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.
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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
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
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
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
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