Box-Movement Year-over-Year Tracker

Tracks employee 9-box placement across review cycles to identify stalled movement, validate development interventions, and flag employees who remain in the same box for two consecutive cycles.

Employee and Cycle Context

• Employee Name
  Employee being reviewed.
• Current Role
  Employee's current job title or role.
• Review Cycle
  Current talent review cycle being assessed.
• Prior Cycle Date
  Date of the previous talent review cycle.
• Current Cycle Date
  Date of the current talent review cycle.
• Review Scope
  Context areas considered in this review.

Year-over-Year Box Movement

• Prior Cycle Box Placement
  Employee's 9-box placement in the prior cycle.
• Current Cycle Box Placement
  Employee's current 9-box placement.
• Movement Direction
  Direction of movement from prior cycle to current cycle.
• Same Box for Two Straight Cycles
  Indicates whether the employee has remained in the same box for two consecutive cycles.
• Movement Summary
  Brief explanation of the year-over-year movement or lack of movement.

Intervention Effectiveness

• Prior Interventions
  Development actions used since the prior cycle.
• Intervention Outcome
  Whether prior interventions appear to be working.
• Evidence of Change
  Observable evidence that supports the intervention outcome.
• Barriers to Movement
  Factors limiting movement between boxes.

Next-Cycle Development Plan

• Development Plan
  Plan for actions, timelines, resources, and success criteria for the next cycle.
• Next Cycle Target Box
  Target 9-box placement for the next review cycle.
• Manager Support Needed
  Support required from the manager or HR to enable movement.

Summary and Calibration

• Overall Summary
  Concise summary of the employee's year-over-year box movement and talent trajectory.
• Calibration Notes
  Notes from calibration discussion, if applicable.
• Manager Signature
• HR Signature