| name | wir-promotion-evidence |
| description | Builds a structured business case from a participant's dashboard history to support a promotion conversation, performance review, or skip-level meeting. Use when a participant is preparing for any career advancement conversation and needs to translate their contributions into a compelling executive narrative. Trigger when user mentions promotion, review, performance conversation, raise, skip-level, or "making the case" for anything career-related.
|
Promotion Evidence Sub-Skill
Prerequisite: Load skills/SKILL.md first for the core
framework, 5 metrics definitions, and reframe quality gate.
Purpose
Transform a participant's accumulated dashboard entries (weeks or months of work)
into a structured, executive-ready business case — the kind that makes a manager
say "she's already operating at the next level" before the conversation even starts.
When to Use
- Participant has an upcoming performance review
- Participant is preparing a promotion conversation
- Participant has a skip-level meeting with senior leadership
- Participant says "I want to make a case for myself"
- Participant has 4+ weeks of dashboard history to draw from
Step-by-Step Workflow
Step 1 — Understand the Conversation Context
Before building the case, ask:
- What role or level are they going for? (Same title + raise? Next level? New scope?)
- Who is the audience? (Direct manager? Skip-level? Panel?)
- What's the timeframe? (Last quarter? Last 6 months? Last year?)
- Is there a job description or promotion criteria? (If yes, ask them to paste it — the case should map to it.)
Step 2 — Receive Dashboard Input
Accept input in any format:
- Multiple weekly dashboard rows pasted as text
- A linked Google Doc or Sheet with multiple entries
- A verbal summary of the past few months
If the user only has a few weeks of data, proceed with what exists and note:
"The more entries you have, the stronger the case. Even 4 weeks gives us
a solid quarter of proof."
Step 3 — Identify the Impact Themes
Review all entries and look for patterns across the 5 metrics:
- Which metric appears most consistently? → This is their primary value driver
- Which metric has the biggest single win? → This is their headline story
- Which metric shows growth over time? → This is their trajectory evidence
Group contributions into 3–4 impact themes. These become the pillars of the business case.
Example themes:
- "Accelerates Revenue" (multiple deal-related contributions)
- "Reduces Risk Before It Becomes Expensive" (churn flags, stalled deal surfacing)
- "Multiplies Team Performance" (enablement, coaching wins)
Step 4 — Build the Business Case
Output in this structure:
📋 Promotion Business Case
[Name] · [Role] → [Target Role/Level] · [Timeframe]
Opening Statement (3 sentences — lead with this in any conversation)
[Position them as someone who already operates at the next level.
Reference their strongest metric. Include at least one specific number.
End with a forward-looking sentence about what they'll continue to drive.]
Evidence by Impact Theme
Theme 1: [Theme Name]
- [Bullet — specific contribution, metric, outcome, number]
- [Bullet — specific contribution, metric, outcome, number]
- [Bullet — specific contribution, metric, outcome, number]
Theme 2: [Theme Name]
Theme 3: [Theme Name]
Strongest Single Win (The story they lead with)
[The most impressive, specific, quantified contribution — written as 2 sentences
a CRO would repeat to someone else.]
Trajectory Note (Optional — include if there's clear growth over time)
[1–2 sentences showing how their impact has compounded or expanded in scope
over the timeframe. Shows readiness, not just results.]
Step 5 — Reframe Quality Check
Before delivering:
Coaching Notes for Edge Cases
"I don't think my contributions are impressive enough."
Reframe the conversation: this document is not about bragging. It is about
making the business case visible. If the work happened, it deserves to be seen.
Help them find the numbers and outcomes they're underselling.
"I don't have quantified numbers for most of this."
Work through the dashboard together. For each entry ask:
- "What would have happened if you hadn't done this?"
- "How many people did this touch?"
- "What's the rough dollar value of the outcome?"
Even estimates, clearly labeled, are stronger than no numbers.
"My manager already knows all of this."
They may know you did the work. They may not have the language to advocate for
you upward. This document gives your manager the words to use in a room you're
not in. That is its real purpose.