Promotion Strategy Cheat Sheet

Strategic guide to getting promoted — pre-promotion work, building your case, managing up, timing the ask, and the promotion packet template.

Last Updated: July 15, 2025

Promotion Timeline

PhaseWhenAction
Plant Seeds6-12 months beforeTell manager: "I want to reach [next level] — what would it take?"
Do the Work3-9 months beforeOperate at next level — scope, impact, leadership
Build Case2-3 months beforeGather evidence, get peer endorsements, draft packet
Make the AskReview cyclePresent promotion packet, reference prior conversations

The Promotion Packet

SectionContents
Level ExpectationsCopy-paste next level job description — map your work to each bullet
Evidence GridTable: expectation → your evidence → impact metric
Peer Endorsements3-5 quotes from peers, cross-functional partners, skip-level
Future ImpactWhat you'll deliver in first 6 months at next level

Managing Up

ActionFrequency
1:1 career check-insMonthly — explicit: "What's the gap between me and next level?"
Skip-level relationshipQuarterly coffee — they're often in promo committee
VisibilityPresent at all-hands, write design docs, share wins broadly
Pro Tip: Promotions are not rewards for past work — they are bets on future impact. Build your case around what you'll do at the next level, not just what you've done at this one.
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