How to use the Promotion case template

Start a board from it
Use this template opens a new Freero board with the Promotion case template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Promotion case”.
Follow the instruction on the board
“Write against the next level’s expectations, one example per criterion. Impact is what changed because of them, not how busy they were.”
Fill in each part
- Scope What they own today.
- Impact What changed because of them, with numbers.
- Next-level examples Evidence against each criterion of the next level.
- What peers say Short quotes from colleagues.
- Gaps Where they’re still growing, honestly.
- Recommendation Your call and timing.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Promotion case board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Feedback conversation prep
Prepare to give someone difficult feedback: what you saw, its effect, what you want instead and how you’ll listen.
Performance calibration
Managers compare their review ratings side by side, with the evidence for each, so the same work gets the same rating across teams.
Individual development plan
Agree where someone wants to grow over the next year, the skills and experiences that will get them there and the support they need.
Career ladder
What changes from level to level in scope, craft, collaboration and impact, so promotions are predictable and fair.
Volunteer onboarding
Take a new volunteer from signing up to their first shifts without losing them to slow replies, checks or a confusing first day.
Volunteer role description
Describe a volunteer role so the right people say yes: why it matters, what they will do, the time it takes and the support they get.