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Employee Promotion Meeting Template

Announce a new promotion to your direct report and ensure that all important talking points are discussed for a smooth transition.

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What’s inside this Employee Promotion Meeting Template:

1Congratulations 🎉

Congratulate the employee on their new promotion!

2Reason for promotion ⭐️

Have a discussion with the employee about the reasons for their promotion. Include performance, skills, abilities and qualifications.

3Effective date 🗓

Discuss with the employee how the transition will work logistically (effective start date, compensation, etc.).

4New role and responsibilities 👤

Discuss with the employee what responsibilities the new role will entail.

5Company announcement 📣

Discuss with the employee what the company announcement will look like.

6Introduction 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.

7Next steps ✅

List any next steps for the employee regarding their promotion/transition.

8Questions❓

Any questions for me?

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Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

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    Former Chief Talent Officer, Shopify

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    VP of Customer Success, Motive

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    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

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    Co-founder, Time Doctor

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