Agency resource library
Practical guidance for every shortlist stage.
Workflow guides, evidence-based practice, and usable templates for evaluating candidates, preparing interviews, and presenting a clear recommendation to clients.
The agency workflow, step by step
Evaluate candidates
Why evaluation is calibrated per client brief rather than run as one generic battery.
02Compare candidates
Why side-by-side comparison produces more accurate judgment than sequential reports.
03Build the shortlist
Ranking the full pool before narrowing, rather than cutting early on one signal.
04Prepare interviews
Turning assessment results into structured, candidate-specific questions.
05Present to the client
Leading with evidence rather than a bare recommendation.
06Generate client reports
Removing the re-keying and formatting overhead without automating judgment.
Build a more consistent evaluation process
Documents you can put to work
Shortlist template
The ranked, evidence-attached structure sent to a client.
02Client-ready report template
Summary, comparison, risks to verify, and interview questions.
03Candidate submission template
A lighter single-candidate format for moving fast on one strong person.
04Interview scorecard template
Scored against the same dimensions as the assessment.
05Comparison matrix
Every candidate on one page, using the same criteria and scale.
06Candidate evaluation report
The single-candidate document the comparison is built from.
See the complete system
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