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EDITABLE WORKSHEET · ADVANCED
Referral program planner
Use referrals as one source without making them the only access route.
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
Provide a forwardable role brief rather than requesting someone’s private phone number without permission.
See the completed worksheet example
- Job-related role summary
- Fictional service supervisor role with job-related coordination and coaching requirements.
- Who can share the opportunity
- Invite colleagues to forward the role through relevant professional networks.
- Voluntary candidate response route
- The interested person chooses to respond through the approved route.
- Other channels to maintain coverage
- Keep direct sourcing and appropriate training-community outreach active.
- Consistent evaluation process
- Use the same essential criteria and assessment for referred and other candidates.
- Quality review and communication owner
- Review relevance and coverage; the program owner corrects narrow reach or unclear messaging.
Offline formats
This worksheet is page 22 of the 27-worksheet collection.