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Intake questions
A list of intake questions to go over while setting up a role.
Below are a list of intake questions to review with the hiring manager. Use them to help define the role, job requirements, and ensure clear alignment with stakeholders on the target candidate profile. Targeted questions will remove ambiguity around the role, and make sure recruiters and sourcers can identify the best candidates for the role. Complete prior to or during role kickoff.
Question
Notes
1
Why is this role open?
2
Where does this person fit within the team? How will they bring value?
3
Referrals/Internal Interest?
4
What are the top selling points for the role?
5
Key requirements (technical skills, years of experience)?
6
What are some bonus and nice to haves?
7
Any dealbreakers?
8
Short, mid/long term goals for this role and career trajectory?
9
Any additional key words/terms for sourcing when running a search?
10
What are target companies, job titles, Industries?
11
Companies to stay away from
12
What does the career trajectory look like for this role? Past titles/experiences?
13
Preference for location or time zone coverage?
14
DEI/demographic needs for the team?
15
Networking: professional organizations, job boards, Slack communities, conferences
16
Profiles of recent hires
17
Process confirmation
18
What is the role level
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