Once both assessments are in, alignment opens: both sides' ratings, notes and any evidence they cited laid out next to each other, and the point where a human decision gets recorded about the review as a whole, separate from the ratings that led into it.
Until both sides have submitted, the page stays locked and simply names who's still missing.
The agenda
An agenda generates automatically once alignment opens: places where the ratings differ, anything either side flagged, dimensions nobody rated. It's meant to be read before the conversation, not during it — a short list of what's worth the meeting's time, rather than re-reading every dimension regardless of whether it needs discussion.
The table underneath shows both columns side by side. The manager's column is labeled "You" from that side's view and by name from the employee's, so "you" always means whoever's currently looking at the screen.
Recording the outcome
The manager records an outcome for the review as a whole, from four options: exceeds expectations, meets expectations, partially meets expectations, or does not yet meet expectations. Keep this distinct from the five-point rating scale used per dimension in the assessment — the outcome is a separate judgment about the whole conversation, never calculated or inferred from the individual ratings. There's no default selection; someone has to choose.
Alongside it, the manager can write a short summary of what was discussed. It's the one piece of alignment written after the meeting rather than before, capturing what got said rather than what got typed independently beforehand. It's optional. The employee reads it beside the outcome.
Recording the outcome closes the review
The manager records the outcome and the summary in one step, and that step closes the review. They confirm it first, because neither can be changed afterwards. The employee gets one email with the outcome.
Before that, the outcome comes after both assessments, because it's a judgment about them. Once the review is closed, the alignment page leads with the outcome and the summary beside it, and both assessments follow. If no summary was written, the outcome stands on its own.
Agreeing the plan
Alignment is also where the conversation turns toward what happens next: agreeing the focus areas for the next plan. It's not a separate meeting. Once both assessments are in, the plan page suggests candidates from them: where you both saw a gap, where either of you flagged something, and where you read it differently.