9-box Performance Grid

Template

Now you can use Pipefy to manage your employees’ performance evaluation. With the new 9-Box Performance Grid Template it is possible to analyze both performance and potential and decide to which box in the grid the employee belongs.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Employee name

  • 2. Department

    • Manufacturing
    • Research and Development
    • Purchasing
    • Marketing
    • Human Resources
    • Accounting and Finance
  • 3. Current job title

  • 4. Admission date

Initial analysis

  • 1. Performance analysis comments

  • 2. Performance score

    • High performer
    • Moderate performer
    • Low performer
  • 3. Potential analysis comments

  • 4. Potential Score

    • High performer
    • Moderate performer
    • Low performer
  • 5. Data source

    • 360° reviews
    • Self-assessments
    • Performance appraisals
    • Career planning surveys
  • 6. Employee classification

    • Talent risk
    • Inconsistent player
    • Rough diamond
    • Future star
    • Key player
    • Solid professional
    • Consistent star
    • Current star
    • High professional

Talent risk

  • 1. Comments about employee's performance

  • 2. Comments about employee's potential

  • 3. Reasons for changing classification

  • 4. Employee classification

    • Talent risk
    • Inconsistent player
    • Rough diamond
    • Future star
    • Key player
    • Solid professional
    • Consistent star
    • Current star
    • High professional

Inconsistent player

  • 1. Comments about employee's performance

  • 2. Comments about employee's potential

  • 3. Reasons for changing classification

  • 4. Employee classification

Solid professional

  • 1. Comments about employee's performance

  • 2. Comments about employee's potential

  • 3. Reasons for changing classification

  • 4. Employee classification

Rough diamond

  • 1. Comments about employee's performance

  • 2. Comments about employee's potential

  • 3. Reasons for changing classification

  • 4. Employee classification

Key player

  • 1. Comments about employee's performance

  • 2. Comments about employee's potential

  • 3. Reasons for changing classification

  • 4. Employee classification

High professional

  • 1. Comments about employee's performance

  • 2. Comments about employee's potential

  • 3. Reasons for changing classification

  • 4. Employee classification

Future star

  • 1. Comments about employee's performance

  • 2. Comments about employee's potential

  • 3. Reasons for changing classification

  • 4. Employee classification

Current star

  • 1. Comments about employee's performance

  • 2. Comments about employee's potential

  • 3. Reasons for changing classification

  • 4. Reasons for changing classification

Consistent star

  • 1. Comments about employee's performance

  • 2. Comments about employee's potential

  • 3. Reasons for changing classification

  • 4. Employee classification

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