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EDITABLE WORKSHEET · FUNDAMENTALS
Hiring manager intake
Turn an unclear hiring request into an agreed, job-related brief.
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 customer-support supervisor must coach six colleagues and resolve escalations; a degree preference is questioned because the work does not require it.
See the completed worksheet example
- Business problem and measurable work outcomes
- Fictional service supervisor: reduce unresolved handoff exceptions and coach six colleagues.
- Essential qualifications and why they are required
- Escalation judgment and shift coordination are essential because both occur daily.
- Preferences that can be learned
- The organization can teach its internal ticketing tool; a specific vendor background is optional.
- Working conditions and support
- Two overlapping shifts, a named manager and a documented escalation route.
- Decision owners and approvals
- Hiring manager approves role scope; HR confirms employment terms.
- Evidence needed at interview
- A past escalation example and a short fictional prioritization task with common criteria.
Offline formats
This worksheet is page 1 of the 27-worksheet collection.