9 BOX TALENT REVIEW TOOLS

Make more strategic talent decisions.

Talent reviews are a great way to see a more credible and comprehensive view of your organization's talent – but the process is notoriously painful, manual, and slow. Your tools should help you streamline this process to effectively evaluate talent in real-time, so you can take the actions that best enable your organization to grow and succeed.

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9 BOX TALENT REVIEW TOOLS

Conduct an effective, ongoing talent review process.

Our intuitive talent review tools help HR professionals easily capture necessary manager perceptions over time, making your org-wide talent review process simple, credible, and effective.

Gather objective data and reliable feedback on your talent.

Get the performance metrics you need with three simple questions. Every quarter, your managers answer a quick survey to objectively evaluate current performance, growth potential, and talent retention risk.

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Get a clear visualization of your talent pool at-a-glance

Understand who is doing the best work, who needs coaching, and who is a retention risk. Our talent dashboard helps you zoom out and see the big picture, so you can make informed talent management decisions.

4-quadrant or 9 box talent review visualization: simple, visual representation of talent aligned with your talent review strategy
Retention flags: easy-to-spot insights to quickly identify turnover risks of best talent
Robust data exports: easily export talent review data when you need it

Focus on specific talent groups, at specific points in time.

Drill down into your talent reviews to see performance appraisals and development needs on a more granular level so you can take targeted action.

Standard demographics: includes team, location, gender, and many more
Custom demographics: unique filters built for your organization and culture
Cycle filters: reporting on a single talent review or multiple cycles at once

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Reduce bias with simple talent review calibration

Talent decisions shouldn’t be made in a silo. Our tools bring transparency and collaboration to your 9 box talent review process, helping add more color to each employee’s performance and reducing the likelihood of bias in the process.

Multi-rater: multiple voices with an average performance score across raters
Suggested raters: auto-populated suggested raters for manager and up-line managers
Calibration mode: smart filters that facilitate calibration sessions
Trended data: review trends over time for each employee

Collaborate and communicate on next steps.

Turn talent review findings into action with our collaborative insights panel. Get real-time notifications on the actions that take place in response to any of these flagged insights:

Retention Risk
Stay Interview
Career Path Discussion
Stretch Assignment
Compensation Review
Successor Need

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Seamlessly identify and share high potential future leaders

Empower leaders to identify successors during your talent review process, and automatically share those insights to your succession plan. Generate a board-ready presentation on-demand to get critical information in front of decision-makers.

Learn more about Succession Planning >>

Talent Review Software FAQs

Why are talent reviews important?

A talent review is an important meeting where leaders and managers come together to assess the state of their talent. Talent reviews help identify high performance and low performance, talent development opportunities, and retention risks.

When done well, talent reviews fuel the future success of an organization. They’ll give you a clear, real-time understanding of your talent pipeline so you can deploy the right talent management strategies at the right time and retain top talent.

What are some 9 box performance review best practices?

Here are five talent review best practices guaranteed to help you optimize your performance management process:

Make sure your 9 box talent review process is agile.
You can’t understand your people, their performance, and your opportunities if you’re only discussing talent once a year. Keep your talent review process frequent and adaptable.
Evaluate talent at all levels of the organization.
Most organizations only conduct a 9 box talent review at the Director level and above. But this approach is limiting and disengaging. There are high and moderate potential employees at every level of your organization who should be given growth opportunities or might be at risk for turnover.
Encourage collaboration and calibration.
The modern organization is less hierarchical and more collaborative than ever before. Employees often interact with cross-functional teams and other leaders. Your talent review process should account for these relationships and experiences to get the most value.
Root talent decisions in better data.
Many organizations use less-than-reliable data to fuel important talent management practices. The traditional 9 box talent review has become a widely accepted practice for rating talent. But there are many issues with this approach.
Rely on technology to help carry the load.
You might think frequent and collaborative talent reviews sound like a lot of work. That’s because leaders spend hours upon hours manually gathering, organizing, and presenting the data back to reviewers. But this doesn’t have to be the case! You need to find technology that supports your efforts and that creates efficiencies in your talent review process.

What should I look for in 9 box software?

Your talent review tools should help you objectively and collaboratively assess performance, growth potential, and retention risk. Looks for tools that have:

Reliable performance feedback: collect actionable and objective ratings with a simple framework
9 box talent review or 4-quadrant options: quickly identify talent risks, and those ready for promotion or development using a model that fits your needs
Calibration settings: allow multiple raters and easily filter data for effective calibration sessions
Collaboration options: comment and add talent insights over time
Integrated succession planning: seek successor nominations and automatically pull ratings into succession plans

What makes Quantum Workplace’s talent review calibration process and tools different?

Conducting frequent and collaborative talent reviews requires a partner you can rely on. For the last 20+ years, our customers have trusted us to deliver reliable expertise, technology, service and results.

We help you uncover meaning.
Administer lightweight, frequent, and unbiased talent reviews to understand the full picture of your talent pipeline. See the connections between performance, growth potential, and retention.

We make action easy for everyone.
Completing, analyzing, and acting on 9 box talent review data needs to be easy for managers, leadership, and HR. Our solutions help reduce administrative burden, integrate into manager workflows, and facilitate strategic leadership discussions.

We’re a partner you can rely on.
You’re on a journey – and we’re with you every step of the way. You can rely on our dedicated team to provide strategic guidance, ongoing coaching, timely tech support, and safe and secure practices your programs need to be successful.

PERFORMANCE MANAGEMENT SOFTWARE

Every tool you need to inspire employee impact and performance.

Check out the other tools in our performance management suite designed to help you and your managers grow, develop, and align your teams to maximize success.