Talent review & people development kit
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Talent review & people development kit

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Talent review & people development kit

Identify and track your company’s high/low performers, talent gaps, and succession planning—all in one place.
Emmeline Kim

A couple fundamental truths I’ve observed as an HR Business Partner:

Everyone agrees discussing and assessing our talent is important.
Everyone dreads any sort of process to go about discussing and assessing our talent (i.e. insert [performance cycle process] here).
Everyone wants to be “proactive about talent” and “take meaningful actions” from our discussion, but it is rarely done in a cohesive way. We always feel behind.
“Great discussion, everyone. Let’s make sure we do something with these insights” - Every leader ever after a talent discussion.

So...let’s do something about that.

The Before: You’re probably used to a mix of something that looks like this - performance ratings, succession planning, and actions captured in static boxes or different places

(source: online templates from Google)
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The Future: Here’s a template if you want something interactive, easily digestible, and a living source of truth on your talent (see
Talent Review
⁠
).

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How to use this doc.

⁠
Create your own copy of this doc
⁠
and give it a title that makes sense for your team.
⁠
Clear sample data
⁠
once you’ve explored how the template functions.
Update your
Employee roster
⁠
.
Go to the
Talent review periods
⁠
page and add a review date.
Press Begin Talent Review button and begin evaluating your team.

Pro Tip: Read about
Review frameworks
⁠
before starting.


Talent reviews (historical)
3
Name
Date
Most Recent
See Ratings
1
Winter 2022
12/5/2022
See All Ratings
2
Spring 2023
4/20/2023
See All Ratings
There are no rows in this table
⁠

Most recent talent review
9
Department
Role
Flight Risk
Impact
Name
Role
Flight Risk
Impact
Performance Rating
Potential Rating
Management Potential
Retention Lever
Next Steps
Potential Next Projects
Notes
1
Adam Davis
Software Engineer
Below Expectations
Below Expectations
💗 More Love
💪 Confidence in the company
⭐ More interesting work
Set up 1-1
​
2
Alan Chowansky
Software Engineer
Meets Expectations
Meets Expectations
⏲️ Less Work
​
​
3
Felix Marlin
Software Engineering Manager
Exceeds Expectations
Meets Expectations
⭐ More interesting work
Org lead finds new team options for Felix
Broaden scope to take on another team
4
Lola Tseudonym
Software Engineering Manager
Meets Expectations
Exceeds Expectations
💰Compensation
💗 More Love
​
​
5
Maria Marquis
Software Engineer
Exceeds Expectations
Meets Expectations
⏲️ Less Work
​
​
6
Mary Jones
Software Engineer
Meets Expectations
Exceeds Expectations
​
​
​
7
Polly Rose
Technical Program Manager
Exceeds Expectations
Below Expectations
⏲️ Less Work
💰Compensation
​
​
8
James Booth
Software Engineer
Meets Expectations
Exceeds Expectations
​
​
​
9
Buck Dubois
Software Engineer
Exceeds Expectations
Exceeds Expectations
​
​
​
10
Lawrence Fitzgerald
Software Engineer
Below Expectations
Below Expectations
​
​
​
11
Joel Davis
Software Engineer
Exceeds Expectations
Exceeds Expectations
⭐ More interesting work
💪 Confidence in the company
​
​
No results from filter
⁠

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