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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.


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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

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

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    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    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

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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