{{company_name}}
{{company_address}}
Phone: {{phone}} | Email: {{email}} | Web: {{website}}
Document Title
Talent Review (9-Box) Template
1. Purpose
to assess performance and potential
2. Scope
Applies to all employees at {{company_name}} during the annual talent review cycle.
3. Definitions
- "Performance" reflects past results against goals.
- "Potential" reflects ability to grow into broader roles.
4. Responsibilities
- Managers calibrate ratings with their leadership team.
- Human Resources facilitates the calibration process.
5. Procedures
- Plot each employee on the 9-box grid (Low/Medium/High performance vs. potential).
- Discuss outcomes and consensus rating in calibration sessions.
- Identify development actions per quadrant.
- Confirm successors and high-potential cohort.
- Communicate development plans privately to employees.
6. Compliance & Enforcement
Non-compliance may result in corrective action up to and including termination. The Company will apply this document consistently and in accordance with applicable law.
Revision History
| Version | Date | Author | Notes |
|---|---|---|---|
| 1.0 | {{date}} | {{manager_name}} | Initial release |
Signatures
| Signature | Date | |
|---|---|---|
| Employee: {{employee_name}} | ____________________ | {{date}} |
| Manager: {{manager_name}} | ____________________ | {{date}} |
Operational Controls
Metrics & Reporting
| Metric | Definition | Cadence |
|---|---|---|
| Time-to-Decision | Days from request to documented decision | Monthly |
| Policy Adherence | % of cases meeting policy and audit criteria | Quarterly |
| Employee Experience | Pulse score post-process | Quarterly |
| Manager Capability | Calibrated manager review outcome | Annual |
Compliance & Legal Framework
- Applicable national and local employment law in the jurisdiction of {{company_name}}.
- Data protection and privacy regulations governing employee personal data.
- Equal opportunity, anti-discrimination, and anti-harassment statutes.
- The Company Code of Conduct and all referenced internal policies.
Document Control
| Field | Value |
|---|---|
| Document Owner | Human Resources — {{company_name}} |
| Category | Staff Management |
| Version | 1.0 |
| Effective Date | {{date}} |
| Next Review | Annually from effective date |
| Approved By | {{manager_name}} |
| Classification | Internal — Confidential |
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