9-Box Matrix Template: Performance vs Potential

Description
Th 9-box model is commonly used in succession planning and development processes for evaluating performance vs potential. The tool has been in the public domain for a long time, however there are few people who really understand its value when developing a leadership team and planning for the future.

This model has attained widespread popularity mainly due to its effectiveness and its simplicity. In general, it is very successful, and only really fails when communication fails. It is composed of 9 boxes compiled on a grid with an x and a y axis. Along the x axis, performance is measured, whilst on the y axis, potential is measured. The highest achievement is the top right box, meaning the candidate ranks highly in both performance and potential.

On the other hand, the box on the bottom left is comprised of those who rank lowly in both performance and potential. This matrix can be used for a constructive discussion, which should then facilitate teamwork, open discussion, and professional development. The aim of the matrix is to understand where each employee stands by identifying how they fit into the grid. It will also enable you to evaluate how they should be positioned in future organizational changes.

*Originally shared on TheErmiGroup.com*