9-box Matrix Definitions and Template

Media Type: Tools
Topic: Performance Management

The 9-box matrix is a commonly used tool to aid in a discussion of employee strengths and development needs. It can be used in a one-on-one setting between a manager and a subordinate or it can be used by a group of managers to conduct a collective talent review for respective teams. The 9-box matrix gives a framework for discussions to focus on more objective criteria in reviewing performance and potential.

The matrix can be used for the following purposes:
• Performance review meetings
• Succession planning discussions
• Ratings for bonus assignments
• Stretch assignment selection
• Development plan mapping
• Workforce planning

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