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Savvy 9-Boxes

Talent Review and Performance Management season is typically dreaded among HR professionals.  The process of downloading data, manually entering it into a 9-box template, formatting the names correctly, adding in any custom shading/coloring/symbols is, 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 being a strategic partner to the business and helping them understand what it means and how best to manage and develop their people.

Savvy 9-Boxes

Savvy 9-Boxes

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Build 9-boxes, view summary charts, and see automated insights for anyone in your organization in second.  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

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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