{"id":7861,"date":"2026-08-15T20:39:03","date_gmt":"2026-08-15T10:39:03","guid":{"rendered":"https:\/\/seedpeopleconsulting.com.au\/?p=7861"},"modified":"2026-08-15T21:08:19","modified_gmt":"2026-08-15T11:08:19","slug":"9-box-grid-alternatives-succession-planning","status":"publish","type":"post","link":"https:\/\/seedpeopleconsulting.com.au\/9-box-grid-alternatives-succession-planning\/","title":{"rendered":"What&#8217;s Next for Talent and Succession Planning? Life After the 9-Box Grid"},"content":{"rendered":"<p>If you&#8217;ve sat in a succession planning meeting in the last twenty years, chances are you&#8217;ve seen a 9-box grid on the screen. Nine squares, two axes, a room full of managers debating who counts as &#8220;high potential.&#8221; It&#8217;s familiar. It&#8217;s tidy. And for a lot of organisations, it&#8217;s starting to show its age.<\/p>\n<p>I want to spend some time here on what&#8217;s replacing it, and more importantly, what actually suits your organisation. Because the honest answer isn&#8217;t &#8220;throw out the grid and use this instead.&#8221; It&#8217;s &#8220;know what your organisation can handle first, then choose your tool.&#8221;<\/p>\n<h2>A quick refresher: what is the 9-box grid?<\/h2>\n<p>The 9-box grid plots people on two axes: current performance and future potential. Nine boxes come out of that, from &#8220;low performer, low potential&#8221; through to &#8220;high performer, high potential,&#8221; often nicknamed things like Star, Enigma or Workhorse. Managers place employees in a box, usually once a year, and those placements feed decisions on promotions, development investment and succession pipelines.<\/p>\n<p>It&#8217;s been around since the 1970s, and it earned its popularity honestly. It&#8217;s visual, it&#8217;s quick and it gives <a href=\"https:\/\/seedpeopleconsulting.com.au\/specialties\/leadership\/\">leadership<\/a> teams a shared language for a genuinely hard question: who&#8217;s ready for what&#8217;s next?<\/p>\n<h2>Where it starts to strain<\/h2>\n<p>The cracks in the 9-box grid aren&#8217;t a secret. Gallup&#8217;s research into CHROs found only 3% strongly agree their organisation is excellent at identifying the right people for management roles, and while 64% still use the grid for succession decisions, only 9% strongly agree it actually works. That&#8217;s a big gap between habit and confidence.<\/p>\n<p>Three things tend to drive that gap:<\/p>\n<p><strong>It leans hard on one person&#8217;s judgement<\/strong>, usually a direct manager, which opens the door to proximity bias. The people who get face time with leadership, or who present confidently, often get read as &#8220;high potential,&#8221; while quieter, steady contributors sit in the middle boxes indefinitely. Research by Alan Benson, Danielle Li and Kelly Shue, published as &#8220;&#8216;Potential&#8217; and the Gender Promotion Gap,&#8221; looked at nearly 30,000 management-track employees at a large North American retailer, a company that used the Nine Box system itself. Women scored higher than men on performance, but were rated 8.3% lower on potential, and were 14% less likely to be promoted. The researchers found those potential ratings explained up to half the overall promotion gap. Even when women outperformed their stated potential, managers didn&#8217;t revise their ratings upward the following year. That&#8217;s not a small data point. It&#8217;s a pattern worth taking seriously.<\/p>\n<p><strong>It&#8217;s also a once-a-year snapshot<\/strong> of something that doesn&#8217;t move in yearly increments. Skills, motivation and readiness shift constantly. A grid completed in March can be out of date by August.<\/p>\n<p><strong>And the labels stick.<\/strong> Once someone&#8217;s filed as an &#8220;Enigma&#8221; or a &#8220;Workhorse,&#8221; that framing tends to follow them into the next review, whether or not it&#8217;s still true.<\/p>\n<p style=\"text-align: center; font-size: 24px; font-weight: bold; font-style: italic; color: #ec7325; padding: 20px 0; border-top: 1px solid #ec7325; border-bottom: 1px solid #ec7325; margin: 30px 0;\">&#8220;64% of CHROs still use the 9-box grid for succession decisions. Only 9% strongly agree it actually works.&#8221;<\/p>\n<h2>So what are the alternatives?<\/h2>\n<p>There&#8217;s no shortage of frameworks stepping in to fill the gap. Here&#8217;s where I&#8217;d start looking, and what to weigh up before you commit to any of them.<\/p>\n<table style=\"width: 100%; border-collapse: collapse; margin: 30px 0; font-size: 15px;\">\n<thead>\n<tr style=\"background-color: #1a9e8f; color: #ffffff;\">\n<th style=\"padding: 12px; text-align: left; border: 1px solid #dddddd;\" scope=\"col\">Framework<\/th>\n<th style=\"padding: 12px; text-align: left; border: 1px solid #dddddd;\" scope=\"col\">Best suited for<\/th>\n<th style=\"padding: 12px; text-align: left; border: 1px solid #dddddd;\" scope=\"col\">Strengths<\/th>\n<th style=\"padding: 12px; text-align: left; border: 1px solid #dddddd;\" scope=\"col\">Watch-outs<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<th style=\"padding: 12px; text-align: left; border: 1px solid #dddddd; background-color: #f9f9f9;\" scope=\"row\">9-Box Grid<\/th>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Legacy standardisation, familiar starting point<\/td>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Simple, quick, gives a shared language<\/td>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Manager bias, static once-a-year snapshot, labels that stick<\/td>\n<\/tr>\n<tr>\n<th style=\"padding: 12px; text-align: left; border: 1px solid #dddddd; background-color: #f9f9f9;\" scope=\"row\">4-Box \/ Skill-Will Matrix<\/th>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Teams new to structured talent conversations<\/td>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Fast to run and easy to explain<\/td>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Still boxes people in; &#8220;will&#8221; ratings prone to recency bias<\/td>\n<\/tr>\n<tr>\n<th style=\"padding: 12px; text-align: left; border: 1px solid #dddddd; background-color: #f9f9f9;\" scope=\"row\">Competency-Based Framework<\/th>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Businesses with clear strategic direction<\/td>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Defensible, evidence-based, tied to real capability<\/td>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Needs upkeep; managers must give specific, ongoing feedback<\/td>\n<\/tr>\n<tr>\n<th style=\"padding: 12px; text-align: left; border: 1px solid #dddddd; background-color: #f9f9f9;\" scope=\"row\">Talent Pools (bench depth)<\/th>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Organisations wanting resilience, not single points of failure<\/td>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Spreads risk across multiple development pathways<\/td>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Needs more coordination and funded investment<\/td>\n<\/tr>\n<tr>\n<th style=\"padding: 12px; text-align: left; border: 1px solid #dddddd; background-color: #f9f9f9;\" scope=\"row\">Continuous, Multi-Source Input<\/th>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Cultures with strong feedback maturity<\/td>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Rounder picture, reduces single-manager bias<\/td>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Needs existing trust; can expose gaps if introduced too soon<\/td>\n<\/tr>\n<tr>\n<th style=\"padding: 12px; text-align: left; border: 1px solid #dddddd; background-color: #f9f9f9;\" scope=\"row\">Data &amp; AI-Informed Insights<\/th>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Larger, data-mature organisations<\/td>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Surfaces overlooked talent, reduces proximity bias<\/td>\n<td style=\"padding: 12px; border: 1px solid #dddddd;\">Risk of new bias; needs human oversight and data maturity<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Simplified matrices (4-box grids, Skill-Will matrices)<\/h3>\n<p>These strip the 9-box back to something more workable, usually plotting skill against motivation rather than the vaguer &#8220;potential.&#8221; They&#8217;re a reasonable entry point if your organisation is new to structured talent conversations. They&#8217;re quick to run and easy to explain. The catch is that they still sort people into fixed categories based on one manager&#8217;s read, and &#8220;will&#8221; or motivation ratings are especially vulnerable to recency bias. A tough quarter can easily be mistaken for low drive. If your managers aren&#8217;t yet skilled at separating a bad month from a genuine pattern, this approach can do as much harm as the original grid.<\/p>\n<h3>Competency-based frameworks<\/h3>\n<p>Rather than rating people against loose ideas of performance and potential, competency models define the specific skills, knowledge and behaviours a role or level actually requires, and assess people against that. SHRM uses this approach for its own certification standards, built around nine behavioural competencies and one technical competency, precisely because it gives a clearer, more defensible picture than a two-axis guess. This works well when your business has clarity about where it&#8217;s heading and what capability that requires. It asks more of your managers though. Rating someone against defined behaviours means being specific about evidence, not vibes, which takes a level of comfort with <a href=\"https:\/\/seedpeopleconsulting.com.au\/how-to-have-difficult-conversations\/\">direct, ongoing feedback<\/a> that not every team has built yet. Structured <a href=\"https:\/\/seedpeopleconsulting.com.au\/diagnostic-tools\/\">diagnostic tools<\/a> can help here, giving managers objective input rather than relying on impression alone.<\/p>\n<h3>Talent pools over single successors<\/h3>\n<p>A growing number of organisations are moving away from naming one backup per critical role, and building a broader bench instead. McDonald&#8217;s famously ran a &#8220;one ready now, one ready future&#8221; rule for every critical position, which is part of why the business weathered the sudden loss of two CEOs within a year without losing its footing. This approach builds real resilience and spreads development investment across more people. It also takes more coordination and a genuine, funded commitment to developing several people at once rather than grooming a favourite.<\/p>\n<h3>Forward-looking succession, not legacy cloning<\/h3>\n<p>Worth calling out on its own: the strongest succession decisions look at where the business needs to go, not who most resembles the outgoing leader. Microsoft didn&#8217;t hand the CEO role to someone who looked like Bill Gates or Steve Ballmer. Satya Nadella came from the Cloud and Enterprise division because the board had already decided the company&#8217;s future depended on that pivot. Apple&#8217;s board backed Tim Cook&#8217;s operational strength over another creative visionary, because scaling operations was what the next chapter required. This is less a framework and more a discipline: ask what the role will need to deliver in three years, not who currently reminds you of the person leaving.<\/p>\n<h3>Continuous, multi-source input<\/h3>\n<p>Instead of one manager&#8217;s annual rating, this approach pulls in self-assessment, peer feedback and ongoing check-ins throughout the year, giving a rounder and more current picture. It&#8217;s a genuinely fairer method on paper. In practice, it only works where there&#8217;s already real trust in the room. Asking peers to weigh in on each other&#8217;s potential, and doing it continuously rather than once a year, requires a level of openness in your <a href=\"https:\/\/seedpeopleconsulting.com.au\/specialties\/teams\/\">teams<\/a> that takes time to build. Roll this out in a culture still getting used to honest feedback, and you risk creating more anxiety than clarity.<\/p>\n<h3>Data and AI-informed insights<\/h3>\n<p>Newer platforms now layer analytics over performance and engagement data to flag potential and flight risk earlier. Used well, this can surface people who&#8217;d otherwise be overlooked, particularly quieter contributors who don&#8217;t have a loud advocate in the room. Used badly, it just launders old biases through a new interface and adds a layer most teams aren&#8217;t yet equipped to interpret or challenge. This suits larger, data-mature organisations more than smaller ones still building out basic people data.<\/p>\n<h2>The real question isn&#8217;t which framework. It&#8217;s which one you can actually run.<\/h2>\n<p>Every one of these approaches asks something of your organisation&#8217;s <a href=\"https:\/\/seedpeopleconsulting.com.au\/specialties\/culture-change\/\">culture<\/a> before it asks anything of a spreadsheet. Continuous, multi-source approaches need people who are genuinely comfortable giving each other direct feedback. Competency frameworks need managers who can talk in specifics, not impressions. Talent pools need a business confident enough in its own future to invest in more than one person at a time.<\/p>\n<p style=\"text-align: center; font-size: 24px; font-weight: bold; font-style: italic; color: #ec7325; padding: 20px 0; border-top: 1px solid #ec7325; border-bottom: 1px solid #ec7325; margin: 30px 0;\">&#8220;Every one of these approaches asks something of your organisation&#8217;s culture before it asks anything of a spreadsheet.&#8221;<\/p>\n<p>If honest, ongoing feedback conversations still feel awkward in your organisation, jumping straight to a continuous 360-degree model probably won&#8217;t fix that. It&#8217;ll just surface the discomfort faster. In that case, a competency framework or a well-run 4-box process, paired with real <a href=\"https:\/\/seedpeopleconsulting.com.au\/stepadvantage-landing\/\">coaching for your managers<\/a> on how to have these conversations, might get you further than a flashier tool.<\/p>\n<p>In our work with organisations across Newcastle and Sydney, the gap is rarely the framework itself. It&#8217;s whether the culture underneath it can carry the conversations the framework depends on.<\/p>\n<p>The 9-box grid isn&#8217;t the enemy here. It&#8217;s a blunt instrument that was never built for how quickly today&#8217;s roles and skills shift. The fix isn&#8217;t finding the one true replacement. It&#8217;s being honest about where your organisation sits today, and choosing the approach that meets you there, not the one that photographs best in a leadership deck.<\/p>\n<hr style=\"border: none; border-top: 2px solid #1A9E8F; margin: 40px 0 20px 0;\" \/>\n<p>If you&#8217;re weighing up how to approach succession planning in your organisation, or want to build the manager capability these frameworks depend on, <a href=\"https:\/\/seedpeopleconsulting.com.au\/contact-us\/\">get in touch<\/a>. We work with organisations on the <a href=\"https:\/\/seedpeopleconsulting.com.au\/specialties\/leadership\/\">leadership<\/a> and <a href=\"https:\/\/seedpeopleconsulting.com.au\/specialties\/culture-change\/\">culture<\/a> foundations that make any talent framework work in practice.<\/p>\n<p><em><a href=\"https:\/\/seedpeopleconsulting.com.au\/team\/stacey-kelly\/\">Stacey Kelly<\/a> is Director at Seed People Consulting, a boutique organisational development consultancy based in Newcastle, Australia. Seed People Consulting works with leaders and organisations on <a href=\"https:\/\/seedpeopleconsulting.com.au\/specialties\/leadership\/\">leadership<\/a>, <a href=\"https:\/\/seedpeopleconsulting.com.au\/specialties\/teams\/\">team effectiveness<\/a>, and <a href=\"https:\/\/seedpeopleconsulting.com.au\/specialties\/culture-change\/\">culture<\/a>.<\/em><br \/>\n<script type=\"application\/ld+json\">{\"@context\": \"https:\/\/schema.org\", \"@type\": \"FAQPage\", \"@id\": \"https:\/\/seedpeopleconsulting.com.au\/9-box-grid-alternatives-succession-planning\/#faq\", \"mainEntity\": [{\"@type\": \"Question\", \"name\": \"What is the 9-box grid?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"The 9-box grid is a talent management tool that plots employees on two axes: current performance and future potential. This produces nine boxes ranging from low performer, low potential through to high performer, high potential. Managers place employees in a box, usually once a year, and those placements inform decisions on promotions, development investment and succession pipelines. It has been in use since the 1970s.\"}}, {\"@type\": \"Question\", \"name\": \"What are the main problems with the 9-box grid?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Three issues recur. First, it relies heavily on a single manager's judgement, which opens the door to proximity bias and, as research on nearly 30,000 employees found, gender bias in potential ratings. Second, it is a once-a-year snapshot of something that shifts constantly, so a grid completed in March may be out of date by August. Third, the labels stick: once someone is filed under a category, that framing tends to follow them into future reviews.\"}}, {\"@type\": \"Question\", \"name\": \"What are the alternatives to the 9-box grid?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Common alternatives include simplified 4-box or Skill-Will matrices, competency-based frameworks that assess people against defined behaviours, talent pools that build bench depth rather than naming single successors, continuous multi-source feedback approaches, and data or AI-informed talent insights. Each suits a different level of organisational maturity.\"}}, {\"@type\": \"Question\", \"name\": \"How do I choose the right succession planning framework?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Start with what your organisation's culture can actually support rather than which framework looks most sophisticated. Continuous multi-source approaches require people who are genuinely comfortable giving each other direct feedback. Competency frameworks require managers who can talk in specifics rather than impressions. Talent pools require a commitment to funding development for several people at once. If honest feedback conversations still feel awkward, a simpler framework paired with manager coaching will usually get further than a more advanced tool.\"}}, {\"@type\": \"Question\", \"name\": \"Do organisations still use the 9-box grid?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Yes. Gallup research into chief human resources officers found that 64% of organisations still use the 9-box grid for succession decisions. However, only 9% strongly agree it is an effective approach for their organisation, and only 3% strongly agree their organisation is excellent at identifying the right people for management roles.\"}}]}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The 9-box grid is showing its age. Compare six succession planning frameworks, what each suits, and how to choose the one your organisation can actually run.<\/p>\n","protected":false},"author":4,"featured_media":7862,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_meta-robots-noindex":"","_yoast_wpseo_meta-robots-nofollow":"","_yoast_wpseo_meta-robots-adv":"","_yoast_wpseo_canonical":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","inline_featured_image":false,"footnotes":""},"categories":[23],"tags":[],"team_author":[18],"class_list":["post-7861","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-leadership","team_author-stacey-kelly"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Life After the 9-Box Grid: Succession Planning Alternatives | Seed People Consulting<\/title>\n<meta name=\"description\" content=\"The 9-box grid is showing its age. 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Compare six succession planning frameworks, what each suits, and how to choose the one your organisation can actually run.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/seedpeopleconsulting.com.au\\\/9-box-grid-alternatives-succession-planning\\\/#breadcrumb\"},\"inLanguage\":\"en-AU\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/seedpeopleconsulting.com.au\\\/9-box-grid-alternatives-succession-planning\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-AU\",\"@id\":\"https:\\\/\\\/seedpeopleconsulting.com.au\\\/9-box-grid-alternatives-succession-planning\\\/#primaryimage\",\"url\":\"https:\\\/\\\/seedpeopleconsulting.com.au\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/SPC_Comparison-Table_Beyond-the-9-Box.jpg\",\"contentUrl\":\"https:\\\/\\\/seedpeopleconsulting.com.au\\\/wp-content\\\/uploads\\\/2026\\\/08\\\/SPC_Comparison-Table_Beyond-the-9-Box.jpg\",\"width\":1434,\"height\":762,\"caption\":\"Comparison table of six talent and succession planning frameworks: 9-Box Grid, 4-Box\\\/Skill-Will Matrix, Competency-Based Framework, Talent Pools, Continuous Multi-Source Input, and Data & AI-Informed Insights, showing what each is best suited for, its strengths and its watch-outs.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/seedpeopleconsulting.com.au\\\/9-box-grid-alternatives-succession-planning\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/seedpeopleconsulting.com.au\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"What&#8217;s Next for Talent and Succession Planning? 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