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Within the Learned platform, you can use the 'Review' module to evaluate your employees on predetermined themes. Linked to these themes are questions that may include a rating scale. Published themes can be added to the review templates as Admin.
When you then send out review templates, this results in a lot of relevant data about your employees. You can aggregate this data into the 9-grid in Learned.
What is a 9-grid?
The 9-grid model is a means of identifying the performance, talents and potential of employees. It works by measuring different themes or formerly KPIs: 'Performance', 'Potential' and 'Skill coverage'.
The themes are generally based on the same rating scale and provide scores to form an axis in the 9-grid.
Note❗️: So the 9-grid always consists of an X-axis and a Y-axis. So in order to work with the 9-grid in Learned, you need to evaluate on at least 2 themes, where the same point scale is used, in the review.
Setting up the 9-grid
From the 'Reports' page in the left menu bar, via the 'Performance report', click through to the 9-grid. Then, using three steps, you can already set up a 9-grid.
Choose at least 1 review to whose data you want to import. When adding a second review, you can compare scores.
Choose the themes you want to reflect on the X and Y axes. For example, choose to see how well an employee was evaluated on the skills and competencies from the role profile, using 'Behavior and Knowledge'. In addition, for example, the 'Business Performance' theme can be used to see how the employee performed on his or her goals or job KPIs from the past period.
If necessary, filter by a particular team, employee or choose to compare different employees with the same job profile.
Then press 'Apply' to plot the graph.
Viewing the 9-grid
When the graph is plotted you will see the different employees who participated in the selected review cycles. Based on their scores, they have been placed in 1 of the 9 boxes. The graph always shows a maximum of 30 employees so that the graph remains easy to read. You can always change which team and employees you want to view.
In the case where multiple reviews are selected, you will see two different labels emerge, both with a different color and letter (A or B). This label reappears in the 9-grid as a border around the employee's profile picture and indicates which review the score is based on.
View
After setting up the 9-grid, you have the option to collapse the menu to fully focus on the display of the results. To do so, click on the icon below.
The 9-grid consists of 9 boxes, but should you prefer a list view to compare the data you can do so as well. To do so, click on the icon at the top right of the chart as shown below.
Example of list view:
Labels
The names of the 9 boxes belong to the standard 9-grid theory. However, you can change them completely to your own liking. By clicking on 'Customize Labels' in the upper right corner, you can enter a new name and possible description for each box.
When adjusting the labels, keep in mind that according to theory, the lower left box in the graph is the least good by default. The upper right box equals the best score.
Tips💡:
You can also easily export all the data to CSV using the top right button.
If the option for coaches to calibrate scores has been set up before the discussion round, you can start working with the 9-grid at the moment the coaches give their review the status 'Calibrate'. You as Admin can then analyze the results to see if everyone received a 'fair' review.