The Playbook
Step 1: Pick the promotion criteria
How to do it: Ask your manager what “ready for the next level” looks like on your team, and write the top three signals in plain words. Translate each signal into one measurable outcome you can show.
Proof: You can name three criteria and one metric for each without guessing. Your manager confirms the criteria match how promotions are decided.
Step 2: Select three impact stories
How to do it: Choose three projects that show scope, difficulty, and results, not just effort. For each one, capture the before state, your actions, and the result in two sentences.
Proof: Your stories cover different strengths instead of repeating the same type of work. A reader can understand your role and contribution without extra context.
Step 3: Build proof links and artifacts
How to do it: For each story, add two to four artifacts such as a chart, decision note, SOP, customer quote, or shipped link. Store them in one folder and name the files clearly with dates.
Proof: A reviewer can verify your claims in minutes. Your proof is clean, organized, and easy to share with leadership.
Step 4: Write the one-page promotion packet
How to do it: Keep it to one page with these sections: Current role, Next role target, Top outcomes, Three impact stories, Feedback you acted on, and What you will own next. Use short bullets and end each story with one visible number.
Proof: The page is scannable in two minutes and reads like a case for increased scope. Your manager can forward it without rewriting.
Step 5: Make the ask and agree on a timeline
How to do it: Book a dedicated 1:1 and ask for the promotion path with a specific date. Align on what must be true in the next 30 to 60 days, and schedule the check-in now.
Proof: You leave with a clear plan and timeline, not vague encouragement. The next steps are written down with owners and dates.