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Savvy 9 Box Talent Review

9 Box Talent Review and Performance Management season is typically dreaded among HR professionals. The process of downloading data, manually entering it into a 9 box talent review template, formatting the names correctly, adding in any custom shading/coloring/symbols, and then re-doing it every time there is a change is, at best, inefficient.  It is a process asking for mistakes because of the manual nature, and it takes up so much time that the focus is often on producing the materials and not on being a strategic partner to the business to help them understand how best to manage and develop their people.

Savvy 9 Box Talent Review

Savvy 9 Box Talent Review

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Build a 9 box talent review, view summary charts, and see automated insights for anyone in your organization in seconds.  Save as slides that can be edited, presented, and shared with leaders as needed.

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Related Products:​

  • Performance Calibrations: view performance data by job level, business unit, and DEI data to ensure parity across groups and adherence to your organization's guidelines

  • Talent Profiles: analyze data like employee skills, experience, education, career goals, and readiness in both a dashboard and a formatted slide deck

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            Download Overview

Pricing is based on organization size and is paid annually.  Discounts are provided for multi-year contracts.  Product features are listed below for each package.  Reach out to schedule a demo or request more information.

Lite

  • Standard performance, potential, and box number labels

  • Populate 9-box with standard "Name, Title" format

  • Two standard summary charts

  • Filter 9-boxes and dashboard by the standard six filters

  • Standard discussion guide

  • Changes to performance or potential highlighted in data file to easily review changes

  • Export current view of dashboard to PowerPoint (charts remain fully editable). Use a Savvy AnalytIQs branded template

  • One source file included mapped to standard fields. No custom fields included

  • Four hours of onboarding support

  • One hour per month of ongoing support provided

Standard

  • Customize performance, potential, and box number terminology

  • Include up to five data fields (i.e. Name, Title (Gender, Ethnicity))

  • Up to two custom charts

  • Filter 9-boxes and dashboard by up to six custom filters

  • Standard discussion guide

  • Changes to performance or potential highlighted in data file to easily review changes

  • Export current view of dashboard to PowerPoint (charts remain fully editable). Use your organization's branded template

  • One source file included mapped to standard fields + up to five custom fields

  • Six hours of onboarding support

  • Three hours per month of ongoing support provided

  • Data field clean up or field creation for up to five columns (i.e. calculating tenure from hire date, abbreviating race/ethnicity)

  • Export PowerPoints for all groups within one demographic (i.e. all level two leaders)

  • Eight hours of custom features/changes included

Premium

  • Customize performance, potential, and box number terminology

  • Include up to five data fields (i.e. Name, Title (Gender, Ethnicity))

  • Up to three custom charts

  • Filter 9-boxes and dashboard by up to ten custom filters

  • Custom discussion guide

  • Changes to performance or potential highlighted in data file to easily review changes

  • Export current view of dashboard to PowerPoint (charts remain fully editable). Use your organization's branded template

  • Two source files included mapped to standard fields + up to 10 custom fields

  • Eight hours of onboarding support

  • Six hours per month of ongoing support provided

  • Data field clean up or field creation for up to ten columns (i.e. calculating tenure from hire date, abbreviating race/ethnicity)

  • Export PowerPoints for all groups within two demographics (i.e. all level two leaders & all locations)

  • 16 hours of custom features/changes included

  • Custom formatting for up to three demographics (i.e. shading for flight risk)

  • Ability to split the file into separate files per leader

  • Ability to save all changes made in the file to separate files by leader

  • Include organization's branding in the tool

Custom work is scoped separately and can be added to any package.  Custom work includes but is not limited to:

  • Additional support hours

  • Additional source files

  • Additional source file clean up

  • Attaching slides directly to a pre-populated email

  • Adding custom PowerPoint slides

  • Custom dashboard

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