TTS_05Team & Talent System™ 6–8 weeks build, semi-annual cycles

    Performance & Talent Reviews

    9-Box, calibration discipline, OKR cascade and PIP rigor that holds in a court and a board room.

    See full Team & Talent System™
    Why it matters

    Without calibration and PIP rigor, performance management becomes managers playing favorites and exits become legal landmines. This module installs the review OS used by mature operating companies.

    Scope covered

    9-Box grid (performance × potential) with quarterly calibration
    OKR / KPI cascade — corporate → team → individual
    30 / 60 / 90-day PIP framework with evidence standards
    Calibration guardrails — forced-distribution, manager bias controls
    Succession planning — ready-now / 1yr / 2yr per critical role
    Talent Review cadence — semi-annual deep-dive, quarterly check-ins
    Performance-to-comp linkage (merit cycle, bonus pool, equity refresh)
    How we run it

    Our methodology

    A senior-led delivery sequence — not a template dump. Each phase is operated with your team, not handed over as a deck.

    1. 1

      Performance philosophy & rubric

      Week 1–2

      Lock the philosophy (continuous vs cyclical), rating scale and the explicit behaviours per level.

    2. 2

      Goal-setting & OKR linkage

      Week 2–4

      Cascade company OKRs into team and individual goals with quarterly check-in cadence.

    3. 3

      Calibration & talent reviews

      Week 4–5

      Design manager calibration, 9-box talent reviews and succession-planning rituals — bias-controlled.

    4. 4

      Comp & promotion linkage

      Week 5–6

      Tie performance outcomes to merit, equity refresh and promotion decisions with documented rationale.

    5. 5

      Manager enablement & rollout

      Week 6–8

      Train managers on feedback, calibration and difficult conversations; run the first end-to-end cycle live.

    Deliverables

    • 9-Box framework with calibration protocol
    • OKR cascade + scoring methodology
    • PIP playbook with legal-defensible evidence kit
    • Talent Review meeting structure & cadence
    • Performance → comp linkage matrix

    KPIs & Targets

    • Calibration completion100% of managers
    • 9-Box A-player retention≥95%
    • PIP-to-exit cycle time≤90 days
    • Review on-time completion≥95%

    Stakeholders

    CEOCHROFunction headsComp Committee

    Timeline

    6–8 weeks build, semi-annual cycles