{"id":32677,"date":"2025-09-25T09:00:00","date_gmt":"2025-09-25T13:00:00","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=32677"},"modified":"2025-09-25T06:47:49","modified_gmt":"2025-09-25T10:47:49","slug":"9-box-grid","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/9-box-grid\/","title":{"rendered":"9 box grid model for performance management"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/people-leadership\/\" class=\"entry-header__link\">People &amp; Leadership<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\t9 box grid model for performance management\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \">Published <time class=\"entry-date published\" datetime=\"2025-09-25T09:00:00-04:00\">September 25, 2025<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"9 box grid model for performance management\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/9-box-grid\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n\t<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/joechurchwoods\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/05\/Joe-Yard-2-crop-350x350.jpg\" class=\"entry-author__image\" alt=\"Joe Church Woods\" \/>\t\t\t\t<span class=\"entry-author__name\">Joe Church Woods<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n\n\n<p class=\"wp-block-paragraph\">Managing employee performance and potential is no small task, especially for HR teams in small and medium-sized businesses. That\u2019s where the 9 box grid model comes in.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But what is the 9 box performance grid?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s a simple yet powerful tool for your next 9 box talent review that can help you assess, manage, and develop your team\u2019s talent more effectively.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re looking to improve <a href=\"https:\/\/www.sage.com\/en-us\/blog\/what-is-talent-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">talent management<\/a> and make data-driven decisions, this model is a great way\u2014and transform the way you evaluate your employees.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this article, we highlight how you can use the 9 box grid model, its pros and cons, and how to create one.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Here\u2019s what we\u2019ll cover:<\/strong><\/p>\n\n\n<?xml encoding=\"utf-8\" ?><div class=\"wp-block-yoast-seo-table-of-contents yoast-table-of-contents\"><ul><li><a href=\"#h-what-is-the-9-box-grid-model\" data-level=\"2\">What is the 9 box grid model?<\/a><\/li><li><a href=\"#h-how-does-the-9-box-grid-work\" data-level=\"2\">How does the 9 box grid work?<\/a><\/li><li><a href=\"#h-pros-and-cons-of-the-9-box-grid-model\" data-level=\"2\">Pros and cons of the 9 box grid model<\/a><\/li><li><a href=\"#h-how-to-create-a-9-box-talent-grid\" data-level=\"2\">How to create a 9 box talent grid<\/a><\/li><li><a href=\"#h-how-to-use-the-9-box-grid-for-talent-management\" data-level=\"2\">How to use the 9 box grid for talent management<\/a><\/li><li><a href=\"#h-tips-for-successful-implementation\" data-level=\"2\">Tips for successful implementation<\/a><\/li><li><a href=\"#h-final-thoughts\" data-level=\"2\">Final thoughts<\/a><\/li><\/ul><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#gate-7eb80e5b-8bd0-40e7-be54-c8adc4116b3e\">Download your free copy of \u201cThe ultimate guide to choosing HR software&#8221;<\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-the-9-box-grid-model\">What is the 9 box grid model?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This model, also known as the 9 box talent review, is a popular tool for <a href=\"https:\/\/www.sage.com\/en-us\/human-resources\/talent-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">talent management<\/a> and 9 box assessment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It helps businesses evaluate and categorize their employees based on two key factors: how they\u2019re performing now and how much potential they have for the future.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s set up as a simple 3\u00d73 grid, creating nine different categories that help guide decisions around <a href=\"https:\/\/www.sage.com\/en-us\/blog\/how-to-identify-develop-high-potential-employees\/\" target=\"_blank\" rel=\"noreferrer noopener\">employee development<\/a> , promotions, and <a href=\"https:\/\/www.sage.com\/en-us\/blog\/hr-business-strategy\/\" target=\"_blank\" rel=\"noreferrer noopener\">retention<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This framework helps align your talent management strategy with your business goals by looking at two areas:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Performance: <\/strong>this is about how well employees hit their goals, contribute to the team, and show their skills in their current role.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Potential:<\/strong> this measures how likely an employee is to grow, adapt, and take on more responsibility as time goes on.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, employees who are excelling in their current roles but may not have much room to grow could still be incredibly valuable where they are.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Meanwhile, high-performing employees with strong potential are seen as future leaders, ready to take on more responsibility or step into key positions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This grid gives you a clear picture of where each employee stands now and where they could be in the future, which is helpful for making informed decisions about how to manage and support your team.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-does-the-9-box-grid-work\">How does the 9 box grid work?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The grid looks at employees through the two key areas, as mentioned above, performance and potential.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you\u2019ve assessed both of them, you\u2019ll end up with a unique spot for each employee on the grid.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"505\" height=\"505\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/09\/image.jpg\" alt=\"\" class=\"wp-image-32681\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/09\/image.jpg 505w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/09\/image-350x350.jpg 350w\" sizes=\"auto, (max-width: 505px) 100vw, 505px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s a quick look at how it breaks down:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>High performance, high potential:<\/strong> these are your future leaders, ready to take on bigger roles.<\/li>\n\n\n\n<li><strong>High performance, medium potential: <\/strong>solid performers who might need a little extra push to reach their full potential.<\/li>\n\n\n\n<li><strong>High performance, low potential:<\/strong> reliable employees who do great in their current role but aren\u2019t looking to move much further.<\/li>\n\n\n\n<li><strong>Medium performance, high potential: <\/strong>employees who could shine with the right development or support.<\/li>\n\n\n\n<li><strong>Medium performance, medium potential: <\/strong>steady contributors who meet expectations but could benefit from some added motivation.<\/li>\n\n\n\n<li><strong>Medium performance, low potential: <\/strong>people who might need clearer goals to avoid stagnation in their role.<\/li>\n\n\n\n<li><strong>Low performance, high potential: <\/strong>employees who show promise but need more coaching or mentoring to improve.<\/li>\n\n\n\n<li><strong>Low performance, medium potential:<\/strong> individuals who are struggling and might need a role change or a new approach.<\/li>\n\n\n\n<li><strong>Low performance, low potential:<\/strong> employees who need urgent attention to address performance issues or explore other options.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This simple breakdown helps you spot where each person can thrive and how best to support their growth.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-pros-and-cons-of-the-9-box-grid-model\">Pros and cons of the 9 box grid model<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This is a popular tool. But, like any framework, it comes with its own set of advantages and disadvantages.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-pros\">Pros<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Simplicity:<\/strong> the framework is easy to understand and implement, which makes it accessible for HR teams of all sizes.<\/li>\n\n\n\n<li><strong>Strategic insights: <\/strong>it gives you a clear snapshot of your workforce, helping you identify high performers and any areas that need attention.<\/li>\n\n\n\n<li><strong>Actionable outcomes: <\/strong>by categorizing employees, you can design targeted development plans and success strategies.<\/li>\n\n\n\n<li><strong>Enhanced communication: <\/strong>supports discussions between managers and HR teams, aligning everyone on talent development priorities.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-cons\">Cons<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Subjectivity:<\/strong> without clear criteria, performance and potential ratings could be influenced by biases, external factors, or inconsistent evaluations.<\/li>\n\n\n\n<li><strong>Static categorization: <\/strong>employees\u2019 positions on the grid may not reflect recent changes in performance or potential.<\/li>\n\n\n\n<li><strong>Oversimplification<\/strong>: reducing talent to nine categories risks overlooking individual nuances, such as specific skills or unique contributions.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-create-a-9-box-talent-grid\">How to create a 9 box talent grid<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Building 9 box assessment grid requires preparation and collaboration. Follow these steps to create an effective talent grid:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-define-performance-and-potential-metrics\">1. Define performance and potential metrics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When thinking about performance, consider things like how well employees meet their goals, the quality of their work, how they work with others, and their creativity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For potential, focus on qualities such as leadership potential, the ability to learn new things, and problem-solving skills.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-gather-data\">2. Gather data<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To assess performance, use tools like a 9 box performance review, manager feedback, and clear metrics.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For potential, consider tools such as psychometric tests or 360-degree feedback to get a fuller picture.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-collaborate-with-managers\">3. Collaborate with managers<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Hold talent review meetings to make sure everyone\u2019s on the same page and to avoid any bias.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Encourage open conversations to make sure everyone agrees on where each employee should go on the grid.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-map-employees-on-to-the-grid\">4. Map employees on to the grid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Place employees in the right box based on how they perform and their potential.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Make sure you can explain your choices with data and real examples.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-review-and-update-regularly\">5. Review and update regularly<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Talent assessments should be a continuous process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Check the grid at least once a year to make sure it reflects any changes in performance or potential.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-use-the-9-box-grid-for-talent-management\">How to use the 9 box grid for talent management<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This is a really versatile tool that goes beyond simple categorization. Here\u2019s how you can make the best out of it:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-identify-high-performers-and-future-leaders\">1. Identify high performers and future leaders<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Look at the employees in the \u201chigh performance, high potential\u201d box.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Create personalized development plans, offer mentorship, and set up succession pathways to keep them engaged and motivated.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-support-underperformers-with-potential\">2. Support underperformers with potential<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If someone has high potential but isn\u2019t performing as well, they may need some extra support.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Consider targeted coaching, clearer goals, or adjusting their role to help them overcome obstacles and reach their potential.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-develop-tailored-learning-plans\">3. Develop tailored learning plans<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The grid helps you spot skill gaps and align learning opportunities with each person\u2019s needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, offer leadership training to those with high potential or technical courses for those in mid-level roles.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-plan-for-succession\">4. Plan for succession<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This is a key part of 9 box succession planning.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Look for employees who are ready to step into bigger roles and give them experiences that will prepare them, such as cross-functional projects and exposure to senior leadership.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-enhance-team-dynamics\">5. Enhance team dynamics<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Share the grid with managers to make sure everyone\u2019s on the same page about team strengths and areas for improvement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use it to build diverse teams with a mix of skills and potential.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-communicate-transparently\">6. Communicate transparently<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">While you can\u2019t share the grid directly with employees, use the insights to guide open, honest feedback conversations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Make sure employees know their strengths and understand where they can grow.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#gate-7eb80e5b-8bd0-40e7-be54-c8adc4116b3e\">Download your free copy of \u201cThe ultimate guide to choosing HR software&#8221;<\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-tips-for-successful-implementation\">Tips for successful implementation<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Avoid biases<\/strong>: use objective data and gather input from different perspectives to keep personal biases out of the evaluation process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Train managers: <\/strong>offer training to help managers assess performance and potential in a consistent and fair way.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Link to business goals:<\/strong> make sure the grid aligns with your company\u2019s overall goals, so talent management efforts contribute to the bigger picture.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Monitor progress:<\/strong> keep track of how development plans are working and make adjustments when necessary to ensure employees are on the right path.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-example-applying-the-9-box-grid-in-a-medium-sized-business\">Example: Applying the 9 box grid in a medium-sized business<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Imagine you\u2019re part of the HR team at a mid-sized marketing agency and you\u2019ve just started using the 9-box grid to assess your employees.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">During your talent review, you discover three key insights:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>High performance, high potential:<\/strong> a junior account manager shows great leadership potential, so you create a personalized development plan that includes shadowing senior leaders and attending leadership training to help them grow.<\/li>\n\n\n\n<li><strong>\u00a0Medium performance, high potential: <\/strong>a creative designer is great with their craft but struggles with deadlines. You pair them with a mentor to work on time management and offer project management training to help them stay on track.<\/li>\n\n\n\n<li><strong>\u00a0Low performance, low potential: <\/strong>an administrative assistant is struggling despite extra support. After a frank conversation, you both agree that exploring other roles might be a better fit for their skills.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">When you address these individual situations in a thoughtful way, you can keep valuable talent, boost overall team performance, and get the best out of everyone on your team.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts\">Final thoughts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The 9 box grid is a great method for helping your HR team move beyond simple evaluations and truly understand where your employees stand in terms of both performance and potential.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Modern <a href=\"https:\/\/www.sage.com\/en-us\/human-resources\/performance-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">performance management software<\/a> can even support you in visualizing your team in models such as the 9 box grid.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By taking a strategic approach to using this tool, you can identify key areas for development, building a stronger, more capable workforce that drives your business in the right direction. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re looking for ways to enhance your talent management strategy, it\u2019s worth giving this method a go to see how it can help you make more informed decisions and support your team\u2019s growth.<\/p>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner on-scroll-highlight__target\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to our Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Get our latest business advice delivered directly to your inbox.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working from home with tea in hand\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n<section class=\"more-topics alignfull has-grey-light-background-color wp-block-sage-post-topics\">\n\t<div class=\"container\">\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col col-12 col-lg-4\">\n\t\t\t\t<h3 class=\"more-topics__title h2\">Browse more topics from this article<\/h3>\n\t\t\t<\/div>\n\t\t\t<div class=\"col col-12 col-lg-8\">\n\t\t\t\t<ul class=\"post-tags__list\">\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/boss-your-business\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tBoss your business\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/business-continuity\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tBusiness Continuity\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/hr-payroll\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tHR and Payroll\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/hr-software\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tHR software\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/performance\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tPerformance and Culture\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/productivity\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tProductivity\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t<li class=\"post-tags__item\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/hub\/small-business\/\" class=\"post-tags__link button button--secondary\">\n\t\t\t\t\t\t\t\tSmall business\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/section>\n\n<div class=\"alignfull wp-block-sage-related-posts\">\n\t<section class=\"related-posts card-grid has-dark-background-color\">\n\t<div class=\"container\">\n\t\t\t\t\t<div class=\"row\">\n\t\t\t\t<div class=\"col\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--featured h1\">Explore more wisdom<\/h2>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"row related-posts__featured\">\n\t\t\t\t<div class=\"col card-grid__item\">\n\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-0 post-23456 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-accounting-101 tag-boss-your-business tag-small-business tag-staying-competitive business_type-small-business card-post--is-clickable\"\n>\n\t<div class=\"card-post__media-wrapper\">\n\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-642394299-1440x810.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-642394299-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-642394299-768x432.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-642394299-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\t<\/div>\n\n\t<div class=\"card-post__content\">\n\t\t\t\t\t<div class=\"card-post__label\">Recommended<\/div>\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-07-31T07:18:42-04:00\">July 31, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">15 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h3\">\n\t\t\t\t\t\t\t<a\n\t\t\t\t\tclass=\"card-post__title-link\"\n\t\t\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/how-to-write-an-invoice\/\"\n\t\t\t\t>\n\t\t\t\n\t\t\tHow to write an invoice and what to include\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/p>\n\n\t\t\n\t\t\t\t\t<p class=\"card-post__description\">\n\t\t\t\tLearn how to write an invoice with our practical guide. Discover what to include, common payment terms, invoice types, and tips to help you create professional invoices and get paid faster.\t\t\t<\/p>\n\t\t\n\t\t\t<\/div>\n\n\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\n\t\t\t\t\t<div class=\"row related-posts__non-featured\">\n\t\t\t\t<div class=\"col col-12\">\n\t\t\t\t\t<h2 class=\"related-posts__heading related-posts__heading--more h4\">More on this Topic<\/h2>\n\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-1 post-13533 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-accounting-101 tag-boss-your-business tag-business-continuity tag-cash-flow tag-productivity tag-small-business business_type-small-business business_type-growing-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/why-you-should-be-doing-cash-flow-analysis\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/12\/BrandShootLDN_Dec2021_Construction_0014-JPG-Sage-Advice-684x384.jpeg\" class=\"card-post__image\" alt=\"Construction professional at desk\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/12\/BrandShootLDN_Dec2021_Construction_0014-JPG-Sage-Advice-684x384.jpeg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/12\/BrandShootLDN_Dec2021_Construction_0014-JPG-Sage-Advice-768x512.jpeg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/12\/BrandShootLDN_Dec2021_Construction_0014-JPG-Sage-Advice-1215x810.jpeg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-07-31T05:12:45-04:00\">July 31, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">16 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tCash flow analysis guide: Definition, steps, and examples\u00a0\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-2 post-23890 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-accounting-101 tag-small-business business_type-small-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/income-statement-template\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1279589946-684x384.jpg\" class=\"card-post__image\" alt=\"woman putting on headset working on computer\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1279589946-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1279589946-768x432.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1279589946-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-07-30T09:59:29-04:00\">July 30, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">18 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tIncome statement template: Free Excel download and examples\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-3 post-27827 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters tag-accounting-101 tag-boss-your-business tag-business-continuity tag-cash-flow tag-productivity tag-small-business business_type-small-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/net-30-payment-terms\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-645973033-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-645973033-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-645973033-768x512.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-645973033-1215x810.jpg 1215w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-07-30T07:02:32-04:00\">July 30, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">12 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tNet 30 payment terms: What they are and why they matter\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<div class=\"col col-6 col-lg-3 card-grid__item\">\n\t\t\t\t\t\t<article\n\t\tclass=\"card-post related-post related-post-4 post-24727 post type-post status-publish format-standard has-post-thumbnail hentry category-money-matters category-strategy-legal-operations tag-accounting-101 tag-growing-a-business tag-small-business business_type-small-business business_type-growing-business\"\n>\n\t\t\t<a\n\t\t\tclass=\"card-post__link\"\n\t\t\thref=\"https:\/\/www.sage.com\/en-us\/blog\/margin-calculator\/\"\n\t\t\t\t\t>\n\t\t\t<figure class=\"card-post__media\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"684\" height=\"384\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-607477465-684x384.jpg\" class=\"card-post__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-607477465-684x384.jpg 684w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-607477465-768x513.jpg 768w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-607477465-1214x810.jpg 1214w\" sizes=\"auto, (min-width: 48em) 250px, (min-width: 30em) 100vw, 100vw\" \/>\t\t\t\n\t\t\t\n\t\t\t\t\t<\/figure>\n\n\t\t\n\t\t\t\t\t<div class=\"card-post__meta\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2026-07-30T06:19:00-04:00\">July 30, 2026<\/time><\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"card-post__meta-text\"><span class=\"reading-time\">1 min read<\/span><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\n\t\t<p class=\"card-post__title h5\">\n\t\t\tMargin calculator (how to calculate profit margin)\t\t<\/p>\n\n\t\t\t<\/a>\n\t\n\t\n\t\t\n\t\n\t<\/article>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/section>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Discover how the 9 box grid can transform your talent management strategy, with actionable insights for employee growth, promotions and retention.<\/p>\n","protected":false},"author":1847,"featured_media":9231,"menu_order":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"sage_hide_published_date":false,"sage_hide_read_time":false,"sage_hide_share_buttons":false,"_pwl_sage_podcast_buzzsprout_src":"","footnotes":""},"categories":[47],"tags":[195,399,17,166,253,272,34],"business_type":[40,41],"lilypad":[],"context":[],"industry":[411],"persona":[99,98,96,97],"imagine_tag":[465,215,413,233,230],"coauthors":[592],"class_list":["post-32677","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-people-leadership","tag-boss-your-business","tag-business-continuity","tag-hr-payroll","tag-hr-software","tag-performance","tag-productivity","tag-small-business","business_type-small-business","business_type-growing-business","industry-human-resources"],"sage_meta":{"region":"en-us","author_name":"Joe Church Woods","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1261583718.jpg","imagine_tags":{"465":"HR","215":"HR and Payroll","413":"Human Resources","233":"Medium Businesses","230":"Small business"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/32677","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/1847"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=32677"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/32677\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/9231"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=32677"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=32677"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=32677"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=32677"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=32677"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=32677"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=32677"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=32677"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=32677"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=32677"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}