For CHROs and talent teams

    Succession planning reports and talent-review packs, in your company's own template

    For a CHRO or head of talent, the talent review is one of the few HR documents the board reads closely. Formatix takes what your team already holds, internal profiles or CVs, the performance and potential ratings agreed in calibration, readiness assessments and development notes, and produces the pack in your company's PowerPoint, Word or Excel template: a 9-box grid with each name where calibration placed it, a succession slate for each critical role with readiness ratings, and a one-page profile for each successor.

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    After calibration, the pack

    The hard part of a talent review is the conversation: the calibration sessions where leaders agree who sits where, who is ready now and who is two years away. Then the pack has to be built, and that is where the days go. The HR system's export does not look like a board slide. The 9-box is drawn by hand in PowerPoint and names are dragged from box to box as the discussion changes. Successor profiles were last updated at the previous review.

    Each HR business partner writes promotion cases and successor profiles slightly differently, so the pack that reaches the executive committee is a patchwork. When the nominations committee asks for the CFO succession slate on one page, someone rebuilds it from the spreadsheet on the evening before the meeting.

    The data is sensitive, and the people building the pack are senior. Neither is a good reason for them to spend their time aligning text boxes.

    What goes in

    • Internal profiles or CVs

      An internal profile, CV or career summary for each person, in PDF or Word, in any of 40+ languages.

    • Calibrated ratings

      The performance and potential ratings, and the readiness category, agreed in calibration. Formatix places people where you placed them; it does not rate anyone.

    • Development notes

      Strengths, development actions and the moves being considered, in your words.

    • Promotion case notes

      The line manager's or HRBP's case for a promotion, to be laid into your promotion case template.

    What comes out

    • 9-box slide

      Your 9-box design with each person's name in the box your calibration agreed, using your own axis labels.

    • Succession slates

      One slide or page per critical role, listing successors with the readiness ratings you supplied.

    • Successor profiles

      A one-page profile per successor in your template, from their internal profile and your notes.

    • Promotion cases and a tracker

      Promotion case documents in Word and an Excel tracker with one row per person.

    A sample talent-review slide

    This slide was produced on a Formatix-owned demo template for a fictional leadership team. It shows a 9-box grid filled from placements supplied as input. Your pack would use your own design and your own axis labels.

    Sample talent-review slide with a 9-box grid showing fictional employees placed by performance and potential
    Talent-review slide with 9-box grid

    How it works

    1. 1

      Start from last cycle's pack

      Upload the talent-review deck or succession report you used last time, with names removed or replaced. Formatix turns it into a template, keeping your design, your 9-box layout and your readiness labels.

    2. 2

      Add this cycle's inputs

      Profiles, calibrated ratings, readiness and notes, up to 20 files per batch.

    3. 3

      Get the pack

      The 9-box, the succession slates, the successor profiles and the tracker, filled from the same inputs so they agree with each other.

    4. 4

      Review before it goes to the board

      The pack is editable PowerPoint, Word and Excel. Check every placement against your calibration record before it circulates.

    What stays exactly as your brand

    • Your company template

      Corporate fonts, colours, slide masters and the classification label your board papers carry.

    • Your 9-box

      Your axis names, box labels and colours, whether you call the top-right box 'Star' or 'Future leader'.

    • Your readiness scale

      Ready now, 1 to 2 years, 3 to 5 years, or whatever categories your framework uses.

    • Your structure

      Role by role, business unit by business unit or level by level: the pack follows the order of your template.

    Who it is for

    • CHROs and chief people officers

      Leaders who present succession to the board and the nominations committee and want the pack to be consistent every cycle.

    • Heads of talent and leadership development

      The owners of the talent-review process, who today assemble the pack after calibration.

    • HR business partners

      HRBPs writing successor profiles and promotion cases who want them in one format across the business.

    • Search and advisory firms

      Firms running succession or leadership-assessment projects for clients and delivering the output in the client's template.

    Compared with doing it by hand, or with a CV formatter

    Talent-review packs are usually assembled by hand in PowerPoint from spreadsheet exports; the talent modules in HR systems produce reports in their own layout rather than yours. CV formatters such as Allsorter, HireAra and CV-Transformer are built for agency CVs; they stop at the CV and have no notion of a 9-box or a succession slate.

    9-box grid

    Formatix:
    Names placed from your calibrated ratings, in your design
    By hand:
    Drawn and dragged by hand
    CV-only formatters:
    Not supported

    Succession slates

    Formatix:
    Filled per role with your readiness ratings
    By hand:
    Rebuilt from the spreadsheet
    CV-only formatters:
    Not supported

    Successor profiles

    Formatix:
    One page each, one format across the business
    By hand:
    Each HRBP's own format
    CV-only formatters:
    CV reformatting only

    Who decides ratings and placements

    Formatix:
    Your calibration. Formatix only places them
    By hand:
    Your calibration
    CV-only formatters:
    Not applicable

    Output formats

    Formatix:
    PowerPoint, Word, Excel and PDF
    By hand:
    Whatever you build
    CV-only formatters:
    Mostly Word or PDF

    Cost

    Formatix:
    From £20 a month; 10 free credits to start
    By hand:
    Senior HR time
    CV-only formatters:
    Often quote-only

    Detailed comparisons: Allsorter, HireAra, CV-Transformer.

    Pricing in one line

    Plans start at £20 a month for 20 credits, and every new account gets 10 free credits with no card and no expiry. Full details are on the pricing page.

    Questions people ask

    Does Formatix decide where people sit on the 9-box?
    No. Placements, ratings and readiness come from your calibration. Formatix puts each name where you placed it, in your design. Check the finished grid against your calibration record before it circulates.
    Can we use our own 9-box labels and readiness categories?
    Yes. They come from your template, so whatever your framework calls the boxes and the readiness levels is what appears.
    Is employee data used to train AI models?
    No. Nothing you upload is used to train AI models, and data is processed in the UK and EU under GDPR.
    Can we produce a board version and a detailed HR version?
    Yes. Keep two templates, for example a one-page board summary and a full pack for the executive committee, and run the same inputs through each.
    How many people can go into one pack?
    Up to 20 files per batch. Larger populations can be run in several batches into the same templates.
    Can the pack be updated at the next review cycle?
    Yes. The templates stay in your account, so the next cycle starts from the same design with the new cycle's inputs.
    Can we connect it to our HR system?
    Formatix has an API your team can use to send documents from other systems. It does not have a built-in integration with HR systems.

    Spend the talent review on the talent

    Upload last cycle's pack, check the sample, and build this cycle's from your calibration notes. Ten free credits, no card.

    Start free Book a demo

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