1. Calibration Sessions: Guidelines for conducting calibration sessions when multiple managers need to align their ratings across departments

2. Remote Employee Evaluations: Special considerations and procedures for evaluating remote or hybrid workers

3. Development Planning: Guidelines for creating development plans based on 9 Box placement

4. Succession Planning Integration: How the 9 Box model integrates with organizational succession planning

5. Compliance with Employment Equity: Specific provisions ensuring compliance with Employment Equity Act requirements

1. Schedule A: 9 Box Grid Template: Detailed template showing the 9 Box grid with descriptions of each box and rating criteria

2. Schedule B: Performance Review Form: Standard form template for documenting performance reviews

3. Schedule C: Rating Guidelines: Detailed guidelines for rating both performance and potential

4. Schedule D: Development Action Templates: Templates for creating development plans based on box placement

5. Schedule E: Timeline and Process Flow: Annual timeline and process flow diagrams for the review cycle

6. Appendix 1: Competency Framework: Detailed competency framework used for evaluating potential

7. Appendix 2: Performance Metrics Guide: Guide to measuring and evaluating performance criteria

8. Appendix 3: Sample Documentation: Sample completed forms and documentation for reference