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Intake Meeting:
Is It Worth $30,000 Of
Your Time?
presented by Jim Durbin
Why Managers Fail To Hire
“The candidates aren’t good”
“I didn’t see enough people to
make a good decision”
“The requirements changed”
“I can’t pay that much in salary”
Actual, Real Statement
“I used to get mad at fast food
workers until I realized they
worked there for a reason.
I’ve learned to feel the same way
about recruiters.”
Why Managers Fail To Hire…when candidates are awesome
• Their ego is bigger than the process
• Fear of candidate (or impact on chemistry)
• They don’t really need to hire
• Fear of Success
What We Need
• Official Description/Marketing Description

• Requirements versus performance profiles

• Soft and hard skills

• Culture fit
Vision
Actual Office: (with higher ceiling)
Stage Ac(vity Timeline Output
Contract  and  ini(al  invoice Ac(on:  Signatures  and  deposit Ini(al  
  
Engagement  begins  
Requirements  Gathering    
Session  
Goal  SeAng
Session:  Survey/Discussion  to  
iden(fy  challenges,  opportuni(es,  
roadblocks,  processes,  execu(ve  
expecta(ons
2  days   Preliminary  findings  document  
List  of  Business  Needs  
Preliminary  goal  seAng  
Roadblock  iden(fica(on
Internal  Kick-­‐off  session    
ONSITE:  
Recrui(ng  Workshop:  
Present  Recrui(ng  Program  
Set  expecta(ons  
Iden(fy  Areas  for  Process  
Improvement    
2-­‐4  hours   Process  Defini(on  
Candidate  Profile  
Updated  Timeline  
Engagement  Overview  
Search  Process  
  
List  building:  Candidate  screens  by  
Recrui(ng  
2-­‐4  weeks  ini(al  search   Candidate  submission  
Ini(al  phone  screens  set  
Weekly  progress  report  
Stage Ac(vity Audience Output
Phone  Screen Candidate  interviews:  
Script  sugges(ons
Manager  
  
Client/Candidate  Feedback  (24  
hours)  
Schedule  onsite  interviews
Ini(al  Interviews Candidate  onsite  interviews:    
Meet  team,  discussion  of  
background,  3  and  12  month  
roadmap
All  interviewers   Client/Candidate  Feedback  
(24  hours)  
Schedule  sales  presenta(on  
Sales  Presenta(on   Candidate  Presenta(on:  Specific  
plans  to  reach  sales  goals,  deliver  
content,  improve  digital  profile
All  decision  makers   Client/candidate  feedback  
(72  hours)  
Offer  decision  
Project  Overview  Samples  
Job Descriptions
Job Descriptions
• Bring Two Examples

• Explain why one is bad

• Tell a story in the opening paragraph

• Don’t just list requirements - explain them

• Explain difference in official and marketing
description

• Get sign-off/validation
Intake Questions
Get Specific
• Soft Skills

• What is a soft skill? 

• No really, what is a soft skill?

• how do you recognize it? 

• Culture fit - How do you spot it? 

• Getting on the same page
Define Culture
**This Space Intentionally Left Blank
“Someone I want to work with...
“When do you want to hire? Do
you really mean that? Can I record
you saying that?
“Do you hire from my gut”
“Three jobs in four years,
disqualified?”
Things We Say
“Are these requirements going to
change? ”
Interviewing
Engagement Outline
• Define/Understand Engagement

– Recruiting Process Requirement Gathering 

– Analysis of current Hiring Process

• Search Process 

– Prospect/Target List

– Setting Candidate/Client Expectations

– Recruiter pre-screening

– Feedback

• Interview/Offer

– Completed Interview Stages (resume, phone, in-person, presentation)

– Offer negotiation

– Acceptance Negotiation
31
“What is the job as it was
described to you?”
“What would a deal sheet look
like?”
“I’ve gone through your resume
and have a few questions”
“What are you looking for in your
next position?”
“Walk me through your normal
week”
Things We Should Say
Set the time to end ahead of time.
“I’d like to move this forward, but
need to get feedback from the
other interviewers”
If late, offer to reschedule.
“Our time frame is this. Does that
work for you?”
“What is your impression of us
after the call?”
Ending The Call
Are You Tough Enough?
“I’m going to call you 5 minutes before the
interview. Will you take the call?”
“People who are cognitively busy are also more
likely to make selfish choices, use sexist
language, and make superficial judgments in
social situations…. but of course cognitive load is
not the only cause of weakened self-control. A
few drinks have the same effect, as does a
sleepless night.”
“How did she answer this
question?”
“What did she say about us?”
“What examples did he give you?”
“What’s his vision on the next six
months?”
“What questions did he ask?”
Evaluation Questions
Intake Meeting: Is it worth 30,000 of your time?

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Intake Meeting: Is it worth 30,000 of your time?

  • 1. Intake Meeting: Is It Worth $30,000 Of Your Time? presented by Jim Durbin
  • 2.
  • 3. Why Managers Fail To Hire “The candidates aren’t good” “I didn’t see enough people to make a good decision” “The requirements changed” “I can’t pay that much in salary”
  • 4. Actual, Real Statement “I used to get mad at fast food workers until I realized they worked there for a reason. I’ve learned to feel the same way about recruiters.”
  • 5. Why Managers Fail To Hire…when candidates are awesome • Their ego is bigger than the process • Fear of candidate (or impact on chemistry) • They don’t really need to hire • Fear of Success
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. What We Need • Official Description/Marketing Description • Requirements versus performance profiles • Soft and hard skills • Culture fit
  • 12. Actual Office: (with higher ceiling)
  • 13.
  • 14. Stage Ac(vity Timeline Output Contract  and  ini(al  invoice Ac(on:  Signatures  and  deposit Ini(al     Engagement  begins   Requirements  Gathering     Session   Goal  SeAng Session:  Survey/Discussion  to   iden(fy  challenges,  opportuni(es,   roadblocks,  processes,  execu(ve   expecta(ons 2  days   Preliminary  findings  document   List  of  Business  Needs   Preliminary  goal  seAng   Roadblock  iden(fica(on Internal  Kick-­‐off  session     ONSITE:   Recrui(ng  Workshop:   Present  Recrui(ng  Program   Set  expecta(ons   Iden(fy  Areas  for  Process   Improvement     2-­‐4  hours   Process  Defini(on   Candidate  Profile   Updated  Timeline   Engagement  Overview   Search  Process     List  building:  Candidate  screens  by   Recrui(ng   2-­‐4  weeks  ini(al  search   Candidate  submission   Ini(al  phone  screens  set   Weekly  progress  report  
  • 15. Stage Ac(vity Audience Output Phone  Screen Candidate  interviews:   Script  sugges(ons Manager     Client/Candidate  Feedback  (24   hours)   Schedule  onsite  interviews Ini(al  Interviews Candidate  onsite  interviews:     Meet  team,  discussion  of   background,  3  and  12  month   roadmap All  interviewers   Client/Candidate  Feedback   (24  hours)   Schedule  sales  presenta(on   Sales  Presenta(on   Candidate  Presenta(on:  Specific   plans  to  reach  sales  goals,  deliver   content,  improve  digital  profile All  decision  makers   Client/candidate  feedback   (72  hours)   Offer  decision   Project  Overview  Samples  
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  • 20. Job Descriptions • Bring Two Examples • Explain why one is bad • Tell a story in the opening paragraph • Don’t just list requirements - explain them • Explain difference in official and marketing description • Get sign-off/validation
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  • 27. Get Specific • Soft Skills • What is a soft skill? • No really, what is a soft skill? • how do you recognize it? • Culture fit - How do you spot it? • Getting on the same page
  • 28. Define Culture **This Space Intentionally Left Blank
  • 29. “Someone I want to work with... “When do you want to hire? Do you really mean that? Can I record you saying that? “Do you hire from my gut” “Three jobs in four years, disqualified?” Things We Say “Are these requirements going to change? ”
  • 31. Engagement Outline • Define/Understand Engagement – Recruiting Process Requirement Gathering – Analysis of current Hiring Process • Search Process – Prospect/Target List – Setting Candidate/Client Expectations – Recruiter pre-screening – Feedback • Interview/Offer – Completed Interview Stages (resume, phone, in-person, presentation) – Offer negotiation – Acceptance Negotiation 31
  • 32. “What is the job as it was described to you?” “What would a deal sheet look like?” “I’ve gone through your resume and have a few questions” “What are you looking for in your next position?” “Walk me through your normal week” Things We Should Say
  • 33. Set the time to end ahead of time. “I’d like to move this forward, but need to get feedback from the other interviewers” If late, offer to reschedule. “Our time frame is this. Does that work for you?” “What is your impression of us after the call?” Ending The Call
  • 34. Are You Tough Enough? “I’m going to call you 5 minutes before the interview. Will you take the call?”
  • 35. “People who are cognitively busy are also more likely to make selfish choices, use sexist language, and make superficial judgments in social situations…. but of course cognitive load is not the only cause of weakened self-control. A few drinks have the same effect, as does a sleepless night.”
  • 36. “How did she answer this question?” “What did she say about us?” “What examples did he give you?” “What’s his vision on the next six months?” “What questions did he ask?” Evaluation Questions