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9-box and Calibration Training

SE L&D

Created on March 22, 2024

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Leadership Development

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9-Box and Calibration Training

start

Objectives

Objective 05

Objective 03

Objective 02

Objective 04

Objective 01

Analyze scenarios leading to employee placements in different boxes

Demonstrate providing constructive feedback during Talent Calibration sessions.

Develop action plans for future Talent Calibration sessions to ensure fair assessments.

Apply targeted interventions to support employees based on their box placement.

Identify and explain each box in the 9-box grid for talent assessment.

This training is for All Service Express leaders.

9-Box

Leaders can use this tool to assess their employees' talent, so they can support each one in the way they need.

Performance v. Potential

Calibration Session

During the Talent Calibration session, you will:

  • Review where you placed your employees on the 9-Box
  • Share your rationale behind your placements
  • Provide open, honest, and constructive feedback on other employees who report to other leaders based on your experience and observations
  • Share your initial thoughts on actions that you can take to further develop, leverage, and engage your talent

Index

Box 2

Box 3

Box 1

NEW TALENT (0-6 Months)

UNDERPERFORMER

SOLID PERFORMER

Box 4

Box 5

Box 6

CORE TALENT

HIGH PERFORMER

MISALIGNED TALENT

Box 9

Box 8

Box 7

EVOLVING TALENT

TOP TALENT

EMERGING TALENT

Box 1

Improve Performance or Exit the organizationConsider Reassignment, Reclassification or Exit

UNDERPERFOMER

Box 1 - UNDERPERFORMER

Go to page # of workbook

LOW Performance LOW Potential

How Does an Employee get here?

  • Faces persistent challenges in meeting basic performance expectations.
  • Shows limited interest in skill development or career advancement.
  • May require a performance improvement plan or role reassessment.

Box 1

Go to page # of workbook

Consider this scenario

Tony's Trial: Struggling Now, Seeking a Path

Tony, in an entry-level position, has faced challenges in meeting basic performance expectations and has not expressed interest in additional responsibilities or skill development. The organization is exploring a performance development plan to address current challenges. 1. What is one thing you can do to support Tony? 2. How would you feel if you were in Tony's shoes? 3. What would you want from your leader if you were Tony?

Box 1

Go to page # of workbook

Calibration Session

1. What rationale would you share for Tony's box placement? 2. If one of your peers had a "Tony" on their team, what feedback would you share with them during the calibration session? 3. What would you do to be confident in your decision-making for Tony's placement? 4. How would you make sure that your placement of Tony is not based on unconscious biases? 5. What would be your next steps following the Calibraiton session for you and Tony?

Tony's Trial: Struggling Now, Seeking a Path

Considering Tony's box placement, think of how you would prepare for the calibraiton session and what you hope to receive from the session.

Box 2

Develop Performance Improvement Plan, Performance Development Plan, or Coach Tight performance management is crucial; focus on proper execution of current role

NEW TALENT (0-6 Months)

Box 2 - NEW TALENT (0-6 MONTHS)

Go to page # of workbook

LOW Performance MEDIUM Potential

Develop Performance Improvement Plan, Performance Development Plan, or CoachTight performance management is crucial; focus on proper execution of current role

How Does an Employee get here?

  • Struggles to meet performance expectations consistently.
  • Displays a moderate interest in skill development and improvement.
  • May benefit from targeted training programs and performance improvement plans.

Box 2

Go to page # of workbook

Consider this scenario

Priya's Progress: Challenges Present, Potential Within

Priya, a customer service representative, struggles to meet performance metrics consistently but has shown a moderate interest in skill development. The organization is exploring tailored training programs to improve Priya's performance and identify potential growth areas. 1. What is one thing you can do to support Priya? 2. How would you feel if you were in Priya's shoes? 3. What would you want from your leader if you were Priya?

Box 2

Go to page # of workbook

Calibration Session

1. What rationale would you share for Priya's box placement? 2. If one of your peers had a "Priya" on their team, what feedback would you share with them during the calibration session? 3. What would you do to be confident in your decision-making for Priya's placement? 4. How would you make sure that your placement of Priya is not based on unconscious biases? 5. What would be your next steps following the Calibraiton session for you and Priya?

Priya's Progress: Challenges Present, Potential Within

Considering Priya's box placement, think of how you would prepare for the calibraiton session and what you hope to receive from the session.

Box 3

Maintain & Monitor – Right person, right job?Continue to focus on goals and objectives Could progress higher in specialty and become a box 6. Monitor performance and assess fit.

SOLID PERFORMER

Box 3 - SOLID PERFORMER

Go to page # of workbook

MEDIUM Performance LOW Potential

Maintain & Monitor – Right person, right job?Continue to focus on goals and objectivesMonitor performance and assess fit.

How Does an Employee get here?

  • Faces challenges in meeting performance metrics but demonstrates a strong interest in upskilling.
  • Displays high potential in specific areas, such as creativity or problem-solving.
  • May benefit from additional training and mentoring to improve performance.

Box 3

Go to page # of workbook

Consider this scenario

Chris' Catalyst: Struggling Present, Promising Future

Chris, in a Service role, has faced performance challenges but exhibits a strong interest in upskilling and has shown potential in projects. The organization is investing in mentoring and additional training to harness Chris' high potential. 1. What is one thing you can do to support Chris? 2. How would you feel if you were in Chris' shoes? 3. What would you want from your leader if you were Chris?

Box 3

Go to page # of workbook

1. What rationale would you share for Chris' box placement? 2. If one of your peers had a "Chris" on their team, what feedback would you share with them during the calibration session? 3. What would you do to be confident in your decision-making for Chris' placement? 4. How would you make sure that your placement of Chris is not based on unconscious biases? 5. What would be your next steps following the Calibraiton session for you and Chris?

Calibration Session

Chris' Catalyst: Struggling Present, Promising Future

Considering Chris' box placement, think of how you would prepare for the calibraiton session and what you hope to receive from the session.

Box 4

Performance Plan & Coach – Right person, wrong job or further clarify goals and objectives May be job mismatch or a new assignment.May require new approach to performance management

MISALIGNED TALENT

Box 4 - MISALIGNED TALENT

Go to page # of workbook

LOW Performance HIGH Potential

Performance Plan & Coach – Right person, wrong job or further clarify goals and objectives May be job mismatch or a new assignment. May require new approach to performance management

How Does an Employee get here?

  • Meets basic performance expectations but may not stand out in specific areas.
  • Shows stability in the current role but has limited interest in skill development.
  • May not express a strong desire for career advancement.

Box 4

Go to page # of workbook

Consider this scenario

Alexia's Stability: Striking Balance Between Consistent Performance and Limited Ambition

Alexia, who has been with the team for over a year, demonstrates a strong understanding of the technical aspects of her role during training sessions and team meetings. However, when it comes to implementing this knowledge in day-to-day tasks, Alexia struggles to consistently meet performance expectations. Despite receiving comprehensive training and support, Alexia often faces challenges in executing tasks effectively without frequent guidance and supervision.

  1. What is one thing you can do to support Alexia?
  2. How would you feel if you were in Alexia's shoes?
  3. What would you want from your leader if you were Alexia?

Box 4

Go to page # of workbook

Calibration Session

1. What rationale would you share for Alexia's box placement? 2. If one of your peers had a "Alexia" on their team, what feedback would you share with them during the calibration session? 3. What would you do to be confident in your decision-making for Alexia's placement? 4. How would you make sure that your placement of Alexia is not based on unconscious biases? 5. What would be your next steps following the Calibraiton session for you and Alexia?

Alexia's Stability: Striking Balance Between Consistent Performance and Limited Ambition

Considering Alexia's box placement, think of how you would prepare for the calibraiton session and what you hope to receive from the session.

Box 5

Coach & Provide Skill Development opportunities and training within role. Continue to engage so they deliver consistent results

CORE TALENT

Box 5 - CORE TALENT

Go to page # of workbook

MEDIUM Performance MEDIUM Potential

Coach & Provide Skill Development opportunities and training within role. Continue to engage so they deliver consistent results

How Does an Employee get here?

  • Consistently meets performance expectations.
  • Collaborates effectively within the team.
  • Shows stability in the current role but may not exhibit extraordinary potential for vertical growth.

Box 5

Go to page # of workbook

Consider this scenario

Jordan's Consistency: Steady Contributor with Steady Trajectory

Jordan consistently meets expectations in HR, contributing to team projects and collaborating effectively. While not demonstrating extraordinary potential for vertical growth, their commitment to collaboration makes them a valuable contributor to team cohesion. 1. What is one thing you can do to support Jordan? 2. How would you feel if you were in Jordan's shoes? 3. What would you want from your leader if you were Jordan?

Box 5

Go to page # of workbook

Calibration Session

1. What rationale would you share for Jordan's box placement? 2. If one of your peers had a "Jordan" on their team, what feedback would you share with them during the calibration session? 3. What would you do to be confident in your decision-making for Jordan's placement? 4. How would you make sure that your placement of Jordan is not based on unconscious biases? 5. What would be your next steps following the Calibraiton session for you and Jordan?

Jordan's Consistency: Steady Contributor with Steady Trajectory

Considering Jordan's box placement, think of how you would prepare for the calibraiton session and what you hope to receive from the session.

Box 6

Maintain & Stretch – Right person, right job. Continue to expand current role.Highly valued, seasoned professional in current role; remain at current level

HIGH PERFORMER

Box 6 - CORE TALENT

Go to page # of workbook

HIGH Performance LOW Potential

Maintain & Stretch – Right person, right job. Continue to expand current role.Highly valued, seasoned professional in current role; remain at current level

How Does an Employee get here?

  • Meets performance expectations but shows a strong desire for skill development.
  • Actively seeks opportunities for cross-functional projects.
  • Displays potential for growth and advancement with additional training and mentoring.

Box 6

Go to page # of workbook

Consider this scenario

Taylor's Trajectory: Meeting Expectations, Potential Awaits

Taylor, in a technical support role, meets performance expectations, but shows a keen interest in acquiring new certifications and expanding technical skills. Recognizing this potential, the company is considering opportunities for Taylor to participate in cross-functional projects to nurture their high potential. 1. What is one thing you can do to support taylor? 2. How would you feel if you were in Taylor's shoes? 3. What would you want from your leader if you were Tay;lor?

Box 6

Go to page # of workbook

Calibration Session

1. What rationale would you share for Taylor's box placement? 2. If one of your peers had a "Taylor" on their team, what feedback would you share with them during the calibration session? 3. What would you do to be confident in your decision-making for Taylor's placement? 4. How would you make sure that your placement of Taylor is not based on unconscious biases? 5. What would be your next steps following the Calibraiton session for you and Taylor?

Taylor's Trajectory: Meeting Expectations, Potential Awaits

Considering Taylor's box placement, think of how you would prepare for the calibraiton session and what you hope to receive from the session.

Box 7

Coach & Provide Skill development opportunities and mentoring – Focus on retentionCurrent role may still provide opportunity for growth/development; focus should be on helping them improve performance

EVOLVING TALENT

Box 7 - EVOLVING TALENT

Go to page # of workbook

MEDIUM Performance HIGH Potential

Coach & Provide Skill development opportunities and mentoring – Focus on retentionCurrent role may still provide opportunity for growth/development; focus should be on helping them improve performance

How Does an Employee get here?

  • Outstanding in current responsibilities but expresses a preference for maintaining the status quo.
  • May resist taking on additional responsibilities or leadership roles.
  • Limited interest in skill development beyond current expertise.

Box 7

Go to page # of workbook

Consider this scenario

Jamal's Journey: Outstanding Performance, Limited Aspiration

Jamal consistently delivers exceptional results in IT support. Despite his outstanding performance, he communicates a desire to maintain his current responsibilities and is less interested in taking on additional leadership responsibilities, indicating limited potential for vertical growth. 1. What is one thing you can do to support Jamal? 2. How would you feel if you were in Jamal's shoes? 3. What would you want from your leader if you were Jamal?

Box 7

Go to page # of workbook

Calibration Session

1. What rationale would you share for Jamal's box placement? 2. If one of your peers had a "Jamal" on their team, what feedback would you share with them during the calibration session? 3. What would you do to be confident in your decision-making for Jamal's placement? 4. How would you make sure that your placement of Jamal is not based on unconscious biases? 5. What would be your next steps following the Calibraiton session for you and Jamal?

Jamal's Journey: Outstanding Performance, Limited Aspiration

Considering Jamal's box placement, think of how you would prepare for the calibraiton session and what you hope to receive from the session.

Box 8

Coach & Provide Skill Development opportunities & MentoringDoes extremely well at current job with potential to do more, give stretch assignments to help prepare employee for next level

EMERGING TALENT

Box 8 - EMERGING TALENT

Go to page # of workbook

HIGH Performance MEDIUM Potential

Coach & Provide Skill Development opportunities & MentoringDoes extremely well at current job with potential to do more, give stretch assignments to help prepare employee for next level

How Does an Employee get here?

  • Excels in the current role but prefers hands-on work over leadership responsibilities.
  • Demonstrates expertise in specific tasks but may not show interest in broader organizational challenges.
  • May have limited potential for growth due to role preferences.

Box 8

Go to page # of workbook

Consider this scenario

Alex's Excellence: Stellar Performance with Steady Ascent

Alex consistently produces high-quality work in the marketing department, contributing significantly to campaigns. While excelling in the current role, there may be limited potential for advancement due to a preference for focusing on specific project execution rather than leading large teams. 1. What is one thing you can do to support Alex? 2. How would you feel if you were in Alex's shoes? 3. What would you want from your leader if you were Alex?

Box 8

Go to page # of workbook

Calibration Session

1. What rationale would you share for Alex's box placement? 2. If one of your peers had a "Alex" on their team, what feedback would you share with them during the calibration session? 3. What would you do to be confident in your decision-making for Alex's placement? 4. How would you make sure that your placement of Alex is not based on unconscious biases? 5. What would be your next steps following the Calibraiton session for you and Alex?

Alex's Excellence: Stellar Performance with Steady Ascent

Considering Alex's box placement, think of how you would prepare for the calibraiton session and what you hope to receive from the session.

Box 9

Promote & ExpandConsistent high performer in a variety of assignments; prime target for recruitment by other companies. Potential ability to be a leader within a function or the organization

TOP TALENT

Box 9 - TOP TALENT

Go to page # of workbook

HIGH Performance HIGH Potential

Promote & ExpandConsistent high performer in a variety of assignments; prime target for recruitment by other companies. Potential ability to be a leader within a function or the organization

How Does an Employee get here?

  • Consistently exceeds performance expectations.
  • Demonstrates strong leadership and collaboration skills.
  • Proactively seeks opportunities for skill development.
  • Actively contributes to a diverse and inclusive workplace.

Box 9

Go to page # of workbook

Consider this scenario

Maggie's Momentum: Leading with Excellence and Potential

Maggie consistently exceeds sales targets and demonstrates strong leadership skills. Her ability to mentor and foster a collaborative team environment positions her as a high potential candidate for a leadership role, aligning with the company's commitment to diverse leadership. 1. What is one thing you can do to support Maggie? 2. How would you feel if you were in Maggie's shoes? 3. What would you want from your leader if you were Maggie?

Box 9

Go to page # of workbook

Calibration Session

1. What rationale would you share for Maggie's box placement? 2. If one of your peers had a "Maggie" on their team, what feedback would you share with them during the calibration session? 3. What would you do to be confident in your decision-making for Maggie's placement? 4. How would you make sure that your placement of Maggie is not based on unconscious biases? 5. What would be your next steps following the Calibraiton session for you and Maggie?

Maggie's Momentum: Leading with Excellence and Potential

Considering Maggie's box placement, think of how you would prepare for the calibraiton session and what you hope to receive from the session.

Thank you!

In your Learning Guide write your definition of Performance versus Potential to help you when completing your 9-box.

Write the date of your last calibration session with your peers and leader in your Learning Guide. What was the outcome? How would you like to improve it next time? If you have not had a session yet, set goals for the outcome and experience you hope to have.