Your performance review is right around the corner and you feel you're ready for a promotion. Being prepared for the performance review with your manager is critical; especially if you are going to ask for a promotion.
Let's break down the best steps.
Write down key accomplishments that you have completed for the year. Do this at least a week in advance. You will want time to revise and review the list before you walk into your review. The list should contain pertinent information regarding accomplishments related to your job description and any extra work where you went above and beyond expectations. Where possible, use numbers, such as if you are in sales, how your sales numbers lined up compared to expectations (i.e.: Sales exceeded 20% of annual forecast); or, in the case of budgeting your time, how much time you saved by being more efficient (i.e.: Developed XYZ two weeks ahead of schedule).
Be prepared for what your manager might counter with. You know everything that you have done well, but your manager may have had other expectations of you that you may have not exceeded. Be cognizant of metrics that may be used to counter your accomplishments or as used to not give you the promotion. Some metrics might include training seminars that you have not yet attended, or 'soft' skills that your manager believes that you have not developed to the level the new position requires.
Ensure that you know the job description of the new position you are trying to get promoted into. With higher rank comes more responsibility. Some managers won't promote someone until the employee has already taken on most, if not all, of the job responsibilities of the new rank. Go out of your way, well before your performance review, to take on responsibilities that employees of the next rank take on; where possible. The best way to do this is to request the responsibilities from your manager.
Negotiate intelligently. There's a good chance that your manager simply doesn't feel you're ready, despite your metrics. Stay calm and focused. Ask your manager what they would like to see in order for you to be promoted and use your judgment to tie their words into actions you have already taken or have been undergoing.
Know when to back down. Sometimes, it's simply not the right time. Gracefully back down and encourage your manager to challenge you with the responsibilities of the next rank with the direction that you want to be ready when you have your next review.
If you don't get promoted, don't take it personally. If all else fails, go back to work and don't let the fact that you didn't get a promotion get to you. Keep working hard and keep communication lines open with your manager over the next review period.
Other Options: If you have been passed up several times and are starting to feel like there's a deeper issue with your manager's opinion of you, you might have to consider moving to another team, department, or even another company. Think it through before making a big decision. A good manager will want their employees to succeed.
Dave Bochichio is a coach/consultant and works with IT organizations to build stronger and higher performing teams. Dave also works with individuals looking to better their careers. Learn more here.
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