Promotion case worksheet

Build a promotion case. Use the prompts below as a working document, then save or print your answers.

Bring the completed sheet to your manager. Ask which claim is weakest and what evidence would change their assessment.

Working prompts

1. Target role and decision maker
   
2. Three role criteria and your evidence against each
   
3. Results with baseline, period and your contribution
   
4. One capability gap and a 60-day action
   
5. Date for a decision conversation
   

Check before you act

Which entry is based on an assumption? What additional evidence would change your decision? Who can give you a useful challenge rather than simply agree?

Related reading

Use the resources below to turn this topic into a plan suited to your situation.

• Leadership skills audit
• Mentor meeting agenda
• First 90 days checklist
• Board opportunity due diligence checklist