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9 Box Performance Review for Australia

9 Box Performance Review Template for Australia

A comprehensive performance and potential assessment template designed for use in Australian organizations, compliant with Australian employment law including the Fair Work Act 2009. This document provides a structured framework for evaluating both an employee's current performance and future potential using a 9-box grid methodology. It includes detailed assessment criteria, rating guidelines, development planning sections, and supporting documentation requirements, enabling organizations to make informed decisions about talent development, succession planning, and career progression while maintaining legal compliance and best practices in performance management.

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What is a 9 Box Performance Review?

The 9 Box Performance Review Template is designed for Australian organizations seeking to implement a comprehensive talent assessment and development framework. This document is typically used during annual or bi-annual performance reviews to evaluate employees across two key dimensions: current performance and future potential. The template complies with Australian employment legislation, including the Fair Work Act 2009 and various anti-discrimination laws, while providing a structured approach to talent assessment and development planning. It is particularly valuable for organizations focusing on succession planning, talent development, and strategic workforce planning, as it helps identify high-potential employees, performance gaps, and development needs. The template includes detailed assessment criteria, guidelines for rating assignments, and sections for documenting evidence and development plans, making it a crucial tool for fair and objective talent management.

What sections should be included in a 9 Box Performance Review?

1. Employee Information: Basic details including employee name, position, department, manager, review period, and date of review

2. Purpose and Instructions: Explanation of the 9 box grid methodology and how to use the template correctly

3. Performance Criteria: Detailed breakdown of performance metrics being assessed, including KPIs, objectives, and achievement measures

4. Potential Assessment Criteria: Criteria for evaluating employee potential, including leadership capabilities, adaptability, and growth indicators

5. Current Performance Rating: Assessment of actual performance against set objectives and KPIs (Low, Moderate, High)

6. Future Potential Rating: Assessment of employee's potential for growth and advancement (Low, Moderate, High)

7. 9 Box Grid Placement: Visual grid showing the intersection of performance and potential ratings

8. Supporting Evidence: Documentation of specific examples and incidents supporting the ratings

9. Development Actions: Specific development plans and recommendations based on the employee's position in the 9 box grid

What sections are optional to include in a 9 Box Performance Review?

1. Competency Assessment: Detailed evaluation of specific competencies relevant to the role - include for more senior positions or when detailed competency mapping is required

2. Career Aspirations: Section for documenting employee's career goals and aspirations - useful for succession planning purposes

3. Previous Review Summary: Overview of past performance reviews and progress - include when tracking development over time

4. Succession Planning Notes: Specific section for succession planning considerations - include for key positions or senior roles

5. 360-Degree Feedback Summary: Integration of feedback from multiple sources - include when 360-degree feedback is part of the review process

What schedules should be included in a 9 Box Performance Review?

1. Performance Rating Scale Guide: Detailed descriptions and examples of each performance rating level

2. Potential Rating Scale Guide: Detailed descriptions and examples of each potential rating level

3. Development Action Library: Standard list of development actions and recommendations for each box in the grid

4. Competency Framework: Detailed breakdown of competencies and their assessment criteria

5. Review Timeline Template: Schedule template for the review process including key milestones and deadlines

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Australia

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions






























Clauses
























Relevant Industries

Financial Services

Technology

Healthcare

Manufacturing

Retail

Professional Services

Education

Government

Non-Profit

Telecommunications

Mining

Construction

Hospitality

Transport and Logistics

Relevant Teams

Human Resources

Learning & Development

Talent Management

Performance Management

Senior Leadership

Operations

Management

Executive Leadership

Relevant Roles

Human Resources Manager

Talent Development Specialist

Performance Management Coordinator

Department Manager

Team Leader

Division Head

Chief Human Resources Officer

Learning and Development Manager

Operations Manager

Regional Manager

Branch Manager

Senior Executive

Director

Vice President

CEO

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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