Organizational Capability Review
Upload your employee Excel file to begin
1
Business Objectives & Organizational Implications
Identify 3–5 key objectives, the leadership capabilities required, and how you plan to close any gaps.
Key Objectives & Capability Requirements
| Key Objectives | Major Organizational & Leadership Capabilities Required | Gap |
|---|
Initiatives to Close Gaps
| Initiatives / Actions to Close Gaps | Commitment Required ($, resources) | Plan (timeframe, responsibilities, programs) |
|---|
2
Organization Chart
Current structure. Click a node to flag recent changes (yellow) or possible issues (red). (L) = Leadership role, (C) = Critical role.
Upload employee data to generate the org chart.
3
Nine-Box Performance & Potential Matrix
All employees plotted by current performance (horizontal) and future potential (vertical).
Upload employee data to generate the nine-box matrix.
4
Pivotal Talent Summary
Employees with the ability, aspiration, and engagement to work 2+ levels up within 2–5 years. Click any cell to edit.
Upload employee data to generate the pivotal talent summary.
5
Growth Potential Summary
Employees ready for a broader assignment at the current level or one level up within 3–5 years. Click any cell to edit.
Upload employee data to generate the growth potential summary.
6
Succession Plan
Potential replacements for leadership and critical roles.
Upload employee data to generate the succession plan.
7
Recruitment Plan — Key Openings
Document current and anticipated openings, action plans, and accountability.
Current Openings
| Current Opening | Action Plans | Accountability |
|---|
Anticipated Openings
| Anticipated Opening | Action Plans | Accountability |
|---|