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9Box Toolkit: How To Create And Use The 9Box In Performance

May 21, 2020
9Box Toolkit: How To Create And Use The 9Box In Performance

The 9 Box Grid is a simple, yet powerful tool that can be used to support all aspects of the Succession Planning Process – from assessment and talent review through development and talent planning.

  • The 9 Box Grid is a matrix; the 9 boxes in the matrix are defined as a result of the relationship between Performance and Potential when both attributes are defined at three levels (e.g., Low, Medium, High).
  • Clearly defining both Performance and Potential at all three levels will provide a common language and set of standards by which talent can be discussed, assessments can be calibrated, and succession planning decisions made.
  • Talent review discussions now will be more

The x-axis out here represents Performance and the y-axis represents Potential. Explanation of each box is as follows:

  1. Enigma (Potential Gem): High Potential / Low Performance
  2. Growth (High Potential): High Potential / Moderate performance
  3. Future Leaders (Star): High Potential / High Performance
  4. Dilemma (Inconsistent Players): Moderate potential / Low Performance
  5. Core (Core Players): Moderate potential/ Moderate Performance
  6. High Impact (High Performers): Moderate Potential / High Performance
  7. Under Performers (Risk): Low Potential / Low Performers
  8. Effective (Average Performer): Low Potential / Moderate Performance
  9. Trusted (Solid Performer): Low Potential / High performance
  10. Customize parameters of the 2 dimensions, based on organization’s need. Eg – Potential, Performance, Skill, Values etc.
  11. Ability to create 9 Box as well as 16 Box
  12. Rename labels of each grid in the 9 Box
  13. Define scale in each dimension
  14. Enable or Disable 9 Box in a performance cycle – ( You can disable in Half Yearly review but enable in Final Review)

Step 1: Go to Performance Design
Step 2: Click on the Configure Feedback Tools
Step 3: Come down to section 9Box Configuration
Step 4: Enter your desired Parameters for the X and Y-axis

Step 1: Go to Performance Review
Step 2: Select Review
Step 3: Go to 9Box section
Step 4: View the 9Box insights along with the parameters you have entered

Performance Management Software  is a technology platform for companies that desire faster outcomes. We provide an intelligent management system that aims to take your performance process to the next level. We strive to bring your business performance closer to people performance. Get in touch with our executive to know more about Performance and how we can manage your processes better.


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