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Run: Box-Movement Year-over-Year Tracker

Track an employee’s 9-box placement across review cycles to spot stalled movement, test whether development actions worked, and prepare a clear next-cycle plan.

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Employee and Cycle Context

Employee Name (required)

Employee being reviewed.

Current Role (required)

Employee's current job title or role.

Review Cycle (required)

Current talent review cycle being assessed.

Prior Cycle Date (required)

Date of the previous talent review cycle.

Current Cycle Date (required)

Date of the current talent review cycle.

Review Scope

Context areas considered in this review.

Year-over-Year Box Movement

Prior Cycle Box Placement (required)

Employee's 9-box placement in the prior cycle.

Current Cycle Box Placement (required)

Employee's current 9-box placement.

Movement Direction (required)

Direction of movement from prior cycle to current cycle.

Same Box for Two Straight Cycles (required)

Indicates whether the employee has remained in the same box for two consecutive cycles.

Movement Summary (required)

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 (required)

Whether prior interventions appear to be working.

Evidence of Change (required)

Observable evidence that supports the intervention outcome.

Barriers to Movement

Factors limiting movement between boxes.

Next-Cycle Development Plan

Development Plan (required)

Plan for actions, timelines, resources, and success criteria for the next cycle.

Next Cycle Target Box (required)

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 (required)

Concise summary of the employee's year-over-year box movement and talent trajectory.

Calibration Notes

Notes from calibration discussion, if applicable.

Manager Signature (required)

HR Signature

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