Frame the promotion or role-change case
Builds the evidence-based case for a producer's promotion or role change — what's operating at the next level, what gaps remain, and how it compares against the firm's bar.
In / outPerformance record + next-level bar + peer comparators → promotion case with evidence, open gaps, and calibration frame
You might say…
“Promotion decisions that rely on who advocated loudest erode trust across the whole team. This makes the standard and the evidence visible.”
What it does
When a producer is up for promotion or a role change, build the case — the evidence they're operating at the next level, the gaps still open, and how it compares against the firm's bar — for a calibration or partner decision. Used at promotion cycles, to make the call defensible and consistent across people.
Trigger: Use at promotion cycles or when considering a role change, before the calibration or partner decision.
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The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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