Course › Module 2 · Intake and the job blueprint

The intake meeting: 12 questions that prevent bad hires

Module 2, Lesson 1  ·  4 min read ·  Updated 21 September 2026

Module 2 · Lesson 1

Most bad hires are decided in one meeting, months before anyone reads a CV. Thirty minutes of vague agreement produces a search with no target, and every later step inherits the problem.

The twelve intake questions, in four groupsFour groups of intake questions — the problem, the bar, the market and the process — with questions five, six and twelve highlighted.The problemWhat this hire fixes123The barWhat good looks like456The marketWhere they are, what they cost789The processWho decides, how fast101112Questions 5, 6 and 12 do most of the work
Twelve questions in four groups. Three of them do most of the work.

What usually goes wrong

The normal version goes like this. The hiring manager describes a person. You write down adjectives. Everyone leaves happy.

Two weeks later they reject four candidates who match that description, for reasons nobody mentioned in the meeting.

Nobody was being difficult. Managers describe a person because that is how people think about jobs. But a description of a person is a summary. The reasoning behind it has already been thrown away. Your job in this meeting is to get the reasoning back.

The twelve questions

Four groups. Twenty-five to thirty minutes if you keep things moving.

The problem

  1. What will this person have done in six months that nobody is doing today?
  2. Of those things, which matters most in the first three months?
  3. What happens if we do not fill this for another three months?

The bar

  1. Who is the best person you have seen do this job? What made them good?
  2. Who was the last person hired into a job like this who did not work out? What went wrong?
  3. Which parts of this job can someone learn here, and which do they have to arrive with?

The market

  1. Where do people who can do this work now?
  2. What are they earning there?
  3. Why would someone leave that to come here?

The process

  1. Who else has to say yes, and what is each of them judging?
  2. How fast could we move if everyone agreed on someone?
  3. Of everything you have told me, what would you give up to fill this in three weeks?

The three that do the most work

Question 5 — the hire that did not work out. This one beats every other question in the list. Managers describe their ideal candidate in general terms and their failed hire in detail. The detail is what you can actually screen on.

Question 6 — learn here or arrive with. This gives you your must-haves. Anything someone can learn in the job is not a requirement. Most requirement lists fail this test on half their items.

Question 12 — the trade. People skip this one because it feels confrontational. Ask it anyway. A manager who will not trade anything has not given you requirements. They have given you a wish, and you will be back in this meeting in six weeks.

The requirement nobody mentions

Almost every job has one requirement the manager has not said out loud. Usually because it feels obvious to them, or slightly awkward to say.

Someone who can handle a difficult colleague. Someone who does not need managing. Someone who can start before the quarter ends.

You find it by asking a what-if: "Suppose I bring you someone who meets everything we have discussed, but they need close direction for the first six months. Still a yes?"

The answer is often no. You have just found a requirement that would otherwise have shown up as an unexplained rejection two months from now.

Write it down so the rest of the process can use it

Notes in a document are not much use. What you need is a record with fields, because the next lesson turns it into a job profile, Lesson 4 turns that into a scorecard, and Module 4 turns the scorecard into screening rules.

Write downUsed later for
What success looks like in six monthsThe job advert and the scorecard
Must arrive with it / can learn it hereYour filters and your scores
What went wrong with the last hireScreening rules and interview questions
Where these people work nowYour search plan in Module 3
Salary rangeThe advert, your outreach, the offer
Who decides, and what each judgesDesigning the interviews in Module 7
What they agreed to tradeYour authority when the pool turns out to be thin

Download the twelve questions · all templates

The one-sentence test

Before you leave, say the job back in one sentence: "You need someone who can do X, who arrives already able to Y, and we will trade Z to get them quickly."

If the manager hesitates, you are not finished. Do not leave with a hesitation. It becomes a rejected shortlist later.