1. Job details
List the basic job details of the employee below.
2. Next level expectations, L(X)
List the criteria for the employee’s next level on the career ladder below. I like to show this at the top of the page so that both the employee and manager see it often.
3. Set goals
Using the current or next level expectations as a north star (pending where an individual is within their current level – i.e. promo readiness), set annual goals to improve across each category. Then, get feedback each quarter on where you're learning, matching or exceeding the expectations of your level.