Branch Manager Promotion Assessment Form
Evaluate an employee’s suitability for promotion to branch manager. Please complete all sections based on direct observation and professional judgment.
Candidate Full Name
*
First Name
Last Name
Current Role / Position
*
Current Branch
*
Leadership Performance
*
Rows
Excellent
Good
Satisfactory
Needs Improvement
Decision-making ability
1
2
3
4
Motivates and inspires team
5
6
7
8
Handles conflict constructively
9
10
11
12
Team Management Ability
*
1
2
3
4
5
Customer Service & Operations Oversight
*
Rows
Excellent
Good
Satisfactory
Needs Improvement
Customer relationship management
13
14
15
16
Operational efficiency
17
18
19
20
Problem-solving skills
21
22
23
24
Compliance & Risk Awareness
*
Consistently demonstrates strong compliance and risk awareness
Generally compliant, minor lapses
Occasional compliance issues
Significant compliance concerns
Readiness for Promotion
*
Ready for promotion now
Ready within 6 months
Ready within 1 year
Not ready for promotion
Assessment Comments (Please provide specific observations or supporting examples)
Final Recommendation
*
Strongly recommend for promotion
Recommend for promotion
Recommend with reservations
Do not recommend for promotion
Submit Assessment
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