Talent Review Program

Leadership Series PROFESSIONAL

Talent Review Program WORKBOOK

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Talent Review Program W O R K B O O K

Our FOCUS

We believe that developing leadership skills is crucial for the ongoing growth of our culture, performance, and results.

Leadership can take many forms, and everyone who is interested in enhancing their leadership abilities should have the opportunity to do so. It is our responsibility to prepare the next generation of leaders through strategic succession planning.

This initiative integrates coaching and mentoring to empower our high performers and prepare

them for leadership roles within our organization.

Talent Review Program W O R K B O O K

Program PILLARS

Executive Coaching Involves personalized one-on-one sessions between our high performers and regional managers. The focus here is on providing tailored guidance and leadership development that aligns with individual career goals and organizational needs.

Mentoring

High performers will be paired with seasoned professionals within our company. These mentors will share their industry knowledge, skills, and valuable insights, fostering professional growth and helping to navigate career challenges effectively.

This component is crucial for identifying our top talent and creating career development plans. By preparing individuals for key positions, we ensure a sustainable leadership pipeline that can effectively drive our organizational goals forward. Succession Planning

Leadership is built on trust: the trust that we are all working toward common goals while adhering to our shared values. As we strive for continuous, deliberate improvement, we MUST also hold ourselves accountable for developing ourselves and our employees.

Talent Review Program W O R K B O O K

By the NUMBERS

According to a study by Deloitte, 71 percent of workers say that if their organization increased its commitment to human sustainability, it would improve their overall experience at work and increase their engagement and job satisfaction (71%)

Not only would this improve employee engagement, but it would also lead to greater productivity and performance, as well as a desire to stay with the company in the long term.

77% Improved Retention Rates

Retaining employees who also have a higher engagement rate can increase our likelihood of outperforming our competitors by up to 2.5 times, according to the Harvard Business Review.

Talent Review Program W O R K B O O K

For the MANAGER

Add the expectations of enrolling a participant in this program. The responsibilities of the manager throughout the program.

Talent Review Program W O R K B O O K

9-BOX Staff Assessment Matrix

The 9-Box model is a talent management framework used to evaluate employee performance and potential. It maps people into nine categories to support succession planning, leadership development, and workforce strategy.

Very few staff are expected to be ranked in the highest categories of Rising Talent, High Professional, Adaptable Professional, and Strategic Talent. Those who fall into these categories are also expected to appear on the Succession Plan later in the program.

Let’s explore the different quadrants further.

Talent Review Program W O R K B O O K

9-BOX Staff Assessment Matrix

High Professional

• Outstanding performance in every position or project they take on, typically within a defined area. • Great depth of knowledge in a function or area of expertise. • Proven to get things done under tight deadlines and limited resources. • Strongly questions changes in direction or priorities. • May be slow or reluctant to accept change. • Consistent and accurate in decision making, relies on in-depth analysis and precedents when solving problems. • Can be an excellent mentor to younger people within their area of expertise. • Has the ability to take on challenges following the preferred career track and may consider changes in geographies or to closely related functional areas.

Talent Review Program W O R K B O O K

9-BOX Staff Assessment Matrix

◼ Adaptable Professional

• Relative to their time in the organization, have worked in an acceptably diverse range of

areas, functions, or geographies with consistently outstanding performance.

• Proven to get things done under tight deadlines and resources. Can be relied upon to perform effectively without much support.

• Concerned with self-actualization and able to adapt to assignments or situations where current abilities can be applied. • Supports decision-making and problem-solving with technical and functional expertise. • Capable of taking on challenges in new geographies, areas, or levels where their skills provide a competitive advantage, or pursue a general management role.

Talent Review Program W O R K B O O K

9-BOX Staff Assessment Matrix

◼ Rising Talent

• Consistently meets expectations in projects or positions. • May lack range or depth of experience to determine if performance is consistently exceptional. • Learns fast and quickly gets up to speed when taking on new assignments or facing new situations. • Potential to make career changes in new geographies, areas, and levels with an adequate support system.

Talent Review Program W O R K B O O K

9-BOX Staff Assessment Matrix

◼ Strategic Talent

• At their organizational level, they are the best examples in the company of superior performance and adaptability. • They have taken on more varied functions, roles, or task forces than their peers, with outstanding results. • Proven to get things done under tight deadlines and with limited resources. • Fast learner, able to transfer learning from one area to another. • Consistently seek out new and demanding stretch assignments.

Talent Review Program W O R K B O O K

9-BOX

Staff Assessment Matrix

◼ Solid Professional

• Consistently meets expectations in projects or positions. • Interested in deepening functional knowledge and technical expertise, but limited interest or willingness to expand into new areas or functions. • Shows strong respect for and defends the status quo and adjusts only to well justified changes in direction or priority.

• In problem solving and decision making, they will rely on past experience or proven solutions.

• Has the potential to become a functional expert, growing in the current position and following the current career track.

◼ Key Performer

• Has consistently met expectations in several projects or positions.

• Interested in enhancing skills that make them successful in their area of influence.

• Reliable, they hold things together in the organization; this is your solid performer.

• In time, they may perform well in new assignments and roles, though they may not proactively seek out new opportunities. • Has the potential to grow and develop in their area and level, or to take on challenges in assignments or areas where current skills prove a competitive advantage.

Talent Review Program W O R K B O O K

9-BOX

Staff Assessment Matrix

◼ Low Performer

Unable or unwilling to meet performance requirements on a consistent basis.

•

• Cannot effectively adapt to new and different situations. Must follow a strict personal improvement plan with specific deadlines where decisions must be made regarding relocation or outplacement. •

◼ Inconsistent Performer •

Inconsistent or undemonstrated performance, due to limited time or opportunities.

◼ Unproven Talent • In terms of performance, they appear to have the raw material for success but have not had sufficient time, opportunities, or motivation to demonstrate what they can do across diverse challenges. • Fast learner with flexibility to respond positively to changing assignments or situations. • Potential to move on to assume greater responsibilities or change areas or geographies with adequate support and focused and intense development. • Alternatively, they may have been inconsistent in the past.

• Some interest in developing skills and

abilities that will make them successful in their current situation, though they may not sustain effort and effectiveness on their own.

Has shown potential in current or previous roles.

•

• May be new to the job, the company, or may be in the wrong job or function. Must follow a strict personal improvement plan and consider changes in position or function. •

Talent Review Program W O R K B O O K

9-BOX

Staff Assessment Matrix

ACTION ITEM

Task – Complete the 9-Box Matrix

It’s time to add your staff members to the 9 -Box Matrix. Click the link below to download the form. Make sure to place each team member in the box that best represents their performance and leadership potential to succeed you in your role.

9-Box Matrix

Please ensure that you complete this

task before moving on.

Talent Review Program W O R K B O O K

9-BOX

Staff Assessment Matrix

ACTION ITEM

Schedule a Meeting

Once you have placed all your staff in the 9-Box, schedule a meeting with your next-level manager to review the form and validate that the placements are appropriate before proceeding with the process. Click the Notes icon to record the date of the scheduled meeting.

DATE: __________________________________________________

TIME: __________________________________________________

Please ensure that you complete this task before moving on.

Talent Review Program W O R K B O O K

9-BOX

Staff Assessment Matrix

High Professional

Adaptable Professional

Strategic Talent

Solid Professional

Key Performer

Rising Talent

Lower Performer

Inconsistent Performer

Unproven Talent

LONG-TERM PERFORMANCE

ADAPTABILITY

Talent Review Program W O R K B O O K

Key CHARACTERISTICS Individual Capability Assessment

We have identified five (5) critical elements of Leadership:

CHARACTER

Displays High Integrity & Honesty

PERSONAL CAPABILITY

LEADING CHANGE • Develops Strategic Perspective • Champions Change • Customer & External Focus

• Technical & Professional Acumen • Solves Problems & Analyzes Issues • Innovates • Learning Agility

INTERPERSONAL SKILLS • Communicates Powerfully & Prolifically • Inspires & Motivates Others to High Performance • Builds Relationships • Develops Others • Collaboration & Teamwork • Values Diversity

FOCUS ON RESULTS

Drives for Results

• • • • •

Establishes Stretch Goals

Takes Initiative Makes Decisions

Takes Risks

You will be required to complete an assessment of these key capabilities for your position. You will rank each capability in the order of importance that drives success in your position.

Talent Review Program W O R K B O O K

FOR MANAGERS ONLY Add purpose for the scorecard and how it works. They will need to complete a form for each person in each of the four green quadrants on the 9-Box form.

Talent Review Program W O R K B O O K

For the PARTICIPANT

Add the expectations of being a participant and the purpose or outcome of being enrolled in this program.

Talent Review Program W O R K B O O K

FOR PARTICIPANTS Add purpose for the scorecard and how it works. This form is a self-assessment of your skills and leadership potential.

Talent Review Program W O R K B O O K

Key CHARACTERISTICS Individual Capability Assessment

ACTION ITEM

Discuss Assessment Results with Manager

You should have already completed your Key Characteristics Assessment and had a discussion with your manager on the outcome. If that hasn’t happened, please follow up with your manager to ensure you are on his calendar to compare and align assessment results. This should be an honest discussion on where you both align on your skills and capabilities and leadership growth potential.

Please ensure that you complete this task before moving on.

Talent Review Program W O R K B O O K