9 Box Grid Talent Management Template
Originally published: 27/08/2021 08:17
Last version published: 02/09/2021 07:49
Publication number: ELQ-34903-2
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9 Box Grid Talent Management Template

Evaluate and manage your staff and their performance with our ready-to-use 9 Box Grid Talent Management Template.

It is crucial to understand the capabilities and development areas of the most important assets of an organization: its people! Human resources professionals are seeking effective ways to discover the best fit for available roles. Talent managers can then make more effective talent mapping.
By using the 9 Box Grid Talent Management spreadsheet, you can evaluate your employee’s performance and potential and classify team members under nine categories accordingly. This may lead to more informed decisions regarding individual career paths and overall team efficiency.
The template has three main sections.

The setting section’s role is to specify the necessary information before starting the performance evaluation. You can define job-related information, employee-specific information as well as all of the information inside the 9 box grid categories.

The second section is data input where you can input the necessary information to create the 9 Box Grid Talent Management chart. Each employee will be positioned on the chart according to the number selected in the performance and potential columns. Note: please do not try to manually modify the grey-coloured ‘9 Box Categorization’ column at the right end because it will be automatically filled based on the values you select. To define another name for a category, please do so in the settings sheet.

Your chart will then be available in the dashboard, based on your data input and settings. The chart is also dynamic. You can click on each category to see the list of all employees included under this particular classification. Note: it does not include any VBA macros.

9 Box Grid Talent Management Template Features Summary
• Succession plan for HR.
• Evaluate the performance and potential of your employee.
• Informational notes included.
• No installation needed. Ready to use.
• Works both on Mac and Windows.
• Compatible with Excel 2010 and later versions.

This Best Practice includes
1 Excel template

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