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1. Introduction: Overview of the 9 Box Performance Review system and its purpose within the organization
2. Scope and Application: Defines who the review system applies to and when it is to be implemented
3. Definitions: Key terms used throughout the document including performance metrics, potential indicators, and assessment criteria
4. Performance Dimensions: Detailed explanation of the three performance levels (Below, Meets, Exceeds Expectations)
5. Potential Assessment: Explanation of the three potential levels (Low, Moderate, High) and their indicators
6. Review Process: Step-by-step guide to conducting the review, including preparation, evaluation, and documentation
7. Rating Methodology: Guidelines for placing employees in the appropriate box within the 9-box grid
8. Feedback and Discussion: Requirements and guidelines for delivering feedback and conducting review discussions
9. Development Planning: Process for creating development plans based on the 9-box placement
10. Review Cycle: Timing and frequency of reviews, including interim check-ins
1. Calibration Process: Guidelines for management calibration sessions to ensure consistency in ratings across departments
2. Appeals Process: Procedures for employees to challenge their placement in the 9-box grid
3. Remote Employee Assessment: Special considerations and procedures for evaluating remote workers
4. Cultural Considerations: Guidelines for ensuring cultural sensitivity in the review process
5. Succession Planning Integration: How the 9-box grid feeds into organizational succession planning
6. Performance Improvement: Specific guidelines for managing employees in lower performance boxes
1. Schedule 1: 9-Box Grid Template: Visual representation of the 9-box grid with detailed descriptions of each box
2. Schedule 2: Performance Indicators: Detailed list of performance indicators and measurement criteria for each dimension
3. Schedule 3: Potential Indicators: Comprehensive list of potential indicators and assessment criteria
4. Schedule 4: Review Form Template: Standardized form for documenting performance reviews and 9-box placement
5. Schedule 5: Development Plan Template: Template for creating individual development plans based on 9-box placement
6. Appendix A: Rating Examples: Real-world examples of behaviors and achievements for each box placement
7. Appendix B: Conversation Guidelines: Scripts and best practices for conducting review discussions
8. Appendix C: Legal Compliance Checklist: Checklist ensuring review process complies with New Zealand employment law
Performance
Potential
Review Period
Reviewer
Reviewee
Calibration Session
Development Plan
Performance Metrics
Potential Indicators
Assessment Criteria
Rating Scale
Competencies
Key Performance Indicators
Performance Standards
Evaluation Meeting
Feedback Session
Review Cycle
Performance Rating
Potential Rating
Box Placement
Career Development
Succession Planning
Talent Pool
High Potential Employee
Performance Improvement Plan
Review Documentation
Calibration Committee
Appeals Process
Development Opportunities
Core Competencies
Leadership Competencies
Technical Competencies
Performance Objectives
Behavioral Indicators
Review Panel
Moderation Process
Performance Management Cycle
Interim Review
Final Review
Confidentiality
Privacy and Data Protection
Review Process
Assessment Criteria
Rating Methodology
Documentation Requirements
Employee Rights
Appeal Procedures
Performance Standards
Potential Assessment
Development Planning
Review Frequency
Evaluation Methods
Feedback Process
Calibration Process
Non-Discrimination
Record Keeping
Modification Rights
Compliance with Employment Law
Cultural Sensitivity
Training and Support
Review Timeline
Communication Protocol
Quality Assurance
Financial Services
Technology
Healthcare
Manufacturing
Retail
Professional Services
Education
Government
Telecommunications
Construction
Mining
Agriculture
Non-Profit
Energy
Transportation
Human Resources
Learning & Development
People & Culture
Employee Relations
Talent Management
Performance Management
Executive Leadership
Operations Management
Organizational Development
HR Director
HR Manager
Performance Management Specialist
Talent Development Manager
Department Manager
Team Leader
Chief Executive Officer
Chief Human Resources Officer
Learning and Development Manager
Operations Manager
Division Head
Succession Planning Specialist
Employee Relations Manager
Training Coordinator
Performance Review Administrator
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