Talent Review 9-Box Template

Talent review template for placing employees on a 9-box matrix using performance and potential, with calibrated development actions and succession insights.

Employee and Role Context

• Review Period
  Enter the talent review cycle or date range being assessed.
• Current Role
  Employee's current job title.
• Role Level
  Select the employee's organizational level.
• Critical Role
  Indicate whether the role is critical to business continuity or future growth.
• Business Unit / Function
  Department, function, or business unit.
• Tenure in Role (Years)
  Approximate time in the current role.

Performance Assessment

No items.

Potential Assessment

No items.

9-Box Placement

• Performance Rating Band
  Select the calibrated performance band used for matrix placement.
• Potential Rating Band
  Select the calibrated potential band used for matrix placement.
• 9-Box Position
  Final 9-box placement after calibration.
• Placement Rationale
  Summarize the evidence-based rationale for the matrix position.
• Calibration Notes
  Document any calibration discussion, adjustments, or alignment decisions.

Development Actions

• Development Plan
  Capture development actions, timelines, and success criteria.
• Stretch Assignments
  List on-the-job experiences that will build capability.
• Coaching and Feedback
  Identify manager coaching, mentoring, or feedback actions.
• Formal Learning
  Capture courses, certifications, or structured learning tied to development needs.
• Success Criteria for Next Cycle
  Define measurable indicators that will show progress by the next review cycle.

Succession and Risk Summary

• Succession Readiness
  Indicate readiness for a broader or critical role.
• Successor Candidate Identified
  Indicate whether the employee is a successor candidate for another role.
• Retention Risk
  Assess the likelihood of voluntary attrition based on current signals.
• Risk Mitigation Actions
  Document actions to reduce retention or succession risk.
• Manager Signature
• HR Signature