{"id":475459,"date":"2025-08-14T22:17:24","date_gmt":"2025-08-15T05:17:24","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=475459"},"modified":"2025-08-14T22:17:30","modified_gmt":"2025-08-15T05:17:30","slug":"9-box-grid-templates","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/9-box-grid-templates\/","title":{"rendered":"Free 9 Box Grid Templates for Succession Planning"},"content":{"rendered":"\n<p>What happens if your star manager walks out tomorrow without notice and backup? If your stomach just dropped, it\u2019s time to get serious about building a leadership pipeline. You need people ready to step up when it counts\u2014without derailing business continuity.<\/p>\n\n\n\n<p>Succession planning and internal mobility aren\u2019t just HR checkboxes\u2014they\u2019re your edge in retaining and developing top talent.<\/p>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-f877ee53-3444-464a-aea0-dbf3212b30dc\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udc40 Did You Know:  <\/strong>In fact, <a href=\"https:\/\/www.gallup.com\/467702\/indicator-employee-retention-attraction.aspx\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">28% of employees<\/a> say they\u2019d leave for a company that invests more in their growth. So why not focus on developing the talent you already have to lead the charge for the future?<\/p>\n\n\n<\/div>\n\n\n<p>Not sure where to start? A 9 box grid is a smart first step. It helps you assess employee performance and future potential in one place. You\u2019ll quickly spot your high performers and future leaders worth investing in.&nbsp;<\/p>\n\n\n\n<p>It also clearly identifies how to offer feedback, training, and <strong>development<\/strong> <strong>opportunities<\/strong>. That kind of support helps people grow and, more importantly, stay.<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-c5ebaea1-5445-43f5-8fd7-170d43e2bfa6\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">Free 9 Box Grid Templates for Succession Planning<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#0-what-are-9-box-grid-templates\" style=\"\">What Are 9 Box Grid Templates?<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#1-vertical-axis-for-performance-low-to-high\" style=\"\">Vertical axis for performance (low to high)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#2-horizontal-axis-for-potential-low-to-high\" style=\"\">Horizontal axis for potential (low to high)<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#3-what-makes-a-good-9-box-grid-template\" style=\"\">What Makes a Good 9 Box Grid Template?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#4-free-9-box-grid-templates-at-a-glance-\" style=\"\">Free 9 Box Grid Templates at a Glance<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#5-16-free-9-box-grid-templates\" style=\"\">16 Free 9 Box Grid Templates<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#6-1-clickup-performance-review-document-template\" style=\"\">1. ClickUp Performance Review Document Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#7-2-clickup-comprehensive-performance-review-template\" style=\"\">2. ClickUp Comprehensive Performance Review Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#8-3-clickup-quarterly-performance-review-template\" style=\"\">3. ClickUp Quarterly Performance Review Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#9-4-clickup-employee-evaluation-form-template\" style=\"\">4. ClickUp Employee Evaluation Form Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#10-5-clickup-employee-weekly-report-template\" style=\"\">5. ClickUp Employee Weekly Report Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#11-6-clickup-performance-report-template\" style=\"\">6. ClickUp Performance Report Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#12-7-clickup-30-60-90-day-plan-template\" style=\"\">7. ClickUp 30 60 90 Day Plan Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#13-8-clickup-employee-action-plan-template\" style=\"\">8. ClickUp Employee Action Plan Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#14-9-clickup-succession-planning-template\" style=\"\">9. ClickUp Succession Planning Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#15-10-clickup-corporate-succession-planning-template\" style=\"\">10. ClickUp Corporate Succession Planning Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#16-11-clickup-employee-development-plan-template\" style=\"\">11. ClickUp Employee Development Plan Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#17-12-clickup-skill-gap-analysis-template\" style=\"\">12. ClickUp Skill Gap Analysis Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#18-13-9-box-grid-template-by-whatfix\" style=\"\">13. 9 Box Grid Template by Whatfix<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#19-14-9-box-grid-template-by-miro\" style=\"\">14. 9 box Grid Template by Miro<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#20-15-9-box-grid-talent-review-template-by-testgorilla\" style=\"\">15. 9 Box Grid Talent Review Template by TestGorilla<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#21-16-pdf-9-box-grid-talent-review-template-by-primalogik\" style=\"\">16. PDF 9 Box Grid Talent Review Template by Primalogik<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/9-box-grid-templates\/#22-shape-your-successors-the-smart-way-with-clickup\" style=\"\">Shape Your Successors the Smart Way With ClickUp<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-are-9-box-grid-templates\">What Are 9 Box Grid Templates?<\/h2>\n\n\n\n<p>Nine box grid templates are <strong>visual frameworks<\/strong> that help managers assess employee performance and potential using a simple 3&#215;3 matrix. These <a href=\"https:\/\/clickup.com\/blog\/performance-review-templates\/\">performance review templates<\/a> give teams a clearer picture of each person&#8217;s impact and future growth potential.<\/p>\n\n\n\n<p>Think of a <a href=\"https:\/\/clickup.com\/blog\/9-box-grid\/\">9 box grid<\/a> as a talent map that bridges the gap between <a href=\"https:\/\/clickup.com\/blog\/talent-development\/\">talent development<\/a>, performance management process, and succession planning. You get a zoomed-out view of your entire workforce. It makes it easier to spot the high performers, steady contributors, and those needing the right push to thrive.<\/p>\n\n\n\n<p>Here\u2019s what one looks like:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"583\" height=\"779\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-241.png\" alt=\"9 Box Grid Model\" class=\"wp-image-475461\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-241.png 583w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-241-225x300.png 225w\" sizes=\"auto, (max-width: 583px) 100vw, 583px\" \/><figcaption class=\"wp-element-caption\">9 box grid model<\/figcaption><\/figure><\/div>\n\n\n<p><strong>\ud83e\udd14 Feeling overwhelmed?<\/strong> Let\u2019s break down the components of the 9 box grid template:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-vertical-axis-for-performance-low-to-high\">Vertical axis for performance (low to high)<\/h3>\n\n\n\n<p>This shows how well someone is doing in their current role.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Low performance <\/strong>means they\u2019re falling short of expectations<\/li>\n\n\n\n<li><strong>Moderate performance <\/strong>shows they\u2019re meeting goals but have room to grow<\/li>\n\n\n\n<li><strong>High performance <\/strong>means they\u2019re not just meeting expectations\u2014they\u2019re consistently exceeding them<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-horizontal-axis-for-potential-low-to-high\">Horizontal axis for potential (low to high)<\/h3>\n\n\n\n<p>This measures their future growth capacity.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Low potential <\/strong>suggests a limited ability to take on more responsibility<\/li>\n\n\n\n<li><strong>Moderate potential <\/strong>means they can grow with the proper support and development<\/li>\n\n\n\n<li><strong>High potential <\/strong>signals they\u2019re ready for more prominent roles or leadership opportunities<\/li>\n<\/ul>\n\n\n\n<p>Now, let\u2019s see what each of the nine boxes stands for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Low performance \/ low potential:<\/strong> Fails to meet expectations and requires reassessment for role fit<\/li>\n\n\n\n<li><strong>Low performance \/ medium potential:<\/strong> Underperforms but shows growth potential with support or a better-aligned role<\/li>\n\n\n\n<li><strong>Low performance \/ high potential:<\/strong> Underdelivers now but demonstrates strong leadership potential with proper guidance<\/li>\n\n\n\n<li><strong>Medium performance \/ low potential:<\/strong> Meets basic expectations but lacks potential to grow beyond the current role<\/li>\n\n\n\n<li><strong>Medium performance \/ medium potential:<\/strong> Performs steadily and shows some development potential with the right support<\/li>\n\n\n\n<li><strong>Medium performance \/ high potential:<\/strong> Delivers consistent results and could take on greater challenges with focused development<\/li>\n\n\n\n<li><strong>High performance \/ low potential:<\/strong> Excels in current role but may not be suited for senior or complex responsibilities<\/li>\n\n\n\n<li><strong>High performance \/ medium potential:<\/strong> Performs strongly and could grow further with targeted training or new opportunities<\/li>\n\n\n\n<li><strong>High performance \/ high potential:<\/strong> Stands out as a top performer, ready for leadership or high-impact strategic roles<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-19d0f417-5b15-4a25-937a-6f5d8de9b12a\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udc40 <strong>Did You Know: <\/strong>Only <a href=\"https:\/\/www2.deloitte.com\/content\/dam\/Deloitte\/us\/Documents\/finance\/us-cfo-Internal-Mobility-cfo-insights.pdf\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">6% of employees<\/a> believe their organization excels at internal talent mobility, while 16% rate their efforts as inadequate.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"3-what-makes-a-good-9-box-grid-template\">What Makes a Good 9 Box Grid Template?<\/h2>\n\n\n\n<p>A Deloitte report found that <a href=\"https:\/\/www2.deloitte.com\/content\/dam\/insights\/us\/articles\/4772_Leadership-succession\/DI_Succession-planning.pdf\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">86% of business leaders<\/a> consider planning an urgent and essential priority, but only 14% believe they do it well. Nine box grid templates can help you bridge that gap. But you must consider whether they have all the necessary components.&nbsp;<\/p>\n\n\n\n<p>Here are some essential elements that make a 9 box grid template effective:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Box labels or titles:<\/strong> Clear headings like \u201cHigh Performer\u201d or \u201cFuture Leader\u201d that make each category easy to understand at a glance<\/li>\n\n\n\n<li><strong>Defined box descriptions:<\/strong> Brief explanations for every grid section to ensure consistent employee evaluation<\/li>\n\n\n\n<li><strong>Clear criteria and flow:<\/strong> Specific definitions for low, medium, and high performance or potential to make evaluations smoother and more objective<\/li>\n\n\n\n<li><strong>Employee information section:<\/strong> Space to record name, role, department, and review date for organized, trackable records<\/li>\n\n\n\n<li><strong>Notes and comment fields:<\/strong> Designated areas to add comments and assign review actions to relevant stakeholders for collaborative planning<\/li>\n\n\n\n<li><strong>Development recommendations:<\/strong> Skill-building suggestions tied to training, promotions, and performance software\u2014ideally with numeric scoring for consistency<\/li>\n\n\n\n<li><strong>Color coding:<\/strong> Visual cues (like red, yellow, green) to highlight patterns, supported by a legend explaining each label and score<\/li>\n\n\n\n<li><strong>Team or department filters:<\/strong> Custom filters by team, role, or location for easier analysis across company segments<\/li>\n\n\n\n<li><strong>Dynamic assignees:<\/strong> Task assignments with tracking for who\u2019s responsible and when actions are completed, ensuring accountability<\/li>\n\n\n\n<li><strong>Integrations:<\/strong> Syncing with <a href=\"https:\/\/clickup.com\/blog\/goal-tracking-apps\/\">goal-tracking <\/a>and project management tools to centralize data and streamline succession planning<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"4-free-9-box-grid-templates-at-a-glance-\"><strong>Free 9 Box Grid Templates at a Glance<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Template name<\/strong><\/td><td><strong>Download template<\/strong><\/td><td><strong>Ideal for<\/strong><\/td><td><strong>Best features<\/strong><\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/templates\/performance-review-1737m-78646\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Performance Review Document Template<\/a><\/td><td><a href=\"https:\/\/app.clickup.com\/signup?template=1737m-78646\" target=\"_blank\" rel=\"noreferrer noopener\">Get free template<\/a><\/td><td>HR professionals, managers, and team leaders reviewing individual employee performance<\/td><td>Skill and growth assessment, self\/peer reviews, goal\/objective tracking, performance improvement planning<\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/templates\/performance-reviews-t-900601867492\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Comprehensive Performance Review Template<\/a><\/td><td><a href=\"https:\/\/app.clickup.com\/signup?template=t-900601867492\" target=\"_blank\" rel=\"noreferrer noopener\">Get free template<\/a><\/td><td>HR teams, managers, and employees for career planning and structured reviews<\/td><td>Self-appraisals, collaborative feedback, progress bars, career mapping<\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/templates\/quarterly-performance-review-kkmvq-6142304\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Quarterly Performance Review Template<\/a><\/td><td><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6142304\" target=\"_blank\" rel=\"noreferrer noopener\">Get free template<\/a><\/td><td>Evaluating short-term objectives and achievements<\/td><td>Goal\/OKR tracking, performance summaries, soft skills evaluation, rating scale<\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/templates\/evaluation-form-t-194515600\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Employee Evaluation Form Template<\/a><\/td><td><a href=\"https:\/\/app.clickup.com\/signup?template=t-194515600\" target=\"_blank\" rel=\"noreferrer noopener\">Get free template<\/a><\/td><td>Daily\/weekly employee assessments<\/td><td>Task\/milestone tracking, star ratings, awards\/milestones, improvement plan guidance<\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/templates\/employee-weekly-report-template-kkmvq-2473248\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Employee Weekly Report Template<\/a><\/td><td><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-2473248\" target=\"_blank\" rel=\"noreferrer noopener\">Get free template<\/a><\/td><td>Encouraging self-evaluation and addressing weekly challenges<\/td><td>Weekly activity tracking, self-evaluation, improvement plan support, retention strategy<\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/templates\/performance-report-kkmvq-6105868\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Performance Report Template<\/a><\/td><td><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6105868\" target=\"_blank\" rel=\"noreferrer noopener\">Get free template<\/a><\/td><td>Visualizing project-based performance and leadership potential<\/td><td>Real-time KPI monitoring, visual charts, trend analysis, contribution tracking<\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/templates\/30-60-90-day-plan-t-182104475\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp 30-60-90 Day Plan Template<\/a><\/td><td><a href=\"https:\/\/app.clickup.com\/signup?template=t-182104475\" target=\"_blank\" rel=\"noreferrer noopener\">Get free template<\/a><\/td><td>Leadership potential evaluation and succession planning<\/td><td>Goal\/milestone tracking, calendar view, structured evaluation, training needs identification<\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/templates\/employee-action-plan-kkmvq-6094888\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Employee Action Plan Template<\/a><\/td><td><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6094888\" target=\"_blank\" rel=\"noreferrer noopener\">Get free template<\/a><\/td><td>Addressing performance issues with actionable roadmaps<\/td><td>Incident reporting, improvement tracking, digital signatures, corrective initiatives<\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/templates\/succession-planning-t-126198863\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Succession Planning Template<\/a><\/td><td><a href=\"https:\/\/app.clickup.com\/signup?template=t-126198863\" target=\"_blank\" rel=\"noreferrer noopener\">Get free template<\/a><\/td><td>Detailing leadership transitions and talent management<\/td><td>Role mapping, hierarchy outlining, skills\/abilities tracking, performance monitoring<\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/templates\/corporate-succession-planning-t-132044277\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Corporate Succession Planning Template<\/a><\/td><td><a href=\"https:\/\/app.clickup.com\/signup?template=t-132044277\" target=\"_blank\" rel=\"noreferrer noopener\">Get free template<\/a><\/td><td>Scheduling and automating succession tasks<\/td><td>Task automation, feedback delivery, agenda detailing, resource management<\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/templates\/employee-development-plan-t-205427166\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Employee Development Plan Template<\/a><\/td><td><a href=\"https:\/\/app.clickup.com\/signup?template=t-205427166\" target=\"_blank\" rel=\"noreferrer noopener\">Get free template<\/a><\/td><td>Targeted training for future leaders<\/td><td>Personalized growth plans, collaborative feedback, training\/resource tracking<\/td><\/tr><tr><td><a href=\"https:\/\/clickup.com\/templates\/skills-gap-analysis-t-222052366\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Skill Gap Analysis Template<\/a><\/td><td><a href=\"https:\/\/app.clickup.com\/signup?template=t-222052366\" target=\"_blank\" rel=\"noreferrer noopener\">Get free template<\/a><\/td><td>Identifying and bridging skill gaps for leadership<\/td><td>Custom skill fields, target scoring, dashboard visualization, upskilling options<\/td><\/tr><tr><td><a href=\"https:\/\/whatfix.com\/blog\/9-box-grid\/\" target=\"_blank\" rel=\"noreferrer noopener\">9 box grid template by Whatfix<\/a><\/td><td><a href=\"https:\/\/whatfix.com\/blog\/9-box-grid\/\" target=\"_blank\" rel=\"noreferrer noopener\">Download this template<\/a><\/td><td>Succession planning and talent management<\/td><td>Customizable fields, clear grid definitions, training needs identification<\/td><\/tr><tr><td><a href=\"https:\/\/miro.com\/miroverse\/9-box-talent-grid\/\" target=\"_blank\" rel=\"noreferrer noopener\">9 box Grid Template by Miro<\/a><\/td><td><a href=\"https:\/\/miro.com\/miroverse\/9-box-talent-grid\/\" target=\"_blank\" rel=\"noreferrer noopener\">Download this template<\/a><\/td><td>Start-ups and teams new to succession planning<\/td><td>Editable fields, color coding, clear axis criteria<\/td><\/tr><tr><td><a target=\"_blank\" href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1eLyX4PwSgCes7NM9obiQsB8CH5MITtalO4Oyr2dS6xw\/edit?gid=0#gid=0\" rel=\"noreferrer noopener\">9 Box Grid Talent Review Template by TestGorilla<\/a><\/td><td><a target=\"_blank\" href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1eLyX4PwSgCes7NM9obiQsB8CH5MITtalO4Oyr2dS6xw\/edit?gid=2081565085#gid=2081565085\" rel=\"noreferrer noopener\">Download this template<\/a><\/td><td>Visual mapping of employee contributions<\/td><td>Ready-to-use Excel, customizable, project participation tracking<\/td><\/tr><tr><td><a href=\"https:\/\/primalogik.com\/resources\/9-box-talent-review-template-download\/\" target=\"_blank\" rel=\"noreferrer noopener\">PDF 9 Box Grid Talent Review Template by Primalogik<\/a><\/td><td><a href=\"https:\/\/primalogik.com\/wp-content\/uploads\/2024\/09\/9-box-talent-review-template.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download this template<\/a><\/td><td>Reference for building custom 9 box grids<\/td><td>PDF format, clear grid layout, skill gap identification<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"5-16-free-9-box-grid-templates\">16 Free 9 Box Grid Templates<\/h2>\n\n\n\n<p>You could build a 9 box grid from scratch\u2014mapping axes, scoring systems, and role definitions yourself. Or you could skip the setup and use ClickUp\u2019s free templates.<\/p>\n\n\n\n<p><a href=\"http:\/\/clickup.com\">ClickUp<\/a>, the everything app for work, gives you everything in one spot: build talent profiles, set growth checkpoints, assign feedback, and track succession plans across teams.<\/p>\n\n\n\n<p>With ClickUp, you can build talent profiles, create checklists, and track future leaders. Plus, its <a href=\"https:\/\/clickup.com\/blog\/evaluation-tools\/\">evaluation tools<\/a> let you assign development plans, set growth checkpoints, and more\u2014 all in one place for seamless employee performance management and succession planning.<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Our teams have used forms and templates to standardize some workflows. We&#8217;ve also used the built-in automation to ease some workflows, especially where custom fields are capturing information that can help determine who should be assigned to a task. Finally, we&#8217;ve also used the email integration and API features to automatically generate tasks when some platforms are alerting or showing possible performance issues.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.trustradius.com\/reviews\/clickup-2022-07-20-04-30-20\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Philip Storry<\/a><\/cite><span>,\u00a0<\/span><span class=\"cu-author-quote__author-position\">Senior System Administrator, SYZYGY<\/span><\/figcaption><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-1-clickup-performance-review-document-template\">1. ClickUp Performance Review Document Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-242.png\" alt=\"ClickUp Performance Review Document Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=1737m-78646\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Create employee performance profiles easily with the ClickUp Performance Review Document Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>You can\u2019t identify next-gen talent without first understanding how your team performs today. The <a href=\"https:\/\/clickup.com\/templates\/performance-review-1737m-78646\">ClickUp Performance Review Document Template<\/a> helps you spot those high-performing employees from the talent pool and prepare them to hold the baton with actionable feedback.<\/p>\n\n\n\n<p>You can use this template to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assess skills, growth trajectory, and current role fit<\/li>\n\n\n\n<li>Collect self and peer reviews for balanced insights<\/li>\n\n\n\n<li>Set clear goals and objectives within a specific timeline to streamline performance management and talent mapping<\/li>\n\n\n\n<li>Highlight achievements to boost morale<\/li>\n\n\n\n<li>Create a performance improvement plan using built-in performance management software features to deliver timely support<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-5ee550f2-4ad1-4232-86bd-9b19944846f3\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>HR professionals, managers, and team leaders to review individual employee performance.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=1737m-78646\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-2-clickup-comprehensive-performance-review-template\">2. ClickUp Comprehensive Performance Review Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-243.png\" alt=\"ClickUp Performance Review Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-900601867492\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Schedule employee performance reviews and measure progress visually with the ClickUp Performance Review Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Help your employees reflect, grow, and own their impact as successors with the <a href=\"https:\/\/clickup.com\/templates\/performance-reviews-t-900601867492\">ClickUp Performance Review Template<\/a>. Team members can use it to run self-appraisals, and managers can deliver structured feedback to plan career growth opportunities for each employee.<\/p>\n\n\n\n<p>This <a href=\"https:\/\/clickup.com\/blog\/career-map-templates\/\">career map template<\/a> helps you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Empower employees with self-appraisals and <a href=\"https:\/\/clickup.com\/blog\/goal-setting-for-performance-review-appraisal\/\">set goals for performance review appraisals<\/a><\/li>\n\n\n\n<li>Monitor their growth through progress bars for performance reviews<\/li>\n\n\n\n<li>Hold collaborative career conversations to plan the employee\u2019s future in the company<\/li>\n\n\n\n<li>Assign employee performance review tasks to managers and stakeholders&nbsp;<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-21d4e415-cd4b-43f2-8a14-f595e5b347b3\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>HR teams, managers, and employees to evaluate performance, support career planning, and hold structured conversations about future growth.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-900601867492\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-3-clickup-quarterly-performance-review-template\">3. ClickUp Quarterly Performance Review Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-244.png\" alt=\"ClickUp Quarterly Performance Review Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6142304\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Let employees know areas of improvement and achievements regularly with the ClickUp Quarterly Performance Review Template<\/figcaption><\/figure><\/div><\/div>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-fa2dfaa5-05b9-41e6-a647-9170e44f6595\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udc40 <strong>Did You Know:<\/strong> <a href=\"https:\/\/explore.textio.com\/feedback-bias-2023\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">63% of people<\/a> leave their jobs because of insufficient or low-quality feedback? Without structured and regular feedback delivery, you risk losing promising workers and derailing your entire succession plan.<\/p>\n\n\n<\/div>\n\n\n<p>Make feedback a routine with the <a href=\"https:\/\/clickup.com\/templates\/quarterly-performance-review-kkmvq-6142304\">ClickUp Quarterly Performance Review Template<\/a>.&nbsp;<\/p>\n\n\n\n<p>You can use it to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Categorize and add attributes to track goals, OKRs, and other KPIs<\/li>\n\n\n\n<li>Offer summaries on current performance, goal achievements, improvements, and work ethics<\/li>\n\n\n\n<li>Identify areas of improvement in soft skills like problem-solving and communication&nbsp;<\/li>\n\n\n\n<li>Highlight their achievements and deliver constructive criticism for the quarter<\/li>\n\n\n\n<li>Rate contributions on the scale of Excellent, Good, Fair, and Poor, and build a <a href=\"https:\/\/clickup.com\/blog\/stack-ranking-for-employee-performance\/\">stack ranking for employee performance<\/a><\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-5cfb8510-39c7-4c91-9a16-fbcaf9994ec8\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Evaluating employees\u2019 alignment with short-term objectives, recognizing achievements, and setting SMART goals every quarter.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6142304\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9-4-clickup-employee-evaluation-form-template\">4. ClickUp Employee Evaluation Form Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-245.png\" alt=\"ClickUp Evaluation Form Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-194515600\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Track employee performance and milestones regularly with the ClickUp Evaluation Form Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Regular evaluations highlight which employees consistently meet or exceed expectations. These people are most likely to handle more prominent roles successfully in your company.<\/p>\n\n\n\n<p>With the <a href=\"https:\/\/clickup.com\/templates\/evaluation-form-t-194515600\">ClickUp Evaluation Form Template<\/a>, you can easily track performance and milestones, spot top talent early, and confidently plan for succession.<\/p>\n\n\n\n<p>You can use this template to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track how many hours an employee has contributed&nbsp;<\/li>\n\n\n\n<li>Evaluate how many tasks they have completed to <a href=\"https:\/\/clickup.com\/blog\/how-to-measure-team-performance\/\">measure team performance<\/a> and efficiency<\/li>\n\n\n\n<li>Monitor their pace of reaching milestones to understand their potential and growth&nbsp;<\/li>\n\n\n\n<li>Highlight the awards and milestones they have achieved, and give star ratings to the employee\u2019s skill set<\/li>\n\n\n\n<li>Guide your performance improvement plan&nbsp;<\/li>\n\n\n\n<li>Ensure that evaluations are based on consistent, objective criteria<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-74a6bdbe-3edd-47a5-85b5-4edc83d29276\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Daily and Weekly assessments of employees&#8217; performance and milestones.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-194515600\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n<div style=\"border: 3px dotted #f78da7; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-10635b4e-8f5b-4388-a53c-afeabcc76d1e\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0 <strong>Fun Fact: <\/strong>Jack Welch, GE\u2019s legendary CEO, coined the \u201c<a href=\"https:\/\/jackwelch.strayer.edu\/winning\/leadership-4es-p-energy-energize-edge-execute-passion\/\">4Es and a P<\/a>\u201d formula\u2014energy, Energize, Edge, Execute, and Passion\u2014which later helped inspire the 9-box grid framework.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"10-5-clickup-employee-weekly-report-template\">5. ClickUp Employee Weekly Report Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-246.png\" alt=\"ClickUp Employee Weekly Report Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-2473248\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Track employee performance and solve their challenges with the ClickUp Employee Weekly Report Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/employee-weekly-report-template-kkmvq-2473248\">ClickUp Employee Weekly Report Template<\/a> <strong>isn\u2019t a <\/strong><span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\"><strong>9 box grid itself, but it\u2019s a powerful complement<\/strong>&nbsp;that helps<\/span> employees evaluate their progress and surface blockers early.<\/p>\n\n\n\n<p>It also gives your teams a platform to voice their challenges and issues for that week. That way, you can address the problems quickly, improve workplace satisfaction, and <a href=\"https:\/\/clickup.com\/blog\/how-to-retain-top-talent-employees\/\">retain your top talent employees<\/a>.<\/p>\n\n\n\n<p>You can use this template to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track weekly activities, time spent, and employee contributions\u2014all in one place<\/li>\n\n\n\n<li>Spot and solve recurring workplace issues\u2014including employee retention strategies\u2014to improve the employee experience and support success<\/li>\n\n\n\n<li>Encourage self-evaluation using the built-in rating scale<\/li>\n\n\n\n<li>Guide employees in creating their improvement plan and offer support where needed<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-ba7f8e00-f6fd-48c1-bac0-01489fa13fd9\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Encouraging self-sufficiency in successors and promptly addressing common issues they face.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-2473248\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-f9b2a821-fa31-4357-b806-a65892d17a87\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udceeClickUp Insight:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/work-week\/\">92% of knowledge workers<\/a> use personalized time management strategies. However, most workflow management tools don&#8217;t yet offer robust built-in time management or prioritization features, which can hinder effective prioritization.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/ai\">ClickUp&#8217;s AI-powered scheduling<\/a> and time-tracking features can help you transform this guesswork into data-driven decisions. It can even suggest optimal focus windows for tasks. Build a custom time management system that adapts to how you work!<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/login?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Start using ClickUp AI for free!<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"11-6-clickup-performance-report-template\">6. ClickUp Performance Report Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-247.png\" alt=\"ClickUp Performance Report Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6105868\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Visualize project-based performance to identify the best contributors with the ClickUp Performance Report Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Performance management can get complicated quickly, especially when scaling your team and considering succession planning. Who&#8217;s handling what? Are they improving over time? With so many moving parts, the <a href=\"https:\/\/clickup.com\/templates\/performance-report-kkmvq-6105868\">ClickUp Performance Report Template<\/a> gives you a clearer view. It brings everything together with smart, easy-to-read visuals that help you stay on top of employee growth and project progress.<\/p>\n\n\n\n<p>You can use this template to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Monitor progress and KPIs in real-time<\/li>\n\n\n\n<li>Measure the cost overruns during the program\/project\/milestone timeline<\/li>\n\n\n\n<li>Quantify time spent, progress, and budget through visuals and charts<\/li>\n\n\n\n<li>Analyze employee performance trends to identify the best performers and their leadership potential<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-61ecfad4-af46-423d-8f3e-0efdf068b366\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Visualizing project-based performance and contribution to understand the employee\u2019s leadership potential.\u00a0<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6105868\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"12-7-clickup-30-60-90-day-plan-template\">7. ClickUp 30 60 90 Day Plan Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-248.png\" alt=\"ClickUp 30-60-90 Day Plan Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-182104475\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Set evaluation checkpoints for leadership potential and succession planning with the ClickUp 30-60-90 Day Plan Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Create checkpoints for the employee performance evaluation with the <a href=\"https:\/\/clickup.com\/templates\/30-60-90-day-plan-t-182104475\">ClickUp 30-60-90 Day Plan Template<\/a>. This 9 box grid will help you evaluate the employees you are considering for more significant responsibilities and choose the best ones from them.&nbsp;<\/p>\n\n\n\n<p>Moreover, this can help you measure performance and progress. Identify training needs and offer support every thirty days to groom them for critical roles.<\/p>\n\n\n\n<p>This template will let you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set individual goals and tasks for the employees and monitor progress accordingly<\/li>\n\n\n\n<li>Assess how employees who got recent promotions are settling into their new roles<\/li>\n\n\n\n<li>Monitor milestones with calendar view<\/li>\n\n\n\n<li>Find the best people for leadership roles through periodic performance evaluation<\/li>\n\n\n\n<li>Use a structured evaluation process to assess new employees\u2019 leadership potential<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-d6f657cb-1dde-4e70-82ee-7a3d7f1675f7\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Finding the best employees for leadership roles.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-182104475\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-f241ae16-6f3f-49a7-b4cb-e0f574c89d95\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udcd6  Also Read: <\/strong><a href=\"https:\/\/clickup.com\/blog\/skills-management-software\/\">Best Skills Management Software (Reviews &amp; Pricing)<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"13-8-clickup-employee-action-plan-template\">8. ClickUp Employee Action Plan Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-249.png\" alt=\"ClickUp Employee Action Plan Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6094888\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Hone leadership skills in your employees with the ClickUp Employee Action Plan Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Want your employees to thrive in future leadership roles? Set them up for organizational success with the <a href=\"https:\/\/clickup.com\/templates\/employee-action-plan-kkmvq-6094888\">ClickUp Employee Action Plan Template<\/a>. It gives them a clear, actionable roadmap to build the skills, mindset, and experience they\u2019ll need to grow into leadership with confidence. Managing talent has never been easier.<\/p>\n\n\n\n<p>You can use this template to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>File incident reports to ensure accountability in both employees and their supervisors<\/li>\n\n\n\n<li>List your findings, and support them with data<\/li>\n\n\n\n<li>Create an action plan for improvements to <a href=\"https:\/\/clickup.com\/blog\/how-to-develop-a-team\/\">develop a high-performing team<\/a> ready to take on leadership roles<\/li>\n\n\n\n<li>Add timelines, status, and notes for each improvement action in the \u201cCorrective Initiatives\u201d section<\/li>\n\n\n\n<li>Track progress according to the issue and set success criteria as pass or fail<\/li>\n\n\n\n<li>Take digital signatures of employees and reviewers<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-17e164b2-a6b5-4073-9f29-827f38653c5b\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Helping employees address specific performance issues with an actionable roadmap.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6094888\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-33ae51a2-fcef-4f3b-8dac-07289fdeacea\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udc40 <strong>Did You Know: <\/strong>Just over <a href=\"https:\/\/www.spencerstuart.com\/research-and-insight\/spencer-stuart-director-pulse-survey-ceo-succession-2024\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">20% of organizations<\/a> expect a CEO transition within the next 18 months, yet 45% worry they won\u2019t have even one internal candidate prepared to step into the role.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"14-9-clickup-succession-planning-template\">9. ClickUp Succession Planning Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-250.png\" alt=\"ClickUp Succession Planning Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-126198863\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Plan smooth transitions from your current and future successors with the ClickUp Succession Planning Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>The performance evaluation templates will show you where each employee stands in terms of leadership capabilities. Now it&#8217;s time to outline the role transition and talent management strategies with the <a href=\"https:\/\/clickup.com\/templates\/succession-planning-t-126198863\">ClickUp Succession Planning Template<\/a>.&nbsp;<\/p>\n\n\n\n<p>It will help you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Map out who your leadership team will be and their hierarchy&nbsp;<\/li>\n\n\n\n<li>Outline exactly how their roles and responsibilities will shift with the promotion&nbsp;<\/li>\n\n\n\n<li>Clarify the skills and abilities they must develop for the role<\/li>\n\n\n\n<li>Develop a pipeline of leadership talent to support your future goals<\/li>\n\n\n\n<li>Track potential successors\u2019 performance to outline future leadership roles&nbsp;<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-7021b872-9071-4700-94af-3b24875b868d\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Detailing current and future leaders&#8217; hierarchy, roles, and responsibilities for a smooth transition.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-126198863\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"15-10-clickup-corporate-succession-planning-template\">10. ClickUp Corporate Succession Planning Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-251.png\" alt=\"ClickUp Corporate Succession Planning Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-132044277\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Convert steps in your succession plan into tasks and track progress with the ClickUp Corporate Succession Planning Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/corporate-succession-planning-t-132044277\">ClickUp Corporate Succession Planning Template<\/a> is another talent management framework you can use to map the responsibilities of your company\u2019s future successors. This template is excellent for ensuring your successors receive the best possible guidance.<\/p>\n\n\n\n<p>This template will help you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Turn your succession plan into tasks to ensure all stakeholders are pulling their weight in grooming the new leaders&nbsp;<\/li>\n\n\n\n<li>Automate feedback delivery to high-potential employees to hone their skills continuously<\/li>\n\n\n\n<li>Detail the agenda for every leadership role and provide the necessary resources<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-03286be9-e62f-4fd3-8295-48073399a4c5\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Scheduling and automating tasks and actions to build leadership pipelines.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-132044277\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"16-11-clickup-employee-development-plan-template\">11. ClickUp Employee Development Plan Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-252.png\" alt=\"ClickUp Employee Development Plan Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-205427166\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Deliver targeted training to future successors with the ClickUp Employee Development Plan Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Proper succession planning requires more than finding the right people to be your successors. You also need <a href=\"https:\/\/clickup.com\/blog\/talent-management-software\/\">talent management action<\/a> steps to equip them with the necessary training and resources to handle bigger responsibilities.&nbsp;<\/p>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/employee-development-plan-t-205427166\">ClickUp Employee Development Plan Template<\/a> can do that for you with a quick and actionable employee growth plan.<\/p>\n\n\n\n<p>You can use it to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create personalized career development initiatives for each employee <\/li>\n\n\n\n<li>Collaborate with teammates and management to deliver feedback<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-dfedcd85-3ec1-4798-8703-117e833472cd\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Helping employees grow into leadership roles with targeted training maps and keeping your succession plan on track.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-205427166\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-dd46ccf4-373f-4746-a1a5-015c1e4cb919\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udcd6  Also Read: <\/strong><a href=\"https:\/\/clickup.com\/blog\/performance-review-software\/\">Best Employee Performance Review Software<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"17-12-clickup-skill-gap-analysis-template\">12. ClickUp Skill Gap Analysis Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-253.png\" alt=\"ClickUp Skill Gap Analysis Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-222052366\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get free template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get free template&quot;}\">Get free template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Identify and address skill gaps in your future successors with the ClickUp Skill Gap Analysis Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Not everyone will ace every skill\u2014and that\u2019s okay. But your future leaders should be adaptable, strategic, and open to growth. The <a href=\"https:\/\/clickup.com\/templates\/skills-gap-analysis-t-222052366\">ClickUp Skill Gap Analysis Template<\/a> helps you pinpoint where support is needed and guides your team toward the development they need to step up with confidence.<\/p>\n\n\n\n<p>You can use it to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set a target score and use it as a benchmark to measure skill&nbsp;<\/li>\n\n\n\n<li>Create Custom Fields for skills fitting your company\u2019s leadership roles<\/li>\n\n\n\n<li>Customize <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a> to visualize and track skill gaps by team or role<\/li>\n\n\n\n<li>Offer targeted upskilling options accordingly<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-4e7a8fa4-0646-4d95-aa8b-037c4ccd8253\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Applying target development plans to bridge the gaps between your employees&#8217; current skills and those they need for future leadership roles.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-222052366\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-9f77a9b2-1339-4566-b8e9-b092c711fe06\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcca\ud83c\udfa5 Watch this video to learn how <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a> can help you visualize data, track progress, and make informed decisions.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"ClickUp Dashboards | Quick Setup Guide\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/lqqSsEQ-tTk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"18-13-9-box-grid-template-by-whatfix\">13. 9 Box Grid Template by Whatfix<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1360\" height=\"567\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-254.png\" alt=\"9 Box Grid Template\" class=\"wp-image-475500\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-254.png 1360w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-254-300x125.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-254-768x320.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-254-700x292.png 700w\" sizes=\"auto, (max-width: 1360px) 100vw, 1360px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/whatfix.com\/blog\/9-box-grid\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Whatfix<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/whatfix.com\/blog\/9-box-grid\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">9 box grid template by Whatfix<\/a> is a straightforward talent management framework that clearly defines each grid, so you know exactly how to use it. You can also customize the fields to fit your organization\u2019s needs and steer your succession planning in the best direction for you.<\/p>\n\n\n\n<p>This template lets you:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Identify employees as high performers and high-potential ones easily<\/li>\n\n\n\n<li>Manage succession planning and leadership development.<\/li>\n\n\n\n<li>Highlight specific training needs to help employees grow<\/li>\n\n\n\n<li>Provide a structured approach for talent management action steps and discussions among team leaders and managers<\/li>\n\n\n\n<li>Allocate resources to employee development efforts&nbsp;<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-485224b5-218b-4b2e-9b2d-8818e11ed788\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Facilitating effective succession planning through identifying and developing high-potential talents for leadership roles.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/whatfix.com\/blog\/9-box-grid\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"cu-button cu-button--pink cu-button--improved\">Download this template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"19-14-9-box-grid-template-by-miro\">14. 9 box Grid Template by Miro<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1386\" height=\"773\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-255.png\" alt=\"9 box Grid Template\" class=\"wp-image-475501\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-255.png 1386w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-255-300x167.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-255-768x428.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-255-700x390.png 700w\" sizes=\"auto, (max-width: 1386px) 100vw, 1386px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/miro.com\/miroverse\/9-box-talent-grid\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Miro<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>The <a href=\"https:\/\/miro.com\/miroverse\/9-box-talent-grid\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">9 box Grid Template by Miro<\/a> is a great starting point if you\u2019re new to succession planning. It\u2019s detailed yet easy to follow, with clear performance and potential criteria marked along the X and Y axes\u2014so you won\u2019t be left guessing what each grid means.<\/p>\n\n\n\n<p>You can use this template to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Categorize employee performance and potential as high, medium, or low on both axes<\/li>\n\n\n\n<li>Compare them with what\u2019s expected from\u00a0your company\u2019s leadership roles<\/li>\n\n\n\n<li>Customize color and edit fields as per your needs&nbsp;<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-0284a4de-3cb5-4516-9606-48ea12bda305\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Start-ups without experience in succession planning and talent development.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/miro.com\/miroverse\/9-box-talent-grid\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"cu-button cu-button--pink cu-button--improved\">Download this template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"20-15-9-box-grid-talent-review-template-by-testgorilla\">15. 9 Box Grid Talent Review Template by TestGorilla<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"600\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-256.png\" alt=\"9 Box Grid Talent Review Template\" class=\"wp-image-475502\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-256.png 1000w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-256-300x180.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-256-768x461.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-256-700x420.png 700w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.testgorilla.com\/blog\/talent-assessment-templates\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">TestGorilla<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>The <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1eLyX4PwSgCes7NM9obiQsB8CH5MITtalO4Oyr2dS6xw\/edit?gid=0#gid=0\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">9 Box Grid Talent Review Template by TestGorilla<\/a> is a ready-to-use Excel worksheet designed to help you easily evaluate employee potential and performance.<\/p>\n\n\n\n<p>It has a ready-to-use reference layout to see exactly how a 9-box grid works. Then, you can tweak the customizable fields to fit your own succession planning needs.<\/p>\n\n\n\n<p>This template lets you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Analyze\u00a0 employee performance over the past three to six months<\/li>\n\n\n\n<li>Simplify evaluating performance and participation in key projects and outcomes<\/li>\n\n\n\n<li>See how they work with other team members<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-91372997-2eb4-468c-b42b-26bde55067dd\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Visually mapping out the contributions of each employee for accurate succession planning.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1eLyX4PwSgCes7NM9obiQsB8CH5MITtalO4Oyr2dS6xw\/edit?gid=2081565085#gid=2081565085\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"cu-button cu-button--pink cu-button--improved\">Download this template<\/a><\/div>\n\n\n<div style=\"border: 3px dotted #f78da7; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-37b71f4a-4598-4553-b4e4-b9e3416c8eea\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0 <strong>Fun Fact: <\/strong>Since we\u2019re discussing succession planning, did you know the hit TV show Succession was initially pitched<a href=\"https:\/\/www.theguardian.com\/tv-and-radio\/2023\/mar\/24\/23-things-you-probably-never-knew-about-succession\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"> as a feature film<\/a>? It was supposed to follow one powerful media family, but lucky for us, it turned into the drama-packed series we binge-watch today.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"21-16-pdf-9-box-grid-talent-review-template-by-primalogik\">16. PDF 9 Box Grid Talent Review Template by Primalogik<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"913\" height=\"793\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-257.png\" alt=\"PDF 9 Box Grid Talent Review Template\" class=\"wp-image-475503\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-257.png 913w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-257-300x261.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-257-768x667.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-257-700x608.png 700w\" sizes=\"auto, (max-width: 913px) 100vw, 913px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/primalogik.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Primalogik<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Want to create a 9 box grid template from scratch? The <a href=\"https:\/\/primalogik.com\/resources\/9-box-talent-review-template-download\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">PDF 9 Box Gr<\/a><a href=\"https:\/\/primalogik.com\/resources\/9-box-talent-review-template-download\/\">id Talent Review Template by Primalogik<\/a> is a solid starting point. It lays out precisely what to include in each grid to effectively measure employee performance and potential.<\/p>\n\n\n\n<p>You can use this template to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Review the talents and assess their suitability to hold more senior leadership positions&nbsp;<\/li>\n\n\n\n<li>Identify and address skill gaps and training needs&nbsp;<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-aa69de58-a1e3-4e59-9dbe-fe7226a9fe16\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd11 Ideal for: <\/strong>Using as a reference to create a 9 box grid template from scratch.<\/p>\n\n\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/primalogik.com\/wp-content\/uploads\/2024\/09\/9-box-talent-review-template.pdf\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"cu-button cu-button--pink cu-button--improved\">Download this template<\/a><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"22-shape-your-successors-the-smart-way-with-clickup\">Shape Your Successors the Smart Way With ClickUp<\/h2>\n\n\n\n<p>Companies that place high performers in key roles each quarter are <a href=\"https:\/\/www.mckinsey.com\/~\/media\/mckinsey\/business%20functions\/people%20and%20organizational%20performance\/our%20insights\/the%20state%20of%20organizations%202023\/the-state-of-organizations-2023.pdf\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">2.2x more likely to outperform competitors<\/a>. Want the same edge? Use 9 box grid templates for talent management decisions and succession planning. These help you identify top talent, assess potential, and build a solid leadership pipeline.<\/p>\n\n\n\n<p>With ClickUp, you can manage all your 9 box grid templates in one spot\u2014free. Customize them for different roles, set reminders, and automate talent tasks. You\u2019ll also get a clear view of each employee\u2019s progress on ClickUp Dashboards.<\/p>\n\n\n\n<p><strong>Build your leadership pipeline\u2014without the chaos.<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/app.clickup.com\/signup\">Start using ClickUp<\/a> to map talent, track growth, and plan succession in one place. \u2705<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What happens if your star manager walks out tomorrow without notice and backup? If your stomach just dropped, it\u2019s time to get serious about building a leadership pipeline. You need people ready to step up when it counts\u2014without derailing business continuity. Succession planning and internal mobility aren\u2019t just HR checkboxes\u2014they\u2019re your edge in retaining and [&hellip;]<\/p>\n","protected":false},"author":135,"featured_media":419642,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[990],"tags":[],"class_list":["post-475459","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/image-329.png","author_info":{"display_name":"Uma Kelath","author_link":"https:\/\/clickup.com\/blog\/author\/uma-kelath\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Free 9 Box Grid Templates for Succession Planning | ClickUp<\/title>\n<meta name=\"description\" content=\"Grab our free, customizable 9 box grid templates for succession planning. 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