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Recruiting Role Kick Off Template
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Intake Questions

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.
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Instructions

Complete prior to or during role kick off.

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/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
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