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9 Box Toolkit: How to Create & Use the 9 Box in Succession Karen N. Caruso, Ph.D. Planning9 Box Toolkit: How to Create and Use the 9 Box in Succession Planning What is the 9 Box? The 9 Box Grid is
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How to fill out 9 box toolkit how

01
Step 1: Start by gathering all the necessary information about the employees you want to evaluate.
02
Step 2: Assess each employee's performance on the designated criteria and rate them on a scale of 1 to 9.
03
Step 3: Plot the ratings for each employee on the 9 Box grid, based on their performance and potential.
04
Step 4: Analyze the placements on the grid to identify high-potential employees, top performers, and individuals who may need development.
05
Step 5: Use the insights from the 9 Box grid to make informed talent management decisions such as succession planning, development programs, and performance discussions.
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Step 6: Regularly review and update the 9 Box grid to ensure it accurately reflects the changes in employee performance and potential.

Who needs 9 box toolkit how?

01
Organizations that prioritize talent management and succession planning.
02
Companies looking to identify and nurture high-potential employees.
03
Businesses aiming to improve their performance evaluation and talent development processes.
04
HR departments and managers who want a visual tool to assess and compare employees' performance and potential.
05
Organizations undergoing restructuring or changes in leadership where talent assessment and planning are crucial.
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The 9 box toolkit is a performance management tool used to assess and classify employees based on their performance and potential.
Typically, HR professionals or managers are required to complete the 9 box toolkit for their employees.
To fill out the 9 box toolkit, evaluate each employee based on their performance and potential, and place them in the appropriate box.
The purpose of the 9 box toolkit is to identify high potential employees, determine development needs, and make informed succession planning decisions.
Information such as employee performance ratings, potential assessments, and development goals should be reported on the 9 box toolkit.
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