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EDITABLE WORKSHEET · FUNDAMENTALS
Recruiting conversation guide
Structure a discovery conversation without reading a pitch over the candidate.
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
Ask what the person wants to preserve before discussing what they might change.
See the completed worksheet example
- Purpose and permission opening
- I represent a fictional employer; may we explore whether the role merits a further conversation?
- What works well today
- The candidate values the current manager and predictable communication.
- Business or career friction
- Repeated handoff delays create extra work; ask for a recent example.
- Priorities and trade-offs
- Preserve manager support; improve ownership of escalations; avoid unconfirmed travel.
- Summary to confirm
- You want clearer handoffs without losing dependable support. Is that accurate?
- Agreed next step or respectful pause
- Arrange one manager discussion if welcome; otherwise pause or close.
Offline formats
This worksheet is page 6 of the 27-worksheet collection.