Internal Promotion Review Template

A data-backed, ready-to-fill template to propose and document internal promotions.

Internal Promotion Review Template

Preview

Internal Promotion Review Template

Internal Promotion Review Template is a ready-to-use framework tailored for managers, HR partners, and employees to propose, evaluate, and document internal moves with data-backed rationale.

What's inside

  • Candidate overview

  • Role alignment and scope

  • Business case and impact

  • Evidence & performance

  • Stakeholders and approvals

  • Decision log

  • Development plan

  • Action items

How to use this template

  1. Gather performance data, feedback, and business metrics related to the candidate’s current role. 2. Fill in each section with concrete placeholders and real data where available. 3. Convene the relevant stakeholders to review the promotion and record decisions in the Decision log. 4. If approved, finalize compensation, reporting lines, and onboarding tasks in the Development plan. 5. Share the final decision and next steps with the candidate and HR records.

Why it works

Is this suitable for all internal promotions?

Yes, it provides a consistent framework for vertical moves, larger scope, or role changes, while keeping data and rationale visible.

Can it be adapted for different teams?

Absolutely. Replace placeholders with team-specific metrics and adjust roles to fit each context.

How is fairness ensured?

Promotions are grounded in objective performance data, documented evidence, and approvals from designated stakeholders.

Ready to use Internal Promotion Review Template?

Start from this template in your workspace. Free to use, no setup required.