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9 Box Performance Review Template
"I need a 9 Box Performance Review Template for our Dubai-based technology startup that's simple to implement, focuses on innovation and agility metrics, and includes specific guidance for evaluating remote workers, to be rolled out by March 2025."
1. Employee Information: Basic details including employee name, ID, department, position, review period, and reviewer information
2. Performance Rating Scale: Detailed explanation of the three performance levels (Exceeds Expectations, Meets Expectations, Below Expectations)
3. Potential Rating Scale: Detailed explanation of the three potential levels (High Potential, Moderate Potential, Limited Potential)
4. Current Performance Assessment: Evaluation of employee's current performance against job requirements and objectives
5. Future Potential Assessment: Evaluation of employee's potential for growth and advancement
6. 9 Box Grid Placement: Final placement of employee in the 9 box grid based on performance and potential ratings
7. Development Actions: Recommended development activities based on the employee's position in the 9 box grid
8. Sign-off Section: Space for signatures from employee, reviewer, and HR representative, including date and comments
1. Competency Assessment: Detailed evaluation of specific competencies relevant to the role, used when organization has a competency framework
2. Goal Achievement Review: Review of specific goals and objectives set in previous period, used when organization has formal goal-setting process
3. Career Aspirations: Documentation of employee's career goals and aspirations, used for succession planning purposes
4. Performance Improvement Plan: Detailed improvement plan for employees in bottom boxes, used for underperforming employees
5. Succession Planning Notes: Additional notes regarding succession potential, used for employees in top boxes
6. Compensation Review: Section linking performance to compensation, used when reviews directly impact salary decisions
1. Appendix A - 9 Box Grid Definitions: Detailed descriptions and characteristics of each box in the 9 box grid
2. Appendix B - Behavioral Indicators: Examples of behaviors associated with different performance and potential levels
3. Appendix C - Development Action Guide: Suggested development actions for each box in the grid
4. Appendix D - Rating Guidelines: Detailed guidelines to ensure consistency in ratings across reviewers
5. Appendix E - Review Timeline: Schedule and deadlines for the performance review process
6. Appendix F - Appeal Process: Process for employees to appeal their ratings in compliance with UAE labor law
Authors
Banking and Financial Services
Oil and Gas
Real Estate and Construction
Healthcare
Hospitality and Tourism
Retail
Technology and Telecommunications
Professional Services
Manufacturing
Education
Government and Public Sector
Transportation and Logistics
Media and Entertainment
Energy and Utilities
Human Resources
Learning & Development
Organizational Development
Performance Management
Talent Acquisition
Management & Leadership
Compensation & Benefits
Employee Relations
Training
Strategic Planning
Human Resources Director
HR Manager
Talent Development Manager
Performance Management Specialist
Learning and Development Manager
Department Managers
Team Leaders
Supervisors
Chief Human Resources Officer
HR Business Partner
Organizational Development Manager
Training Manager
Compensation and Benefits Manager
HR Operations Manager
Recruitment Manager
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