Recruiting KPI Scorecard
Use defined measures that support an operating decision.
Organization: _______________________ Owner: _______________________ Date: ______________
Your working context
Organization: wirehouse / broker-dealer / RIA / OSJ / third-party recruiting firm / other
Your role: ____________________ Responsibilities you own: ____________________
Mark practices outside your responsibility as not assessed. Identify the appropriate owner before treating them as gaps.
| Measure and definition | Current / target / period | Source / owner / decision |
|---|---|---|
| Qualified prospects: explicit inclusion criteria | ||
| Meaningful conversations: agreed quality threshold | ||
| Meetings: completed, not merely scheduled | ||
| Stage conversion: next-stage entrants ÷ prior-stage cohort | ||
| Cycle time: defined start to defined outcome | ||
| Next-action coverage: active records with dated next action | ||
| Recruits: agreed completed-outcome definition | ||
| Capacity: active relationships per recruiter |
Priority action: __________________________________________________________________
Evidence we will review: ___________________________________________________________
Owner and review date: _____________________________________________________________
An HNTR working framework. No industry benchmarks, guaranteed results or proprietary advisor scoring are included.