--- title: "AI Team Performance Reviews" canonical: https://www.renatovaldes.com/workbook/ description: "A practical performance review system for EPD and IT teams: career leveling, compensation bands and employee development workbooks with free chapters." author: Renato Valdés-Olmos updated: 2026-09-11 --- # A performance review system for EPD and AI teams. Write the standard, run calibration, price the result and fund the next 90 days. The three workbooks keep those decisions connected without forcing them into the same conversation. For EPD and IT leaders in startups and technology companies, working with People and Finance teams. Venture-capital operating partners, platform teams and talent partners can use the same system to help seed and growth-stage portfolio companies set job levels, run performance reviews, make compensation decisions and turn reviews into development plans. **Format:** 119 pages, 41 sections, printable PDF and editable spreadsheets. **Price:** $99 for all three workbooks; individual workbooks are $39 each. **Free sample:** [Read chapter two without an email address](https://www.renatovaldes.com/workbook/#the-set). ## What it helps you do - **Leveling: write the standard.** Define the roles, collect evidence and record the calibration decision. - **Compensation: price the result.** Build the bands, cost each proposal against agreed limits and record the approvals. - **Development: make room for the work.** Agree one assignment, clear the time and check what happened 90 days later. ## What is included 24 editable templates and reference sheets, plus three connected worked examples across three spreadsheets, including performance records, budget checks and funded development plans. ## Where to start Start with Leveling to establish the standard. Use Compensation after calibration closes, and Development in the quarterly conversations between reviews. ## Practical questions ### What do I receive? You can read the workbook on this site and download a printable PDF and editable .xlsx templates. The set includes all three. No physical book is shipped. ### Do I need the other workbooks? The set includes the shared framework and both companion workbooks. You can read section two of each before buying. ### Will this work with our HRIS and AI tools? Yes. Map the spreadsheet fields into your HR system and use a stable employee ID. Keep private notes out of the approved record. An AI client or MCP connection can read the exported JSON through your own file or drive connector, check for missing fields and prepare drafts. A person still approves every level, pay decision and development commitment. ### Why not use the framework built into our HR package? You may be able to. HR software handles forms, permissions, workflow and storage well. This set helps the leadership team decide what the fields mean, which evidence counts and who may make an exception. If the package can preserve those choices and keep assessment, pay and development separate, configure the process there. ### Why use this instead of a framework from an investor, COO or People team? Begin with theirs. It may save months and fit your HR software already. Then test it against work your company has done: which decisions were delegated, what craft the role required and what settled the disputed cases? Keep every part that answers those questions. Use this workbook for the gaps. ### Why six levels rather than nine? Six gives this system enough room to distinguish how work is done, what gets made, which problem matters, what the company refuses, what should survive its author and which constraints govern the company. Add another level when you can name the new decision, separate it from both neighboring levels and find the same boundary in more than one role. ### What if someone regularly does work from another discipline? First decide whether the work is an occasional contribution, a temporary acting assignment, a sustained hybrid role or a role transfer. The shared level records decision authority; it does not force identical pay across disciplines. Price the actual sustained role with matched market evidence, check the required craft with the relevant functional leader, and document any temporary or permanent differential. A title should not be used to discount work the company has made part of the job. ### Does Compensation include salary guidance by geography? Yes. The September 2026 reference includes 71 public salary and total-compensation ranges across 33 selected geographies, with dedicated coverage for Asia, Africa and Latin America as well as the Bay Area, New York, the US and Europe. Coverage varies by role. It also explains how to handle frontier-AI offers that break an existing band. Every range carries a source and date. Total compensation, advertised salaries and wages are kept separate; matched base-pay inputs still need approval before budgeting. ### What does the budget model cover? Base-pay increases for existing employees in one currency, plus an explicit employer on-cost rate. Compare annualized and remaining-period costs with separate limits. Bonus, benefit changes, hiring, departures, foreign exchange and equity need separate costing. The workbook explains how to record the scope and approvals. ### How do I get access? After checkout, an email goes to the address you paid with. Its private reader link opens the complete workbook. You can also open the reader from this page and enter the access key from the email. The sample remains a separate public chapter. ### Can I use it with my team? A single purchase covers one person, with sharing permitted with your own manager and managers who report to you while running a cycle. The $499 team license covers one leadership team or function at one company. Company-wide, multi-division or portfolio-company use needs an enterprise license. A single purchase can be credited toward the team license. Read the license. ### What if we need an enterprise rollout? Enterprise licenses start at $2,500 for company-wide, multi-division or portfolio-company use, procurement requirements and an agreed rollout scope. Contact me with the organizations, approximate audience, countries and timing for a quote. ### Can I get a refund? Read the complete sample chapter before buying. Because the workbook, PDF and editable files are delivered immediately, checkout asks you to acknowledge that the purchase becomes final when digital access begins. Duplicate charges, persistent access failures, material differences from the description and mandatory legal remedies remain covered. Read the access and refund terms. ### Are updates included? Every revision of v1 is included and sent to the address you paid with. Your purchase does not subscribe you to the essay newsletter. ### Can I get a company invoice? Stripe sends a receipt after purchase. Reply to it with your company name and tax number if you need a company invoice. Any applicable tax is shown at checkout. View the current product page, cover and free sample at [www.renatovaldes.com/workbook/](https://www.renatovaldes.com/workbook/).