Planning checklist

Hiring planning checklist

Use this worksheet to prepare a hiring-process discussion. Focus on the work and the decision process. Use anonymized examples and keep candidate personal information out of working notes. A completed checklist does not establish candidate suitability.

Prepared by Operon Group · Updated September 24, 2026

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Role and operating need

Describe the work and outcomes the role is responsible for.Separate essential requirements from preferences.Identify the reporting line and the people involved in the work.

Working notes

What needs to change in the operation when this role is filled?

0 / 3,000 characters

No notes added.

Assessment evidence

Connect each requirement to an interview question or assessment step.Agree how evidence will be recorded and compared consistently.Prepare anonymized examples of gaps in the current process.

Working notes

What would count as relevant evidence for each essential requirement?

0 / 3,000 characters

No notes added.

Decisions and handoffs

Name the contributors, reviewers and final decision owner.Map the stages from the hiring need to placement.Define the next action and owner at each handoff.

Working notes

Where can a hiring decision stall or lose important information?

0 / 3,000 characters

No notes added.

Talent and hiring

Discuss the next operating decision.

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