Havish M Consulting
Customer Case Study · HR
Power Transmission × Havish M Consulting

Executive Talent Tracker

A leading power transmission company's HR team learned to prompt GenAI into building their own tool: one scorecard per leader with rating history, retention risk, readiness and successors.

ClientLeading Power Transmission Company FunctionHR ThemeTalent Tracker
Talent review pack preparation
0days
▼ vs ~3 weeks of collation
Data fields on every scorecard
0+
▲ profile to successors, one page
Export formats, single or bulk
0
▲ PDF · PPT · Excel
Leaders with a named successor
0%
▲ visible in every review

All numbers and figures are indicative and synthetic to maintain client confidentiality.

The Challenge

Every talent review started from scattered sheets

Talent reviews meant pulling each leader's ratings, risk and succession data from scattered HR sheets, then rebuilding the same slides by hand.

Data in many places

Ratings, 360 scores, compensation, LTIP and succession sat in different files owned by different teams.

History hard to see

Rating trends across FY24–FY26 and performance by half-year had to be stitched together for each leader.

Risk flagged too late

Risk of loss, impact of loss and mobility were discussed in the room, not visible on the page beforehand.

Slides by hand

Each review cycle meant rebuilding one-pagers in PowerPoint and re-checking every number.

HMC Approach

We taught the pattern; HR built the tool

HMC taught the HR team to prompt GenAI into building working tools: data fields, scoring rules, a one-page layout and bulk export.

Select a step to see what happened.

Discover · What does a talent review need on one page?

We started from the review conversation, not the data.

  • Listed the questions leadership asks about each executive in a talent review.
  • Mapped where each answer lived: HRMS, rating sheets, 360 reports, succession files.
  • Agreed what stays confidential and needs masking, such as compensation and LTIP.

Deliverable: Field inventory and source map.

Design · Fields, scores, flags

The HR team wrote the rules in plain language before any build.

  • Field dictionary: profile, talent profile, performance history, leadership impact, readiness, successors, actions.
  • Scoring rules: TR rating by year, half-yearly performance, 360 and manager-climate trends.
  • Flags: risk of loss, impact of loss, willingness to relocate.

Deliverable: Field dictionary and scoring rules.

Build · Prompting GenAI into a working tool

In hands-on workshops, the HR team prompted the scorecard into existence themselves.

  • Prompted the one-page layout: dark profile panel, talent profile, readiness, actions, successors.
  • Added bulk upload for many employees, single upload, and trend toggles.
  • Added export: bulk or selected PDF, selected PPT and Excel.

Deliverable: Executive Talent Scorecard, built by HR.

Adopt · Run the talent review on it

Used for the Talent Review 2025–2026 cycle.

  • Scorecards bulk-generated from the data extract and checked by HR business partners.
  • Review packs exported straight to PPT and PDF for leadership.
  • Actions taken and actions proposed tracked on each leader's page.

Deliverable: Review pack for the 2025–26 cycle.

Scale · The pattern, not just the tool

The same five-step pattern now drives other HR tools.

  • Fields → Score → Flag → Layout → Export, reused for new HR trackers.
  • Next-cycle refresh by re-uploading the extract.
  • HR team owns changes without waiting for IT.

Deliverable: Reusable tool-building playbook.

The Solution

An executive talent scorecard the team can review, compare and export

Below is a working replica built on synthetic data. Filter the leadership pool, toggle between review cycles to watch leaders move on the 9-box, then open any scorecard and export it.

Executive Talent ScorecardTalent Review · synthetic pool of 36 leaders

Performance × potential (9-box)

High risk of lossMediumLowRing = high impact of loss

Scorecard

Replica on synthetic data. Names are fictional. All numbers and figures are indicative and synthetic to maintain client confidentiality.

Executive Talent Scorecard built by the HR team: profile panel, talent profile with TR rating and performance history, retention risk and mobility, leadership impact, future readiness, competency profile, actionable items and potential successors
The tool the HR team built. Executive Talent Scorecard with bulk upload, PDF/PPT/Excel export and a Talent Review 2025–2026 view. Click to enlarge. Sample profile, synthetic data.

Fields on every scorecard

  • Profile: business unit, grade, manager, location, tenure in role and organisation, total experience, function
  • Reward: compensation by FY and unvested LTIP, with masking toggles; last promotion date
  • Talent profile: TR rating FY24–FY26, previous-cycle top talent, half-yearly performance history
  • Retention & mobility: risk of loss, impact of loss, willing to relocate
  • Leadership impact: 360 assessment, manager climate and OPTIM manager scores, with trends
  • Readiness: roles ready now and in 2–3 years; core strengths and development areas
  • Succession & actions: potential successors with readiness; actions taken and proposed
Impact Dashboard

Complete profiles, visible risk

Every leader now arrives at the review with a complete page. Retention risk is visible before the meeting, not discovered in it.

Profile completeness

% of leaders with each field group ready for review

Retention risk matrix

Leaders by risk of loss × impact of loss, current filters

All numbers and figures are indicative and synthetic to maintain client confidentiality.

Before vs After

How the talent review gets prepared

DimensionBeforeAfter
Source dataScattered HR sheets per topicOne extract, bulk-uploaded for all leaders
Rating historyStitched together by handTR rating FY24–FY26 and half-yearly performance on one card
Retention riskRaised verbally in the meetingRisk of loss, impact of loss and mobility flagged on the page
SuccessionSeparate file, often out of dateNamed successors with readiness next to each leader
Confidential fieldsRemoved manually before sharingCompensation and LTIP behind masking toggles
Review packSlides rebuilt every cycleBulk or selected export to PDF, PPT and Excel
Tools & Tech Used

Built by HR, with prompts

GenAI prompting tool building Claude layout, rules & export code Excel HR data extract & export HTML scorecard runs in the browser PDF & PPT export review packs
Key Takeaways

What transfers to any HR team

01

Teach the pattern, not the tool

Fields, Score, Flag, Layout, Export. Once HR knew the steps, they could prompt new tools without waiting for IT.

02

Design for the review conversation

Start from what leadership asks about each executive. The page layout follows those questions.

03

Build confidentiality in from day one

Masking toggles for compensation and LTIP made the same scorecard safe to use in wider forums.