Managers nominate promotion candidates with evidence of work already done at the next level, and an AI report assembles the case the panel reads.
Quick answer
Promotion discussions drift into tenure contests — score against the next level's criteria with an example per rating, note readiness and flight risk, and the AI packet gives the panel one defensible page.
Promotion cases that survive the panel are built on evidence gathered while the work happened, not prose written in review week. This form has managers note what the candidate already does at the next level, score each rubric criterion with a concrete example behind it, and record a readiness call — ready now, ready in about six months, or not yet — plus the retention risk if the promotion slips. The AI report assembles the one-page packet the panel reads aloud. Nominations are recommendations; outcomes follow your company's review and approval process.
| Template | Promotion Nomination Form |
|---|---|
| Category | HR & People Ops |
| Format | Structured worksheet with AI review report |
| Time to complete | About 10 minutes per response |
| What you get | A personalized AI report (printable PDF) for every response, plus the raw answers |
| Best for | Managers sponsoring a candidate · HR running calibration · Review panels |
| Cost | Free to copy and customize on FormLM |
Sample form and AI report preview (fillable once the app is published).
Everything you need to run this template.
Rated against the target level's rubric, not current-role performance.
The concrete outcome standing behind every score.
Ready now / in six months / not yet, plus retention risk.
A one-page case the panel can read aloud.
From copy to deliverable in four steps.
Copy it and enter the candidate, current role and target level.
List outcomes that already operate at the target level.
Rubric ratings with a concrete example behind each.
Readiness call, retention risk and the AI one-pager for the panel.
Pick your role — see how it fits your workflow.
Make the argument once, in writing, with proof.
Every nomination arrives in the same shape.
Compare cases against the same bar, not louder advocacy.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
