How do I conduct a talent review meeting?

Introduction, title, and music.

I want to take a look at our team and discuss who has ratings we want to calibrate. And while we’re reviewing our talent, I also want to take a look at our succession plans.

Start on the Home page.

Click My Client Groups.

Click Talent Review.

In the Brown Organization 2022 Talent Review Meeting row, click the Actions icon and select Conduct Meeting.

This is the talent review dashboard that displays the selected review population based on their performance and potential. You can change the background colors when setting up the meeting. For example, you may want a green color for your top row and red or orange for your bottom left row to draw attention to the employees in that row. I can see any rating views that have been configured for this meeting. The rating view can also include custom ratings configured in Talent Profiles. I can change the rating view as needed, but right now I want to focus on performance and potential.

Click Show Filters.

If we need to, we can focus the meeting in a number of ways – such as a particular manager’s workers, specific locations, departments, jobs, grades, and competencies. However, right now I want to look at the entire review population.

Click Hide Filters.

We can also enhance the display by selecting what we want to view on the dashboard, including looking at the risk of loss and impact of loss for each worker, according to how these display options have been configured.

In the Display field select Impact of Loss.

In the Display field select Risk of Loss.

In the Display field deselect Impact of Loss.

In the Display field deselect Risk of Loss.

If I hover over a worker, I can see more information about that worker specific to the current view.

Hover over Wilson, Lillian.

I can select a worker and then see a list of additional actions I can take on that worker, such as viewing more details.

Click to select Wilson, Lillian.

Click the Actions drop-down list.

I can also right-click a worker to see the additional actions, such as adding a task for one of the workers in the review population.

Right-click Wilson, Lillian.

Click Add Task.

If task notifications have been enabled, task assignees will get a notification that a task has been assigned to them. Owners will receive a notification that they’ve been named as an owner of a task. Task assignees can also get a reminder that a task is due in a certain number of days.

Click Add.

In the Subject field, enter Sign Lillian up for leadership training.

In the Priority field select High.

In the Task field select Training.

In the Due Date field, click the Calendar icon and select June 30, 2023.

Click Save.

Before I calibrate ratings, I want to see how these workers were plotted in their most recently completed talent review meeting.

Click View Prior Rating.

We can see who’s moved and whose ratings are unchanged. For example, Elaine was Adaptable Talent in her last review meeting, while Lillian was still Key Talent.

Click View Current Meeting.

Based on the information we’ve looked at, we think Lillian is a Rising Talent. So I’ll move her to that box and confirm her new ratings.

Drag and drop Wilson, Lillian into Rising Talent box.

Click Save and Close.

I’ve got 3 people in the Holding Area, which means they’re missing one or both ratings for this particular view. I can see who these workers are and then move them as needed.

Click the Holding Area icon to open Holding Area.

Click the Holding Area icon to close Holding Area.

I can also switch to the Table View to get an overview of all the ratings and change ratings quickly.

Click the Table View icon.

Click the Graph View icon.

I can associate succession plans and talent pools to a review meeting.

Click the Succession Plan icon.

As we’re rating workers, we can also discuss which, if any, of these workers would be suitable successors for the Vice President of HR position. We’ve already identified 2 potential successors, and based on our discussions we think Lillian is also a good candidate.

Click the Number Box for VP of HR.

Drag and drop Wilson, Lillian into VP of HR succession plan.

I can drill down into the succession plan to review the potential successors we’ve identified, and look at the impact of loss, risk of loss, and other ratings for each one.

Click the VP of HR link.

Click Cancel.

I can also add or create new succession plans and associate them to this meeting as needed.

Click the PLUS icon.

Click to collapse selections.

Click the Succession Plan icon to close the Succession Plan section.

We can have the same discussion around Talent Pools, and add workers to them, just like Succession Plans.

Click the Talent Pools icon.

Click the Talent Pools icon to close the Talent Pools section.

If we have more changes we want to make later, I can save and close this meeting and come back to it. Once everyone has been evaluated and we’ve finished calibrating ratings, I’ll submit the meeting and the ratings are updated in each worker’s profile.

Highlight Save and Close button and Submit button.

Thanks for watching.