9 Box Talent Review: Complete Guide with Uses, Limitations and Alternate Approach

9 Box Talent Review: Complete Guide with Uses, Limitations and Alternate Approach

Managers often need to assess their talent pool to find out what’s working, what’s lacking, and what decisions they need to make for the employees and the company’s future. For that, a widely used tool by HR managers is the 9 box matrix.

This article will explain what the 9 Box Talent Review is, how it works, its uses, and its limitations. We will further elaborate on how you can effectively present a 9 box performance review and highlight an alternate approach to the nine-box matrix that overcomes some of its pitfalls.

So, without further ado, let’s dive in.

What is the 9 Box Talent Matrix?

The 9 box talent model is a tool for analyzing employees’ current and potential levels of contribution.

McKinsey developed the Nine box matrix, initially as a strategic tool for helping business leaders prioritize their investments within a corporate portfolio by comparing different business units.

Later it evolved into a widely familiar HR tool for assessing the performance and potential of talent in an organization to determine what the workforce requires.

The 9 box performance grid is commonly used in talent management and succession planning, since it helps evaluate a company’s talent and identifies potential leaders.

Talent Review Illustration

Steps for Creating a 9 Box Talent Grid

The 9 box assessment can be done easily following the steps below,

Step 1: Performance Assessment

For creating the 9 box grid, the first step is to assess the performance of your employees. Managers can use the company’s performance management system to rate their employees’ performance.

Low-performing employees do not complete their job duties and fail to reach their individual assigned targets.

Employees with moderate performance will partially reach their targets and match the job requirements halfway. 

While employees that reach all their targets or even succeed more than the assigned individual requirements, they would fall in the high-performance category.

Step 2: Potential Assessment

After assessing performance, managers need to assess the potential of their employees in the same way, low, medium, and high potential. However, it is not as simple as tracking the performance with set KPIs.

Rather it takes the performance review data and the manager’s insights to determine whether each employee is working at their full potential or if it can be developed through training, making them eligible for a promotion.

A low potential employee would be working at their full potential and cannot be expected to improve further. This could be due to their lack of motivation, or they might just be working at their maximum capacity.

A moderate potential employee would have the potential to improve further through training and development. This would lead to better performance in their current role and develop their expertise in a current job role.

A high potential employee would be one that is eligible for promotion and could be a part of the company’s management in the future.

Hence, potential is basically an employee’s possible upward trajectory within the company, making it a crucial part of the 9 box review.

Step 3: Plotting on the 9-Box Grid

When the potential and performance of employees have been assessed, the last step is plotting on the 9 box grid. The talent review model provides managers a clear picture of where each employee stands within the company.

9 Box Talent Matrix Explained

The 9 box talent framework is a simple 3×3 grid, with potential on the y-axis and performance on the x-axis. It is important to know how to complete the 9 box grid in order to take full advantage of all its possibilities.

9 Box Talent Matrix Explained in a presentation slide
Example of 9-Box Talent Matrix Model for PowerPoint presentations

Stars: High Potential / High-Performance

A star employee, performs well consistently in a variety of assignments and is self-motivated to solve problems. They are valuable employees that could be up for succession and can be a part of the company’s management in the future.

High Potentials: High Potential / Moderate Performance

An employee that performs well enough at their current job, but still has the potential to do better. Managers can give these employees challenging tasks and stretch assignments to help them reach their maximum potential.

Potential Gems: High Potential / Low-Performance

Employees in this category can still perform better at their job. Managers need to provide training to improve the employee’s performance.

High Performers: Medium Potential / High-Performance

High performers are employees who have reached the limit of their career potential within the company. This employee’s performance can be encouraged through delegation skills.

Core Players: Medium Potential / Moderate Performance

Core players are at the middlebox of the talent management grid. These are capable employees that may be experiencing some issues and need mentoring for better performance.

Inconsistent Performers: Medium Potential / Low-Performance

These employees require serious coaching for improved performance and can be considered for job enlargement to test their abilities.

Workhorses: Low Potential / High-Performance

Workhorses are basically effective performing employees that may have reached the limit of their career potential. Mentoring can help improve their creative and lateral thinking.

Backups: Low Potential / Moderate Performance

Low potential and moderate performing employees can progress within the same level if stretch goals are assigned, and coaching is initiated.

Bad Hires: Low Potential / Low-Performance

Employees with low performance and low potential either need to be let go or reassigned to another job post for boosting morale and performance.

Uses of the 9 Box Talent Grid

The 9-box talent grid has the following uses:

1. Enables Quick Organization of Employees

The 9-box grid helps in quickly organizing employees, identifying top-performing talent, figuring out who needs to be let go of, and finding high potential candidates that need a little push in the right direction.

2. Easy to Understand Framework for Encouraging Dialogue

The 9 box talent matrix helps initiate conversation around talent management, future leaders, and succession plans for the company’s long-term growth. It encourages managers to think about the future of their talent pool by gaining insight into their potential and performance.

3. Offers Fresh Perspective for Talent Investment Decisions

The 9 box matrix helps HR professionals figure out talent investment decisions, and focus on succession planning by identifying future leaders for the company’s future. Managers can allocate funds in talent who provide the highest ROI and retain essential employees.

How to Effectively Present a 9 Box Talent Review?

A 9 box talent review can be presented in several ways. The classic way is to create a 3×3 grid on a whiteboard and arrange sticky notes for employee placements. However, this method gets disorganized easily and cannot be saved for later use.

Another way is to utilize google sheets or excel to display the grids and enter information regarding employees. This method is not as visually appealing but still effective in creating the 9 box model.

We recommend using a PowerPoint presentation for presenting a 9 box talent review. You can check out our collection of 100% editable PowerPoint templates to create the 9 box talent model in a visually appealing manner.

You can even add animations to the 9 box grid templates to make them more compelling when discussing the talent framework in a meeting, and save it easily for using again in the future.

Example 3x3 Matrix template design for presentations that can be adapted for a 9 Box Talent Review design.
Example of 3×3 Matrix Design for Presentations with Text Layouts

The following designs can be used as matrix templates to prepare presentations on 9 Box Talent Review topics.

However, if you are looking for a 100% editable and ready-made template, you can use our 9 Box Talent Review PowerPoint presentation template. Alternatively, you can download other performance review templates for presentations, compatible with Google Slides and PowerPoint.

Potential Pitfalls of Using the 9 Box Talent Grid

McKinsey’s 9 box talent matrix is a useful tool for analyzing a company’s talent pool, but unfortunately it also has some potential pitfalls that should be kept in mind when using it,

Prone to Bias and Subjectivity

The validity of a 9 box talent review is questionable as it can be influenced by bias and subjectivity. There are a lot of gray areas that are not measured by the 9 box grid, while determining the potential of an individual could vary from person to person. Manager’s perspective can be based on miscommunication, personal bias, and opinions that could lead to an incorrect talent review.

Scarce Measurement of Objective Data

The 9 box model will only yield effective results if it is made of true objective data. If the objective data is scarce that measures the performance and competencies of the workforce, the 9 box grid results will be biased and based on personal opinions that could harm the future of the company. Proper KPIs and measurement metrics should be put in place for collecting objective data, in order to get an effective 9 box talent review.

Confines Employees to a Specific Label

The 9 box grid does a good job of categorizing the talent pool, but it may also confine employees to a specific label, both positive and negative. Labels can be stuck for years and leave a bad impression of the employee among their colleagues.

Tool can Be Misused Based on Office Politics

Every office has some politics involved due to subjectivity, opinions, and favoritism. This is why this tool can be misused by managers when they make decisions based on their feelings rather than objective data. They can influence the review by selecting the talent that they like to be promoted, and determining the ones they don’t like as bad hires that need to be let go.

Transparency May Lead to Employee Conflicts

The 9 box grid is highly prone to subjectivity, and human emotions can lead to biased employee ranking, therefore the transparency on this model can lead to stress and employee conflicts. Meetings, where the talent review is discussed can be quite nerve-wracking for both the employees and the managers.

An Alternate Approach to 9 Box Talent Review

To overcome the shortcomings of the 9 box talent review, an alternate approach is the 16 box talent matrix. It works on the same principles as the 9 box matrix, but it has a 16 box grid rather than 9, which offers more flexibility for defining where the employees stand.

16 Box Talent Matrix slide design for Presentations
16 Box Talent Matrix slide design for Presentations

The 16 box grid has 7 more options that help avoid great generalizations. It also excludes the average middlebox that the 9-grid has to make it a more reliable tool to evaluate the workforce, manage the performance of employees, and for succession planning.

Conclusion

Besides the pitfalls of using the 9 box talent review, it is still the most widely used HR tool today. The 9 box grid helps facilitate talent management conversations by providing a practical talent review framework. It is proven to be a valuable tool when used correctly for performance management of employees and identifying future leaders.

1. 3×3 Text Box Matrix Slide Design for PowerPoint

The 3×3 Text Box Matrix Slide Design for PowerPoint is a slide that will allow you to add valuable content to your 9 Box Talent Matrix. At the same time, this editable design has three color scales and a text section for headlines and descriptions in each box. This way, you will be able to customize your 3×3 diagram in your own way and add personalized content to your 9 Box Talent Slide.

Use This Template

2. 3D Matrix Charts PowerPoint Template

The 3D Matrix Charts PowerPoint Template is a presentation with a 3-dimensional design that allows you to add custom content on the X-axis, Y-axis and in each of the 9 boxes. Thanks to this design, you can generate more attractive presentations that increase your audience’s engagement and present your 9 Box Talent Matrix effectively.

Use This Template

3. 3×3 Diagram for PowerPoint with Harvey Balls

The 3×3 Diagram for PowerPoint with Harvey Balls is a presentation that also allows you to generate a 9 Box Talent Matrix thanks to its various features. With its two designs in light and dark, you will be able to generate a professional presentation accompanied by the Harvey Balls that will allow you to present qualitative information in a quantitative way. This presentation is widely used by Human Resources professionals to present and measure the performance of the company’s employees.

Use This Template

4. 9 Cells Square Matrix PowerPoint Infographic

The 9 Cells Square Matrix PowerPoint Infographic is one of the most complete and compelling templates for presentations on of 9 Box Talent Review. This PowerPoint presentation design allows you to customize 100% of the content with text, custom colors and icons for each box. At the same time, each slide enables you to explain each element of the 9 Box Talent Review in depth.

Use This Template

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