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Within the Learned platform you can use the 'Conversations' module to evaluate your employees on predetermined KPIs. As an Admin you can add these KPIs to the conversation templates. When you then perform a development conversation, this results in a lot of relevant data about your employees. You can combine this data in the 9-grid in Learned.
What is a 9-grid?
The 9-grid model is a means of mapping the performance, talents and potential of employees. This works based on measuring the KPIs 'Performance', 'Potential' and 'Skill coverage'. Each of these KPIs has its own rating scale and provides a score that you can use to form an axis of the 9-grid chart. In addition to these standard KPIs, you have the option to add your own KPIs to a review round.
The 9-grid therefore always consists of an X-axis and a Y-axis. Within the graph, 9 boxes are shown in which your employees are placed, depending on their scores.
Setting up the 9-grid
From the 'Reports' page, simply click through to the 9-grid. You can then use three steps to set up a 9 grid.
Choose at least one development interview whose data you want to import. When adding a second interview, you can compare the scores.
Choose the KPIs you want to reflect on the X and Y axes. For example, choose to see how well an employee has been evaluated on the skills and competences from the role profile with 'skill coverage' or the 'performance' KPI to see how the employee has performed on his or her goals 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 development interview. 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 which employees you want to view.
In case multiple conversations are selected, you will see two different labels emerge, both with a different colour and letter (A or B). This label reappears in the 9-grid as a border around the employee's profile picture and indicates which conversation the score is based on.
Display
After setting up the 9-grid, you have the option of collapsing the settings menu to fully focus on displaying the results. To do this, click on the icon below.
The 9-grid consists of 9 boxes, but should you prefer a list view to compare the data, that is also possible. To do so, click on the icon at the top right of the chart as shown below.
List view example:
Labels
The names of the 9 boxes belong to the standard 9-grid theory. However, you can customise them to your own liking. By clicking on 'Edit labels' at the top right, you can enter a new name and any 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 among themselves has been set, you can start working with the 9-grid the moment the coaches give their evaluation the status 'Calibrate'. You as Admin can then analyse the results to see if everyone has received a 'fair' evaluation.