COO 9-Box Talent Grid

📖 9-Box Talent Grid — Guidance & Instructions

📅 FY26 MY Timeline

Date	Action
Apr 2	Data and approach sent to COO LT and IT LT Leaders
Apr 5	9 Box Tool sent to leaders
Apr 6 – 13	9 Box completed for grades 07–10 by each leader
Apr 13 – 15	Consolidation + review (Director+ for 7–9, Sr. Dir+ for 10, VP+ for 11, SVP for 12)

📊 Distribution Guide (Target %)

	Inconsistent Impact	Successful Impact	Exceptional Impact
High Potential	Box 7 — 5%	Box 8 — 10%	Box 9 — 5%
Medium Potential	Box 4 — 0%	Box 5 — 55%	Box 6 — 10%
Low Potential	Box 1 — 3%	Box 2 — 2%	Box 3 — 10%

🎯 Box Implications (Talent Actions)

Box	Label	Implication
9	Super-star	Invest heavily for growth & development, esp. ICDP. Strongly consider for development programs.
8	Star	Invest for growth & development. Consider for development programs.
7	Retain	Likely a SME, hitting ceiling for role at company. Valuable — work to retain.
6	Retain & Grow	Bulk of team. Good performers, invest in growth. Upper end → develop into stars.
5	Retain & Grow	Bulk of team. Good performers, invest in growth.
4	Work to Recover	Likely strong historical performer going through personal issue impacting near-term performance.
3	Consider Bench Strength	Solid performer, but limited future growth. Assess bench strength needs — retain or upgrade.
2	Consider Exiting vs. Recovery	Determine likelihood of recovery. If low (esp. Inconsistent Impact), strongly consider exiting. If good, help recover.
1	Exit from Company	Extremely rare, if ever.

📏 Performance Axis (X-Axis)

• Exceptional Impact → rightmost column (Boxes 3, 6, 9)
• Successful Impact → center column (Boxes 2, 5, 8)
• Inconsistent Impact → leftmost column (Boxes 1, 4, 7)
• Inconsistent Impact (without growth mindset) — requires judgment:
  • If based on tenure → center column (2, 5, 8)
  • If based on performance → leftmost column (1, 4, 7)

📈 Potential Axis (Y-Axis) — Level Dependent

Level	High (Top Row)	Medium (Middle Row)	Low (Bottom Row)
Below Director	2+ promos in next 3 years	1 promo likely in next 3 years	Unlikely for promo in next 3 years
Director / Sr. Director	High confidence will make VP	Potential to make VP	Low likelihood to make VP
VP	Confident will make C-Suite	Some chance at C-Suite	Likely at highest level

🔄 FY Toggle and Editing

• Use the FY toggle to switch between FY25 and FY26 views.
• FY26 is editable: drag & drop employees to change their FY26 MY Box; the modal lets you change FY26 MY Box.
• FY25 is read-only historical: drag & drop and box edits are disabled.
• Pre-population: if FY26 MY Box exists, the FY26 view uses it; otherwise falls back to FY25 YE Box; if neither exists, defaults to Box 5.

📤 Upload and Merge

1. Upload a CSV or Excel (.xlsx) file using the provided Template (matches the Excel column structure).
2. Merge multiple files; duplicates are resolved by Employee ID.

⬇ Export

Export includes: Employee ID, Preferred Name, Business Title, Grade, Hire Date, Function, Pillar, Manager Name, Director, VP, Location, FY26 MY Box, FY25 YE Box, FY26 MY Performance Rating, FY25 YE Performance Rating, Notes.

🎨 Color Legend

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