9 Box Performance Review Template for Canada

1. Calibration Process: Details the process for calibrating ratings across departments or teams, used in larger organizations

2. Remote Employee Considerations: Special provisions for conducting reviews with remote or hybrid workers

3. Union Considerations: Additional guidelines for unionized employees, used when applicable to union environments

4. Appeals Process: Formal process for employees to challenge their ratings, recommended for larger organizations

5. Performance Improvement Process: Specific guidelines for managing underperforming employees, used when not covered in separate policy

6. Succession Planning Integration: Guidelines for using 9 Box results in succession planning, relevant for organizations with formal succession programs

1. Schedule A - 9 Box Grid Template: Visual template of the 9 Box grid with detailed descriptions of each box

2. Schedule B - Performance Review Form: Standardized form for documenting performance and potential ratings

3. Schedule C - Competency Framework: Detailed breakdown of competencies and behaviors being evaluated

4. Schedule D - Development Planning Template: Template for creating individual development plans

5. Schedule E - Rating Examples: Examples of behaviors and achievements corresponding to different ratings

6. Schedule F - Timeline and Process Flow: Detailed calendar and flowchart of the review process

7. Appendix 1 - Glossary of Terms: Definitions of key terms used in the performance review process

8. Appendix 2 - Frequently Asked Questions: Common questions and answers about the 9 Box process