Promotion Planning Process
Tasks & Phases Included in This Workflow
Phase 1: Eligibility and Criteria Setting
1. Define Promotion Criteria
Establish clear, objective criteria for promotion, including performance metrics, leadership qualities, and specific skills or experience required.
2. Communicate Criteria
Share the promotion criteria and process with all employees to ensure transparency and understanding.
Phase 2: Application and Initial Assessment
3. Open Application Process
Allow eligible employees to apply for promotion. Use a system like Mosaico to manage applications and documentation.
4. Initial Screening
Screen applications against the set criteria to identify qualified candidates.
Phase 3: Evaluation and Decision
5. Conduct Evaluations
Organize interviews, performance reviews, and possibly practical assessments to evaluate candidates thoroughly.
6. Select Candidates
Choose candidates for promotion based on evaluation results and organizational needs.
Phase 4: Development and Transition
7. Prepare for Role Transition
Offer role-specific training and mentorship to prepare the promoted employees for their new responsibilities.
8. Formalize Promotion
Officially announce the promotion and update the organizational structure and records in Mosaico.