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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.
A couple fundamental truths I’ve observed as an HR Business Partner:
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
The Future: Here’s a template if you want something interactive, easily digestible, and a living source of truth on your talent (see ).
How to use this doc.
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Clear sample data
Pro Tip: Read about before starting.
Talent reviews (historical)
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
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
Open
2
Alan Chowansky
Software Engineer
Meets Expectations
Meets Expectations
⏲️ Less Work
Open
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
Open
4
Lola Tseudonym
Software Engineering Manager
Meets Expectations
Exceeds Expectations
💰Compensation
💗 More Love
Open
5
Maria Marquis
Software Engineer
Exceeds Expectations
Meets Expectations
⏲️ Less Work
Open
6
Mary Jones
Software Engineer
Meets Expectations
Exceeds Expectations
Open
7
Polly Rose
Technical Program Manager
Exceeds Expectations
Below Expectations
⏲️ Less Work
💰Compensation
Open
8
James Booth
Software Engineer
Meets Expectations
Exceeds Expectations
Open
9
Buck Dubois
Software Engineer
Exceeds Expectations
Exceeds Expectations
Open
10
Lawrence Fitzgerald
Software Engineer
Below Expectations
Below Expectations
Open
11
Joel Davis
Software Engineer
Exceeds Expectations
Exceeds Expectations
⭐ More interesting work
💪 Confidence in the company
Open
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