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Succession planning has become the “topic of the day” as business and government leaders worry about illness among their most important people. The so-called 9 Box Grid is a popular tool in decision-making for succession planning. But what is the 9 Box Grid? How is it properly used? How is it most often improperly used? What methods are used to place people in different cells on the Grid, and what should be done with people once they are placed on the Grid? This webinar will focus on answering these—and related—questions.


Upon completing this session, participants will be able to:

  • Explain what is the 9 Box Grid
  • Review why the 9 Box Grid is useful and meets business needs
  • Summarize what common mistakes are often made in using the 9 Box Grid and how to avoid them
  • Explain how to take action to move people from one cell to another cell in the 9 Box Grid
  • Describe new versions of the 9 Box Grid and why they are useful
  • Discuss ways to use the Grid for employee groups and individual workers

  • Introduction
  • Describing the 9 Box Grid and the Business Case for Use
  • Using and Misusing the 9 Box Grid: How It Is Used and How to Avoid Misuse
  • Moving People in the 9 Box Grid
  • Reviewing Innovations in Using the 9 Box Grid
  • Final Questions and Answers

Many organizations use the 9 Box Grid in their Talent Management and Succession Planning efforts. But few people are trained on what the Grid is, how to use it, how to avoid misusing it, and what innovations with the Grid have been made to make it better or more useful. This webinar will do that.


  • HR Vice Presidents
  • OD Directors
  • HR professionals and managers
  • Operating managers
  • Senior executives

William J. Rothwell, Ph.D., SPHR, SHRM-SCP, CPLP Fellow is President of Rothwell & Associates, Inc. He has worked in HR for more than 40 years and has also worked as a consultant for more than 50 multinational corporations--including Motorola China, General Motors, Ford, and many others. In 2012 he earned ASTD’s prestigious Distinguished Contribution to Workplace Learning and Performance Award, and in 2013 ASTD honored him by naming him as a Certified Professional in Learning and Performance (CPLP) Fellow. (ASTD is now called ATD.) In 2014 he was given the Asia-Pacific International Personality Brandlaureate Award.

He has authored, coauthored, edited or coedited 115 books since 1987. His recent books since 2017 include Virtual Coaching to Improve Group Relationships: Process Consultation Reimagined (Routledge, 2021), The Essential Human Resource Guide for Small Business and Start Ups (Society for Human Resource Management, 2020); Increasing Learning and Development’s Impact Through Accreditation (Palgrave, 2020); Workforce Development: Guidelines for Community College Professionals, 2nd ed. (Rowman-Littlefield, 2020); Human Performance Improvement: Building Practitioner Performance, 3rd ed. (Routledge, 2018);  Innovation Leadership (Routledge, 2018), Evaluating Organization Development: How to Ensure and Sustain the Successful Transformation (CRC Press, 2017), Marketing Organization Development Consulting: A How-To Guide for OD Consultants (CRC Press, 2017), Assessment and Diagnosis for Organization Development: Powerful Tools and Perspectives for the OD practitioner (CRC Press, 2017). He also authored such books as The Leader’s Daily Role in Talent Management (2015), Effective Succession Planning, 5th ed. (2015), and Becoming an Effective Mentoring Leader (2013).

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