Free Talent planning template
Role briefing template
The briefing document we fill in before a search starts — success profile, must-haves, market reality and the interview loop, settled before the role goes live.
- A success profile for the first 90 days, in the hiring manager's words
- Must-haves vs nice-to-haves, decided rather than assumed
- Compensation band and market positioning prompts
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Role briefing template · free to use
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Built for the real work
A sharper way to see what needs fixing.
Searches go sideways when the brief is a guess. This template forces the decisions most role briefs leave unanswered: what success looks like in the first 90 days, which requirements are real, and who owns each interview stage.
Fill it in with the hiring manager before anything is written or posted. An hour here saves weeks of misaligned shortlists.
Who it's for
Anyone about to open a role — in-house TA teams and hiring managers who want the search scoped before it starts.
Inside the template
Every stage, made visible.
Work through the practical prompts in order, or start with the part of your process that feels least certain.
Must-haves vs nice-to-haves, decided rather than assumed
Compensation band and market positioning prompts
The interview loop, with an owner and a purpose for every stage
The three questions most role briefs leave unanswered
Free download
Put it to work.
The form's at the top of this page — drop in your details and the download unlocks straight away, with a copy emailed to you too.
Get the free templateRole briefing template · free to use
Velo North field tool
Role briefing template
01A success profile for the first 90 days, in the hiring manager's words
02Must-haves vs nice-to-haves, decided rather than assumed
03Compensation band and market positioning prompts
04The interview loop, with an owner and a purpose for every stage
Practical checklist
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