Promotion Case Writer

Difficulty: Intermediate | Time to implement: 20 min | Saves you: ~2 hrs/week Tools: ChatGPT / Claude

This template takes your notes on an employee who's ready for the next level and builds a structured, evidence-based promotion case — demonstrated scope, measurable impact, a readiness assessment against the target role, the new title and compensation recommendation, and a clear summary you can defend to a business partner, a board, or your own budget. Designed for small business owners and managers who know someone deserves a promotion but struggle to make the formal case — so good people get promoted late, informally, or not at all, and sometimes leave because the recognition never came.