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EDITABLE WORKSHEET · FUNDAMENTALS
Candidate research notes
Separate an observed professional fact from an inference.
How to use it
Use a fictional case first. Replace assumptions with verified, authorized information before professional use. Keep real candidate information in your approved systems. Complete each field, identify the next action and review the plan with the appropriate owner.
Completed example: the reasoning
A public mentoring post supports a question about leadership interest, not a claim that the author wants to leave.
See the completed worksheet example
- Source URL and date checked
- Fictional professional profile and mentoring post, checked October 31, 2026.
- Observed professional fact
- The person describes helping colleagues prepare customer presentations.
- Possible relevance to the role
- The role includes coaching; mentoring may be a relevant professional topic.
- Uncertainty or conflicting information
- Current management responsibility and interest in moving are unknown.
- Question to ask the person
- Is developing others part of the work you want to do more of?
- Permitted next step
- Use an approved channel; ask for a brief optional professional exchange.
Offline formats
This worksheet is page 2 of the 27-worksheet collection.