Rate each person on performance and potential, place them on the 9-box grid, and get an AI talent review pack: successors, flight risks, priorities.
Quick answer
When talent reviews turn into impressions versus seniority, anchor every name on performance × potential with written evidence, flag successors and flight risks, and keep the outliers for calibration debate.
Talent reviews stall when every manager draws their own map. This worksheet fixes the axes — demonstrated performance and growth potential — scores each person on the same anchors, places them on the nine-box grid, and merges the session into an AI review pack: successors to protect, stars to stretch, steady performers to retain and flight risks to address first.
| Template | 9-Box Talent Review |
|---|---|
| Category | HR & People Ops |
| Format | Scored assessment with personalized AI PDF report |
| Time to complete | About 10 minutes per response |
| What you get | A personalized AI report (printable PDF) for every response, plus the raw answers |
| Best for | HR business partners · Department heads · Succession planners |
| Cost | Free to copy and customize on FormLM |
Sample form and AI report preview (fillable once the app is published).
Everything you need to run this template.
Performance now, potential next — anchored for everyone.
The whole team placed on one 9-box map.
Successor and flight-risk markers per person.
AI writes the session up: risks, stars, actions.
From copy to deliverable in four steps.
Copy it and list the people under review.
Managers anchor ratings with evidence.
See the team together on one map.
Discuss outliers; the AI pack summarizes actions.
Pick your role — see how it fits your workflow.
Run talent reviews on one rubric.
Compare managers' ratings honestly.
See bench depth and single points of failure.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
