Gabriel Ideas Written by Gabriel

Succession 9-Box Grid Strategy: Plan for Business Success

By Gabriel Aug 06, 2026
9 Box Grid Talent Management Excel Template - Full Version - Single User
9 Box Grid Talent Management Excel Template - Full Version - Single User

The Succession Planning 9-Box Grid is a visually intuitive tool widely used in human resources and business strategy to evaluate an organization's talent and plan for its future leadership. This instrument, also known as the 9-Box Grid or McKinsey 9-Box, provides a clear and concise method to assess and manage your workforce by plotting employees' performance and potential on a simple 3x3 grid.

9 Box Grid Talent Management Excel Template - Full Version - Single User
9 Box Grid Talent Management Excel Template - Full Version - Single User

By using the 9-Box Grid, companies can identify high-potential employees, recognize those who may need further development, and make informed decisions about succession planning. This article explores the 9-Box Grid, its significance, and how to effectively employ it in your organization.

the six - box grid for company abcc is shown in this diagram, with different levels
the six - box grid for company abcc is shown in this diagram, with different levels

Understanding the Succession Planning 9-Box Grid

The 9-Box Grid is a practical tool for visualizing the performance and potential of your employees. It's created by intersecting two axes: Performance (Current) and Potential (Future). Each axis is divided into three levels: High, Medium, and Low, resulting in a 3x3 grid with nine boxes.

The 9-Box is a strategy tool. The grid is just a starting point. This… | Carlos Larracilla | 52 comments
The 9-Box is a strategy tool. The grid is just a starting point. This… | Carlos Larracilla | 52 comments

To use the grid, place each employee along these axes based on their current and projected performance. This straightforward process offers valuable insights into your workforce, enabling you to focus succession planning efforts on the right individuals and facilitate their growth and development.

Interpreting the 9-Box Grid

9 Box Model
9 Box Model

Each box on the 9-Box Grid represents a different employee bracket, with its own implications for succession planning.

Stars (High Potential)

Employees in the top two boxes (High Performance, High Potential) are your "Stars" or "High Potentials." They excel in their current roles and display strong potential for future growth. They should be prioritized in succession planning and provided with growth opportunities to retain their talent.

a diagram showing the different levels of high performance and low potential skills for students to learn
a diagram showing the different levels of high performance and low potential skills for students to learn

Stars should be managed with special attention to their career progression. Regular discussions about their aspirations and how they align with the organization's goals can help keep them engaged and motivated.

Solid Performers or Core Contributors

Employees in the medium performance and potential boxes are your "Solid Performers" or "Core Contributors." They meet expectations in their current roles and show some potential for growth. They form the backbone of your organization and should be valued and developed accordingly.

9 Box Grid Google Sheets Template | Performance Management | Employee Evaluation Tool | Talent Assessment | HR Spreadsheet
9 Box Grid Google Sheets Template | Performance Management | Employee Evaluation Tool | Talent Assessment | HR Spreadsheet

Providing targeted training and development opportunities for these employees can help them progress to higher potential boxes over time. Regular check-ins can also help ensure they feel valued and engaged in their roles.

Rising Stars, Frogs, and Crocodiles

9 Box Grid HR Excel Template: Employee Performance & Talent Review - Etsy
9 Box Grid HR Excel Template: Employee Performance & Talent Review - Etsy
What is The 9-box Grid Model? 9-box Grid Model In A Nutshell
What is The 9-box Grid Model? 9-box Grid Model In A Nutshell
9 Box Grid Talent Management, Succession Planning, Employee Performance Review, Leadership Assessment, Performance Evaluation
9 Box Grid Talent Management, Succession Planning, Employee Performance Review, Leadership Assessment, Performance Evaluation
9 Key Employee Development Areas for Growth (+Examples)
9 Key Employee Development Areas for Growth (+Examples)

The leftmost column (Low Potential) contains "Rising Stars" (High Performance, Low Potential), "Frogs" (Low Performance, Medium Potential), and "Crocodiles" (Low Performance, Low Potential).

“Rising Stars” should be identified and managed carefully. They may need coaching or additional training to help them reach their full potential. “Frogs” and “Crocodiles,” on the other hand, require performance improvement plans and proper coaching to help them move up the grid.

Implementing the 9-Box Grid for Succession Planning

To effectively use the 9-Box Grid for succession planning, follow these steps:

  1. Gather data: Collect performance feedback, potential assessments, and other relevant information for each employee.
  2. Populate the grid: Place each employee on the grid based on their performance and potential scores.
  3. Analyze the grid: Identify trends, gaps, and areas of strength in your workforce.
  4. Develop strategies: Create targeted development and retention plans for each employee group.
  5. Monitor progress: Regularly review and update the grid to track employee growth and adjust succession plans as needed.

The final step in using the 9-Box Grid is to turn the insights it provides into actionable plans for developing and retaining your organization's top talent. By doing so, you'll create a stronger, more resilient workforce capable of driving your organization's success.

As you continue to evaluate and grow your workforce, remember that succession planning is an ongoing process. The 9-Box Grid serves as a valuable tool for making informed decisions about your employees, but it's just one part of a comprehensive strategy for building a talented and engaged team.