TRANXACT.AI Training

Performance & Talent

Reviews, goals, the nine-box and who could do this job if the holder left.

13 steps · 10 questions · 13 screens on this shelf

The screens on this shelf

Records Performance Cycles The period, the rating scale and whether ratings have to fit a distribution. 14 stepsOpen Records Performance Reviews Performance and potential are different axes, and conflating them is what makes a nine-box impossible to build later. 14 stepsOpen Records Goals How a goal is judged has to be agreed before the period rather than argued after it, which is what the measure and target are for. 14 stepsOpen Records Goal Check-ins Where each goal stood at each check-in, the owner’s update and the manager’s answer. 13 stepsOpen View Check-in Status Each goal’s check-in clock: the cycle’s cadence, the last check-in, when the next is due, and which are overdue. 13 stepsOpen Records Development Plans What a person will do to grow: actions with due dates, linked to courses and skills. Activating a plan enrols its courses. 14 stepsOpen Records Development Actions The steps of each plan: a course (enrolled, and closed when completed), a skill to a level, mentoring, a stretch assignment. 14 stepsOpen Records Review Workflows The steps a performance review passes through, per review type or chosen on a cycle: self review, manager review, calibration, approval, acknowledgement. 13 stepsOpen Records Review Workflow Steps Each step, in order: what it is, who acts (the employee, their manager, the manager’s manager, or a role) and how many days it has. 13 stepsOpen View Review History Every move of every review: who started, submitted, approved, sent back or acknowledged it, and what they said. 13 stepsOpen Records Talent Profiles The nine-box as its two axes, plus flight risk, mobility and what the person themselves says they want — which is not the same as what has been planned for them. 13 stepsOpen Records Succession Plans A plan is for a POSITION, not for a person — planning succession for a person is how you end up with no plan when they are promoted. 12 stepsOpen Records Succession Candidates Whether the candidate knows matters: a plan they have been told about and one they have not are different instruments. 13 stepsOpen

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