Free plan template · Word

Individual Career Plan

An individual career plan is written by the employee to set out their own career aspirations, strengths and interests, and the steps they want to take over the next one to three years. The manager reviews it and agrees what support the company can offer.

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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

Goal	What I will do	Skill / Experience Built	By When	Status
[Goal]	[Action]	[Skill]	[DD/MM/YYYY]	[Status]
[Goal]	[Action]	[Skill]	[DD/MM/YYYY]	[Status]
[Goal]	[Action]	[Skill]	[DD/MM/YYYY]	[Status]
[Goal]	[Action]	[Skill]	[DD/MM/YYYY]	[Status]

4. Support I Need

Training or certification: [Name]
Mentor or coach
Stretch project or new responsibility
Exposure to another team or location
Flexible time for study
Other: [Specify]

5. Manager Comments and Agreed Support

[Manager records feedback on the goals, what support is agreed, and any constraints such as budget or business priorities.]

Next review date	[DD/MM/YYYY]

Employee
[Employee Name]
Date: [Date]

Reporting Manager
[Reporting Manager]
Date: [Date]

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What this template includes

Employee's own view of their career aspiration
Strengths, interests and values that shape choices
Short-term (1 year) and longer-term (3 year) goals
Actions the employee will take
Support requested from the manager and company
Agreed review date

When to use it

During the annual appraisal discussion on future aspirations
When an employee asks for guidance on growth
At the end of a training programme to plan next steps
When an employee is considering an internal move

How to customise this template

1Ask the employee to fill sections 1–4 before meeting the manager
2Add your internal programmes in the support options list
3Allow lateral or specialist goals, not just promotions
4Keep the language personal and first-person
5File the agreed copy with development records

HR tips

Let the employee lead; the manager supports and reality-checks
Be honest about what the company can and cannot offer
Break the three-year goal into steps for this year
Revisit the plan when interests change

For HR & hiring managers

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Frequently asked questions

What should an individual career plan include?+

Career goals, strengths and interests, the skills or experience needed, actions with dates and the support the employee needs.

Who owns the career plan, the employee or the manager?+

The employee owns it. The manager and HR help by giving feedback, opportunities and resources.

Is it okay if an employee's career goal is outside the company?+

It is better to know honestly. The plan can still focus on skills useful in the current role, and the company may find an internal path the employee did not know about.

All 50 increment, promotion & career →

[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]
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]

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]

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]
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
Form · Word
Career Development Review
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Employee Name
Employee ID
Designation
Grade / Band
Department
Work Location
Reporting Manager
Date of Joining
Time in Current Role

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

[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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[Company Logo][Company Name]

SALARY REVISION LETTER

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

Private and Confidential
To,
[Employee Name]
Employee ID: [Employee ID]
[Designation], [Department]

Subject: Revision of Salary

Dear [Employee Name],
We are pleased to inform you that the management has reviewed your compensation and approved a revision of your salary. Your annual Cost to Company is revised from ₹[Previous CTC] to ₹[CTC], effective [Effective Date].

Component	Previous Monthly (₹)	Revised Monthly (₹)
Basic Salary	[Amount]	[Basic Salary]
House Rent Allowance	[Amount]	[HRA]
Special Allowance	[Amount]	[Amount]
Gross Salary	[Amount]	[Amount]
Employer PF	[Amount]	[Amount]
Gratuity Provision	[Amount]	[Amount]
Monthly CTC	[Amount]	[Amount]
Annual CTC	[Previous CTC]	[CTC]

The revised salary will be reflected in your payroll for [Month YYYY]. Arrears from [Effective Date] to [Date], if any, will be paid along with the salary of [Month YYYY], subject to applicable statutory deductions.

Letter · Word

Salary Revision Letter

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[Company Logo][Company Name]
PROMOTION LETTER
Ref. No.:
[Reference Number]
Date:
[Date]
To,
[Employee Name]
Employee ID: [Employee ID]
[Designation], [Department]
[Work Location]
Subject: Promotion to [New Designation]
Dear [Employee Name],
We are delighted to inform you that, in recognition of your performance and contribution, you have been promoted to the position of [New Designation] in Grade [New Grade], with effect from [DD/MM/YYYY].
Consequent to this promotion, your annual Cost to Company (CTC) has been revised to ₹[Revised CTC] (Rupees [Amount in Words] only). The component-wise breakup is given in the enclosed Annexure. Statutory deductions such as PF and professional tax will apply as per law.
Letter · Word
Promotion Letter
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Individual Career Plan

Preview of the plan

1. About Me

2. My Career Goals

3. My Action Plan

4. Support I Need

5. Manager Comments and Agreed Support

What this template includes

When to use it

How to customise this template

HR tips

Hire top talent from BetterJobs

Frequently asked questions

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