Free career planner

The Promotion Conversation Planner

Stop guessing what the next level requires.

A practical 2-page guide to understanding how advancement works in your organization, preparing for a useful conversation with your manager, and leaving with a clearer promotion roadmap.

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Preview of The Promotion Conversation Planner

What’s inside

Turn “what do I need to do?” into a real plan.

The planner helps you move beyond vague promotion advice and prepare for a conversation grounded in role expectations, evidence, decision-making, and next steps.

  • Clarify the title or level you’re working toward and what actually changes at that level.
  • Identify what your manager would need to see and where genuine gaps still exist.
  • Understand who recommends and approves promotions, plus timing and business constraints.
  • Build your evidence across scope, business impact, leadership, ownership, and influence.
  • Prepare the questions you want to ask and capture exactly what you agree to do next.

Preview the planner

Two pages. One clearer conversation.

Page one helps you understand the promotion decision. Page two helps you prepare the conversation and turn it into a concrete follow-up plan.

Page one preview showing role, expectations, gap, decision and evidence prompts
Page 1 — Understand the decision
Page two preview showing promotion conversation preparation prompts
Page 2 — Prepare the conversation

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