Recruitment planning checklist
Plan the hire before sourcing — fewer surprises, faster decisions. Informational, not legal advice.
Free · printable · informational, not legal advice
Define the role
- Business need + success criteria
- Must-have vs nice-to-have requirements
- Level, budget and range
- Reporting line and team context
Plan the process
- Stages and who is involved
- Structured questions per stage
- Scorecard / evaluation criteria
- Timeline and decision dates
Sourcing
- Where this candidate looks
- Job description ready and inclusive
- Referral and outreach plan
Decision & offer
- Debrief format agreed
- Reference / background checks
- Offer approval path
- Candidate experience / feedback loop
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