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HR & performance glossary

The terms, defined plainly.

Plain-English definitions of the performance management and talent terms that come up when you review a process or evaluate software — what each one means, how it works in practice, a worked example and the mistakes to avoid.

  • 360 review

    A review that collects feedback about one employee from their manager, peers, direct reports and other colleagues, alongside their own self-assessment.

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  • 9-box grid

    A three-by-three matrix that places each employee by current performance on one axis and potential on the other, used in talent reviews and succession planning.

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  • Calibration session

    A meeting in which managers review and adjust the performance ratings they have proposed so the same standard applies across teams before ratings are final.

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  • Competency framework

    A structured description of the skills, knowledge and behaviours an organisation expects in its roles, broken into proficiency levels described through observable behaviour.

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  • OKR vs KPI

    An OKR sets a time-bound objective with measurable key results to change something, usually within a quarter. A KPI is an ongoing measure of how a role, team or process is performing. Use OKRs to improve a result and KPIs to keep core work healthy.

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  • Performance appraisal

    A formal, recorded assessment of an employee’s performance over a set period against agreed goals and standards, usually ending in a rating, a conversation and a signed record.

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  • Skills matrix

    A grid of people against the skills or competencies their work requires, showing the level each person has reached and where a team has gaps.

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  • SMART goals

    Goals written to meet five criteria — specific, measurable, achievable, relevant and time-bound — so everyone can tell what will change, how it will be measured and by when.

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  • Succession planning

    The process of identifying critical roles, naming the people who could step into them and developing those people so they are ready when a vacancy arises.

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  • Talent review

    A meeting in which leaders discuss the people in their part of the organisation as a group — performance, potential and readiness — to plan development and succession.

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Reference list

Core competencies list, with behavioural examples

The competency framework and skills matrix entries explain the structure. The core competencies list fills it in: leadership, communication, problem-solving, adaptability, customer focus and technical competencies, each defined in a sentence with behavioural indicators at four proficiency levels.

Browse the core competencies list

From definition to practice

See how these fit together in one platform

Goals, competencies, 360° feedback, calibration, development plans and succession share one record in CLEAR Talent. The solutions overview shows each of them.