TOOLS & TEMPLATES

Work smarter. Not harder.
Streamline your success.

Never start from scratch again. With our extensive library of tools and templates, you can kickstart your TA projects effortlessly, guided by best practices. Say goodbye to staring at a blank page and hello to streamlined, impactful results with our ready-to-use resources.
Operations
Brand and experience
DE&I
TA strategy
Tech and data

Essential TA strategy tools and templates

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Future hiring needs forecasting tool

Use this spreadsheet to calculate your future hiring demand based on your  attrition, growth, promotion and retirement rates.

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Identify your future critical roles worksheet

Find and prioritise roles for proactive recruitment approaches.


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The ultimate guide to proactive sourcing strategies

How to craft your strategy for proactively talent pooling your future critical skills.
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Create a strategy that attracts top technology talent

A step-by-step guide to creating an attraction strategy that brings you the tech talent your business needs.

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Create your next graduate recruitment strategy

A step-by-step guide to creating an recruitment strategy that brings you the graduate talent that will become the future leaders of your business.
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Identify your future critical roles

This handy workbook will help you uncover the roles that will power your long‑term strategy.
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Skills Gap Analysis Toolkit

A practical toolkit to help you

understand business skill needs and

steer strategic hiring.

Essential DE&I tools and templates

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DE&I for TA: Interactive Strategy Workbook

An interactive workbook that will help you create the foundations for your DE&I strategy for talent acquisition.

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Website accessibility diagnostic

A spreadsheet designed to help you assess your careers site against the latest UK government guidelines on accessibility.


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Understanding unconscious bias

Use this slides to educate your business on how bias affects recruitment and ways to mitigate it.


Essential Tools and Templates to
Revolutionise Your TA Operations

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Recruitment headcount calculator

Calculate how many heads you need in your recruitment team to fill the roles you need to fill.
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TA performance calculator

Easily calculate the essential metrics needed to assess and enhance your TA performance.
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Example TA process map

A best practice example of a TA process map that can help you understand how to start mapping your own process.
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TA cost sheet

Our best practice template for structuring your talent acquisition cost sheet.
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TA cost calculator

Discover hidden TA expenses within broader HR and business budgets using this template. Identify and allocate these costs with precision.
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Process map symbol guide

Your complete guide to decoding and mastering every symbol in a process map, ensuring clear and effective interpretation of your workflows.
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GDPR for talent pooling

Your checklist for ensuring GDPR compliance within your talent pools - plus a template for opt-in consent.
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Candidate Journey Mapping & Experience Improvement Planner

Make improving your candidate journey easier than ever with this handy improvement planner.
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Recruitment Intake Meeting Template

This template is designed to help you approach your recruitment intake meeting with confidence. 
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Recruiter Core Skills Implementation Template

Lay the foundations for future success with this core skills implementation template.

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Success Profile Workshop Template

It's time to get the ball rolling with this success profile workshop- know what you're looking for and why.

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Candidate Pipeline Navigation & Preparation Template

Use this pipeline navigation template to bring clarity to every stage of your candidate pipeline.

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ATS/CRM Daily Admin Checklist

Avoid any of those frustrating ATS and CRM blindspots with this checklist.

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Quick Reference Recruiter Messaging Playbook

Get the right messaging every time with this easy-to-use recruiter messaging playbook.

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Sequenced Learning Path Planner

This planner is designed to help you build a 30/60/90 day learning path that will set your new hire up for success.

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End-to-End HR Tech Alignment Planner

Ensure you've got full oversight of your HR Tech with this detailed planner.

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Hiring Manager Meeting Behaviour Self-Assessment

Learn how to set the tone for positive hiring manager relationship with this self-assessment tool.

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AI Screening Checklist

Use this checklist to guide your AI screening process to efficient, ethical outcomes.

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Aligned Hiring Brief Builder

A short, high-clarity template to capture alignment after an intake meeting—

ensuring shared understanding and reducing rework.

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Structured Communication Planner

Evaluate and optimise your virtual hiring process to create a clearer, fairer, and more engaging candidate experience.

Essential Tools and Templates to elevate your
Employer Brand and Recruitment Experience 

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Candidate persona template

Document your personas to build personalised candidate experiences and attraction campaigns.

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Messaging matrix worksheet

Use this template to develop audience-led messaging that connects, convinces and converts.

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Campaign brief template

Use this template to define your campaign, align stakeholders, and guide creative, channel and content decisions from start to finish.
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Social media audit

Evaluate how effectively your social channels support talent attraction goals.


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Candidate experience objectives

Create your roadmap for gathering actionable insights  into your candidate experience.


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Stakeholder campaign kickoff questions

Use these prompts to align early, set expectations and uncover the insights needed to build effective campaigns.
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Campaign research planner

Use this template to organise your internal, external and human insight before shaping your campaign strategy.
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Talent pool segmentation planner

Use this sheet to document your segmentation approach for engaging your talent pools.

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Candidate journey template

Map out every stage of your recruitment process—visualise key touchpoints, identify experience gaps, to design a seamless, engaging journey for every candidate.
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Channel strategy ROI calculator

Use this sheet to discover how well your channel strategy is delivering return on investment.



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Apprentice Attraction Campaign Planner

Create campaigns that really speak to top apprentices with this handy planner.

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2026 Employer Brand Content Planner

Make your 2026 comms a breeze with our Employer Brand Content Planner.

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Early Careers Attraction Campaign Planner

A step-by-step worksheet for building your early careers attraction strategy

Essential tech and data tools and templates

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Get selection technology right

Optimise your selection technology to simplify and enhance the candidate and hiring manager experience and scientifically selecting talent.

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ATS requirements checklist

Trying to choose a new ATS? This spreadsheet will help you define your requirement and score vendors accordingly.

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Design your recruitment experience surveys

Guide the creation of your hiring manager and candidate surveys to get the crucial data you need to improve.