Use a duty breakdown, organisation chart and representative work showing who performs specialist tasks, who directs staff and what authority the employee actually holds. Support the specialised-knowledge claim with training and concrete contributions.
Show responsibility in context
A chart without explanations can hide the difference between reviewing technical work and primarily managing a function or team. Describe the employee’s decisions and the work done by others. Avoid contradictory letters presenting the same role as full-time hands-on engineering in one place and almost entirely management in another.
Assess the appropriate category from the reconciled facts. Reconcile the exhibits against each other before any of them is filed, since a contradiction is what a reviewer will find first. The recurring failure is a set of documents each accurate in isolation: a letter describing full-time hands-on engineering, a chart showing a team reporting to the same person, and a duty breakdown implying neither.
Use a duty breakdown, an organisation chart and representative work showing who performs specialist tasks, who directs staff and what authority the employee holds. Explain the decisions the employee makes and the work done by others, since a chart without explanation hides the difference between reviewing technical work and managing a function. Have one person read the whole bundle end to end before it is filed.