Indzara
(3 customer reviews)

9 Box Grid Talent Management Excel Template

$25

9 Box Grid Talent Management Excel Template

Description

Create a 9 box grid for your company with 3 simple steps within minutes using our 9 Box Grid Talent Management 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 involved in the 9 Box Grid Talent Management Excel template.

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

Entering employee data is extremely simple in 9 Box Grid Talent Management Excel template. 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 in 9 Box Grid Talent Management Excel template 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 also view the list of employees by choosing a particular performance category as well, as shown:

Drop down

At a glance, view a list of 40 employees in the chosen category.

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

 

9 Box Grid Talent Management Excel Template Demo 

Try it out yourself with this demo below. Use the filters and see the dashboard get updated instantly. For fully unlocked version please purchase the template.

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 9 Box Grid Talent Management Excel 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 using our 9 Box Grid Talent Management Excel template.

Google Sheets

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

3 reviews for 9 Box Grid Talent Management Excel Template

5.0
Based on 3 reviews
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1-3 of 3 reviews
  1. Great stuff! Smart template that has simplified 9-Box-Grid on Excel. I definitely recommend!

    (0) (0)
  2. I would like to give 5-star practically and if possible 1000-star because this is a very good classification for performance management and to classify employees in different performance stage. Very happy to design and locate employees in different performance stages.

    Thank you very much Indzara.

    (0) (0)
  3. I have been using many 9 box Grid templates over the years. This template is the best ever.

    Thanks Indzara.

    (0) (0)
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9 Box Grid Talent Management Excel Template

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