Appendix E. Template Library
Appendix E is the canonical place for templates. The chapters contain explanations and references, while the working forms are collected here.
One-Page Hiring Plan
Field Complete
Role Title and level
Business outcome What should change within 90 days
Mandatory criteria 3–5 verifiable criteria
Learnable gaps What can be closed after start date
Stages Minimum funnel and objective for each stage
SLA Feedback deadline and owner
Decision rule When to advance / pause / decline / make an offer
Funnel Stage Map
Field Complete
Stage Stage name
Stage objective What new signal or decision appears
Input What must be ready before entry
Output Which decision outcomes are permissible
Owner Who is responsible for progression
SLA Action or feedback deadline
Reasons Which rejection reasons are permissible at this stage
Screening Summary
Block What to record
Candidate context Current role, scale, relevant experience
Criteria Facts for 3–5 mandatory criteria
Motivation What the candidate seeks and avoids
Compensation and availability Range, timeline, constraints
Risks and gaps What needs further verification
| Block | What to record | ||||
|---|---|---|---|---|---|
| Next step | Advance, decline, pause, or clarify | ||||
| Data and consent | What may be stored and shared | ||||
| Screening script |
Opening: briefly explain the call's purpose, duration, and next step. Role context: three key responsibilities, working format, process stages. Criteria: 2–3 questions on mandatory requirements. Motivation: what the next role must offer for the move to be meaningful. Compensation and availability: range, timeline, parallel processes. Constraints: conditions that could become blockers. Closing: promised update deadline and communication channel.
| Interviewer Brief | |||||
| Field | What to write | ||||
| Interview objective | Which criteria the interviewer is verifying | ||||
| What is already known | Only facts needed for the interview | ||||
| Questions | Core and follow-up questions | ||||
| What not to verify | Topics outside the role and personal data | ||||
| Notes format | Criterion, fact, confidence, risk | ||||
| SLA | When to submit feedback | ||||
| Scorecard | |||||
| Criterion | Verification method | Assessment fact | Score 1/3/5 | Confidence | Comment |
| Debrief agenda | |||||
| Step | Question | ||||
| Criteria | Which criteria are confirmed or not confirmed? | ||||
| Facts | Which observations support this? | ||||
| Confidence | Where is the data sufficient and where is it not? | ||||
| Risks | What can be closed through onboarding and what is a threshold? | ||||
| Decision | Advance, pause, decline, offer, or clarify? | ||||
| Communication | Who and when communicates the decision? |
Confidence Where is the data sufficient and where is it not?
Risks What can be closed through onboarding and what is a threshold?
Decision Advance, pause, decline, offer, or clarify?
Communication Who and when communicates the decision?
| Decision log | |
|---|---|
| Field | Entry |
| Candidate / role | |
| Decision | Advance / pause / decline / offer |
| Criteria | Which criteria are confirmed or not confirmed |
| Assessment facts | Only verifiable grounds |
| Confidence | High / medium / low and why |
| Risks | What requires verification or onboarding |
| Communication owner | Who and when communicates the decision |
| Candidate communication template |
