Candidate Sourcing - Tools & Templates

Intake Meeting Template

Use this guide to improve intake sessions and ensure Talent Acquisition Specialists collect the necessary information to guide sourcing efforts.

Talent Acquisition Pain Points Assessment Workbook

Use this workbook to identify Talent Acquisition pain points, which will guide your decision on the appropriate solution for your organization.

Campus Recruitment Program Workbook

Use this tool to record important decisions for the recruitment program and prepare for campus recruiting.

Project Roadmap Tool

Use this tool to create a project plan to support the roadmap and to prepare for technology selection and implementation.

Sourcing Presentation Template

Customize this template to create a sourcing approach presentation to share with stakeholders.

Employee Referral Program Playbook

Use this tool to document goals, design decisions, budget, and progress to continually improve the employee referral program.

Employee Referral Policy Template

Use this template to record your referral program policy and ensure clear employee referral expectations.

Standard Project Charter

This template should be used to create a charter for your project team with a formal outline and sign-off of key project information.

Job Description Template – Streamlined

Use this template to standardize the content in job descriptions. HR and managers overseeing the position should collaborate to write effective streamlined job descriptions.

Success Profile Template

Use this template to outline the minimum requirements for your critical roles.
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