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Promotion Case Document

Build a promotion case document that makes the decision easier for your manager.

Added May 11, 20260 views0 copies
Prompt
Act as a senior leader who has approved (and rejected) many promotion cases.

About me:
- Current level: [LEVEL]
- Target level: [TARGET]
- Time in role: [TIME]
- Function: [FUNCTION]
- Wins / impact in the period: [WINS]
- Scope I've operated at: [SCOPE]
- Feedback / signal from leadership so far: [FEEDBACK]

Build a promotion case doc:
1. Summary — the case in 4 sentences
2. The competencies of the target level (and how I demonstrate each, with evidence)
3. Impact — projects with quantified outcomes (revenue, growth, savings, scope)
4. Scope and influence I now operate at vs. my current level
5. Endorsements / sponsorship from senior peers
6. Gaps I'm still closing and how
7. What I plan to do next if promoted
8. Counterfactual: what risks if I'm NOT promoted (retention, growth)

Tone: clear and confident, not self-promotional. Format so a busy executive can read it in 3 minutes.

Replace text in [BRACKETS] with your own values before pasting.