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Help CenterPerformAdministrationSuccession Planning9-Box

Export a 9-Box to Microsoft PowerPoint

  • Exporting creates a Microsoft PowerPoint presentation.
  • It only includes employees who are plotted—not employees on the talent bench.
  • Export includes a title page, 9-Box grid containing plotted employees, and individual 9-boxes with plotted employees' talent cards.
  1. From the navigation bar, click Administration.
  2. From the Settings page under Succession Planning Dashboard & Tools, click Talent Pools.
  3. In the grid beside a talent pool, click vertical three-dot menu icon and then click 9-Box.
  4. Click circled down arrow icon and select Export to PPT.
  5. On the pop-up, select to open file in Microsoft PowerPoint or save it to your computer.