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Free plan template · Word

Career Progression Plan

A career progression plan is an agreed plan between an employee and their manager to prepare the employee for a specific next role within a set time. It lists readiness gaps, actions to close them, milestones and how progress will be reviewed.

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  • 32 fill-in fields highlighted
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Preview of the plan

[Highlighted] = fill in
[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 RequirementCurrent LevelRequired LevelGap
[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

GoalActionSupport NeededMeasure of SuccessTimeline
[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

Review DateProgress SummaryReadiness (Not ready / 6–12 months / Ready)Next Steps
[DD/MM/YYYY][Summary][Readiness][Next Steps]
[DD/MM/YYYY][Summary][Readiness][Next Steps]
[DD/MM/YYYY][Summary][Readiness][Next Steps]

This plan supports development towards the target role. It does not by itself guarantee promotion, which remains subject to performance, vacancy and the company's promotion process.

Employee
[Employee Name]
Date: [Date]
Reporting Manager
[Reporting Manager]
Date: [Date]
HR Business Partner
[HR Name]
Date: [Date]

What this template includes

  • Current role and the target role with timeline
  • Readiness assessment against the target role requirements
  • Specific actions with owners and dates
  • Measurable milestones showing progress
  • Quarterly review log
  • Shared sign-off by employee and manager

When to use it

  • An employee is identified as a promotion candidate within the next year or two
  • Preparing a team member to take over from a manager who is moving on
  • Following up on a promotion that was deferred for specific gaps
  • Retaining a strong performer by showing a concrete path

How to customise this template

  1. 1Pull target role requirements from the job description or career path
  2. 2Limit the plan to three to five priority gaps
  3. 3Mix learning on the job, training and exposure
  4. 4Set review dates in both calendars when signing
  5. 5Store with the employee's development records

HR tips

  • Do not promise a promotion date; commit to the plan and the review
  • Make the employee own most actions
  • Give real stretch work, not only training courses
  • Update the plan if the target role changes

For HR & hiring managers

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Frequently asked questions

What is a career progression plan?+

It is a written plan to prepare a specific employee for a specific next role, listing gaps, actions, milestones and review dates.

How is it different from an IDP?+

An individual development plan can cover any growth area, while a career progression plan is focused on readiness for a defined target role.

How long should a progression plan run?+

Commonly six to eighteen months depending on the size of the step, with reviews at least every quarter.