Talent and Candidate Intelligence Report Template
Use this note as a repeatable framework for evaluating people.
Purpose
- Talent Intelligence Report = how strong the person is as a professional.
- Candidate Intelligence Report = whether the person fits the company and the role.
1. Talent Intelligence Report
1.1 Overview
- Name:
- Current / Applied Role:
- Date:
- Evaluator:
- Context of Evaluation:
- Overall Summary:
1.2 Scorecard
Use a 1 to 5 scale.
- 5 = exceptional
- 4 = strong
- 3 = acceptable
- 2 = weak
- 1 = poor
| Area | Score | Short Evidence |
|---|---|---|
| Ownership | ||
| Communication | ||
| Execution | ||
| Learning Velocity |
1.3 Ownership
- Does the person take responsibility without being pushed?
- Do they follow through until the work is done?
- Do they solve problems end-to-end?
- Evidence:
1.4 Communication
- Can they explain clearly?
- Do they write and speak in a structured way?
- Do they adjust communication for the audience?
- Evidence:
1.5 Execution
- Do they deliver on time?
- Is their work clean and usable?
- Do they move from idea to output?
- Evidence:
1.6 Learning Velocity
- How quickly do they understand new things?
- Do they improve after feedback?
- Do they pick up context quickly?
- Evidence:
1.7 Talent Conclusion
- Strengths:
- Gaps:
- Overall Talent Judgment:
2. Candidate Intelligence Report
2.1 Candidate Summary
- Name:
- Role Applied For:
- Company:
- Why They Are Being Considered:
- One-Line Fit Summary:
2.2 Strengths
- What are the person’s biggest strengths?
- Where do they stand out most?
- Evidence:
2.3 Ownership Fit
- Will they take responsibility in a messy environment?
- Can they work without too much hand-holding?
- Do they behave like a builder?
- Evidence:
2.4 Risk To Company
What could go wrong if the company hires this person?
Possible risks:
-
Too slow for the stage of the company
-
Too general, not deep enough
-
Strong thinker but weak executor
-
Strong individual contributor but weak collaborator
-
Needs too much direction
-
May not fit the pace or culture
-
Risk Level: Low / Medium / High
-
Why:
2.5 Recommended Role
What role fits this person best?
Possible role types:
-
Chief of Staff
-
Strategy & Operations
-
Organisation Building / Founder’s Office
-
Process Design
-
Execution Support
-
Product / Ops Hybrid
-
Recommended Role:
-
Why This Role Fits:
2.6 Learning Speed
- How fast can they grow into bigger responsibility?
- Can they adapt to company complexity?
- Do they learn from feedback and change quickly?
- Evidence:
2.7 Final Recommendation
Choose one:
-
Hire
-
Hire with caution
-
Do not hire
-
Reason:
3. Final Output Format
Summary
- Talent Intelligence:
- Candidate Intelligence:
- Best Role Fit:
- Main Risk:
- Final Decision:
Short Version
If you need a one-line version:
- Talent Intelligence Report: How good is this person?
- Candidate Intelligence Report: Should we hire this person, and for what role?
4. Optional Review Questions
Use these if you want more depth.
- What kind of work gives this person energy?
- What kind of work slows them down?
- What do they do without being asked?
- What do they need help with?
- How do they behave under pressure?
- What happens when they make a mistake?
- Can they work across product, people, and operations?
- Would this person make the company stronger in 6 months?