How to use this checklist
Offer this to recruiters who keep starting searches with a vague brief. Ask these questions in the first meeting and write the answers down.
What is inside
- The roleWhy the role exists: new, growth or replacement, and what happened to the last person.
- The personMust haves: four at most, each one something you can test in an interview.
- The team and the managerWho they will work with: names, roles and working styles.
- The offerPay range: confirmed and approved, with the top of the range agreed before you start.
- The processInterview stages: how many, who takes part and what each covers.
- What happens after the briefingsend the manager a one page summary of what you heard within a day.
Three title ideas for your own version
- The role briefing checklist
- Intake meeting checklist for recruiters
- Brief a role in one meeting
Where to promote it
- recruiter groups
- agency communities
What should a recruiter ask in an intake meeting?
Why the role exists, what the person will do in six months, what success looks like, the must haves, the offer and the interview process.
Make this checklist your own
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