5 Steps to Explain to Employees that Promotions Aren’t Based on a Checklist

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Explaining to employees that promotions are not based on a checklist of criteria can be a delicate and challenging task for managers. This situation requires navigating perceptions of fairness, managing expectations, and clearly communicating the holistic approach to career advancement within the organization. Before diving into the steps on how managers can effectively convey this message using the Competency-Based Framework, let’s explore why this conversation is tricky.

Why Explaining "Promotions Aren’t Based on a Checklist" is Tricky for Managers

  1. Perceptions of Fairness: Employees may expect promotions to follow a straightforward checklist of qualifications or tenure. Deviating from this perception can lead to confusion or perceived unfairness.

  2. Complexity of Evaluation: Promotion decisions often involve a blend of skills, competencies, potential, and alignment with organizational needs. This complexity can be difficult to articulate in a clear and understandable manner.

  3. Managing Expectations: Employees may feel disheartened if they believe they have met all checklist items but are not promoted. Managing these expectations while encouraging ongoing development is crucial.

  4. Transparent Communication: It’s essential to communicate openly about how promotions are assessed to maintain trust and morale among employees.

The Competency-Based Framework: A Solution for Transparent Promotion Discussions

The Competency-Based Framework offers a structured approach to evaluating and communicating promotion decisions. This method focuses on identifying and developing specific competencies that are critical for success in current and future roles. Here’s why this framework is appropriate and how managers can use it effectively:

Steps to Explain to Employees That Promotions Aren’t Based on a Checklist Using the Competency-Based Framework

Step 1: Setting the Context

  • Description: Begin by explaining the Competency-Based Framework. Highlight that promotions are based on a combination of skills, behaviors, and potential rather than a simple checklist of qualifications.

  • Example: "Sarah, I want to discuss your career growth and our approach to promotions. At our company, we use a Competency-Based Framework to assess readiness for advancement. This means we look at a range of skills and qualities beyond just meeting basic job requirements."

Step 2: Identifying Key Competencies

  • Description: Discuss the specific competencies that are important for the role the employee aspires to. These may include technical skills, leadership abilities, communication skills, and strategic thinking.

  • Example: "For example, to move into a managerial role, we consider competencies such as your ability to lead teams effectively, your strategic decision-making skills, and your capacity to influence and inspire others."

Step 3: Providing Feedback Based on Competencies

  • Description: Offer constructive feedback based on how the employee currently demonstrates these competencies. Highlight strengths and areas for development.

  • Example: "John, your technical skills are strong, and you’ve shown great initiative in project management. However, to progress further, focusing on developing your leadership presence and your ability to delegate tasks strategically would be beneficial."

Step 4: Discussing Development Opportunities

  • Description: Collaborate with the employee to identify opportunities for growth and development in key competencies. This could include mentorship, training programs, stretch assignments, or participation in strategic initiatives.

  • Example: "We can explore opportunities for you to lead cross-functional projects or enroll in leadership development programs. These experiences will help you build the skills needed for future leadership roles."

Step 5: Setting Clear Expectations

  • Description: Clarify how progression within the organization aligns with the Competency-Based Framework. Emphasize that promotions are about continuous growth and readiness for increased responsibilities.

  • Example: "Emma, our goal is to support your development so that you’re prepared for the next level of responsibility when the opportunity arises. Let’s create a development plan together to help you achieve your career goals."

Sample Dialogue

Manager (M): Hi Emma, thanks for meeting with me. I wanted to discuss your career development and our approach to promotions.

Employee (E): Hi [Manager's Name]. Sure, I’m interested to hear more.

M: Great. At our company, we believe in a Competency-Based Framework for evaluating readiness for promotions. This means we consider a range of skills, behaviors, and potential rather than simply checking off a list of qualifications.

E: Okay, so it’s not just about meeting specific criteria?

M: Exactly. While meeting job requirements is important, promotions also involve demonstrating key competencies that are critical for success in the role you’re aiming for. For instance, for a leadership position, we look at skills like strategic thinking, teamwork, and the ability to influence others.

E: I see. Can you give me an example of how this framework applies?

M: Of course. You’ve shown strong technical skills and attention to detail, which are essential. However, to progress further, we’d also want to see growth in your ability to lead projects and collaborate effectively across teams. These competencies are crucial for our team leads.

E: What steps can I take to develop these competencies?

M: I’m glad you asked. We can start by identifying opportunities for you to take on more leadership responsibilities in your current projects. Additionally, there are workshops and training programs available that focus on leadership and team dynamics. These experiences will help you build the skills needed for advancement.

E: That sounds like a plan. How will I know when I’m ready for a promotion?

M: We’ll regularly review your progress and discuss how your skills are developing in line with our competency framework. It’s about continuous improvement and being prepared to take on greater responsibilities when the right opportunity arises.

E: Thank you, [Manager's Name]. I appreciate the clarity on how promotions work here.

M: You’re welcome, Emma. I’m here to support your growth and help you achieve your career goals.

Conclusion

Effectively communicating to employees that promotions are not based on a checklist requires a strategic and transparent approach. The Competency-Based Framework provides a robust method for evaluating readiness and fostering development aligned with organizational goals. By following these steps—setting context, identifying key competencies, providing feedback, discussing development opportunities, and setting clear expectations—managers can navigate promotion discussions with clarity and fairness. This approach ensures that employees understand how their skills and growth align with career progression within the organization, fostering a culture of continuous improvement and mutual understanding.

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4 Steps to tell an Employee they are Not Ready for a Promotion with 3 examples