9-Box Talent Review Form

The 9-Box Talent Review Form is a strategic HR tool designed to help organizations identify high-potential employees, plan succession strategies, and create targeted development plans. This framework evaluates employees across two critical dimensions: current performance and future potential, creating a clear visual matrix for talent decisions.

Using Paperform's conditional logic and calculation capabilities, this template streamlines the 9-box assessment process. HR managers and leaders can quickly categorize talent, identify flight risks, spot future leaders, and ensure the right development investments are made for each employee segment.

The form captures essential performance metrics, competency assessments, and leadership potential indicators, then automatically calculates the employee's placement within the 9-box grid. This data-driven approach removes subjectivity and creates consistency across talent reviews, making calibration sessions more productive and succession planning more strategic.

For HR teams looking to automate their talent review workflow, this template integrates seamlessly with Stepper to trigger follow-up actions based on 9-box placement—automatically creating development plans, scheduling check-ins, assigning mentors, or flagging high-potential talent for leadership programs. You can also route assessments through approval chains and sync results directly into your HRIS or performance management system.

Whether you're conducting annual talent reviews, preparing for leadership transitions, or building a robust succession pipeline, this 9-box talent review template gives you the structure and insights needed to make informed decisions about your most valuable asset—your people.