Recruiting Organization Assessment
Find gaps in ownership, handoffs and management cadence.
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.
| Practice | Current evidence | Gap / next action / owner |
|---|---|---|
| Strategy is understood across the team | ||
| Recruiter roles and capacity are explicit | ||
| Target profile and priority markets are defined | ||
| Sourcing and outreach have named owners | ||
| Handoffs have clear acceptance criteria | ||
| The shared record reflects current work | ||
| Coaching and management reviews occur regularly | ||
| Results are reviewed against consistent definitions |
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.