Chapter-by-Chapter Breakdown
Chapter 1: How to Use This Template
Chapter 2: Questions to Guide Your Evaluation
Chapter 3: The Nine-Box Grid in Action
Chapter 4: Making Decisions with Confidence
Nine-Box Grid Template for Talent Assessment
Make succession planning and talent reviews easy with our pre-built nine-box grid Excel template — built to help HR teams identify top talent, align on performance, and drive development conversations.
- Downloadable Excel
- No Spam
- Instant Access
Trusted by 600+ Organizations Worldwide
Why This Guide Is Worth Your Time
The nine-box grid is a powerful tool — but building one from scratch can be messy. This Excel template makes it simple, visual, and shareable across HR and leadership teams.
Built for Clarity
Easily map employees by performance and potential to guide talent decisions.
Visual and Data-Backed
Auto-updating grid with employee data input — no manual formatting required.
Great for Leadership Buy-In
Drive strategic development discussions with a simple, structured view.
Ready in Minutes
Just plug in names, ratings, and let the grid auto-populate.
What You’ll Walk Away With
This isn’t just a spreadsheet — it’s a practical framework to make your talent reviews more objective, strategic, and business-aligned.
Succession Planning Made Simple
Identify high-potential employees and critical talent risks with one view.
Built for Team Calibration
Use it in HRBP reviews, manager 1:1s, or leadership talent discussions.
Customizable for Any Company
Adjust metrics, add weights, and re-label boxes as per your competency framework.
Free, Forever
Use it as-is or make it your own — completely editable, no watermark.
Download Your Free Guide
Complete the form below to get instant access to the Nine-Box Grid Excel Template.
About Peoplebox.ai
About
Peoplebox.ai helps HR teams build high-performing teams — from hiring to performance reviews.
Our AI-first platform is trusted by 600+ companies to streamline interviews, screen resumes faster, and run data-backed reviews that drive real results.
This Nine-Box Grid template is built for HR teams who want to make better, faster talent decisions. It combines the simplicity of Excel with the structure of strategic talent planning.
Whether you’re preparing for talent reviews, planning succession, or aligning on growth potential, this tool helps you lead the conversation with data — not bias.
Real Stories from Peoplebox.ai Users
See why Peoplebox.ai is the go-to for smarter people management. Join the ranks of forward-thinking HR teams who power business impact through performance reviews.
We've been working with Peoplebox in adopting the OKR and performance review tool. The Performance Review module that Peoplebox has developed by far has to be one of the most easy-to-use tools. Driving the entire interface through slack is simply brilliant esp for a tech product company! This is perhaps one of the other reasons I've loved working with Peoplebox.ai.
Swapna Nair
VP-HR,Khatabook
We switched to Peoplebox because of it's intuitiveness and ease of use. Their quick response to feedback and helping us throughout the entire journey is cherry on the top.
Aditya Kumar
Lead-HR,Khatabook
We've been working with Peoplebox in adopting the OKR and performance review tool. The Performance Review module that Peoplebox has developed by far has to be one of the most easy-to-use tools. Driving the entire interface through slack is simply brilliant esp for a tech product company! This is perhaps one of the other reasons I've loved working with Peoplebox.ai.
Swapna Nair
VP-HR,Khatabook
We switched to Peoplebox because of it's intuitiveness and ease of use. Their quick response to feedback and helping us throughout the entire journey is cherry on the top.
Aditya Kumar
Lead-HR,Khatabook
