Tips & Best Practices

Recommendations for building the strongest promotion packet.

Recommended Settings

Document Processing: Local Browser

Best balance of privacy and convenience. Your sensitive docs never leave your machine.

AI Model: Claude Sonnet 4

Best reasoning for promotion analysis. Fast and high quality.

Add Custom Context

In Settings → Prompts, add context about your company's promotion culture for better AI advice.

Building Your Packet
1

Start with the Rubric

Upload your company's official rubric first. Everything else maps to these criteria.

2

Add Projects Before Evidence

Map your projects to criteria first. This helps you know what evidence to look for.

3

Be Honest About Ownership

Over-claiming ownership will backfire in panel. If you co-owned it, say so.

4

Use Panel Mode Early and Often

Don't wait until you're "done". Run panel reviews as you build to catch issues early.

5

Embrace Gaps

Gaps aren't failures - they're opportunities. Use them to guide your work focus before the next review cycle.

Common Mistakes to Avoid

Quantity over quality

10 weak projects are worse than 3 strong ones. Be selective.

Narrative without evidence

"I led the project" means nothing without artifacts proving it.

Overclaiming scope

Calling a team project "cross-org" when it wasn't. Panels check.

Waiting until the last minute

Start tracking evidence as you go. It's much harder to reconstruct months later.

Ignoring panel feedback

If Panel Mode says it's weak, believe it. Address the issues.

Working with Your Manager
Share your exported packet with your manager early for feedback
Use the gaps section to have productive conversations about what to work on
Ask your manager to add informal criteria - things they know the panel cares about
Use panel review output to practice answering tough questions
Pro Tip

The best time to use PromoReady is before you think you're ready for promotion. Use it to identify gaps, then intentionally seek out projects that fill those gaps. By the time you're actually ready, your packet will be airtight.