IT staffing across the United States

Prepare a clearer hiring or implementation brief.

Practical checklists for project managers, business partners, and business owners. Use them to organize your requirements before the first conversation.

US staffing checklist

Write a useful job requirement

Help your recruiting partner understand the role and how candidates will be evaluated.

  1. Describe the responsibilities and outcomes expected from the role.
  2. Separate essential skills from skills that can be learned.
  3. State the US work location, schedule, and onsite or remote expectations.
  4. Include the compensation range, engagement type, and target start date.
  5. Identify the hiring manager, interview stages, and feedback process.
Share your hiring brief
Project checklist

Prepare a software implementation brief

Give everyone a shared starting point for scope and planning.

  1. Name the business problem and the result you want to achieve.
  2. List the selected software, current tools, and required connections.
  3. Identify user groups, locations, and decision-makers.
  4. Describe the data to prepare, access needs, and testing responsibilities.
  5. Outline timing, budget expectations, training, and support needs.
Discuss your project
Partner discussion guide

Questions for a recruitment partner

Compare the proposed service against your own hiring requirements.

  1. How will the partner understand and validate your role requirements?
  2. What sourcing and screening activities are included?
  3. What candidate information will be presented for review?
  4. Who coordinates interviews and shares feedback?
  5. How are fees, responsibilities, and any changes to scope agreed?
Read about US staffing
Rollout checklist

Prepare your team for a software rollout

Make the move from project planning to day-to-day use more deliberate.

  1. Confirm a project owner and a contact for each user group.
  2. Review data quality and keep a backup before any migration.
  3. Test key workflows with representative users.
  4. Record acceptance criteria, open issues, and go-live responsibilities.
  5. Plan user guidance, handover, and a process for reporting problems.
Read about implementation