← All templates
Free template · Business

Hire a new person plan: 10 steps from the role to their first day

From a clear role to a first day: the ad, referrals, two interview rounds, references and the offer. Use it as a checklist, or let Clarity Board put every step in your Google Calendar.

10 steps to start fromEdit them to fitYour own datesNotes page: outcome, candidates, interview questions
See how it works

From this page to a project in your calendar.

It plays by itself. Tap a step, or use Back and Next, to go at your own pace.

Free template · Business

Hire a new person plan

  1. 1Write the role, must-haves and budgetMon, Nov 2
  2. 2Write and post the job admm/dd/yyyy
  3. 3Ask your network for referralsFri, Nov 6
  4. 4Screen the applicationsmm/dd/yyyy
  5. 5Hold the first interviewsmm/dd/yyyy
  6. 6A step of your ownmm/dd/yyyy
+ Add a step
Your notes page
Outcome · Candidates · Interview questions

Hire a new person plan

  1. 1Write the role, must-haves and budgetMon, Nov 2
  2. 2Write and post the job admm/dd/yyyy
  3. 3Ask your network for referralsmm/dd/yyyy
Copy the checklistPrint
Hire a new person plan [ ] Write the role, must-haves and budget (~1 h) [ ] Write and post the job ad (~2 h) [ ] Ask your network for referrals …
Copied.
Mon 26Tue 27Wed 28Thu 29Fri 30
Team meetingWebsite redesign
AdminQuarterly report
Work blockWork block
RunSeminar
Website redesign
Clarity Board
PROJECTS +
DO TODAY
Website redesign (3)+ ✎ ▤
SCHEDULE
Quarterly report (5)+ ✎ ▤
Mon 26Tue 27Wed 28Thu 29Fri 30
← New project
Start from a template
A ready-made project with its tasks, due dates and notes Doc. Or fill in your own below.
Project name 
UrgencyNot rated
ImportanceNot rated
Mon 26Tue 27Wed 28Thu 29Fri 30
← Start from a template
WORK AND RESEARCH
Grant application12 tasks
Research paper10 tasks
Thesis chapter9 tasks
BUSINESS
Product launch10 tasks
Client project8 tasks
Event or workshop11 tasks
PERSONAL
Moving home10 tasks
Mon 26Tue 27Wed 28Thu 29Fri 30
← Hire a new person
Project nameHire a designer
Deadline (optional)Feb 15, 2027
Task due dates
Spread them for me
No dates: I'll set my own
TASKS
Write the role, must-haves and budget
Write and post the job ad
Ask your network for referrals
… 7 more, all ticked
Create project
Mon 26Tue 27Wed 28Thu 29Fri 30
Team meetingWebsite redesign
AdminQuarterly report
Work blockWork block
RunSeminar
Website redesign
Clarity Board
PROJECTS +
DO TODAY
Website redesign (3)+ ✎ ▤
DO SOON
Hire a designer (9)+ ✎ ▤
Write the role, must-haves and budget~1 h
Write and post the job ad~2 h
Screen the applications~3 h
Created Hire a designer: 9 tasks and its notes Doc.
Google Docs · Clarity Board — Project Notes

Hire a designer

Outcome
Role
Start date
Budget
Candidates
NameStageNotes
Interview questions
QuestionWhat a good answer shows
Mon 26Tue 27Wed 28Thu 29Fri 30
Write the role, must-haves a
← Edit tasks
TaskWrite the role, must-haves and budget
Due date (optional)Mon, Nov 2
TaskWrite and post the job ad
Due date (optional)none
Save

Get the free beta

The steps

A clear role first, then the ad, interviews, references and the offer. Make it yours: click a step to reword it, remove one with ✕, add your own, and give any step a date. This page remembers your changes on this device.

    The notes page

    Everything bigger than a task, in one place. In Clarity Board this becomes a Google Doc linked to the project; here's what's in it.

    Outcome

    Role
    Start date
    Budget

    Candidates

    NameStageNotes

    Interview questions

    QuestionWhat a good answer shows

    Decisions

    Newest first.

    DateDecision

    Notes

    Free text, for anything else.

    Why it's laid out this way

    Must-haves before the ad

    Writing down what the role truly needs, and the budget, makes the ad clearer and screening much faster.

    Your network in parallel

    Ask for referrals as the ad goes up. Good candidates often come from people who already know your work.

    Plan the first week

    A prepared first week, with someone to meet and something real to do, is the start of keeping the person you hired.

    Put this plan in your calendar

    Clarity Board is a free panel beside Google Calendar for anyone juggling several projects at once. It creates this project with the steps you choose and its notes page, and helps you give it the time it needs, week by week.

    Get the free beta