Announce a new promotion to your direct report and ensure that all important talking points are discussed for a smooth transition.
🎉 Congratulations
Congratulate the employee on their new promotion!
⭐️ Reason for promotion
Have a discussion with the employee about the reasons for their promotion. Include performance, skills, abilities and qualifications.
🗓 Effective date
Discuss with the employee how the transition will work logistically (effective start date, compensation, etc.).
👤 New role and responsibilities
Discuss with the employee what responsibilities the new role will entail.
📣 Company announcement
Discuss with the employee what the company announcement will look like.
👋 Introduction to new team members (if necessary)
If the employee is joining a new team or new management, discuss the process of introducing them to that team.
✅ Next steps
List any next steps for the employee regarding their promotion/transition.
❓ Questions
Any questions for me?
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