A list of intake questions to go over while setting up a role. Use the list of intake questions to flush out the role, target candidate profile and experience, and selling points.
Instructions
Complete prior to or during role kick off.
Question
Notes
Question
Notes
Why is this role open?
Where does this person fit within the team? How will they bring value?
Referrals/Internal Interest?
What are the top selling points for the role?
Key requirements (technical skills, years of experience)?
What are some bonus/nice to haves?
Any dealbreakers?
Short, mid/long term goals for this role and career trajectory?
Any additional key words/terms for sourcing when running a search?
What are target companies, job titles, Industries?
Companies to stay away from
What does the career trajectory look like for this role? Past titles/experiences?
Preference for location or time zone coverage?
DEI/demographic needs for the team?
Networking: professional organizations, job boards, Slack communities, conferences