{"id":59626,"date":"2021-11-12T11:15:55","date_gmt":"2021-11-12T09:15:55","guid":{"rendered":"https:\/\/factorialhr.com\/blog\/?p=59626"},"modified":"2025-09-23T15:39:33","modified_gmt":"2025-09-23T13:39:33","slug":"9-box","status":"publish","type":"post","link":"https:\/\/factorialhr.com\/blog\/9-box\/","title":{"rendered":"9 Box Grid Explained: Free Employee Evaluation Template"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">The way we measure employee performance is changing. Instead of focusing on employee behaviour, companies must evaluate employee based outcomes with clear performance metrics. As a result, Tools like the <\/span><b>9 box grid<\/b><span style=\"font-weight: 400;\"> help you and your team with <\/span><b>talent mapping<\/b><span style=\"font-weight: 400;\"> and <\/span><b>performance evaluation<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p>Using the 9 box for talent review is easy. Try it for yourself after reading this article! Download our <strong>free template<\/strong> at the bottom of this page to get started.<\/p>\n<p><span style=\"font-weight: 400;\">In this guide, we will explain what the 9 box is and how it can be used as part of your <\/span><span style=\"font-weight: 400;\">performance management<\/span><span style=\"font-weight: 400;\"> process. We will also discuss the pros and cons of conducting a 9 box assessment to help you decide if it is the right tool for you.<\/span><\/p>\n<p><span id=\"hs-cta-wrapper-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\" class=\"hs-cta-wrapper\"><span id=\"hs-cta-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\" class=\"hs-cta-node hs-cta-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\"><img decoding=\"async\" class=\"aligncenter wp-image-69144 size-full\" src=\"https:\/\/factorialhr.com\/wp-content\/uploads\/2021\/11\/15164000\/9-box-grid-e1707903941443.png\" alt=\"9 box grid\" width=\"800\" height=\"703\" \/><\/span><\/span><\/p>\n<h2><strong>What is the 9 box in talent management?<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">The 9 box grid is a talent management and evaluation tool that can help you review employee performance and identify areas for growth and improvement.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">McKinsey developed this assessment method in the 1970s to help General Electric prioritize investments across its 150 business units. The McKinsey 9 box talent matrix has evolved since then into an <\/span><b>HR management tool used to measure two factors: performance and potential<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3>9 box for succession planning<\/h3>\n<p>The 9 box grid is a valuable tool for succession planning, particularly in identifying and developing talent for leadership. By assessing employees based on both their performance and potential, the grid helps pinpoint individuals who are not only excelling in their current roles but also have the capacity to take on more significant responsibilities in the future.<\/p>\n<p>In succession planning, the focus is often on identifying and nurturing &#8220;stars&#8221; \u2013 those employees who <strong>score high in both performance and potential<\/strong>. These stars represent the future leaders who will drive the organization forward.<\/p>\n<p>The 9 box grid serves as a visual representation of the organization&#8217;s talent pipeline, mapping out critical roles and identifying top employees who are well-suited to fill these positions. When <strong>vacancies arise<\/strong> in key roles, organizations can refer to the grid to quickly identify potential successors, ensuring a smooth transition and continuity in leadership.<\/p>\n<h4>Developing talent with 9 box<\/h4>\n<p>Once identified, these high-potential employees can be developed for more senior leadership positions within the organization through targeted <a href=\"https:\/\/factorialhr.com\/blog\/individual-development-plan\/\" target=\"_blank\" rel=\"noopener\">development plans<\/a>. This may include participation in leadership development programs, one-on-one <a href=\"https:\/\/factorialhr.com\/blog\/performance-coaching\/\" target=\"_blank\" rel=\"noopener\">coaching sessions<\/a>, mentorship opportunities, regular feedback mechanisms such as <a href=\"https:\/\/factorialhr.com\/blog\/360-feedback-reviews\/\" target=\"_blank\" rel=\"noopener\">360-degree reviews<\/a>, and other tailored development initiatives aimed at maximizing their leadership capabilities.<\/p>\n<p>The 9 box grid is an indispensable tool for succession planning, enabling organizations to proactively identify, nurture, and deploy their leadership talent to drive long-term success and resilience.<\/p>\n<p><iframe title=\"YouTube video player\" src=\"\/\/www.youtube.com\/embed\/B6SZJcydsYc?si=yNX_tvz-s05sxRyH\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<p><em><strong>Want a quick explanation?<\/strong><\/em> Watch this video that how to use Factorial&#8217;s 9 box grid.<\/p>\n<h2><strong>How does the 9 box assessment work?<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">With the 9 box talent review grid, you <\/span><b>map your employees against two axes:\u00a0<\/b><\/p>\n<p style=\"text-align: center;\"><em>current performance and future potential<\/em><\/p>\n<p><span style=\"font-weight: 400;\">Where employees fall on the grid will depend on their combined scores.<\/span><b>\u00a0<\/b><\/p>\n<p><b>The higher the score, the more potential for growth.<\/b><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This information can then be used to strategically develop employees for future positions within the company.<\/span><\/p>\n<h2><strong>9 Box Performance Management: Using the Results<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">With the results of the 9 box exercise you can determine:<\/span><\/p>\n<ul>\n<li><strong>Which of your employees are ready to lead.<\/strong>\n<ul>\n<li><span style=\"font-weight: 400;\">You can then prepare them for promotion.<\/span><\/li>\n<\/ul>\n<\/li>\n<li><strong>Which employees are not yet ready for a management role but could be in the future.<\/strong>\n<ul>\n<li><span style=\"font-weight: 400;\">Establish the path for the right career development with <a href=\"https:\/\/factorialhr.com\/blog\/training-needs-analysis\/\" target=\"_blank\" rel=\"noopener\">training needs analysis<\/a>.<\/span><\/li>\n<\/ul>\n<\/li>\n<li><strong>Which employees are falling short of expectations in their current role.<\/strong>\n<ul>\n<li>You can then create a <a style=\"font-family: inherit; font-size: inherit;\">performance improvement plan<\/a><span style=\"font-family: inherit; font-size: inherit;\"> and set clear objectives to help them get back on track.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3>How the 9 box assessment helps employee development<\/h3>\n<p>Employees in different quadrants of the grid may require different development initiatives. High performers with high potential may benefit from leadership development programs, stretch assignments, and mentoring opportunities to prepare them for future leadership roles. Employees with high potential but lower current performance may need targeted training and development to improve their skills and performance.<\/p>\n<h2><strong>How to Use 9 Box Grid<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">The grid is a<\/span><b> simple three-by-three framework that you can use as part of the performance evaluation process.<\/b><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can use this framework to plot employees\u2019 future potential on the <strong>y-axis<\/strong> (high potential, moderate potential, low potential) and their current performance on the <strong>x-axis<\/strong> (low performer, moderate performer, high performer) according to their combined performance scores.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Where they fall on the grid determines their future within your organization.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-169124 size-large\" src=\"https:\/\/factorialhr.com\/wp-content\/uploads\/2021\/11\/23135338\/9-box-grid-potential-performance-1024x1024.png\" alt=\"mckinsey 9 box talent matrix that assesses your team's potential and performance.\" width=\"1024\" height=\"1024\" srcset=\"https:\/\/factorialhr.com\/wp-content\/uploads\/2021\/11\/23135338\/9-box-grid-potential-performance-1024x1024.png 1024w, https:\/\/factorialhr.com\/wp-content\/uploads\/2021\/11\/23135338\/9-box-grid-potential-performance-300x300.png 300w, https:\/\/factorialhr.com\/wp-content\/uploads\/2021\/11\/23135338\/9-box-grid-potential-performance-150x150.png 150w, https:\/\/factorialhr.com\/wp-content\/uploads\/2021\/11\/23135338\/9-box-grid-potential-performance-768x768.png 768w, https:\/\/factorialhr.com\/wp-content\/uploads\/2021\/11\/23135338\/9-box-grid-potential-performance-160x160.png 160w, https:\/\/factorialhr.com\/wp-content\/uploads\/2021\/11\/23135338\/9-box-grid-potential-performance-80x80.png 80w, https:\/\/factorialhr.com\/wp-content\/uploads\/2021\/11\/23135338\/9-box-grid-potential-performance.png 1060w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2><strong>9 Box Grid Explained<\/strong><\/h2>\n<p>Now that you know what the grid can be used for, let&#8217;s take a look at how you can start working with the grid.<\/p>\n<h3><strong>Evaluate Employee Performance<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Before you use the grid, <\/span><b>you need to assess employee performance<\/b><span style=\"font-weight: 400;\">. To do this, you can use tools for measuring performance including:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/factorialhr.com\/blog\/kpis-human-resources-template\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">KPIs<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/factorialhr.com\/blog\/employee-performance-review\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Performance appraisals<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/factorialhr.com\/blog\/compensation-strategy\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Salary reviews<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/factorialhr.com\/blog\/constructive-feedback-employees\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">360-degree <\/span><span style=\"font-weight: 400;\">f<\/span><span style=\"font-weight: 400;\">eedback<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/factorialhr.com\/blog\/individual-development-plan\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Personal development plans<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/factorialhr.com\/blog\/employee-recognition-programs\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Reward and recognition programs<\/span><\/a><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Depending on the results obtained from the assessment tools, determine whether employees are <\/span><b>low, moderate, or high performers.<\/b><span style=\"font-weight: 400;\">\u00a0 This three-point scale will appear as the x-axis of your nine-box.<\/span><\/p>\n<h3><strong>Evaluate Employee Potential<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">The other axis on the diagram is employee potential.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using performance appraisals, a<\/span><a href=\"https:\/\/factorialhr.com\/templates\/360-review-template\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">360 review template<\/span><\/a><span style=\"font-weight: 400;\">, or other assessment tools previously mentioned, you can get an idea of the potential that employees have to grow in the company.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It is important that you take into account <\/span><b>motivation levels <\/b><span style=\"font-weight: 400;\">and<\/span><b> desire to learn.<\/b><span style=\"font-weight: 400;\"> Like performance, you will need to note whether employees have a high, moderate, or low amount of potential.<\/span><\/p>\n<h3><strong>Position on the Grid<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">After scoring employee performance and potential, it is time to put it all together in the nine-box grid.\u00a0 You can draw out the nine-box by hand or, to make things easier, use an excel template.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Employees should fall into one of nine categories.<\/span><\/p>\n<p><strong>It should look something like this:<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">The template grid consists of the following categories:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Enigma:<\/b><span style=\"font-weight: 400;\"> Low performer with high potential<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>High potential:<\/b><span style=\"font-weight: 400;\"> Moderate performer with high potential<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Excellent:<\/b><span style=\"font-weight: 400;\">High performer with high potential<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Questionable:<\/b><span style=\"font-weight: 400;\"> Low performer with moderate potential<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Reliable:<\/b><span style=\"font-weight: 400;\"> Moderate performer with moderate potential<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>High performer: <\/b><span style=\"font-weight: 400;\">High performer with moderate potential<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Unacceptable:<\/b><span style=\"font-weight: 400;\"> Low performer with low potential<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Acceptable:<\/b><span style=\"font-weight: 400;\"> Moderate performer with low potential<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Dedicated:<\/b><span style=\"font-weight: 400;\"> High performer with low potential<\/span><\/li>\n<\/ul>\n<h2><strong>Next Step: <\/strong><strong>9 Box Grid Analysis<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Once you determine an employee\u2019s position on the 9-box, you have a frame of reference for deciding how their future at your company will look, and where you need to invest your efforts.<\/span><\/p>\n<p><strong>In general, this includes:<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Recognize high-performing employees<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Support mid-range performers to help them improve their performance and move higher up the grid<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Identify employees who consistently underperform and develop a performance improvement plan to train them<\/span><\/li>\n<\/ul>\n<p>The top right of the grid is the optimum spot. That is where top performers sit on the 9 grid.<\/p>\n<h2>Free 9 box Grid Template: Download Now<\/h2>\n<p><strong>Interested?<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Why not give our handy downloadable <\/span><a href=\"https:\/\/factorialhr.com\/templates\/9-box\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">9-box grid template<\/span><\/a><span style=\"font-weight: 400;\"> a go to see what you think?<\/span><\/p>\n<p><span id=\"hs-cta-wrapper-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\" class=\"hs-cta-wrapper\"><span id=\"hs-cta-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\" class=\"hs-cta-node hs-cta-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\"><a href=\"https:\/\/factorialhr.com\/templates\/9-box\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"hs-cta-img-d5577384-6cd0-46cc-8649-bc7cf5cd7c35\" class=\"hs-cta-img aligncenter\" style=\"border-width: 0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/4960096\/d5577384-6cd0-46cc-8649-bc7cf5cd7c35.png\" alt=\"9-box\" width=\"900\" height=\"308\" \/><\/a><\/span><\/span><\/p>\n<h2><strong>9 Box Assessment Benefits<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Although there are a number of<\/span><a href=\"https:\/\/factorialhr.com\/blog\/performance-appraisal-benefits-employees\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">benefits<\/span><\/a><span style=\"font-weight: 400;\"> to holding regular performance appraisals, using this <\/span><b>assessment method<\/b><span style=\"font-weight: 400;\"> can provide<\/span><b> a deeper level of insight <\/b><span style=\"font-weight: 400;\">into the level of employee performance in your company.<\/span><\/p>\n<h3><b>9 Reasons to Use a 9 box:<\/b><\/h3>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Many companies are now<\/span><a href=\"https:\/\/factorialhr.com\/blog\/no-more-performance-reviews\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">distancing themselves<\/span><\/a><span style=\"font-weight: 400;\"> from traditional annual performance reviews as they are costly and do not offer a true representation of an employee\u2019s performance.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The 9 box gives you a much more rounded and up-to-date perspective. This is because you can use it to evaluate both current performance and potential, so it gives you a much clearer picture of each employee\u2019s performance. It helps you deliver more relevant recognition and more appropriate support, which improves<\/span><a href=\"https:\/\/factorialhr.com\/blog\/employee-morale-pms\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">employee morale<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The tool is quick to set up and easy to use. You just have to review an employee\u2019s strengths and weaknesses to match them with the right box.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The visual nature of the 9 box method makes it much easier for you to see where you have gaps in your talent pool.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It encourages dialogue, collaboration, and communication between managers.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The framework makes it much easier for you to plan for business continuity and employee growth. It\u2019s a valuable tool for your career development plans that can help take your business to the next level.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">As an assessment tool, it can give you a fresh perspective on the level of performance in your company.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Another benefit is that is makes workforce planning easier. Plus, it highlights development opportunities or training needs,\u00a0 facilitates employee growth and contributes to retention, engagement, and productivity.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Finally, it increases transparency. The 9 box grid requires open and honest communication between managers. These conversations can often help clarify company goals and expectations.<\/span><\/li>\n<\/ol>\n<p><span id=\"hs-cta-wrapper-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\" class=\"hs-cta-wrapper\"><span id=\"hs-cta-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\" class=\"hs-cta-node hs-cta-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\"><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/4960096\/608d67c7-4be9-4a36-a20d-7b70b5d0dd88\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"hs-cta-img-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\" class=\"hs-cta-img aligncenter\" style=\"border-width: 0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/4960096\/608d67c7-4be9-4a36-a20d-7b70b5d0dd88.png\" alt=\"New call-to-action\" width=\"900\" height=\"308\" \/><\/a><\/span><\/span><\/p>\n<h2><strong>9 Box Grid: Limitations of the Evaluation Method<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Every great management tool has its limitations, and the nine box grid is no exception.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, here are <strong>some limitations to consider:<\/strong><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It is a great tool for getting a broad overview of an employee. However, it doesn\u2019t go into any details about an employee\u2019s performance or potential. You also need to rely on <\/span><b>additional <\/b><a href=\"https:\/\/factorialhr.com\/performance-management\" target=\"_blank\" rel=\"noopener\"><b>assessment tools<\/b><\/a><b> to get a complete perspective of an employee\u2019s performance.<\/b><span style=\"font-weight: 400;\"> This includes regular personal appraisals, 360 feedback, and performance development plans, amongst other tools.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">There are some concerns about how accurate and clear metrics are. This is because it is very difficult for your managers to objectively measure \u2018potential\u2019 as it is so clearly linked with \u2018performance\u2019. There is also a subjective element here, as one manager\u2019s concept of high potential may differ greatly from the opinions of another. If you decide to use the 9 box assessment model, <\/span><b>you need to make sure all managers are clear on how potential is defined and measured.\u00a0<\/b><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The 9 box can also be susceptible to bias. This is because there is a danger that once a label of \u201chigh performer\u201d or \u201clow performer\u201d has been assigned to an employee, it can be difficult to unstick. Without clear guidelines, <\/span><b>these labels can affect the degree of support and recognition an employee receives.<\/b><\/li>\n<\/ul>\n<h2><strong>Tools for Talent Management<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">The 9 box model is a great tool for getting an overview of an employee\u2019s performance, but to get a better picture of employee performance you need a comprehensive<\/span><a href=\"https:\/\/factorialhr.com\/blog\/performance-management-system\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">performance management system<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But why is this so important?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A good employee performance management system helps you track and evaluate employee performance against established KPIs and provides employees with <a href=\"https:\/\/factorialhr.com\/blog\/continuous-performance-management\/\" target=\"_blank\" rel=\"noopener\">relevant training<\/a> and professional guidance.<\/span><a href=\"https:\/\/factorialhr.com\/blog\/performance-management-tools\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">Performance management tools<\/span><\/a><span style=\"font-weight: 400;\"> usually include features for tracking and monitoring progress reviews, reporting, goal setting, real-time feedback, and rewards for improved performance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Factorial&#8217;s<\/span><a href=\"https:\/\/factorialhr.com\/blog\/performance-management-software\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">performance management software<\/span><\/a><span style=\"font-weight: 400;\"> is a great solution for managing every aspect of employee performance at your company.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Use a <strong>performance management software<\/strong> to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Gain insight into your workforce with 360-degree reviews<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use schedule regular performance review cycles in order to make strategic decisions based on qualitative and quantitative data<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Generate data to help you identify training gaps and areas for improvement<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Track the progress of each employee performance review\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automate your performance reviews processes<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Access feedback directly on Factorial\u2019s platform<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/factorialhr.com\/get-started\"><span style=\"font-weight: 400;\">Sign up<\/span><\/a><span style=\"font-weight: 400;\"> now and start improving your performance management with Factorial!<\/span><\/p>\n<h2><span id=\"hs-cta-wrapper-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\" class=\"hs-cta-wrapper\"><span id=\"hs-cta-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\" class=\"hs-cta-node hs-cta-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\"><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/4960096\/608d67c7-4be9-4a36-a20d-7b70b5d0dd88\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"hs-cta-img-608d67c7-4be9-4a36-a20d-7b70b5d0dd88\" class=\"hs-cta-img aligncenter\" style=\"border-width: 0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/4960096\/608d67c7-4be9-4a36-a20d-7b70b5d0dd88.png\" alt=\"New call-to-action\" width=\"900\" height=\"308\" \/><\/a><\/span><\/span><\/h2>\n<h2>FAQ<\/h2>\n<p><strong>What is the McKinsey 9 box talent review?<\/strong><\/p>\n<p>A McKinsey 9-box talent review is a HR tool to assess your team&#8217;s potential and performance and help you identify high performers, create a succession plan, and make informed decisions about your team&#8217;s learning and development plan.<\/p>\n<p><strong>Is the 9 box still relevant?<\/strong><\/p>\n<p>Yes, the 9-box grid is still relevant; however, it does have limitations and it needs to be updated. When used alone, it can potentially lead to overlooking the nuances and diversity of your team. Nevertheless, its true value lies when the 9-box grid is paired with other tools to facilitate strategic discussions and decisions regarding your team&#8217;s development.<\/p>\n<p><strong>How do you complete a 9 box assessment?<\/strong><\/p>\n<p>First, you must define your performance and potential criteria. Once that is complete, you need to collect data on individual employees, including performance reviews, kudos, and feedback. After gathering this information, assign them to one of the 9-box grid&#8217;s boxes. From there, you can create a personalized development plan for each employee.<\/p>\n<p><strong>What are the disadvantages of the 9 box grid?<\/strong><!-- notionvc: df0e7d3e-6b57-470f-a89e-821ded05aaed --><\/p>\n<p>The 9 box talent review comes with some disadvantages, including subjectivity and unclear framework. When it comes to defining the criteria for measuring an individual&#8217;s performance and productivity, it is subjective to the evaluators expectations. In this sense, each company will end up utilizing the 9 box grid differently.<\/p>\n<p><script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"FAQPage\",\n  \"mainEntity\": [{\n    \"@type\": \"Question\",\n    \"name\": \"What is the McKinsey 9 box talent review?\",\n    \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"A McKinsey 9-box talent review is a HR tool to assess your team's potential and performance and help you identify high performers, create a succession plan, and make informed decisions about your team's learning and development plan.\"\n    }\n  },{\n    \"@type\": \"Question\",\n    \"name\": \"Is the 9 box still relevant?\",\n    \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"Yes, the 9-box grid is still relevant; however, it does have limitations and it needs to be updated. When used alone, it can potentially lead to overlooking the nuances and diversity of your team. Nevertheless, its true value lies when the 9-box grid is paired with other tools to facilitate strategic discussions and decisions regarding your team's development.\"\n    }\n  },{\n    \"@type\": \"Question\",\n    \"name\": \"How do you complete a 9 box assessment?\",\n    \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"First, you must define your performance and potential criteria. Once that is complete, you need to collect data on individual employees, including performance reviews, kudos, and feedback. After gathering this information, assign them to one of the 9-box grid's boxes. From there, you can create a personalized development plan for each employee.\"\n    }\n  },{\n    \"@type\": \"Question\",\n    \"name\": \"What are the disadvantages of the 9 box grid?\",\n    \"acceptedAnswer\": {\n      \"@type\": \"Answer\",\n      \"text\": \"The 9 box talent review comes with some disadvantages, including subjectivity and unclear framework. When it comes to defining the criteria for measuring an individual's performance and productivity, it is subjective to the evaluators expectations. In this sense, each company will end up utilizing the 9 box grid differently.\"\n    }\n  }]\n}\n<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The way we measure employee performance is changing. Instead of focusing on employee behaviour, companies must evaluate employee based outcomes with clear performance metrics. As a result, Tools like the 9 box grid help you and your team with talent mapping and performance evaluation.\u00a0 Using the 9 box for talent review is easy. Try it<a href=\"https:\/\/factorialhr.com\/blog\/9-box\/\" class=\"read-more\"> [&#8230;]<\/a><\/p>\n","protected":false},"author":80,"featured_media":107068,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[10],"tags":[],"class_list":["post-59626","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-human-resources-templates"],"acf":{"topics":"talent-performance-review"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.5 (Yoast SEO v21.9.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>9 Box Grid Explained: Free Assessment Template - Factorial<\/title>\n<meta name=\"description\" content=\"9 box assessment model: what is it and how can it improve performance management? 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