Note: this is for Excel 2021 and newer, that includes Microsoft 365/Office 365 and all newer versions of Excel. It will not work in Excel 2019 or earlier versions.
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This template enables you to do a McKinsey style 9 box analysis to help plan your ideal targets for succession on your team.
You enter your team's data and score them 1-3 on performance and potential.
And the system generates insights and visuals:
You get dashboard style visuals, filters, along with structured tables you can easily pull into other tools: