How to prepare for your promotional discussion


Lan Nguyen

Marketing Executive

In this article...

    You've excelled in your current role, delivering exceptional outcomes, and you're confident it's time for a promotion.  

    Yet, the prospect of approaching your boss for this career advancement remains somewhat daunting. 

    Well, it doesn't have to be. Let's break down EV Search's guides on how to prepare for a promotion discussion in this article! 

    Step 1: Set your goals 

    Establishing a clear and attainable goal serves as the foundational step in any action plan. In addition to the primary objective of advancing on the career ladder, you may want to consider secondary goals, such as expressing your eagerness for growth to your manager, acquiring valuable insights, and, in the event of setbacks, identifying areas for improvement to pursue your dream job. 

    Step 2: Ask yourself: Is this the right time to ask for a promotion? 

    Timing is crucial when proposing a promotion. Avoid discussing it during financial difficulties or when your bosses are busy. Ideally, bring it up during your performance review, but don't hesitate if the role becomes available earlier. 

    Step 3: Prepare your materials 

    Conduct thorough research both within your organization and externally. The pivotal objective is to gain a comprehensive understanding of the intricacies of your desired role. Armed with this knowledge, you can compile compelling evidence to demonstrate to your superiors that you can fulfill the role's requirements. 

    Step 4: Plan your approach 

    What is the most effective strategy to approach this topic? The most effective way to approach your boss to ask for a promotion involves careful planning and a thoughtful and proactive strategy. Here is an example of how to articulate your request: 

    • Start the conversation by expressing your dedication to the company and your commitment to your role. 

    • Clearly state your desire for a promotion. Use a confident and positive tone but avoid making it sound like a demand. 

    • Present your achievements and contributions as evidence of your readiness for a promotion. Be specific and provide examples. 

    • Explain how your skills and expertise align with the requirements of the desired position. 

    • Address any concerns your boss might have about your promotion, such as your ability to handle the new responsibilities. 

    Step 5: Ask for help and advice 

    At this point, you'll realize why networking is so important. Reach out to your friends, mentors, or colleagues who have successfully promoted—anyone who can provide valuable insights and meaningful advice on your situation. 

    By seeking their input, you can gain valuable insights into your promotion prospects. Keep in mind that their perspective serves as a reference point; when seeking advice, it's crucial to remain resolute in your decision-making. 

    Step 6: Prepare your objection script 

    Disapproval is inevitable during promotion discussions, no matter how outstanding your work results are. The best way to deal with it is to plan every objection reason that comes into your mind. You cannot oversee everything, but having an objection list in advance helps you prepare for the discussion better. 

    Step 7: Practice  

    When preparing for a promotion discussion, follow the 3P strategy: practice, practice, and practice. Repetition and scenario planning boost your self-confidence, earning you credibility with superiors. Ultimately, demonstrating mastery of your subject matter is essential; it instills trust and paves the way for greater responsibilities. 


    In conclusion, preparing for your promotion discussion is a crucial step towards advancing your career. As you embark on this journey, remember that success often lies in meticulous planning, clear goal-setting, and effective communication. 

    Timing, as we've emphasized, is key. Choose the right moment to broach the subject, ensuring it aligns with the company's circumstances and your own achievements. Be well-prepared, armed with evidence of your qualifications, and ready to address any concerns your boss may have. 

    Additionally, don't hesitate to seek advice and support from your network. The guidance of mentors, colleagues, and friends who have navigated similar paths can be invaluable. 

    Lastly, embrace the power of practice. Rehearsing your pitch and anticipating objections will boost your self-confidence and reinforce your credibility. With diligent preparation and a strategic approach, you'll be well-equipped to embark on the journey toward the promotion you've earned and deserve. Good luck!