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Create Your 9 Box Toolkit for Creating a 9 Box Chart for Your Company Karen N. Caruso, Ph.D. The 9 Box Grid is a simple, yet powerful tool that can be used to support all aspects of the Succession
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How to fill out create your 9 box

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How to fill out create your 9 box:

01
Start by identifying the key criteria: Determine the factors that are important for evaluating individuals in your organization. These criteria could include performance, potential, leadership skills, or any other relevant qualities.
02
Gather data: Collect information about each individual's performance and potential. This could involve reviewing performance indicators, conducting assessments, or gathering feedback from supervisors and colleagues.
03
Plot individuals on the matrix: Using the criteria and data collected, plot each individual on the 9 box matrix. Assess their performance and potential and place them in the appropriate quadrant.
04
Analyze the results: Take a closer look at the distribution of individuals on the matrix. Identify patterns or trends that emerge, such as clusters of high potential individuals or gaps in certain areas.
05
Identify development needs: Use the 9 box matrix as a tool to identify development needs for individuals. Those with high potential but low performance may need additional support or opportunities for growth, while high performers with limited potential may benefit from greater challenges or leadership roles.
06
Develop action plans: Based on the analysis of the 9 box matrix, create action plans for each individual. These plans could include specific development activities, coaching or mentoring opportunities, or career advancement plans.
07
Regularly reassess and update: The 9 box matrix is not a one-time exercise. It should be regularly reviewed and updated to reflect changes in individuals' performance and potential. This will ensure that it remains a relevant and useful tool for talent management.

Who needs to create your 9 box:

01
Organizations: Any organization looking to effectively manage their talent and develop their workforce can benefit from creating a 9 box matrix. It provides a visual representation of individual performance and potential, allowing for targeted development initiatives and succession planning.
02
HR professionals: Human resources professionals play a crucial role in talent management and development. They can utilize the 9 box matrix to identify high potential employees, assess performance, and design strategies for employee development and career progression.
03
Managers and leaders: Managers and leaders within organizations can use the 9 box matrix to evaluate their team members' performance and potential. It helps them identify high performers, acknowledge areas for improvement, and make informed decisions on talent deployment and succession planning.
04
Employees: Employees themselves can benefit from creating their own 9 box matrix. It provides them with a visual representation of their performance and potential, enabling them to assess their own strengths and areas for development. This self-awareness can guide their own career planning and help them set realistic goals for growth and advancement.
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Create your 9 box is a performance management tool used to evaluate and plot employees based on their performance and potential on a grid with nine boxes.
Employers and HR departments are typically required to use or file create your 9 box as part of their performance evaluation process.
To fill out create your 9 box, you need to assess each employee's performance and potential and place them in the appropriate box on the grid based on these evaluations.
The purpose of create your 9 box is to help identify high potential employees, understand employee performance, and make decisions on development and succession planning.
Create your 9 box typically requires information on employee performance ratings, potential assessments, and any other relevant factors that determine placement on the grid.
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