HCM GROUP

HCM Group 

HCM Group 

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07 May 2025

How to Link 9-Box Outcomes to Development Plans

A Strategic Guide for Turning Talent Insights into Tailored Growth Actions

 

Introduction: Why Development Is the Point of the Grid

The value of the 9-box grid lies not in where you place people—but in what you do next.

Too often, talent reviews stop at grid placement. But the true ROI of the 9-box exercise comes from translating insights into meaningful development plans aligned to future business needs. This guide shows HR leaders how to create that bridge—ensuring every box leads to a tailored growth path.

 

This guide includes:

  • Principles for linking grid outcomes to development
  • A development path matrix for all 9 boxes
  • Guidelines for HRBPs and people managers
  • Example development actions by box

 

1. Foundational Principle: From Classification to Activation

 

The 9-box is not a judgment tool; it’s a development prioritization map.
It answers:

  • What kind of support does this employee need?
  • What are the stretch opportunities or retention risks?
  • Where do we build successors or expand capability?

 

Use the grid to create differentiated development paths, not one-size-fits-all programs.

 

2. Axis-by-Axis Breakdown: What Each Dimension Drives

 

Performance Axis Drives:

  • Development needs based on delivery gaps
  • Targeted improvement or reinforcement of business-critical outcomes

 

Potential Axis Drives:

  • Development to prepare for broader or more complex roles
  • Exposure to new experiences or challenges
  • Acceleration vs. sustainment planning

 

Key mindset shift for leaders: “Same performance ≠ same plan.” Two solid performers may have very different developmental trajectories depending on their potential.

 

3. 9-Box Development Path Matrix

Here is a development strategy aligned to each box, emphasizing both performance and potential dimensions:

 

Box

Label

Development Focus

Common Actions

Top Right (Box 1)

High Performance / High Potential

Acceleration to broader scope roles

Executive coaching, enterprise projects, succession pipeline entry

Top Middle (Box 2)

High Performance / Moderate Potential

Deepen expertise, broaden influence

Cross-functional stretch, mentoring others, lateral expansions

Top Left (Box 3)

High Performance / Low Potential

Sustain performance, mentor others

Knowledge transfer, team lead roles, recognition, stability paths

Middle Right (Box 4)

Moderate Performance / High Potential

Unlock potential, support performance

Individual coaching, dual mentorship (manager + leader), performance accountability

Center (Box 5)

Moderate / Moderate

Maintain and monitor

Skill tuning, performance feedback, basic growth plans

Middle Left (Box 6)

Moderate Performance / Low Potential

Sustain contribution in current role

Realistic role alignment, technical upskilling, close management

Bottom Right (Box 7)

Low Performance / High Potential

Diagnose blockers, reignite performance

Developmental diagnostics, possible re-role, intensive coaching

Bottom Middle (Box 8)

Low Performance / Moderate Potential

Clarify role fit and support

Feedback loops, manager alignment, short-term performance plan

Bottom Left (Box 9)

Low / Low

Address misalignment

Fit assessment, formal PIP, redeployment or exit plan

 

4. Step-by-Step: Linking Grid Placement to Development Plans

 

Step 1: Ensure Grid Placement Is Validated

  • Use rating anchors and evidence
  • Challenge assumptions and bias
  • Confirm with manager and HRBP

 

Step 2: Interpret the Placement

  • Ask: “What does this box tell us about development needs?”
  • Look at both the current state (performance) and trajectory (potential)

 

Step 3: Use the Development Matrix

  • Refer to the 9-box matrix to define the dominant development need:
    • Accelerate?
    • Expand?
    • Sustain?
    • Support?
    • Realign?

 

Step 4: Co-Create the Plan with the Manager

  • Managers are responsible for execution, but HR guides strategic alignment
  • Embed the development conversation into the IDP (Individual Development Plan) process or career conversations

 

Step 5: Align Development Actions to Business Needs

  • Prioritize actions based on:
    • Succession plans
    • Strategic skills of the future
    • Critical roles at risk
  • Avoid “checkbox” development—make it actionable and tracked

 

5. Development Plan Template: Key Sections

Use or adapt the following structure in your HRIS or template:

 

  • Grid Placement: Box # and justification
  • Development Focus: Performance / potential priority
  • Growth Goals: Short and long-term
  • Actions & Experiences: Role-based, project-based, learning-based
  • Support Needed: From manager, mentors, HR
  • Success Metrics: Observable growth indicators
  • Timeline & Follow-up: Regular reviews aligned to talent cycle

 

6. Example Development Actions by Box

 

Box

Example Development Actions

1

Executive sponsor, succession slating, strategic initiative lead

2

External benchmarking visits, train-the-trainer roles

3

Internal teaching role, peer mentoring, legacy-building project

4

Job shadowing, leadership simulation, accelerated feedback cycles

5

Focused skills training, rotational assignments, periodic coaching

6

Simplified targets, structured check-ins, mentorship as support

7

Root cause analysis (burnout? mismatch?), coaching immersion

8

Clarity talks, short-term goal resets, team re-alignment

9

Fit discussion, structured PIP, possible redeployment or separation

 

Make sure each action connects directly to business relevance—not just individual preference.

 

7. Common Pitfalls and How to Avoid Them

 

Pitfall

Solution

Managers treat 9-box as final judgment

Reinforce developmental purpose – "it’s a snapshot, not a sentence"

Plans are copy-paste or generic

Link to individual career aspirations and business strategy

High-potentials are overloaded without support

Pair stretch with sponsorship and feedback

Low performers are ignored or misjudged

Address early with clarity, not avoidance

 

8. Sustaining the Development Culture

  • Link development plans to succession review and workforce planning
  • Create an internal library of box-specific development examples
  • Use HRBPs as development plan coaches post-calibration
  • Track movement across boxes over time, not just one-time placement

 

Conclusion: The Grid Is Just the Beginning

A well-executed 9-box grid gives clarity; a well-connected development plan creates movement. HR leaders are stewards of that movement. Your goal is to turn calibration outcomes into intentional, supported, and aligned talent growth—box by box, person by person.

 

Final reminder: The best development plans don’t just grow individuals. They build the capability your business needs next.

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883-373-766

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