Description
Run your next talent review in minutes. Score each employee from 1 to 5 for Performance and Potential, and this Excel template places them in the right box of the 9-box grid automatically — colour-coded, counted and ready to discuss.
What it does
- Auto-filling 9-box grid – names drop into the correct box as soon as scores are entered
- Department filter – view the whole company or one team with a single dropdown
- Colour-coded talent groups – Grow (green), Develop (amber) and Act (red)
- Distribution summary – count and % of people in every box and talent group
- Recommended action for every employee – from “fast-track development” to “performance improvement plan”
- Fully customisable – rename boxes, edit descriptions and actions, set your own Low/Medium/High thresholds and departments
- Up to 300 employees, with dropdowns and score validation to keep data clean
- Protected formulas – calculations are locked and hidden, so nothing breaks by accident
The nine boxes
Star · Emerging Star · Enigma · High Performer · Core Player · Inconsistent Player · Trusted Professional · Effective Contributor · Talent Risk
Who it’s for
HR managers, HR business partners, team leaders and small business owners preparing annual reviews, calibration meetings or succession plans.
What’s included
- 1 Excel workbook (.xlsx) with 4 sheets: How to Use, 9-Box Grid, Employee Data and Settings
- 15 sample employees so you can see how it works (clear them in one step)
- Built-in quick-start guide and tips for fair ratings
Requirements
Microsoft Excel 2019, Excel 2021 or Microsoft 365 (Windows or Mac). Not compatible with Google Sheets or Excel 2016 and earlier.
This is a digital download. No physical item will be shipped. Your file is available to download immediately after purchase.
Reviews
There are no reviews yet.