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9 Box Grid Talent Management Excel Template

$25

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Create a 9 box grid for your company with 3 simple steps within minutes using our Excel template.

9 Box Grid talent management framework tool
9 Box Grid talent management framework tool

 

The 9-box grid is one of the most used talent management frameworks that considers an employee’s past performance and future potential to the company or an organization.

It is very popular due to its simplicity and effectiveness. If used correctly, it ensures a transparent and fair method of talent evaluation.

The objective of such a talent management tool is to

  • Recognize and reward high performance & high potential employees
  • Identify under-performing employees and take actions to correct course
  • Have visibility to overall team strength and plan employee development
  • Assist in succession planning

Now, let’s see the 3 steps.

1. Customize your 9 Box Grid

9 Box Grid Settings
9 Box Grid Settings

All the elements of the 9 Box Grid can be customized.

  • Define 2 axes – Default are Performance and Potential
  • Define 3 levels/categories for each axes – Default are Low, Moderate and High
  • Define names for each of the 9 boxes
  • Define Descriptions for each of the 9 boxes.
Customize 9 Box Grid
Customize 9 Box Grid

 

2. Entering Employee Data

You can enter employee data with attributes like Location, Department and more, which will come in handy when you want to analyze different sections of employees.

Employee Data - Employee attributes
Employee Data – Employee attributes

You can enter the rating of performance and potential for each employee.

Employee Data - Performance and Potential
Employee Data – Performance and Potential

 

3. Viewing 9 Box Grid

The 9 Box grid is automatically created.

You can view the number of employees and % of employees in each of the 9 boxes.

9 Box Grid talent management framework tool
9 Box Grid talent management framework tool

 

Another visual which makes it easy to compare the strength of each box.

Summary of 9 boxes
Summary of 9 boxes

You can also see the specific employees in each of the boxes.

Employees in 9 Box Grid
Employees in 9 Box Grid

You can filter the employees you want to analyze using the slicers provided. For example, you can look at one department at a time, or one manager at a time or any combination.

Dashboard Slicers or Filters
Dashboard Slicers or Filters

 

You can export the visuals into a PDF and share. They are also set up to be print-friendly if you need to print them.

 

Download a sample PDF

If you would like to see a sample 9 box grid created using the template, please click on link below for a PDF.

SAMPLE 9 BOX GRID

 

This is how you can have your own customized 9 box grid for your organization within minutes.

Description

Create a 9 box grid for your company with 3 simple steps within minutes using our Excel template.

9 Box Grid talent management framework tool
9 Box Grid talent management framework tool

 

The 9-box grid is one of the most used talent management frameworks that considers an employee’s past performance and future potential to the company or an organization.

It is very popular due to its simplicity and effectiveness. If used correctly, it ensures a transparent and fair method of talent evaluation.

The objective of such a talent management tool is to

  • Recognize and reward high performance & high potential employees
  • Identify under-performing employees and take actions to correct course
  • Have visibility to overall team strength and plan employee development
  • Assist in succession planning

Now, let’s see the 3 steps.

1. Customize your 9 Box Grid

9 Box Grid Settings
9 Box Grid Settings

All the elements of the 9 Box Grid can be customized.

  • Define 2 axes – Default are Performance and Potential
  • Define 3 levels/categories for each axes – Default are Low, Moderate and High
  • Define names for each of the 9 boxes
  • Define Descriptions for each of the 9 boxes.
Customize 9 Box Grid
Customize 9 Box Grid

 

2. Entering Employee Data

You can enter employee data with attributes like Location, Department and more, which will come in handy when you want to analyze different sections of employees.

Employee Data - Employee attributes
Employee Data – Employee attributes

You can enter the rating of performance and potential for each employee.

Employee Data - Performance and Potential
Employee Data – Performance and Potential

 

3. Viewing 9 Box Grid

The 9 Box grid is automatically created.

You can view the number of employees and % of employees in each of the 9 boxes.

9 Box Grid talent management framework tool
9 Box Grid talent management framework tool

 

Another visual which makes it easy to compare the strength of each box.

Summary of 9 boxes
Summary of 9 boxes

You can also see the specific employees in each of the boxes.

Employees in 9 Box Grid
Employees in 9 Box Grid

You can filter the employees you want to analyze using the slicers provided. For example, you can look at one department at a time, or one manager at a time or any combination.

Dashboard Slicers or Filters
Dashboard Slicers or Filters

 

You can export the visuals into a PDF and share. They are also set up to be print-friendly if you need to print them.

 

Download a sample PDF

If you would like to see a sample 9 box grid created using the template, please click on link below for a PDF.

SAMPLE 9 BOX GRID

 

This is how you can have your own customized 9 box grid for your organization within minutes.

FAQ

Some common FAQs

For Product specific questions including Step by Step User Guide, Product Support Articles

Visit our Knowledge base for more, Support Portal

 

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