What is a 9-box grid?
A 9-box grid is a 3×3 talent-management matrix that plots employees by performance and potential to guide succession planning. This Excel template runs that McKinsey-style analysis automatically.
Good to know: add your data and the visuals update. A little setup lets you tailor it to your own labels and KPIs.
What's included
- A McKinsey-style 9-box analysis from simple 1–3 scores
- Auto-generated insights and dashboard visuals
- Filters and structured output tables
- A clean data-entry sheet for your team
How it works
Enter your team and score each person 1–3 on performance and potential. The template generates the grid, dashboard-style visuals, filters, and structured tables you can pull into other tools.
Who it's for
HR teams, managers, and leaders running talent reviews and succession planning.
Excel compatibility
Requires Excel 2021 or Microsoft 365 (Windows or Mac). It uses newer dynamic-array features, so it will not work in Excel 2019 or earlier.