Salary Negotiation Prep Worksheet (1 Hour)
This is a working document, not a reading exercise. Print it, open a notes app, or just work through it section by section. One hour from now, you'll have a specific number, the research to back it up, a written opener, and a plan for every response they might give. That's what walking in prepared actually looks like.
Before you start
Block 60 uninterrupted minutes. Don't rush this. The quality of your preparation is the quality of your outcome.
Have the written offer (or the internal salary data you've collected) in front of you as you work.
Write in full sentences where the worksheet asks for it. Vague notes produce vague conversations. Specific writing produces specific results.
Read the companion articles first if you haven't: C-1-P (Playbook), C-1-C2 (Scripts).
Time breakdown
20 min
Sections 1–2
Research
20 min
Sections 3–4
Your numbers
20 min
Sections 5–6
Scripts & practice
Market Research
⏱ ~10 minutes · Have 2–3 browser tabs open
Your market number is the foundation of everything that follows. A well-researched number is confident. A guess is nervous. Use at least two sources — three if you can. Record what each one says so you can triangulate.
Recommended sources (open these now)
Your Case for the Number
⏱ ~10 minutes · Specific, concrete, no fluff
Market data tells them what the role is worth. This section tells them what you are worth — and why the gap between the offer and your ask is justified. Write in complete sentences. You will use this language on the call.
What counts as a strong rationale — and what doesn't
❌ Weak rationale
"I have X years of experience"
"I need to pay my bills"
"I feel I deserve more"
"My last company paid me $Y"
✓ Strong rationale
Specific delivered outcomes with numbers
Rare or in-demand skills you hold
Market data showing the gap
Scope of role vs. your experience level
Your Three Numbers
⏱ ~10 minutes · The most important section
These three numbers are your entire decision-making framework. Set them now, before the conversation, when you're calm and have your research in front of you. The moment the negotiation is live, these numbers are fixed — you don't revise them under pressure.
Alternative Levers
⏱ ~10 minutes · Your backup plan when base is fixed
If base salary genuinely can't move, these are your alternatives. Rank them in advance — you don't want to be deciding their priority in real time during the negotiation. For each one, note whether you'd accept it and roughly what value it would need to represent to close the gap.
My pivot line (memorize this):
"If base salary is truly fixed, I'd love to look at the broader package — specifically [your #1 lever] and [your #2 lever]. Is there flexibility there?"
Fill in your top two levers from the table above and practice this line out loud before the call.
Your Scripts
⏱ ~10 minutes · Write, then say aloud three times
Write your actual opening line below — in your own voice, using the structure from the playbook. Then your response if they say no on base. Then the close. Having these written makes the call dramatically easier.
Final Checks
⏱ ~10 minutes · Don't skip this
You've done the work. These final checks make sure nothing slips through — and that you're walking into the call in the right headspace, not just with the right notes.
Your negotiation at a glance — fill this in last, keep it in front of you on the call
Their offer
$_________
My target ask
$_________
My stretch (if leverage is high)
$_________
Walk-away (private)
$_________
If base is fixed, I pivot to
1. ___________________ 2. ___________________
My three justifications (one line each)
1. ______________________________________________
2. ______________________________________________
3. ______________________________________________
Using this worksheet for an internal raise
The same six sections apply — with three modifications specific to negotiating with a current employer.
Section 1 modification: Research your company's bands, not just the open market
If your company posts salary ranges on job listings (required in several US states), look at comparable roles. If not, check Glassdoor and Blind for your specific employer. The internal rate and the open market rate may differ — you need to know both.
Section 2 modification: Lead with recent impact, not tenure
Your three justifications should be recent — ideally from the past 12 months. "I've been here four years" is not a justification. "I led the product launch that drove $3M in new ARR this year" is. If you can't name three concrete contributions from the past year, that's useful information about the timing of this ask.
Section 5 modification: Add a "what if they defer" script
Internal conversations often end with "not right now" rather than yes or no. Write a response for this: "I understand — can we set specific criteria together so I know exactly what I need to demonstrate to make this case at the next review cycle? I'd love a clear target, not a vague 'we'll see.'" Then follow up in writing with a summary of whatever was discussed.
✅
You're prepared. Now make the call.
The preparation you just did is more than 90% of people bring to this conversation. Trust your research, trust your numbers, and trust the scripts. The first thirty seconds are the hardest. After that, it's a conversation.
Salary Negotiation Series
The Complete Salary Negotiation Playbook (2026) ↗
C-1-C1When and How to Bring Up Salary ↗
C-1-C2Exactly What to Say in a Salary Negotiation ↗
C-1-C3Why Salary Negotiations Fail ↗
Salary Negotiation Prep Worksheet · You are here