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9-Box Performance Grid

Manages employee performance and potential using a proven talent management method.

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Workflow Steps

Step 1 - Performance & Potential Data Input

Managers assess their direct reports on both past performance (what they achieved) and future potential (how they might grow) using a standardized rating scale.

Step 2 - Talent Calibration Meeting

Managers meet in a calibration session, facilitated by HR, to discuss their ratings, challenge biases, and ensure consistency and fairness across the organization.

Step 3 - Plot Employees on the Grid

Following calibration, HR plots each employee on the 9-box grid based on the final, calibrated ratings.

Step 4 - Develop Differentiated Action Plans

Based on an employee's placement on the grid, specific development, retention, or transition plans are created (e.g., stretch assignments for high-potentials, performance improvement plans for low-performers).

The Purpose of 9-Box Performance Grid

The 9-Box Grid is a strategic talent management tool used to assess an organization's talent pool and plan for succession. It plots employees on a nine-box matrix based on their performance and potential. This workflow helps HR and leadership to have structured, data-driven conversations to identify high-potentials, pinpoint development needs, and make strategic decisions about talent allocation, leadership development, and succession planning.

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