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More information about using this template can be found in the book:

The CRO's Guide to Winning in Private Equity: A Practical Roadmap for Sales Leaders

by JD Miller, PhD

Get your copy at:

www.jdmillerphd.com/book

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The Talent Nine Block

A Framework for Assessing and Developing Talent

Leading at the intersection of Business, Technology, and Humanity

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Talent Nine Block Role Placement

High Potential

Low Contribution

High Potential

Solid Contribution

High Potential

High Contribution�

Hold in Position

Low Contribution

Solid Potential

High Contribution

Solid Potential

Solid Contribution

Low Potential

Low Contribution

Optimally Placed

High Contribution

Continue in Position

Solid Contribution

Potential

Performance

Low

Solid

High

High

Solid

Low

Emily Parker

James Mitchell

Olivia Brown

Michael Davis

Sophia Johnson

Andrew Robinson

Benjamin Lewis

Lucas Thompson

Account Executive

BDR

Sales Engineer

Legend

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Talent Nine Block Actions To Take

New To Role

(new to role, new to company)

Strong Performer

(strong leadership competencies; can increase technical skills/results execution)

Top Talent�(promote and reward)

Low Contribution

(improve in current role)

Strong

(Strong technical skills/results execution; can increase leadership competencies)

Solid

(could increase potential over time)

Manage Out/PIP

(PIP or exit strategy)

Well Placed

(resident expert; hold in place)

Questionable Potential

(Contributes in current role; needs coaching in technical or leadership areas to develop to resident expert)

Potential

Performance

Low

Solid

High

High

Solid

Low

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Department Critical Roles And Succession Plan

Critical Role

Currently Filled By

Potential Successor(s)

Timeframe

CRO

Me

(names), recruit from outside

Current need/no current need/anticipated future date of need

VP of Sales

(names)

Quota Carrying Seller

BDR Manager

BDRs

Strategic Accounts Manager

Etc.

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Based on the placement in the nine-block what is the next step/development plan for each team member?

6

Team Member

Role

Development Plan

Name

  • Task and timeframe
  • Task and timeframe

Name

Name

Name

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Talent Development Strategies

  • Which roles have no successor and need outside recruiting?
  • What are the key skill shortcomings across the team that can be trained/coached for?
  • How else can we develop to our talent needs – short and long term?