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9 Box Grid Talent Management Template

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Map your staff and evaluate their performance with 9 Box Grid Talent Management Template. Free performance assessment tool in Excel!

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It is crucial to understand the capabilities and development areas of the most important assets of an organization: its people! Human resources professionals are actively seeking effective ways to find out the best fit for the available roles. Once the potential and the performance of an employee are clearly determined, the talent managers can make more effective talent mapping.

By using the 9 Box Grid Talent Management spreadsheet, you can evaluate the performance and potential of employees and classify team members under nine categories accordingly. As a result, you may have more informed decisions, not only on individual career paths but also in terms of overall team efficiency.

9 Box Grid Talent Management Template Features:

The template has three main sections. You should start defining the settings and then input the data table with the employee information. When you fill these sections, the chart will be created automatically on the dashboard section.


The settings area is mainly for specifying the necessary information before starting performance evaluation. You can define job-related information such as departments, positions, and titles or job levels. In terms of employee-specific information, you may define the years of experience and age ranges. Besides that, there are additional settings for 9 box categories and evaluation levels.

This section allows you to readjust each piece of information. You can customize all the labels inside the 9 box grid categories such as category names, evaluation levels and, the respective values for performance/potential.


Once your settings are ready, you can continue with the data input sheet to evaluate employee performance.

Data Input:

First, start with entering the following employee information: name and surname, department, position, years of experience, job level, and age. After that, you can continue to 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.

Please do not try to manually modify the grey-colored “9 Box Categorization” column at the right end. This column will be filled automatically based on the values you select for the performance and potential columns. If you want to define another name for a category please do so in the settings sheet.


After defining all your settings and filling out the data table with your employees, you will see the results in the charts on the dashboard.


Now, your chart is available in the dashboard, based on your data input and settings. You can see the total number of employees and their percentage representation in each category. In addition, the chart is also dynamic. You can click on each category to see the list of all employees included under this particular classification.


Last but not the least, you can use the filtering options on top of the dashboard section to filter your chart based on employee ID, department, position, job level years of experience, and age.

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.
  • Does not include any VBA macros.

This 9 Box Grid Talent Management template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.


Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.




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