1
Obtain the employee's consent and briefing
Before drafting, confirm the employee has requested the letter and understands what you plan to write. Ask them to share the job description or program requirements and their updated resume so you can tailor the letter.
π‘ Request a one-paragraph summary from the employee of what they want emphasized β this saves time and ensures the letter supports their application strategy.
2
Establish your relationship and credentials clearly
Open by identifying yourself β full name, title, organization, and how long you supervised or worked alongside the employee. Be specific about the reporting relationship and the professional context.
π‘ Recipients weigh recommendations from direct supervisors more heavily than peer-level references. If you are a peer, state why you are positioned to speak to the employee's professional abilities.
3
Summarize the employee's role, responsibilities, and tenure
State the employee's job title, core responsibilities, and exact dates of employment or collaboration. This section grounds the letter in verifiable facts and signals that you have direct, firsthand knowledge.
π‘ Cross-reference the employee's resume to ensure dates, titles, and responsibilities align β inconsistencies between the letter and resume raise red flags during background checks.
4
Write two to three specific performance accomplishments
Select accomplishments that are directly relevant to what the employee is applying for. Quantify wherever possible: percentages, dollar amounts, timeframes, and team sizes are all persuasive.
π‘ One strong, quantified example outperforms three vague claims. If you cannot recall a specific number, describe the project outcome and scope concretely instead.
5
Assess skills and character with supporting examples
Choose three to five skills or character traits that are most relevant to the target role and support each with a brief, concrete example. Avoid listing every positive attribute β prioritize relevance.
π‘ Include at least one example of how the employee handled a difficult situation, setback, or conflict β this signals resilience and problem-solving ability more effectively than descriptions of routine success.
6
Tailor the suitability statement to the target opportunity
Reference the specific job title, program, or organization the employee is applying to. Explain in one to two sentences why their background makes them a strong fit for that particular opportunity.
π‘ If the employee is applying to multiple roles, ask them to send you the specific job posting for each one and adjust this paragraph accordingly β or write a slightly more general version they can distribute broadly.
7
Close with an unqualified endorsement and your contact details
End with a direct, unconditional statement of support. Provide a direct phone number and email address where the recipient can reach you for follow-up verification.
π‘ Keep the closing paragraph to three sentences maximum β brevity here reads as confidence, not disinterest.
8
Sign, date, and deliver on company letterhead where appropriate
Sign the letter with your handwritten or verified electronic signature. Date it within the past 30 days. If you are writing in a professional rather than purely personal capacity, use your organization's letterhead.
π‘ PDF the signed letter before sending β forwarded Word documents lose formatting and occasionally lose signatures, undermining the letter's professional presentation.