01DOCX
Legal Current-Status Page
The US transparency-state map and the statute deadlines, maintained as they move.
Download