how to build a proactive candidate sourcing strategy

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How to Build a Proactive Candidate Sourcing Strategy #SourceFTW @Lever Thursday, August 11, 2016

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Page 1: How to Build a Proactive Candidate Sourcing Strategy

How to Build a Proactive Candidate Sourcing Strategy

#SourceFTW@Lever

Thursday, August 11, 2016

Page 2: How to Build a Proactive Candidate Sourcing Strategy

● Phone lines are muted - please use

the chat box for questions

● Tweet us using #sourceftw and @lever

● $100 Amazon Gift Card for the most useful tweet

Kiran DhillonContent Marketing ManagerLever@kirandhillon4

Thanks for joining us!

Page 3: How to Build a Proactive Candidate Sourcing Strategy

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Our Featured Speaker

James BriggsTechnical Sourcer at Lever@sourcingmind@Lever

#SourceFTW@Lever

Page 4: How to Build a Proactive Candidate Sourcing Strategy

Why talk about this?

#SourceFTW@Lever

● Sourcing tends to be an abstract and misunderstood craft.

● It’s very easy to get disorganized or overwhelmed by information in sourcing, especially in the early stages.

● There isn’t much great training available for sourcing.

● The recruiting profession is constantly evolving.

● The why in sourcing is rarely considered as important as the what.

Page 5: How to Build a Proactive Candidate Sourcing Strategy

What is talent sourcing?

The process of searching for and engaging individuals identified as relevant or “likely to be qualified” for a role in an effort to introduce them to your hiring process and build a pipeline of

highly qualified candidates.

There are many potential manifestations of this. Fact: there’s no one way to do it.

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Page 6: How to Build a Proactive Candidate Sourcing Strategy

The Proactive Sourcing Workflow: 3 Stages

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Outreach

Kickoff Search Outreach Measurement+

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STAGE 1: KICKOFF

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Stage 1: Kickoff

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5 Buckets of Information:

1. Role: What & Why?

2. Criteria: What Makes a Candidate?

3. Informing the Search

4. Informing the Sell

5. Questions For Team Members (If Applicable)

Page 9: How to Build a Proactive Candidate Sourcing Strategy

1. Role: What & Why?

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❏ The role itself: title, team within which it falls, reasoning behind creation of role to begin with

❏ Function & responsibilities of role within scope of team

❏ Function/responsibilities of role within scope of company at large

❏ Technology, tools, and specific skills employed by role/team

❏ Growth potential for someone in this role over time

Page 10: How to Build a Proactive Candidate Sourcing Strategy

2. Criteria: What Makes a Candidate?

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Base SkillsetProject/Leadership

ExperienceOther

Must-Haves (Requirements)

Nice-to-Haves(Bonuses)

❏ Seniority level(s) desired? (How do you define seniority?):

Page 11: How to Build a Proactive Candidate Sourcing Strategy

3. Informing the Search

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❏ Likely companies/titles focused on similar technology, products, or services?

❏ Most successful candidates for this role so far (if applicable)? Least successful? Why?

❏ How much does education (degree level, major, school) matter?

❏ From the perspective of someone who’s been deep in this domain for a while, where might you start a search for this? Where might this community congregate/connect with one another?

Page 12: How to Build a Proactive Candidate Sourcing Strategy

4. Informing the Sell

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❏ How would you sell this role to someone who’s content where they are, particularly as it relates to the mission/scope of the company?

❏ What might set this role apart from similar roles in other companies (if applicable)?

Page 13: How to Build a Proactive Candidate Sourcing Strategy

5. Questions for Team Members

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❏ [PREFACE to HM] Who are the rock-stars/team members that I should really talk to?

❏ How would you describe your responsibilities here? What outcomes are you trying to achieve?

❏ Why did you come here? What keeps you here?

❏ What are the best/most rewarding parts of your role and being on the team? What are the most challenging?

❏ How are you looking to grow here?

❏ How would you sell your role to someone who’s content in theirs? What sets it apart?

Page 14: How to Build a Proactive Candidate Sourcing Strategy

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STAGE 2: (RE)SEARCH

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Page 15: How to Build a Proactive Candidate Sourcing Strategy

Stage 2: (Re)Search

We’ll cover:

❏ Preparatory Research & Market Mapping❏ Sources: The Where

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Page 16: How to Build a Proactive Candidate Sourcing Strategy

1. Preparatory Research & Market Mapping

Do Your Research: Unfamiliar territory? Get to know the domain.

Market Mapping: Getting to know the structure and content of the talent market and domain within which you are going to be searching (for a given role).

Get searching. Build relevant lists of data, such as:

❏ Companies with related technology, products, or services❏ Similar titles/roles within the domain and the companies they’re a part of

Resources: Initial kickoff. Google, Bing. Social networks (LinkedIn, Facebook, etc.). Your network/colleagues.

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Page 17: How to Build a Proactive Candidate Sourcing Strategy

2. Sources: The Where

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Page 18: How to Build a Proactive Candidate Sourcing Strategy

2. Sources: The Where

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Your ATS

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2. Sources: The Where

Your ATS

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Page 20: How to Build a Proactive Candidate Sourcing Strategy

2. Sources: The Where

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❏ Boolean searches: resumes, blogs, personal sites, etc.* - Google alerts!

❏ App stores❏ Company websites❏ Online forums/mailing lists❏ Conference attendee/speaker lists❏ Patents & white papers❏ Additional social media/networks: TheLadders,

Instagram❏ Sourcing applications (aggregators/databases):

Entelo, Gild, TalentBin, Connectifier, etc.❏ Referral generation: Simppler, Teamable

★ In-person sourcing (events, conferences, etc.)

Additional Tools & Resources

Page 21: How to Build a Proactive Candidate Sourcing Strategy

2. Sources: The Where

Think critically & prioritize!

Guiding questions:

❏ Given what I’m looking for, as well as how far into my search I am, is this resource worth my time? What’s the potential ROI?

❏ How much, and what kind, of information is available to me here? How do I access it?

❏ How long would it potentially take me to find something useful here?

★ Just because you can source in certain place or leverage a certain resource doesn’t mean you should.

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Page 22: How to Build a Proactive Candidate Sourcing Strategy

A Note on Boolean Search

Core knowledge for any sourcer!

★ X-Ray: “site:”

Example X-Ray search:

site:linkedin.com inurl:in -inurl:title "sales manager" "san francisco bay area"

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Page 23: How to Build a Proactive Candidate Sourcing Strategy

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STAGE 3: OUTREACH

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Page 24: How to Build a Proactive Candidate Sourcing Strategy

Stage 3: Outreach

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1. Motivations-Based Outreach

2. Personalization

3. Rounding Out Your Message

4. Tools & Resources

Page 25: How to Build a Proactive Candidate Sourcing Strategy

1. Motivations-Based Outreach

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❏ Product/Service and Impact: What product(s) or service(s) your company provides (and to whom), as well as the overall impact (and the scale of that impact) that is made

❏ Technology and/or Problem Set: The set of technologies (if applicable) leveraged by a role/team/company, as well as the problems being solved/challenges available.

❏ Culture & Company Specifics: Your company’s culture (values, philosophies, work environment, etc.) and general details (i.e. profitability, investors, size, growth rate, funding, leadership, etc.)

❏ Role Scope and Responsibility: The overall scope of responsibilities an individual in a given role would have the opportunity to take on (contributions, projects, leadership, etc.)

❏ Individual Development and Role Potential: The combination of professional growth (responsibility and/or “upward mobility”) and personal development possible over time

❏ Compensation: Total package (salary, benefits, equity [if applicable], etc.).

Page 26: How to Build a Proactive Candidate Sourcing Strategy

1. Motivations-Based Outreach

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Focus AreaProduct/Service &

Impact

Technology and/or

Problem Set

Culture & Company Specifics

Role Scope & Responsibility

Individual Development

& Role Potential

Compensation

Application CompanyCompany,

Team, RoleCompany,

TeamRole Role Role

Strengths / Positives

Weaknesses / Negatives

Page 27: How to Build a Proactive Candidate Sourcing Strategy

2. Personalization

Are you more likely to open an email that says speaks to you personally, or one that blindly tries to sell you on a company you’ve never heard of before?

#SourceFTW@Lever

Source: Aline Lerner, What I learned from reading 8,000 recruiting messages

Personalization inspiration:

❏ LinkedIn summaries & recommendations❏ Twitter bios & tweets ❏ Stack Overflow answers (tech talent)❏ Quora answers ❏ Github projects (tech talent)❏ Facebook pages ❏ Dribbble profiles (design talent)❏ Personal websites/blogs❏ Conference/webinar presentation topics

Page 28: How to Build a Proactive Candidate Sourcing Strategy

3. Rounding Out Your Message

❏ Understand your audience.❏ Use your own voice.❏ Lead with an engaging subject line.❏ Introduce yourself.❏ Be concise.❏ Be clear.❏ Leave an action item.❏ Follow up.

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Page 29: How to Build a Proactive Candidate Sourcing Strategy

4. Tools & Resources

#SourceFTW@Lever

Contact Information Content E-mail Verification

verify-email.org

email-checker.net

mailtester.com

verifyemailaddress.orgDomain Search

Page 30: How to Build a Proactive Candidate Sourcing Strategy

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MEASUREMENT & TRACKING

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Page 31: How to Build a Proactive Candidate Sourcing Strategy

Measurement & Tracking

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Keep an eye on your funnel conversion rates.

❏ How many candidates have I needed to source to reach one hire?❏ Is my process too lenient anywhere? Too strict?❏ What steps or approaches can I optimize/improve?❏ Am I calibrating? Is my hiring manager calibrating?

Pro tip: Look for extreme drop-offs and changes in conversion rates.

“If 90% of candidates get through a phone screen, but only 10% receive an offer, that tells me the screen stage wasn’t done right.”

- Chris Shaw, Director of Talent at Meteor

Page 32: How to Build a Proactive Candidate Sourcing Strategy

Lever Blog (lever.co/blog)

SourceCon (sourcecon.com)

Boolean Black Belt (booleanblackbelt.com)

Boolean Strings (booleanstrings.com)

Want to learn more?

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Page 33: How to Build a Proactive Candidate Sourcing Strategy

Lever Chrome Extension

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● Add candidates directly into Lever from any social profile

● Make it easy for your whole team to get involved

● Send emails, view/add notes, or even change stages right from your browser

● Track the effectiveness of each source

Page 34: How to Build a Proactive Candidate Sourcing Strategy

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