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Templates & tools

The working documents our consultants use — ready for your team.

TemplateDOCXJob Description TemplateA role profile built around outcomes and evidence — designed to attract operators, not keyword-matchers.HiringRole design10 min · Updated for 2026View resource
TemplateDOCXOffer Letter TemplateA clean, complete offer letter that closes candidates faster — every clause in plain language.OffersClosing6 min · Updated for 2026View resource
FormFormExit Interview FormTurn a departure into your clearest feedback of the year — structured, confidential, and built to spot patterns.OffboardingRetention8 min · Updated for 2026View resource
FormFormInterview Feedback FormSame-day structured feedback from every interviewer — the raw material of a good debrief.InterviewingFeedback6 min · Updated for 2026View resource
ChecklistPDFFirst Interview ChecklistWhat to do before, during and after a first interview — so no strong candidate is lost to sloppiness.Interviewing5 min · Updated for 2026View resource
ChecklistPDFOnboarding ChecklistFrom signed offer to a productive first quarter — the steps that protect the hire you fought for.OnboardingRetention8 min · Updated for 2026View resource
TemplateSheetCandidate Evaluation MatrixCompare and rank a shortlist against weighted criteria — one defensible, comparable score per candidate.EvaluationWeighted scoring10 min · Updated for 2026View resource
TemplateFormHiring Intake Meeting TemplateAlign recruiter and hiring manager before the search — turn the kickoff into a shared, written brief.KickoffAlignment12 min · Updated for 2026View resource
ChecklistPDFHiring Process ChecklistNine stages from workforce planning to onboarding — run every search the same disciplined way.ProcessEnd to end10 min · Updated for 2026View resource
TemplateFormSalary Benchmark Request TemplateBrief a rigorous pay benchmark — role, market and comparators specified so the data is usable.CompensationBenchmark10 min · Updated for 2026View resource
ChecklistPDFOffer Approval ChecklistSeven gates from budget sign-off to offer release — so no offer goes out before it's ready.OffersGovernance8 min · Updated for 2026View resource
TemplateSheetRecruitment KPI Dashboard TemplateThe eight metrics leaders actually use — time to hire, quality of hire, cost, acceptance and more.AnalyticsReporting10 min · Updated for 2026View resource
TemplateSheetInterview ScorecardStructured scoring with anchored scales — keeps every interviewer honest and every debrief comparable.InterviewingAssessment8 min · Updated for 2026View resource
TemplateSheetHiring Plan TemplateOne worksheet to sequence headcount, budget and sourcing — and defend the plan in the room.PlanningBudget15 min · Updated for 2026View resource
TemplateDOCXRecruitment Brief TemplateThe kickoff document for any serious search — context, mandate and success profile on two pages.Search kickoffRole design12 min · Updated for 2026View resource
ChecklistPDFExecutive Search ChecklistEvery step of a board-level search — from mandate to transition — with nothing left to memory.Executive searchProcess8 min · Updated for 2026View resource
ChecklistPDFHiring Readiness ChecklistRun this before opening any role — ten minutes that save two months of a drifting search.HiringKickoff6 min · Updated for 2026View resource
FormFormHiring Request FormThe internal form that starts a search properly — role, justification and approval in one page.ProcessApproval7 min · Updated for 2026View resource
FormFormExecutive Search Brief FormThe structured brief we take before any leadership search — mandate, context and confidentiality.Executive searchKickoff12 min · Updated for 2026View resource
FormFormCandidate Evaluation FormA single evaluation record per candidate — ratings, evidence and a forced recommendation.AssessmentInterviewing8 min · Updated for 2026View resource
FormFormReference Check FormStructured reference conversations that inform the decision — not a formality at the end.ReferencesAssessment10 min · Updated for 2026View resource

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