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Career Development Review

A career development review is a structured conversation form a manager and employee complete together, separate from the performance appraisal, to discuss career goals, strengths, skill gaps and readiness for the next role. It ends with an agreed development plan and follow-up date.

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[Company Logo][Company Name]

CAREER DEVELOPMENT REVIEW FORM

Company:: [Company Name]
Review Period:: [Review Period]
Date of Discussion:: [Date]

Section A: Employee Details

Employee Name
Employee ID
Designation
Grade / Band
Department
Work Location
Reporting Manager
Date of Joining
Time in Current Role

Section B: Career Aspirations (Employee)

Role I would like in 1 to 2 years
Role I would like in 3 to 5 years
Functions or areas I want to learn about
What I enjoy most in my current role
What support I need from the company

Section C: Strengths and Development Areas

Key Strengths (Employee View)
Key Strengths (Manager View)
Skill Gaps for Target Role
Certifications or Qualifications Planned

Section D: Mobility

Open to relocation (Yes / No / Specific Cities)
Open to a move to another function (Yes / No)
Any constraints to note (optional)

Section E: Manager's Assessment of Readiness

Readiness for Next Role (Ready Now / Ready in 1 to 2 Years / Develop in Current Role)
Possible Next Roles
Manager's Comments

Section F: Agreed Development Plan

Development Action	Type (Training / Project / Mentoring / Rotation)	Owner	Target Date	Status
[Action]	[Type]	[Owner]	[DD/MM/YYYY]	[Not Started / In Progress / Done]
[Action]	[Type]	[Owner]	[DD/MM/YYYY]	[Not Started / In Progress / Done]
[Action]	[Type]	[Owner]	[DD/MM/YYYY]	[Not Started / In Progress / Done]

Next Follow-up Date

Declaration

We confirm that this career development discussion took place on the date above and that the development plan has been agreed jointly. We understand that this review supports development planning and is not a commitment to any promotion, transfer or change in pay.

Employee
[Employee Name]
Date: [Date]

Reporting Manager
[Reporting Manager]
Date: [Date]

Reviewed by HR
[HR Name]
Date: [Date]

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What this template includes

Employee's own short- and long-term career aspirations
Strengths agreed by both employee and manager
Skill gaps linked to the target role
Mobility preferences for location and function
Manager's view of readiness for the next role
Development actions with owners and dates

When to use it

As an annual or half-yearly career conversation separate from ratings
When an employee asks about growth paths or promotion timelines
During talent reviews and succession planning
After an employee is not selected for an internal role, to plan next steps

How to customise this template

1Ask the employee to fill Sections B and C before the meeting
2Replace readiness options with your talent review categories
3Link development actions to your training calendar or learning platform
4Store the form confidentially and separately from the appraisal file if you wish

HR tips

Keep the conversation about the future, not last year's rating
Do not promise a promotion or date in the form
Agree two or three achievable actions instead of a long list
Follow up at the agreed date and update progress

For HR & hiring managers

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Frequently asked questions

What is a career development review?+

It is a planned discussion between an employee and manager about the employee's career goals, current strengths, gaps and the support needed to grow, recorded on a form.

How is a career development review different from an appraisal?+

An appraisal rates past performance and often links to increments. A career review looks forward at aspirations and development, without a rating.

How often should career development reviews be held?+

Once or twice a year works for most organisations, with a short check-in on the agreed actions in between.

Who keeps the career development review form?+

The manager and employee each keep a copy, and HR holds one for talent and succession planning, with access limited to those who need it.

All 50 increment, promotion & career →

[Company Logo][Company Name]
CAREER ADVANCEMENT LETTER
Ref. No.:
[Reference Number]
Date:
[Date]
To,
[Employee Name]
Employee ID: [Employee ID]
[Designation], [Department]
[Work Location]
Subject: Advancement to [New Career Level] in the [Career Track] Track
Dear [Employee Name],
We are happy to confirm that, based on the outcome of the [Talent Review / Career Assessment] held on [Date], you have advanced from [Current Career Level] to [New Career Level] in the [Career Track] career track with effect from [Effective Date].
The review panel noted the following strengths in your work during the assessment period:
Letter · Word
Career Advancement Letter
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[Company Logo][Company Name]
SALARY REVIEW FORM
Review No.:
[Reference Number]
Date:
[Date]
Section 1 – Employee Details
Employee Name [Employee Name]
Employee ID [Employee ID]
Designation [Designation]
Department [Department]
Date of Joining [Date of Joining]
Reporting Manager [Reporting Manager]
Section 2 – Reason for Review
- Employee request
- Confirmation after probation
- Increase in role scope
- Internal pay parity concern
- Market / retention concern
- Other: [Specify]
Section 3 – Current Pay Position
Form · Word
Salary Review Form
Download .docx

[Company Logo][Company Name]

COMPENSATION REVIEW FORM

Review No.:: [Reference Number]
Review Date:: [Date]
Review Type:: Annual / Role Change / Retention / Restructure

1. Employee Profile

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Grade	[Grade]
Department	[Department]
Work Location	[Work Location]
Criticality of Role: High / Medium / Low
Flight Risk: High / Medium / Low

2. Total Rewards Comparison

Element	Current (₹ p.a.)	Proposed (₹ p.a.)	Remarks
Basic Salary	[Amount]	[Amount]	[Remarks]
HRA and Allowances	[Amount]	[Amount]	[Remarks]
Variable Pay at Target	[Amount]	[Amount]	Target [x]% of fixed
Employer PF	[Amount]	[Amount]	12% of basic, subject to ceiling rules
Gratuity (provision)	[Amount]	[Amount]	As per company practice
Group Medical / Term Insurance	[Amount]	[Amount]	Cover ₹ [Amount]
Other Benefits (car lease, meal card etc.)	[Amount]	[Amount]	[Remarks]
Total CTC	[CTC]	[Amount]	[x]% change

3. Variable Pay History

Form · Word

Compensation Review Form

Download .docx

[Company Logo][Company Name]

EMPLOYEE CAREER PATH

Company:: [Company Name]
Job Family:: [Job Family]
Department:: [Department]
Effective From:: [DD/MM/YYYY]

1. Career Ladder

Step	Designation	Grade	Core Responsibilities	Skills / Qualifications to Move Up	Typical Time in Role
1	[Entry Designation]	[Grade]	[Responsibilities]	[Skills]	[x–y] years
2	[Designation]	[Grade]	[Responsibilities]	[Skills]	[x–y] years
3	[Designation]	[Grade]	[Responsibilities]	[Skills]	[x–y] years
4	[Designation]	[Grade]	[Responsibilities]	[Skills]	[x–y] years
5	[Senior Designation]	[Grade]	[Responsibilities]	[Skills]	–

2. Specialist Track

Step	Specialist Designation	Equivalent Grade	Expectation
S1	[Designation]	[Grade]	[Expectation]
S2	[Designation]	[Grade]	[Expectation]
S3	[Designation]	[Grade]	[Expectation]

3. Lateral Moves

Plan · Word

Employee Career Path Template

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[Company Logo][Company Name]

CAREER PROGRESSION PLAN

Employee:: [Employee Name] ([Employee ID])
Current Role:: [Designation], [Department]
Target Role:: [Target Designation]
Target Readiness Date:: [DD/MM/YYYY]
Manager:: [Reporting Manager]

1. Readiness Assessment

Target Role Requirement	Current Level	Required Level	Gap
[Technical skill]	[1–5]	[1–5]	High / Medium / Low
[Leadership / people skill]	[1–5]	[1–5]	High / Medium / Low
[Business / stakeholder skill]	[1–5]	[1–5]	High / Medium / Low
[Experience requirement]	[Status]	[Required]	High / Medium / Low

2. Action Plan

Goal	Action	Support Needed	Measure of Success	Timeline
[Close gap 1]	[Stretch assignment / project]	[Manager / mentor]	[Measure]	[DD/MM/YYYY]
[Close gap 2]	[Training programme]	[Budget ₹ Amount]	[Measure]	[DD/MM/YYYY]
[Close gap 3]	[Deputise for manager]	[Manager]	[Measure]	[DD/MM/YYYY]
[Close gap 4]	[Cross-team exposure]	[Other Department Head]	[Measure]	[DD/MM/YYYY]

3. Quarterly Review Log

Plan · Word

Career Progression Plan

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[Company Logo][Company Name]

TALENT DEVELOPMENT PLAN

Company:: [Company Name]
Plan Period:: [FY 20XX–XX]
Target Group:: [Talent Pool / Department]
Plan Owner:: [HR Name]

1. Business Objective

This plan supports the business need to [Business Objective], for example building [No.] ready-now successors for branch head roles by [DD/MM/YYYY].

2. Capability Gaps and Interventions

Capability Gap	Intervention	Method	Participants	Quarter	Budget (₹)	Success Measure
[People leadership]	[Programme]	Workshop + coaching	[No.]	Q1	[Amount]	[Measure]
[Financial acumen]	[Programme]	E-learning + project	[No.]	Q2	[Amount]	[Measure]
[Stakeholder management]	[Programme]	Mentoring	[No.]	Q2–Q3	[Amount]	[Measure]
[Functional skill]	[Programme]	Job rotation	[No.]	Q3–Q4	[Amount]	[Measure]

3. Participants

Plan · Word

Talent Development Plan

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[Company Logo][Company Name]
INDIVIDUAL CAREER PLAN
Employee:
[Employee Name] ([Employee ID])
Designation:
[Designation], [Department]
Manager:
[Reporting Manager]
Date:
[Date]
1. About Me
What I enjoy most in my work [Answer]
My key strengths [Answer]
Areas I want to develop [Answer]
What matters to me in my career (e.g. expertise, leadership, location, balance) [Answer]
2. My Career Goals
In one year I would like to [Goal]
In three years I would like to [Goal]
Preferred direction: Grow in current role / Move to people management / Specialist track / Move to another function
3. My Action Plan
Plan · Word
Individual Career Plan
Download .docx

What I enjoy most in my work	[Answer]
My key strengths	[Answer]
Areas I want to develop	[Answer]
What matters to me in my career (e.g. expertise, leadership, location, balance)	[Answer]

In one year I would like to	[Goal]
In three years I would like to	[Goal]
Preferred direction: Grow in current role / Move to people management / Specialist track / Move to another function

[Company Logo][Company Name]

SALARY INCREMENT LETTER

Ref. No.:: [Reference Number]
Date:: [Date]

To,
[Employee Name]
Employee ID: [Employee ID]
[Designation], [Department]
[Work Location]

Subject: Increment in Salary

Dear [Employee Name],
Congratulations! In recognition of [Reason – e.g. your successful confirmation / completion of the Certification Name certification / your contribution to Project Name], we are happy to grant you an increment in your salary.

Particulars	Details
Current Gross Monthly Salary	₹[Amount]
Increment Amount (per month)	₹[Amount]
Increment Percentage	[Percentage]%
Revised Gross Monthly Salary	₹[Amount]
Revised Annual CTC	₹[CTC]
Effective From	[Effective Date]

The increment will be distributed across your salary components as per company policy, and a revised salary breakup is available from HR on request. Statutory contributions such as PF will be adjusted in line with the revised Basic.

Letter · Word

Salary Increment Letter

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Career Development Review

Preview of the form

Section A: Employee Details

Section B: Career Aspirations (Employee)

Section C: Strengths and Development Areas

Section D: Mobility

Section E: Manager's Assessment of Readiness

Section F: Agreed Development Plan

Declaration

What this template includes

When to use it

How to customise this template

HR tips

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Frequently asked questions

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