Academy / Candidate sourcing, search and research

LESSON 5 OF 6 · BEGINNER

Use referrals without narrowing the pool

Ask colleagues and professional contacts to share a role or suggest relevant networks. Give them a clear, job-related brief and avoid pressuring them to disclose private contact information. Referrals should supplement other sourcing channels rather than become the only route into a role. Track their usefulness without assuming a referral is qualified.

Learning objective

Draft a referral request that can be forwarded without sharing someone’s personal details.

About 2 minutes reading + 12 minutes practice. Take longer when needed.

Apply the method

Write a forwardable referral brief with the work, essential requirements and a voluntary response route. Ask people to share it with relevant networks rather than disclose private contact details without permission. Apply the same evaluation standards after a referral. Track referral sources to understand coverage, but avoid treating a trusted colleague’s endorsement as proof that every requirement is met. Keep other sourcing channels active. A referral program can deepen access to professional networks while still reproducing a narrow pool if no one reviews its reach.

A worked application

Fictional example: A skilled-trades employer receives most referrals from one former workplace. The recruiter keeps that channel and also shares the role through an appropriate training organization and industry network. A referred candidate still completes the same job-related assessment. The recruiter does not ask a colleague to export a private address book to make the program easier to run.

Common mistake to avoid

A personal recommendation can support an introduction; it is not a replacement for the candidate’s own interest, permission or job evidence.

Work through the case

FICTIONAL SCENARIO

A team refers people from the same former employer. An additional industry association or training program may reach candidates outside that immediate network.

Make it practical

Draft a referral request that can be forwarded without sharing someone’s personal details.

Compare your reasoning with a worked response

Include the role’s work, essentials and a voluntary route for the person to respond. Apply the same evaluation criteria after a referral.

Takeaway

Use the method to explain your decision, identify what you still need to verify and choose an accountable next step.

Treat the response as a model for reasoning, not the only possible wording. Adapt it to the role, evidence and appropriate organizational guidance.

Next lesson →

Sources for this course