1. Define the role
- ☐ Why this role, and why now?
- ☐ What does success look like in 6–12 months?
- ☐ Must-have vs nice-to-have requirements.
- ☐ Where it sits and who it works with.
2. Plan the process
- ☐ Sourcing channels (in-house / agency / staffing partner).
- ☐ Evaluation stages and criteria.
- ☐ Owners and decision rights per stage.
- ☐ Realistic timeline and target start date.
3. Prepare to onboard
- ☐ Pre-boarding: access, equipment, first task.
- ☐ A 30/60/90-day plan with early goals.
- ☐ A buddy or onboarding owner.
- ☐ Check-in cadence.
Your notes
- Role ______________________
- Target start date ______________________
- Sourcing approach ______________________
- Owner ______________________
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