😮 No surprises

People don’t like to be surprised. Give your manager a heads-up before sending a formal request so that they know exactly what to expect. You need to have them onboard. A heads-up gives them more time to prepare. 

If you skip a heads-up and request the increase directly, then you put time pressure on your manager. The more pressure they feel, the more likely they’ll choose an easy path — not helping you or rejecting the request.

🤔 Learn more about the circumstances

Often managers have more context than you do. Maybe they plan to finish your contract in two months, or they plan to move you to the other team soon. Or maybe there’s a new budget approval process two months from now, and there’ll be more money for increases. Good or bad news you want to learn it earlier — before you spend more time preparing the documentation.

✅ Confirm the process

Heads-up is also an excellent opportunity to confirm whether you know the decision process and who approves the request. Maybe something has changed recently, and you should talk with other people or find other supporters before moving forward.

📝 Templates

Here are two templates that you can use. Choose one depending on the person owning the budget. Contact Pilot team if you’re not sure who exactly approves the budget in your team.

When the manager approves the budget

Hello %NAME%

I was thinking about renegotiating my rate, but I wanted to check in with you first to make sure that we’re in sync about the value I’m creating for the team.

I’m working on a self-assessment right now. I’ll also ask some teammates for a short feedback.

I believe that you’re approving all changes directly, so I’d love to show this document to you and ask for your opinion.

Please let me know if we should follow some other process, or there’s an additional step in between.

—%YOUR NAME%

When someone else approves the budget

Hello %NAME%

I was thinking about renegotiating my rate, but I wanted to check in with you first to make sure that we’re in sync about the value I’m creating for the team.

I’m working on a self-assessment right now. I’ll also ask some teammates for a short feedback.

Once I finish it, I’d love to present it to you and get your opinion. I believe that %NAME, ROLE% is approving all changes, so I’d like to send them the assessments, feedback from peers and your opinion.

Please let me know if we should follow some other process, or there’s an additional step in between.

—%YOUR NAME%

➡️️️ What’s next?

Now that you gave heads-up, it’s time to start working on the documentation. The first step is to prepare a self-assessment

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