Use the below worksheet to guide you in identifying the most crucial needs of the business. Think about including your management team to get a well rounded picture of who can be the most impactful for not only business, but for the team.

1- IDENTIFY EXACTLY WHO YOU ARE LOOKING FOR (LIST THE INTANGIBLES)

What type of personality do they have?

How do they carry themselves?

What knowledge do they have?

What natural skills do they have?

2- IDENTIFY, IN DETAIL, WHY YOU NEED THIS PERSON

Is there a specific problem they will solve for your team?

What is their ‘why’ for existing on your team?

3- DESCRIBE, IN DETAIL, WHAT THEY WILL BE DOING ON YOUR TEAM

What decisions will they help with?

What responsibilities will be given to them?

What leadership role will they play?

How will their role evolve over time?

4- PRESENT THIS ‘IDEAL PERSON’ TO YOUR TEAM AND GET THEIR FEEDBACK

How does your team see this person fitting in?

Does this role make sense to your team?

Does your team see value in this role/person?

If you are filling, yet reviewing, an existing position, what would your team change about this position and their role?

5- LIST PEOPLE YOU HAVE EXPERIENCED, CURRENTLY KNOW OR PLACES YOU COULD RECRUIT THIS EXACT PERSON

Who do you know?

Who does your team know?

Where have you experienced great customer service before?

What business does similar things well that this position you are hiring for will do?