SourcingOS Learn · Free templateCandidate Sourcing Strategy Template
A copyable role-to-search-plan template for hard-to-fill recruiting work.
Use this before launching searches. Keep literal requirements separate from discovery expansions, and revisit the plan after the first calibration slate.
Role truth
- Role / working title:
- Business outcome / why this hire exists:
- Explicit must-haves:
- Preferred criteria:
- Experience floor or scope:
- Location / commute / remote constraints:
- Clearance, license, or credential verification needed:
- Explicit disqualifiers:
Search expansion
- Equivalent titles:
- Adjacent titles:
- Synonyms / normalized skills:
- Related technologies for discovery only:
- Donor companies / work environments:
- Nearby geography / commute expansion:
- Potential false-positive titles or contexts:
Source lanes
- Owned ATS / prior applicants:
- People-data platforms:
- LinkedIn / professional profiles:
- GitHub / technical evidence:
- Research / publications / patents:
- Professional registries / associations:
- Niche communities / other sources:
Measurement and calibration
- Initial slate size:
- Hiring-manager calibration questions:
- Unique contribution by lane:
- Duplicate pressure:
- Top rejection reasons:
- Search-plan changes after calibration:
- Exhaustion criteria:
How to use this with SourcingOS
Keep the filled template as a working artifact rather than a one-time intake form. Update it after candidate calibration, preserve the difference between requirements and discovery expansion, and record the evidence that changes the next search.
Open JD Strategy Tool
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