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Run: Talent Review 9-Box Template

A Talent Review 9-Box Template for placing employees on a performance-versus-potential matrix, documenting calibration, and turning each placement into concr...

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Employee and Role Context

Review Period (required)

Enter the talent review cycle or date range being assessed.

Current Role (required)

Employee's current job title.

Role Level (required)

Select the employee's organizational level.

Critical Role (required)

Indicate whether the role is critical to business continuity or future growth.

Business Unit / Function (required)

Department, function, or business unit.

Tenure in Role (Years)

Approximate time in the current role.

Performance Assessment

Potential Assessment

9-Box Placement

Performance Rating Band (required)

Select the calibrated performance band used for matrix placement.

Potential Rating Band (required)

Select the calibrated potential band used for matrix placement.

9-Box Position (required)

Final 9-box placement after calibration.

Placement Rationale (required)

Summarize the evidence-based rationale for the matrix position.

Calibration Notes

Document any calibration discussion, adjustments, or alignment decisions.

Development Actions

Development Plan (required)

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 (required)

Define measurable indicators that will show progress by the next review cycle.

Succession and Risk Summary

Succession Readiness (required)

Indicate readiness for a broader or critical role.

Successor Candidate Identified (required)

Indicate whether the employee is a successor candidate for another role.

Retention Risk (required)

Assess the likelihood of voluntary attrition based on current signals.

Risk Mitigation Actions

Document actions to reduce retention or succession risk.

Manager Signature (required)

HR Signature

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