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9 Box Grid Talent Management Excel Template

4.9 (10 reviews)

Map your staff and analyze their performance with 9 Box Grid Succession Planning Template in Excel. Spreadsheet includes McKinsey talent matrix.

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It is crucial to understand the capabilities and development areas of the most important assets of an organization: its people! 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 Excel spreadsheet template, you can evaluate the performance and potential of employees and classify team members under nine categories accordingly.

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.

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! Presentation also includes usage notes, explanations and tips & tricks about the template.



10 reviews for 9 Box Grid Talent Management Excel Template

  1. Charley S

    Great!but it will not allow me to remove the Someka box

    • Someka

      Hi Charley,

      You can remove the logo or replace it with your own logo for each sheet. For Free Versions, you are not allowed to remove the logo or alter any copyrighted material in the template.
      You can do it in the full version. Please check how to do that in this link.


  2. Candida F

    It looks that the cells in the 9 box can only hold a maximum of 10 names. Is it something I could change, or is it the way it’s supposed to be?

    • Someka

      Hi Candida,

      This template actually allows up to 500 employees.

      The setting part is where you only input the Department/Position/Job Title categories. These will work on the dropdown lists on the Employee Data Table.
      The limit for these categories may also augment to 30 from 10 with the plus (+) sign on the left side.


      On the Employee Table, you can input up to 500 employees.


      Hope this helps!

  3. Rozanne B

    Hi team how many people can I fit in to each box?

    • Someka

      Hello Rozanne,

      After purchasing a paid version, we’ll send you a password to unlock your sheets.
      When your sheet is unprotected, the plus (+) signs on the left side will become active:


      In this way you’ll be able to increase the row number in each box upto 50:


      Hope this helps!

  4. Lilian Hudnall

    thank yu we can analyze performance and categorize employees. individual and entire team performance analysis also is other benefit

  5. Ruperto

    very nice product but what is the biggest difference between the SU and MU? I’m confused about which one to get

    • Someka

      Hi Ruperto,

      About our license details, our single-user license is for personal use only. With the multi-use license, you will have rights to share the file with your colleagues in the same organization and/or put your file on your company’s network for internal use.
      But you will still not be allowed to put it in websites with public access or re-sell them or share them with third parties.
      To learn more about our license details, please click here.

  6. Florence

    Nice work team. It is very useful but we wonder that is it one time charge?

    • Someka

      Hello Florence,

      All our prices are processed as one-time payment. You receive the template after you make the purchase.
      There is no subscription or recurring payments. For more information please click here.

  7. Raudhah

    Good and thank you for sharing it for free

  8. Grant E

    I loved this excel app and want to share my team please change my license as multiuser?

    • Someka

      Hello Grand,

      We may surely upgrade your license from single-user to multi-user. Just email us at and our team will contact you with a link to upgrade your license.

  9. newton


  10. Jo Hariffin

    Good excel application

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