| Hiring assessment | Current roles, recruitment workflow, backlog, tools, stakeholders and reporting needs | Assessment summary | Discovery and audit | Role list, process notes and platform access |
| Role intake framework | Role profile, must-have criteria, nice-to-have criteria, evaluation process and decision ownership | Intake template and role brief | Setup | Hiring-manager input and compensation assumptions |
| Sourcing plan | Target candidate pools, search channels, outreach rules, locations and exclusions | Sourcing strategy document | Planning | Approved role profile and market constraints |
| Candidate research list | Potential candidate records, source notes, match rationale and outreach status | Spreadsheet, ATS entries or CRM view | Sourcing | Approved systems and data-handling rules |
| Screening checklist | Questions, qualification criteria, red flags, evidence fields and handoff requirements | Checklist and screening form | Setup | Role requirements and evaluation criteria |
| Shortlist pack | Candidate summaries, screening notes, resume links, availability and recommendation notes | Shortlist document or ATS view | Screening and selection | Manager feedback on shortlist quality |
| Interview coordination log | Interview stages, schedules, reminders, status, feedback requests and next actions | Shared tracker or ATS status | Coordination | Interview panel availability and response times |
| Recruitment dashboard | Open roles, stage movement, aging, candidate sources, bottlenecks and activity metrics | Dashboard or recurring report | Reporting | ATS data, definitions and reporting cadence |
| Process playbook | Workflows, ownership, communication templates, escalation rules and quality checks | Documented SOP | Training and handover | Approved operating model and policies |
| Ongoing optimisation report | Pipeline health, conversion patterns, bottlenecks, recommendations and agreed improvements | Monthly or periodic report | Managed service | Reliable data and stakeholder review participation |