How to Ask Your Boss for Training Money

“I’m scared.  Hold me.”

I hear that all the time from people who want to go to a conference or a training class.  They’re terrified to walk into The Boss’s office because The Boss only says one word: “No.”  Here’s some easy ways to start the conversation, handle objections, and seal the deal.

The Opening Lines

“You know that project we’ve got coming up this year?” If you’re planning a project around virtualization, SAN storage, performance tuning, or version upgrade, you can get trained before the project starts.  Bosses understand that the training needs to happen first, and you’ve got a killer line here: “If I get trained first, I bet I can save us from spending too much on the wrong storage or doing something that makes the project fail.  An ounce of prevention is worth a pound of cure.”

“I’m tired of relying on consultants who don’t know what they’re doing.” If your company has been burned lately by consultants who are fumbling their way through your systems, now’s your chance to offer yourself up as an alternative.  With seriously advanced training, you’ll be able to do seriously advanced tasks.  All of the training I do is focused on giving you things you can take back to the office and make your systems faster and more reliable.  At the very least, you’ll be able to call the consultants’ bluff when they’re faking it.  Your boss is probably sick of spending money on people they don’t trust, but they DO trust you.  Investing in you is a safer bet than spending more on strangers.

“I know we can’t get raises this year, but…” Economic realities mean some companies are still in a wage freeze.  If you’re good, your boss probably wants to keep you around.  He can’t go offering training to everyone, but if you’re one of The Good Guys and you show initiative to ask, he’ll bend the rules for you.  Don’t ask if you’ve got a training budget, because that’s likely to make him say no, and you want to get to yes.  Instead, say something like, “I know we can’t get raises this year, but you know what’d make me just as happy?  Getting training.”

How to Handle Objections Gracefully

Here’s the most common objections I’ve heard from managers:

“I can’t send you because conferences are boondoggles.” Managers have probably been to conferences themselves, and they know that conferences involve just as much partying as they do learning – if not more.  Even worse, THEIR managers believe conferences are boondoggles too, because once you get to the upper management level, “conferences” involve a whole lot of golf and hanging out with buddies.  Your manager may not want to be seen as sending their own employees to conferences.  It’s tough to fight this image (especially when the web is full of conference party pictures) – so take a different tack.  The easy response is, “That’s fair – how about I go to training instead?  Brent Ozar Unlimited offers 4-day training classes, no partying involved.”

“Why can’t you just go to training locally?” Training companies like New Horizons have offices in most major cities and they periodically offer SQL Server classes.  Yes, I’m actually linking to one of our competitors – because people who have attended those types of classes will usually tell you there’s no competition at all.  One easy response is, “I want to learn from someone who’s actually doing this work, not somebody who’s reading from a script.  Brent Ozar Unlimited®’s people win awards from their attendees, like Best of PASS Summit and Top Ten of TechEd.”

“I can’t have you unavailable for a week.” I remember what it’s like to be not just the DBA, but also the developer, the sysadmin, and the coffeemaker.  My favorite response to this is, “I’ll take my laptop and I can pair it with my phone to get internet access.  If there’s an emergency, I’ll leave the class.  I’d rather get some training than no training, and I’ll log in every night to do as much preventative maintenance as I can after class.”

“What’s the ROI?” Managers love Return On Investment – a calculation that shows the money they spend on something pays for itself.  Yes, training really does have an ROI, and here’s how to calculate it.  Tell your manager, “We’ll spend about $5k on the training including hotel and airfare, and here’s what we get in return:”

  • “We’ll avoid spending money on new hardware.”  My clients constantly tell me that after learning my performance tuning techniques, SAN troubleshooting tips, and virtualization configuration tricks, they’re able to get by with a lot less hardware.
  • “We’ll spend less on consultants.”  We focus on training you how to do the same things we do day in and day out.  You’ll be empowered to do things that you used to rely on outsiders for.

How to Seal the Deal

“I’ll bring back the material I learned and re-present the highlights to the team.” At training events, presenters don’t always hand out their PowerPoint files, but they do give handouts with the slide content printed out.  This material is usually copyrighted, and you should never re-present this material to the public, but re-presenting it to your own team is a way to bring value back to the rest of the staff who didn’t get to attend.  You can filter the entire week’s worth of training down to just an hour or two of material that is especially relevant to your own team, helping them fix problems that are happening in your environment right now.

“I can ask questions about our environment and get the very best free help.” I’ve gotta be honest – hiring a good consultant for a few hours is really expensive.  During training sessions, I’ve fielded questions from audience members about specific issues they’re running into in their environment.  After the training, I’ve even sat with students as they VPN’d into their company and pointed out problematic servers, thereby troubleshooting with them right then and there.  Not only are we able to give good answers, but we also ask the entire class.  Our audience has decades of SQL Server experience, and sometimes the best answer is sitting next to you.

“There’s a $500 early bird discount if we register now.” Saving money quickly helps motivate managers.

I still remember the first time I got up the courage to ask my boss for training money.  I was blown away that he said yes, and I kicked myself for not asking sooner.  Don’t sit around waiting for someone else to offer you training money – it just won’t happen.  Take control of your career and use these techniques to pop the big question.  If your boss still says no, post the reason why here in the comments, and as a group, we’ll figure out how to help you get to yes!

Update: it worked! @ShadyRudy read this post and was inspired to ask his boss.  I’ll be meeting him at a class in March!

El Jefe Said Yes

El Jefe Said Yes

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12 Comments. Leave new

  • An additional response to the “I can’t have you unavailable for a week” concern is suggesting to make a plan to cross train and document the most likely tasks that are needed for your job which couldn’t wait for your return.

    After all, it’s good for your manager and team to be able to get along without you for a week. (If anyone is in any doubt, please see the pictures of bus accidents in Brent’s last post.)

    Being available in case of an emergency may be required, but it’s in everyone’s best interest to really limit that to *true* emergencies, so you can really concentrate on what you’re learning.

    Reply
  • Something very similar to “You know how I didn’t get a raise this year…” totally worked for me. Twice. It’s all about building that mountain of evidence on how the training will help the company, the systems, your fellow employees, and lastly, yourself.

    Reply
  • How about this one….seminar cost was reasonable. Sticking point was work covering airfare and hotel for the week (the overhead). Told it would be easier get OKd if training were local or someplace where air/hotel were cheaper (even said “like Las Vegas”). From the East coast, air/hotel for SQL Skills training in TX or WA would be another 33% on top of seminar fee. I’m considering covering that part myself, but would like to get them to. Suggestions?

    Reply
    • Sam – you’ll notice that’s why I only mentioned the total cost in the article. I never break out training vs travel costs for my managers. It costs ___ to attend, period. If they’re nickel-and-diming you on the cost of travel, they’ll nickel-and-dime you everywhere. “Why do you have to stay in a hotel – don’t you have friends in Vegas you can stay with?” It never ends.

      Reply
  • I might go for the anecdotal evidence–“My friend Alex from [insert competitor here]” went on SQLCruise last year and I had to work double-time all summer to catch up with him. I know one of our goals for 2011 is to be the first out of the gate more often, and I think participating in innovative conferences is one of the most efficient ways of doing that.”
    Good luck with your quest!

    Reply
  • Edwin Sarmiento
    February 4, 2011 1:55 pm

    “I want to learn from someone who’s actually doing this work, not somebody who’s reading from a script…” I couldn’t agree more as this was one of my key selling points when I was still doing training (I was telling more stories from experience to highlight a key point). But realize that if you’re looking at beginner-level type of training, this would be enough. Advanced level is a totally different story altogether. Plus, there are also trainers from those training centers that are only there part-time and doing consulting work full-time. The key here is to make the proposition a win-win for both management and the employee.

    Reply
  • Somehow, I don’t think that *any* amount of convincing will get my boss to send me from Australia to the USA for a week or more of training 🙂

    I mentioned to the CIO a few years ago about a particular course by IBM (was working partly with UDB at the time) where IBM Australia wanted $26,000 for the week to run the course because there were not enough people in the country to run it as a regular course at a regular cost. I offered the alternative that it would be cheaper to fly to the USA and do the course there.
    His reply: “If I am to pay for you to go to the USA for a course – I’m coming too!” (meaning that he would probably have been made unemployed by the decision 🙂

    Reply
    • Matt – many companies in America feel that about ANY kind of travel, period. Most of the managers I had wouldn’t even send me out of town for training.

      Reply
      • The more annoying part about travel to a course is when you have a manager who is more interested in office politics than actually making the system better.
        Once, I wanted to not be oncall for a weekend as well as a Friday and Monday to attend a free weekend SQL Conference that was 1000+km (a day of driving) away.
        No go.
        At least I am not with that company any longer 🙂

        Reply
  • Brent,
    Are you guys coming to Melbourne this year?

    Reply

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