Free Intuit promotion packet template
Structured around Intuit's culture of bold moves framework. Covers every section your manager needs. Enter your email and it's yours in 30 seconds.
Intuit runs biannual performance reviews with promotions decided through calibration sessions.
No spam. No account. Just a template that works.
What's in the Intuit template
Every section maps to what Intuit actually evaluates. Prompts and examples included so you know exactly what to write.
Executive Summary
A concise overview of your promotion case at Intuit: who you are, your current level, what you've achieved, and why you're ready.
Key Metrics
Your top 6-8 quantified achievements in a scannable format. Revenue, users, efficiency gains, cost savings. The first thing reviewers read.
Key Evidence
Demonstrate customer-obsessed thinking that drove measurable business outcomes
Key Evidence
Show bold, daring moves - taking informed risks that pushed boundaries
Craft Excellence
Provide evidence of craft excellence and raising the quality bar for your team
Leadership & Scope
Document cross-functional collaboration and leadership beyond your direct scope
Why this template works
Intuit's culture centers on 'Customer Obsession' and 'Design for Delight.' Promotion cases should demonstrate how your work directly improved the experience for customers using TurboTax, QuickBooks, Credit Karma, or Mailchimp.
Intuit runs performance reviews and promotion calibrations twice a year. Managers build promotion cases and present them in calibration sessions where candidates are evaluated against clear level expectations.
Intuit's values include being 'Daring' - taking bold, informed risks. Promotion cases that show you proposed and executed something ambitious (even if it didn't fully succeed) carry more weight than playing it safe.
Works for every level transition at Intuit
Don't want to fill it in manually?
The template takes 4-6 hours to complete by hand.
GetPromoted fills it in for you in 10 minutes, through a guided conversation that extracts your best work.
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