What this template is about
This 9 Box Talent Review Matrix template gives you a clear visual way to map every staff member by two dimensions: performance and potential. Each of the nine boxes represents a different talent category, such as Potential Gems, Key Players, and Strong Performers, so you can quickly see the shape of your team and your future leadership bench.
What it helps you achieve
Use this template to make talent decisions based on evidence rather than gut feeling. It helps you identify high potential future leaders, pinpoint inconsistent or under performers, and highlight solid contributors who may be ready for stretch assignments. The result is better succession planning, more targeted development plans, and clearer decisions about promotions, coaching, and role changes.
Who will benefit most
This template is ideal for HR and People teams, department leaders, and managers who run talent reviews or calibration sessions. It is also useful for executives who want a quick snapshot of overall team health and the strength of the leadership pipeline.
How to use it
Add your staff names to the colored sticky notes on the left.
Align on simple criteria for Performance and Potential for your organization.
Drag and drop each staff note into the box that best reflects their current performance and potential.
Discuss each placement with your leadership team, then capture key decisions and development actions in or next to each box.
Revisit the matrix regularly to track progress, update placements, and refine your long term talent strategy.
