Recruiting Role Kick Off Template

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Role Kick Off Template

Use this template to kick off hiring for your new roles.
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In Hiring you want to set a strong foundation from the start, a well executed and complete .

It provides alignment on the role and target candidate profile for your hiring team.
It defines a consistent and equitable process, and helps foresee potential blockers in hiring.
It aids interviewer preparation and provides clarity on the rubric: ie. skill set and attributes being evaluated.
It defines the role exercise and prep material if applicable, and anything else unique to the role. A streamlined process enables the team to move fast, which is important for strong candidates.


Flush out the details for the candidate profile and role with this list of
Write your
Define your , map candidate touch points with the team, exercise for the role, the interview panel and rubric for the team.
Use the Check list below to get started.
Detailed Check List
Pre Kick Off
Send Kick Off Template to Hiring Team
Schedule a Kick Off meeting with Hiring Team
Hiring Manager
Fill out the
After filling out intake questions, Recruiter and HM will go through these together and finalize prior to setting up the role
Set a clear to minimize bias
Use the template to draft/finalize the JD
If possible - do some market research to come prepared with candidate example profiles
During Kick Off
Ensure panel is set up well from a qualitative stand point
are these the right focus areas and interviewers to test for the bar, and to ensure approval at offer stage
Cover intake questions relevant to understanding how to best sell and evaluate candidates early on in process
Set expectation on overall hiring pipeline and hiring manager participation
what metrics should we set on a weekly basis, how difficult is this role to fill?
what strategies should we employ to maximise chance of success
what does recruiter need from the HM to be successful and what can HM expect from recruiter
Hiring Manager
Share business context and details for selling on role
Finalize take home exercise
Set with diversity in mind
Stress test panel set up
is this candidate experience friendly panel - length, diversity of interviewers etc.
is this panel likely to cause scheduling bottlenecks with internal team
is the panel completely filled out, including interviewers, focus areas, example questions, and rubrics
Cover intake questions relevant to understanding where to find and source candidates from, as well as how to best sell the role in messages
Market Intelligence and Pipeline Expectations
Share view of the market and set expectations on what sort of weekly pipeline to expect
If possible have a couple of example profiles to review
After Kick Off
Post role in GH and career site if panel is fully set up
Hiring Manager
Share the completed Kick-off doc with your hiring team
Ensure any new interviewers are trained on focus areas and rubric
Check set up in ATS system to ensure all the scorecards and interview slots are set up correctly and notifications turned on
Start building pipeline and set up any sourcing jams necessary
👉 After this template guide is complete, share with your hiring and interview team.

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