Take Your Talent Management to the Next Level with the 9 Box Model

Sep 11, 2024

9 box model

Prior to deep diving into knowing the 9 box model and its efficacy, let us look into talent management. By definition, talent management is the strategic usage of human resources for planning to improve business and employee engagement. Now, how do we integrate talent management and the 9 box model to establish proper functioning of the organization, how to assimilate your employees’ performance and understand the scope for potential growth? We are sure that you have already deduced the what’s and when’s; In this blog we aim to tell you the why’s and how’s of various concepts that can cater to talent capabilities. Read further to know how to take your talent management to the next level with the 9 box model.

A Brief Overview of the 9 Box Model

A quick reminder of what the model is all about:

Performance and Potential; the very basis of the 9 Box Model also known as the 9 Box Grid. This is a matrix – based system that is used to assess and ascertain employee’s PERFORMANCE levels and POTENTIAL for growth.

Based on the survey responses by the HCI (Human Capital Institute) [Talent Pulse – Proprietary Research From HCI] : 

It is best to “have a dedicated team for this effort that can consult with other business leaders and conduct talent review dialogues using the 9 box grid”

Moving on to:
  • Should you adopt the 9 box model?
  • What are the benefits and challenges of the 9 – box model?
  • What should you base your decisions on? (solutions offered for each challenge mentioned)

Should You Go for the 9 box grid for Talent Management?

The 9 box Calibration tool, as stated by Deloitte in their publication: Business Succession Planning – Cultivating Enduring Value; is one such tool that helps evaluate talent supply. To be specific: ‘One way to approach this is the nine – box calibration tool. As you assign a candidate to a position in that matrix, you are taking the first steps to determine which people to invest in and the level of investment required’ 

To come to a clearer decision, how about we better understand the benefits and challenges that may come with the 9 box model?

Benefits of the 9 Box Model

Improved Succession Planning:

With the assistance of the 9 box model you get to understand and comprehend how to go about succession planning. Precise evaluations and reviews offer the scope to comprehend what roles can be assigned to whom based on where they fall on the 9 grid calibration.

Enhances Employee Engagement:

Assume that advanced developmental plans are put in place based on the 9 box model and constructive feedback has been shared; this gives employees the space to learn, unlearn and improve in areas that require ‘potential and performance’ enhancements. This further promotes active engagement, initiative and even employee satisfaction.

A Very Straightforward Approach:

The 9 box model is what you call a ‘matter of fact’ or a ‘no nonsense’ methodology. The information you receive from the course of action is transparent and easy to comprehend. This data can be used to make informed decisions (which is also the next benefit we will discuss)

Performance Reviews that are Informed:

We have established that the information we receive from the 9 box model is transparent. If you are wondering ‘what next?’ Here’s what you can do: Utilize the information to identify talents in a holistic manner (keeping in mind employee retention and satisfaction and the betterment of the organization). You get to ascertain results based on future potential and areas of improvement that can foster the aforementioned requirements; for both personnel’s and the company’s growth.

Scope for Focussed Development Initiatives:

Tailored Development Programs. Now, assessment and reviewing does not solely stop with incorporating the 9 box model, the idea is to know what can be done beyond that. Based on the ‘performance and potential’ review, you get to come up with coaching and mentoring plans according to metrics. Customized programs are a go – to plan.

What are Some of the Challenges that May Arise?

Challenge – Subjectivity or Bias

Now, the structure in general that the 9 box model follows may seem unconsciously biased and may tamper with accuracy. It might seem that the approach follows’ type casting and boxing’ employees to categories without any room for career growth or improvement. How can we fix this?

Solution:

  1. Formulating accurate metrics based on organizational goals and the betterment of the employees.
  2. Mentoring and training those conducting the study or reviews to ensure that everyone is informed and are on the same page.

Challenge – Overstating or Overemphasizing on Either Performance or Potential

While reviewing, it is imperative to understand that both potential and performance are equally important and both of them compliment each other. For instance, it may not be accurate to overlook an employee who is a moderate performer but has high potential, inversely as well. How can we rectify this?

Solution:

  1. Look at all metrics equally.
  2. Understand the importance and effectiveness of offering the space for improvement.
  3. Consider one on one coaching or mentorship programs for effective training.

Challenge – Underestimating the Power of Follow-Up

Firms might indulge in methodologies only for the sake of it or without cause, which may just be part of performative actions that yield no growth. Evaluation and action – plan is not limited to just using preset standards. Can this be resolved? Yes. Here’s how you can do it:

Solution:

  1. Work on reassessing low performers without nullifying their potential
  2. Track progress using performance management systems
  3. Transparent Communication: Initiate and offer constructive feedback. This further fosters a work culture where employees feel seen and valued.
  4. Conduct succession planning meetings.

The 9 box matrix can pose a rigid system with regards to ascertaining the capabilities of historically marginalized or strategically marginalized communities and people. An article published by the Culture Amp states a study conducted in 2022, which mentioned: ‘While analyzing the talent management – 9 box model for around 30,000 employees, it was found that women received substantially lower ratings than men despite receiving higher job performance ratings’. This also requires us to address the necessity of viewing the challenges faced by underrepresented or strategically unrecognized communities that may not have access to resources and opportunities but have put in the efforts.

Here is where organizations and companies need to look into their DEI programs and best identify how this can be rectified by fostering and encouraging inclusivity and understanding cultures and where people come from. Starting with, as mentioned above: avoiding type casting and stereotyping, negating biases of any kind and being open to actually implementing the ‘what ifs’ and ‘what nexts’ to cater to holistic organizational growth.

To Conclude,

As stated by the publication: Talent Analytics: A Strategic Tool for Talent Management Outcomes included in The Indian Journal of Industrial Relations Vol 52, 2017: ‘Talent analytics (in general) can help in taking decisions about critical talent decisions such as talent supply chain, talent value model and human capital investment analysis (Davenport, Harris & Shapiro, 2010)’ 

What are we trying to say? Just that talent management 9 box grid and other effective systems can help formulate easy comprehension of ‘potential and performance’ each employee offers, how to best navigate and correlate that with organizational goals and objectives, building a robust workforce and taking plan – of – actions for long term success. Effective integration of talent management – 9 box model, can take your talent management to the next level.

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