Free Template
Raise Pitch Checklist
Printable checklist of everything to prepare before asking for a raise.
Template Content
Pre-Meeting Preparation Checklist --------------------------------- [ ] List of 3-5 major achievements with specific metrics. [ ] Evidence of taking on work above your current level. [ ] Current market salary data for your role/city. [ ] Target salary figure and acceptable minimum. [ ] List of non-monetary perks you'd accept if budget is tight. [ ] Drafted opening statement (script). [ ] Predicted objections and your responses. [ ] A scheduled dedicated meeting time (not just a quick chat). [ ] A positive, professional mindset. Meeting Follow-Up ----------------- [ ] Summary email sent after the meeting. [ ] Next steps or review date confirmed in writing. [ ] Personal record updated with outcome.
How to Use This Checklist
- 1
Review the list at least 2 weeks before you plan to ask for a raise.
- 2
Tick off each item as you complete the research or preparation.
- 3
Don't schedule the meeting until you've checked off the 'Pre-Meeting' section.
- 4
Use this to stay organized and calm during the process.
Pro Tips
Over-prepare: You might not need all the data, but having it will give you more confidence.
Practice: Role-play the conversation with a friend using this checklist as a guide.
Stay calm: Negotiation is a normal part of professional life, not a personal conflict.
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Ivy Sinclair-Wren
Financial Chaos Analyst
Ivy Sinclair-Wren is a Financial Chaos Analyst covering investing, AI, wealth psychology, and the emotional consequences of opening finance apps during market crashes. Based in Melbourne, she specializes in demystifying the Australian tax code and helping users navigate the intersection of spreadsheet logic and human irrationality.