Health, Education & Government HR & Talent Talent Acquisition

Campus Recruiting

People decisions with significant organizational, financial, and cultural stakes.

Handshake WayUp Campus Bridge Symplicity
Inside this journey
  1. Pre-Discovery

    Align the room on outcomes, decision process, and constraints before deeper discovery.

    1. Stakeholder Alignment

      Confirm decision roles across corporate recruiting, university partners, timelines, and what success looks like for the season.

      Alignment Questions

      Start Here — A Short Snapshot to Get Us Moving

      • How many campus hires (interns + new grads) are you hiring this season across all programs? Options: Under 50, 50–199, 200–499, 500–999, 1,000+
      • Who is completing this form and what role do you play in campus programs? Options: Campus Recruiting Manager, University Relations Director, Early Talent Program Lead, Talent Acquisition Coordinator, HR/People Ops, Other
      • Briefly, what triggered you to explore a new campus recruiting platform right now?
      • Which of these best describes your current toolset for campus hiring? Options: Spreadsheets + email, General-purpose ATS, Homegrown CRM, Multiple point tools (CRM + events + spreadsheets), We already use a campus-focused platform

      Who's Really Pulling the Strings?

      • We often assume a single director signs off—who actually makes the final go/no-go decision in practice? Options: Head of Campus Recruiting, VP/Head of TA, Procurement, Finance/Budget Owner, Legal/Compliance, Career Services partner at universities, Other
      • Who else must be consulted or give input before a decision is made (names/titles or departments)?
      • Which stakeholder typically has veto power—where have pilots stalled before? Options: Procurement, Legal, IT/Security, University Partners, Hiring Managers, Other
      • How confident are you that the identified decision-maker will be available for alignment meetings when needed? Options: Very confident, Somewhat confident, Unsure, Unlikely
      • If we needed a single executive sponsor to unblock things, who would be the best person and why?

      When the Clock Starts Ticking

      • Imagine your recruiting season timeline—what is the hard deadline where a pilot must be validated? Options: Within 4 weeks, 4–8 weeks, 8–12 weeks, Next recruiting season (3+ months), No fixed deadline
      • How long does your internal procurement/contract approval typically take? Options: <2 weeks, 2–4 weeks, 1–2 months, 2–3 months, 3+ months
      • Are there non-negotiable dates (career fairs, campus visits, internal budgeting cycles) we need to align to? List them.
      • When decisions in your organization tend to slow down, what usually causes the delay? Options: Budget approvals, Legal reviews, IT/Security checks, Stakeholder scheduling, Unclear ROI, Other
      • If we committed to a pilot timeline today, how realistic is your team’s ability to meet it? Options: Very realistic, Realistic with support, Questionable, Not realistic

      What Success Actually Looks Like (Beyond Vanity Metrics)

      • If this pilot were unquestionably successful, what one outcome would you share with your execs first?
      • Which of these measurable signals matter most to you for determining pilot success? Options: Time-to-offer, Event-to-hire attribution, Candidate completion rates (mobile), Diversity of hires (school-by-school), Offer acceptance within 72 hours, Employer brand impressions/engagement
      • What are your minimum acceptance criteria for a pilot to be considered a win (quantify if possible)?
      • Who will own tracking and reporting of success metrics inside your org during the pilot? Options: Campus Recruiting, People Analytics/TA Ops, Hiring Managers, Central Analytics/BI, Other
      • How will this pilot’s results influence budget or program expansion next season? Options: Directly impact budget, Inform 2nd-stage pilot, Used for internal persuasion only, Unclear

      Where the Friction Hides — Real Obstacles That Kill Momentum

      • Most pilots fail quietly—what do you suspect would stop this pilot before it starts? Options: Lack of university buy-in, Poor mobile UX, Inability to attribute hires, Data access issues, Internal stakeholder resistance, Other
      • Tell us about a past pilot or vendor that under-delivered—what specifically went wrong and how did that make you feel?
      • How tolerant is your leadership for a 50% conversion target versus a 90% target for early pilot metrics? Options: Very tolerant, Somewhat tolerant, Not tolerant, Unsure
      • Which internal processes are least flexible right now (e.g., interview scheduling, offer approvals, background checks)? Options: Interview scheduling, Offer approvals, Background checks, Onboarding paperwork, Other
      • What would you say keeps you up at night about running a school-by-school pilot?

      The People You'll Need to Convince (Champions, Influencers, Skeptics)

      • Who inside your organization will be most excited about this platform and most likely to champion adoption? Options: Campus Recruiting Lead, Recruiters, Program Coordinators, TA Ops, Employer Brand/Marketing, Other
      • Who is most likely to raise objections, and what are their likely top concerns?
      • How do your university partners typically react to new systems—are they eager collaborators or protective of existing processes? Options: Eager collaborators, Cautious but open, Resistant/protective, Varies by school
      • Which stakeholder groups would you like us to meet with early to accelerate alignment (select all that apply)? Options: Career Services/CSOs, Registrar/IT, Student Ambassadors, Faculty/Department Leads, University Procurement
      • If you could name one internal person to lead day-to-day adoption for the pilot, who would it be and why?

      Integration & Data: The Hidden Yes/No

      • If our solution can’t access specific data or systems, would that be a non-starter for you? Options: Yes—non-starter, Depends which data/system, No—workarounds okay, Unsure
      • Which systems do we need to integrate with for a successful pilot? Options: Main ATS (name), SSO/Identity Provider, Career Services platform (name), Calendar systems (Google/Outlook), Analytics/BI
      • Describe any legal, privacy, or university contractual constraints we should know about (data residency, student consent, FERPA concerns).
      • How do you prefer to share data during a pilot (API, SFTP, CSV uploads, manual entry)? Options: API, SFTP, Scheduled CSV, Manual entry by team, Other
      • Who on your side will own technical coordination and security reviews?

      Budget, Commercial Reality, and Contract Traps

      • Budgets rarely appear magically—where would pilot funding most likely come from? Options: Campus Recruiting budget, Central TA budget, Talent Programs/University Relations, Special projects/exec discretionary fund, Other
      • What is an approximate pilot budget range that would be acceptable to you? Options: <$10k, $10k–$25k, $25k–$50k, $50k–$100k, $100k+
      • Do you have contract thresholds or approval limits we should be aware of (e.g., legal review above $X)?
      • Which commercial terms usually create the most friction in your organization (pricing model, data use, renewal terms, liability)? Options: Pricing model, Data use/privacy, Renewal/auto-renew, Liability/indemnity, None of the above
      • How flexible is your team on pilot structure—time-limited pilot vs. performance-based payment vs. seat-based licensing? Options: Time-limited pilot preferred, Performance-based open, Seat-based preferred, Open to hybrid

      Adoption Reality Check — Who Actually Uses the Tool?

      • Who in your day-to-day workflow will use this platform most (list roles and estimated headcount)?
      • What mobile expectations do your candidates and campus teams have—how critical is mobile-first UX? Options: Critical (mobile-first), Important but not critical, Nice-to-have, Not important
      • How do you normally train recruiters and campus coordinators—live webinars, in-person training, self-serve docs, or a mix? Options: Live webinars, In-person training, Self-serve docs/videos, Blended approach
      • What incentives or KPIs will drive actual usage during the pilot (e.g., usage targets, event check-in rates, interview scheduling adherence)?
      • Share one behavior or habit your team will resist changing—even if the new way is better.

      If This Falls Short — Your Plan B and Minimum Viable Win

      • If alignment across all 20 schools isn’t possible, what’s the smallest pilot that would still be meaningful? Options: 1–2 schools, 3–5 schools, 5–10 schools, Selected region only
      • Which five schools would you prioritize for a focused pilot, and why those?
      • What would you accept as a minimum viable success from that smaller pilot?
      • If the pilot shows promise but not full ROI, what incremental step would you be willing to take next season? Options: Expand schools, Add modules (analytics/CRM), Run a second pilot, Pause and reassess
      • Who needs to be convinced for Plan B to proceed, and how would you reach them?

      Commitments, Next Meetings, and Small Bets to Move Forward

      • If we finish this discovery and align on a pilot plan, who must be on the kickoff call from your side? Options: Decision-maker/Executive Sponsor, Campus Recruiting Lead, TA Ops/Analytics, IT/Security, University Partner rep
      • What are your preferred communication channels and cadence for working through pre-pilot tasks? Options: Weekly video calls, Bi-weekly calls, Email + Asana/Jira, Slack/Teams, Ad hoc
      • What would feel like a reasonable next milestone within the next two weeks? Options: Stakeholder alignment meeting scheduled, Data/access checklist completed, Pilot school list confirmed, Budget pre-approval obtained
      • What concerns would you like us to proactively address in the next conversation to make it easier to say yes?
      • Finally, what is the best way for us to earn your trust quickly—what do you need to see or hear now?
    2. Current State Mapping

      Document today’s campus hiring workflows, tools (spreadsheets, ATS), event cadence, and failure modes like missed follow-ups and untracked hires.

      Current State

      Tell the Story of Your Last Season

      • Walk me through your most recent campus hiring cycle from first outreach to the final accepted offer—what happened, in your words?
      • Who on your team was responsible for outreach, events, candidate follow-up, and offer coordination during that cycle? Options: Campus Recruiting Manager, University Relations Director, Early Talent Program Lead, Talent Acquisition Coordinator, Hiring Manager, Career Services/School Rep, HR/Operations/IT, Other
      • How many schools, events (virtual + in-person), and hires did that season roughly include? Options: 1–5 schools / events, 6–10, 11–20, 21–50, 50+
      • On a scale, how satisfied were you with that season’s outcomes versus what you expected? Options: Very satisfied, Somewhat satisfied, Mixed results, Disappointed
      • What single moment from that cycle still makes you wince when you think about it?

      Are Top Candidates Quietly Slipping Away?

      • How often do you lose preferred or ‘must-have’ candidates to competitors before internal approvals or offers are completed? Options: Almost every cycle, Often, Occasionally, Rarely, Never
      • Tell me about the last time that happened—what sequence of events allowed a competitor to close the candidate?
      • When offers are delayed, where does the delay usually come from (internal approvals, scheduling interviews, reference checks, compensation sign-off, other)? Options: Internal approvals, Interview scheduling, Reference/background checks, Compensation/comp committee, Candidate response window, Other
      • How does it feel for your team when a top candidate accepts elsewhere—what’s the real impact beyond the headcount?
      • If you had to estimate, what percentage of lost candidates would you attribute to process friction versus employer brand or compensation? Options: >75% process, 50–75% process, 25–50% process, <25% process, Mostly brand/compensation

      Where Processes Quietly Unravel

      • Which parts of your campus hiring process do you suspect are being tolerated rather than intentionally designed?
      • How often do you encounter missed follow-ups, duplicates in tracking, or hires that never make it back into your systems? Options: Daily, Weekly, Monthly, Rarely, Never
      • Give an example of a hiring event or outreach where the process failed—what went wrong and who felt the consequences?
      • When those failures happen, how long do they typically take to detect and correct? Options: Same day, A few days, Weeks, Until season end, We never detect them
      • How much time does your team spend manually reconciling lists, follow-ups, and candidate statuses each week? Options: <5 hours, 5–10 hours, 10–20 hours, 20–40 hours, >40 hours

      What’s Holding Your Tools Together (and What’s Ripping Them Apart)

      • Which tools are central to your campus hiring today—and which ones feel like temporary duct tape? Options: Spreadsheets (Excel/Sheets), ATS (Greenhouse, Lever, Workday), Paper sign-up sheets, CRM or outreach tool, University career portal/SIS, Custom internal DB, Event platforms (Handshake, Brazen), Other
      • Which system do you treat as the single source of truth for a candidate’s status, if any? Options: ATS, Spreadsheet, CRM/Outreach tool, Career services portal, No single source, Other
      • Where do manual handoffs happen most often (e.g., event check-in → recruiter follow-up → interview scheduling)? Options: Event check-in, Recruiter follow-up, Referrals/internal routing, Interview scheduling, Offer orchestration, Onboarding paperwork, Other
      • Which integrations exist today (two-way ATS sync, exports, calendar links, career services APIs) and which would you like to have? Options: Two-way ATS sync, One-way ATS export/import, Calendar / scheduling integration, Career services / SIS API, Email / outreach tool integration, None / manual only, Other
      • How often do manual data errors (missed rows, duplicate contacts, wrong school) cause a candidate to be lost or misrouted? Options: Frequently, Sometimes, Rarely, Never, Not sure

      Events: Choreographed Strategy or Last-Minute Fire Drill?

      • How predictable is your event calendar—for each school, do you have a repeatable cadence or is it scheduled ad hoc? Options: Standardized cadence per school, Mostly standardized with exceptions, Mostly ad hoc, Entirely ad hoc
      • Tell me what ‘running an event’ looks like for you from promotion to attendance tracking to post-event follow-up.
      • How do students typically register and check in at your events today? Options: Third-party event platform, Paper sign-in, Manual spreadsheet check-in, Career services manages it, Other
      • What percentage of event attendees do you successfully convert into engaged applicants or next-step interviews? Options: >50%, 30–50%, 10–30%, <10%, We don’t measure
      • Which part of event execution causes the most anxiety for your team (logistics, attendance capture, follow-up, or measurement)? Options: Logistics, Attendance capture, Follow-up cadence, Measurement/analytics, Stakeholder coordination, Other

      Can You Tell Which Activities Actually Drive Hires?

      • What signals do you currently track to judge success (time-to-offer, event-to-hire, application completion, diversity outcomes)? Options: Time-to-offer, Event-to-hire attribution, Application completion rate, Offer acceptance within 72 hours, Conversion by school, Diversity metrics, Engagement rate (messages/opens), Other
      • How confident are you that your metrics reliably attribute a hire back to a specific event or outreach? Options: Very confident, Somewhat confident, Not confident, We don't attempt attribution
      • Describe a time when analytics told one story but the real outcome looked different—what was misleading?
      • Which reports or dashboards would change stakeholders’ minds if they were clean and trusted?
      • What data sources are missing today that would make attribution and ROI clear to your stakeholders? Options: Event attendance logs, Individual candidate touchpoint history, Offer/acceptance timestamps, Diversity demographics per school, Career services event metadata, None / unsure, Other

      Where Hand-offs Turn Into Heartburn

      • Who are the non-negotiable stakeholders we must align with for a pilot to succeed (internal and at the university)? Options: Campus Recruiting Manager, Talent Acquisition leadership, Hiring Managers, University Career Services, IT/Security, Legal/Privacy, Finance/Procurement, Other
      • When a school or career services office is slow to respond, what typically breaks next in your workflow?
      • Have you run pilots or new tooling with career services before? What helped or hurt adoption on the university side?
      • Do you have named owners at the university for events, data sharing, and technical access? If yes, list roles or schools.
      • How do stakeholders outside recruiting (hiring managers, finance) usually react to data showing school-by-school ROI? Options: Supportive and curious, Skeptical / ask for proof, Indifferent, Hostile / pushback

      Imagine a Season That Runs Itself (If You Could Be Ruthless)

      • If 72-hour offers were the norm for your top candidates, what three operational changes would need to be true for that to happen?
      • Which measurable success signals would make this season feel unquestionably successful to your stakeholders? Options: Time-to-offer under X days, Increase in event-to-hire rate, Higher completion rates on mobile, Improved diversity by school, Clear attribution to events, Pilot acceptance by named schools, Other
      • What parts of the candidate experience must feel different to students for you to see improved conversion? Options: Faster responses, Simpler mobile flows, Clearer employer branding, Personalized messaging, Easier event registration and check-in, Other
      • What would you need to see during a pilot (metrics, stories, screenshots) to feel comfortable recommending platform adoption?
      • What are the emotional wins you'd want your team to feel after a successful season? Options: Less firefighting, Stronger relationships with schools, Data-driven credibility, Higher team morale, Clear ROI to defend budget, Other

      Small Bets That Prove the Case

      • Which five to ten schools would be ideal for a focused pilot—why those schools (logistics, diversity goals, hiring volume, existing relationships)?
      • What data and technical access can you provide within 4–6 weeks (candidate lists, event calendars, ATS sync credentials, career services contacts)? Options: Candidate lists, Event calendars, ATS credentials / API access, Career services contact list, No access currently, Other
      • What would be a reasonable minimum viable success for a pilot (e.g., 10% lift in event-to-hire, time-to-offer cut by 30%)?
      • What internal blockers could derail a four-to-six week setup (data privacy, IT capacity, procurement, school approvals)? Options: Data privacy / legal, IT bandwidth, Procurement / contracting, Career services approvals, Hiring manager buy-in, Budget, Other
      • Realistically, how soon could you commit to a pilot timeline that aligns with your next recruiting season? Options: Immediately, 4–6 weeks, Next quarter, Next recruiting season, Unsure

      Quick Wins, Uncomfortable Truths, and Next Steps

      • What would you refuse to compromise on for a pilot or platform adoption (data control, candidate privacy, student experience, integration with ATS)? Options: Data control, Candidate privacy (FERPA/GDPR), Student mobile experience, Seamless ATS integration, Minimal changes to career services workflow, Other
      • What are the practical constraints (people, budget, policy) that would make you pause before saying yes?
      • If we could deliver one immediate, visible improvement in the first 30 days, what should it be to build momentum? Options: Faster event check-in & capture, Automated follow-up sequences, Clear event-to-hire dashboard, Mobile-friendly application flow, Named owner assignment per school, Other
      • Who needs to be in the room for a planning session to turn this conversation into an executable pilot plan? Options: Campus Recruiting Manager, VP/Head of Talent Acquisition, Talent Operations/HRIS, Career Services lead (university), Hiring Manager representative, IT/Security, Procurement/Finance, Other
      • What final questions or concerns would you want answered before we draft a pilot scope and timeline?
  2. Outcome Discovery

    Define target outcomes, measurable success signals (time-to-offer, event-to-hire attribution, diversity metrics), and pilot acceptance criteria.

    Discovery Questions

    Start Here: The One Outcome You Can’t Compromise On

    • What single outcome would make this recruiting season feel like a clear success to you? Options: Fill internship slate at target schools, Reduce time-to-offer to X days, Prove event-to-hire attribution, Increase underrepresented hires by X%, Improve candidate experience scores, Other
    • Why is that outcome the priority—what pressure, mandate, or consequence makes it non-negotiable?
    • Who must be convinced internally that this outcome was achieved (titles/teams)? Options: VP Talent/Head of TA, Campus Recruiting Manager, Hiring Managers, Comp & Recruiting Ops, University Relations / Career Services, Diversity & Inclusion lead, Other
    • What does success look like in measurable terms for that outcome? Please give a concrete target and timeframe.
    • How would missing that target affect your role or next season’s budget/strategy?

    If You Keep Doing What You’re Doing, Who Keeps Losing the Best Candidates?

    • Where in your current process do top candidates most frequently slip away? Options: After events (no follow-up), During internal approval lag, Application drop-off, Poor mobile experience, Competing faster offers, Other
    • Can you share a recent example where a strong candidate was lost—what happened and how long has this pattern been occurring?
    • How often do offers get accepted by candidates within 72 hours of outreach, and how does that timeline create urgency for you? Options: Very often, Sometimes, Rarely, Unsure
    • When those losses happen, who feels the impact most intensely and what downstream work does it create?
    • If you could remove one blocker that causes these losses, what would it be and why?

    Which Metrics Actually Move Decisions (and Which Are Just Noise)?

    • If you had to pick three metrics that would change how leaders allocate campus recruiting budget, which would they be? Options: Time-to-offer, Event-to-hire attribution, Application completion rate (mobile), Conversion: event→interview→offer→hire, Diversity representation by school, Candidate NPS/CSAT, Cost-per-hire by school
    • Which of those metrics do you currently track reliably today, and how are you measuring them? Options: All tracked and reliable, Some tracked with manual methods (spreadsheets), Tracked inconsistently, Not tracked
    • For each metric you said you track, what is the current baseline and what is an ambitious but realistic target for the pilot period?
    • How confident are you that hires can be attributed back to specific events or touchpoints today? Options: Very confident, Somewhat confident, Low confidence, No attribution
    • Which data sources do you rely on for attribution and where do those sources break down? Options: ATS, Spreadsheets, Career services reports, Event check-in lists, Email outreach logs, Other

    What Would a Pilot Have to Prove Before You Sign Off?

    • If a pilot fails to show value, what’s the most likely reason you'll point to—and how would you prefer that failure be documented?
    • Which stakeholders must sign the pilot off as successful (roles, not names)? Options: Campus Recruiting Lead, Head of TA, Career Services Director (university), Hiring Manager cohort, D&I leader, Recruiting Ops
    • What concrete thresholds would constitute a 'pass' for the pilot (example: X% increase in event→hire attribution, Y-day reduction in time-to-offer)? Please list by metric.
    • Over what minimum time window do you want the pilot to run to feel confident in results? Options: 4 weeks, 6–8 weeks, One recruiting season (~3 months), Full semester (~4 months), Other
    • What operational conditions must be true for you to consider the pilot fair (e.g., named career services contacts, minimum event cadence, integration with ATS)?

    What Could Break Between Setup and Results—Let’s Name the Risks

    • Which of these failure modes keeps you up at night when running pilots? Options: Career services don’t engage, Data-sharing restrictions, Poor mobile adoption by students, Integration failures with ATS/CRM, Internal change in priorities, Insufficient admin bandwidth
    • For the top risk you selected, how have you tried to mitigate it in past projects and how long has that mitigation been in place?
    • What escalation path do you have when a pilot encounters a critical issue (roles, SLAs, communication channels)?
    • How willing are you to trade breadth for depth (fewer schools with deep support vs many schools with light support) to reduce risk? Options: Prefer fewer, deeper pilots, Prefer broader sample of schools, Open to either, Unsure
    • What resources (internal or external) would you commit to prevent the pilot from stalling? Options: Dedicated product admin, Career services liaison at each school, Recruiter time for follow-up, Analytics support, Budget for small incentives, Other

    What Would Students Say About a Recruiting Experience That Works?

    • Imagine a student who ends up accepting your offer—what three moments in their journey mattered most to make that happen?
    • Which channels and features do students actually prefer when engaging with employers (select all you believe apply)? Options: Mobile app notifications, SMS, Email, In-app chat, On-campus events, Virtual events/platforms, Peer ambassador referrals
    • Where do students most commonly abandon the process (event sign-up, application, interview scheduling, offer acceptance)? Please describe with examples if possible.
    • How important is branded, mobile-first experience vs. speed of response to students when choosing between employers? Options: Branded mobile-first experience more important, Speed of response more important, Both equally important, Unsure
    • What signals from students would you want to capture during a pilot to prove the experience is working (e.g., completion rate, repeat engagement, qualitative feedback)? Options: Registration→attendance rate, Application completion rate, Time from event to application, Candidate NPS, Repeat interaction rate, Conversion to offer/accept

    Let’s Map Accountability: Who Measures What and When

    • Who in your organization will own pilot metrics day-to-day and who is the executive audience for weekly/monthly summaries? Options: Campus Recruiting Manager, Recruiting Ops/Analytics, Head of TA, Career Services Lead (partner school), D&I lead, Other
    • Which dashboard cadence would be most useful to you during a pilot (real-time, daily digest, weekly, bi-weekly, monthly)? Options: Real-time, Daily digest, Weekly, Bi-weekly, Monthly
    • If a metric shows a concerning trend mid-pilot, who has authority to pause or change the experiment and what’s the decision timeline?
    • What level of detail do you need in reports to justify rolling the solution beyond the pilot (aggregate high-level KPIs, per-school breakdowns, candidate-level traces)? Options: High-level KPIs only, Per-school breakdowns, Candidate-level traces available on request, Full drill-down dashboards
    • What would success reporting look like back to career services partners—what data or story would make them want to continue collaborating?

    Next Steps: If We Prove Value, What’s a Natural First Move?

    • If the pilot hits its acceptance criteria, what’s the minimal rollout you’d be comfortable committing to next (number of schools, timeline, budget band)? Options: Expand to 5–10 additional schools, Roll out to all schools in region, Phased expansion over next season, Review before committing
    • What integration or contractual items must be in place before you’ll expand (data-sharing MOU, SSO, ATS sync, pricing guardrails)? Options: Data MOU, SSO/Provisioning, ATS integration, Pricing approval, Security review
    • Who should be on our joint steering committee during the pilot to keep decisions moving? Options: Campus Recruiting Lead, Recruiting Ops, Career Services rep, IT/Security contact, Analytics partner
    • What would make you recommend this approach to another team internally—what evidence or story would you tell?
    • Finally, what concerns or reservations do you still have that, if addressed early, would make you far more likely to run a pilot now?
  3. Solution Experience

    Walk through how the platform delivers the prioritized outcomes using real school scenarios, candidate journeys, and compressed decision windows.

    Experience Meetings

    • Solution Experience — Current State & Consequence Confirmation
    • Solution Experience — School Scenario Walkthroughs
    • Solution Experience — Candidate Journey Simulation (Compressed Decision Windows)
    • Solution Experience — Attribution, Analytics & ROI Proof
    • Solution Experience — Pilot Acceptance & Final Validation
    • Deliver a customer-specific pilot ROI snapshot that stakeholders can act on.
    • Seller to document scenario flow maps and call out required integrations per school.
    • Customer to confirm pilot-school roster and provide any missing school-specific process notes.
    • Technical lead to validate feasibility of listed integrations and return a short feasibility note.
    • Simulation Setup & Assumptions
    • Prove that platform flows materially reduce time-to-offer in at least the simulated scenarios.
    • Validate mobile and communication behaviors meet candidate completion thresholds.
    • Agree on the exact metrics and instrumentation to be used in the pilot to prove success.
    • Customer to provide anonymized candidate/event snapshots for live simulations.
    • Seller to prepare simulation scripts and deliver a short video capture of each simulated run for stakeholders who could not attend.
    • Product owner to note any UX issues surfaced and propose immediate mitigations for pilot.
    • Recap Data Inputs & Attribution Gaps
    • Show end-to-end attribution from event to hire with customer sample data.
    • Surface and reconcile any gaps in data necessary for reliable attribution.
    • Introductions & Objectives
    • Customer to provide historical hires with dates and any event tags for attribution testing.
    • Seller analytics team to generate an ROI sensitivity report and share within 3 business days.
    • Agree on data ingestion timeline for pilot analytics (who, how, when).
    • Readback: Problem, Consequence, Proven Future-State
    • Obtain explicit customer sign-off on pilot acceptance criteria and scope.
    • Align and name owners for all pilot responsibilities and data feeds.
    • Schedule pilot kickoff and agree immediate next actions with deadlines.
    • Finalize and circulate the Pilot Scope & Acceptance Criteria document for signatures.
    • Customer to assign named owners for each pilot school and data integration contact.
    • Schedule pilot kickoff meeting and checklist review within agreed timeline.
    • Achieve explicit agreement on a single-sentence Current State.
    • Agree on quantified consequences using specific metrics (e.g., hires lost/week, time-to-offer delays).
    • Define a single-sentence Future-State outcome to be proven in subsequent sessions.
    • Secure commitment to deliver required sample data and school profiles before the next meeting.
    • Customer to provide sample event logs, recent ATS export (anonymized), and spreadsheet pipelines for 3 pilot schools.
    • Seller to draft and circulate one-sentence Current State, Consequence, and Future-State statements for sign-off.
    • Assign an owner to collect stakeholder contacts and decision roles for pilot schools.
    • Opening: Re-state Agreed Problem & Outcome
    • Demonstrate concrete platform paths that map to each school's real workflows.
    • Validate that each shown flow directly addresses a quantified consequence.
    • Identify any capability or integration gaps and agree remediation approaches.
    • Secure sign-off on which schools and scenarios will be included in the pilot.
    • Crisp Current State Statement
    • Review Pilot Scope & Acceptance Criteria
    • Live Attribution Walkthrough
    • Simulation A: Fast-moving top candidate (72-hour flow)
    • Scenario 1 Walkthrough — High-volume commuter school
    • Simulation B: Campus fair walk-in with follow-up gap
    • Scenario 2 Walkthrough — Small engineering school with tight timeline
    • Roles, Responsibilities & Data Ownership
    • ROI Modeling
    • Consequence Quantification
    • Risks, Mitigations & Contingency Plan
    • Future-State Hypothesis
    • Failure Mode Simulation
    • Scenario 3 Walkthrough — Diversity-focused campus pipeline
    • Validation & Objections
    • Metrics & Instrumentation Review
    • Tiebacks: For Each Scenario, Link to Consequence
    • Decision & Next Steps
    • Pre-work and Data Requirements
    • Data Requirements & Next Steps
    • Validation Q&A
    • Validation Checkpoints
    • Next Steps & Roles
  4. Solution Scope

    Define modules (branding, events, CRM, analytics), responsibilities, pilot school list, and measurable acceptance criteria.

    Scope Configuration

    • Publish Mobile Employer Brand Microsite
    • Deploy Virtual Career Fair Booth
    • Install QR Check-in and Resume Kiosk
    • Publish Mobile-Friendly Internship Application Flow
    • Deploy Candidate Resume Capture and Parsing
    • Activate Campus Event Registration Portal
    • Launch Targeted Mobile Messaging Campaigns
    • Integrate ATS Handoff Connector
    • Enable Return-Offer and Conversion Tracking
    • Activate Campus Event Attribution Dashboard
    • Deploy Live Virtual Interview Rooms with Recording
    • Launch Student Ambassador Referral Portal

    Scope Questions

    Publish Mobile Employer Brand Microsite

    • Do you want a dedicated mobile microsite for employer branding during the pilot? Options: Yes, No
    • Which audiences should the microsite target (select all that apply)? Options: Undergraduates, Graduate students, Career services staff, Student ambassadors, All students
    • Who will provide brand assets (logos, photography, videos, brand guidelines) and in what timeframe?
    • Do you require multi-language support or accessibility configurations (e.g., WCAG) on the microsite? Options: Yes, No
    • Which measurable acceptance criteria do you require for the microsite (e.g., load time, mobile completion rate, NPS)? Options: Load time < 2s, Application completion rate > X%, Mobile usability score >= X, Custom - specify below
    • If 'Custom' acceptance criteria selected, specify exact metrics and thresholds.

    Deploy Virtual Career Fair Booth

    • Will you participate in virtual career fairs for the pilot schools? Options: Yes, No
    • What booth features do you need (select all that apply)? Options: Live chat, On-demand videos, Recruiter scheduling, Document library (PDFs, slides), Live Q&A
    • How many concurrent recruiters or booth staff need admin access during events? Options: 1-2, 3-5, 6-10, 10+
    • Do you need single sign-on (SSO) or specific auth flows for recruiters or campus staff? Options: Yes, No
    • What success criteria should be used to validate a virtual booth (e.g., conversations per hour, leads captured, meeting conversion)? Options: Conversations/hour, Leads captured, Meeting conversions, Custom - specify below
    • If 'Custom' success criteria selected for the booth, specify exact targets.

    Install QR Check-in and Resume Kiosk

    • Do you plan to use QR check-in or resume kiosks at in-person campus events during the pilot? Options: QR check-in only, Resume kiosk only, Both, Neither
    • What hardware or venue constraints should we know about (internet reliability, on-site devices, power, table space)?
    • Do you require on-premise resume scanning/printing or will mobile capture suffice? Options: Mobile capture only, On-premise scanning/printing required, Either
    • Who will own on-site operations and staffing for check-in/kiosk (employer team, career services, third-party)? Options: Employer, Career services, Third-party vendor, Shared
    • What acceptance criteria confirm success for check-in/kiosk (e.g., average check-in time, resumes captured per event)? Options: Avg check-in < X sec, Resumes captured >= X per event, Data synced to CRM within X minutes, Custom - specify below
    • If 'Custom' acceptance criteria for kiosk selected, specify exact targets and SLAs.

    Publish Mobile-Friendly Internship Application Flow

    • Will the pilot use the platform's mobile internship application flow as the primary application method? Options: Yes, No, As an alternative to ATS
    • What candidate fields and documents must be collected in the application (resume, cover letter, portfolio, custom questions)? Options: Resume, Cover letter, Portfolio link, Standard pre-screen questions, Custom questions
    • Are there specific screening rules or knock-out questions that must be enforced in the mobile flow? Options: Yes, No
    • Do you need integrations to pre-fill candidate data (e.g., LinkedIn, school SSO) to reduce friction? Options: Yes, No
    • What acceptance metrics will validate the application flow (e.g., completion rate, time-to-complete, drop-off by step)? Options: Completion rate >= X%, Median time-to-complete < X minutes, Drop-off rate per step <= X%, Custom - specify below
    • If 'Custom' acceptance metrics selected for the application flow, specify thresholds.

    Deploy Candidate Resume Capture and Parsing

    • Do you require automated resume parsing and structured profile creation for pilot candidates? Options: Yes, No
    • What types of files and formats must parsing support (pdf, docx, images/scan)? Options: PDF, DOC/DOCX, Image/Scanned (JPG/PNG), LinkedIn import, Other
    • Do you need parsing accuracy guarantees for key fields (name, email, phone, education, GPA, skills)? Options: Yes, No
    • How should parsed profiles be deduplicated or merged with existing candidate records? Options: Auto-merge by email, Manual review required, Custom logic - specify below
    • What acceptance criteria validate resume capture (e.g., parsing accuracy %, % auto-merged, error rate)? Options: Parsing accuracy >= X%, Auto-merge rate >= X%, Parsing error rate < X%
    • If 'Custom logic' or custom acceptance criteria selected, specify details.

    Activate Campus Event Registration Portal

    • Will you use the event registration portal to manage sign-ups across pilot schools? Options: Yes, No, Partial (some events only)
    • Approximately how many events and expected registrants per event during the pilot? Options: 1-5 events, 6-10 events, 11-20 events, 20+ events
    • Do events require waitlists, capacity limits, or approval workflows? Options: Yes, No
    • Should registration integrate with university calendars or career services systems? Options: Yes, No
    • What success criteria for the registration portal are required (e.g., % registered attending, registration-to-hire attribution)? Options: Registered-to-attended rate, Registration-to-hire attribution accuracy, No-show rate < X%
    • If there are custom registration rules or required fields per school, list them here.

    Launch Targeted Mobile Messaging Campaigns

    • Do you plan to run targeted mobile messaging (push/SMS/in-app) to students during the pilot? Options: Yes, No
    • Which segmentation attributes will you target (select all that apply)? Options: School, Major, Year, Event attendance, Diversity indicators, Custom tags
    • Are there consent or compliance requirements for messaging at specific schools (opt-in, SMS consent)? Options: Yes, No
    • What message templates or cadence do you want pre-built (event reminders, interview invites, nurture sequences)? Options: Event reminders, Interview invites, Nurture sequences, Offer notifications, Other
    • What acceptance metrics validate messaging (open/click rates, RSVP lift, conversion to interviews)? Options: Open rate >= X%, Click-through rate >= X%, RSVP lift >= X%, Conversion to interviews >= X%
    • If there are required blackout windows or messaging frequency caps, specify them.

    Integrate ATS Handoff Connector

    • Do you require an automated handoff from the campus platform to your ATS during the pilot? Options: Yes, No, Partial (selected roles only)
    • Which ATS do you use and which connector method is preferred (API, SFTP, CSV export)? Options: Greenhouse, Lever, Workday, iCIMS, Other
    • What fields and objects must map to the ATS (candidate profile, attachments, event metadata, source attribution)?
    • Are there security or compliance requirements for the handoff (PII encryption, data residency)? Options: Yes, No
    • What acceptance criteria validate the ATS handoff (e.g., successful transfers, field mapping accuracy, latency)? Options: Transfer success rate >= X%, Field mapping accuracy >= X%, Avg transfer latency < X minutes
    • If 'Other' ATS or custom connector is required, describe integration details and contact for API access.

    Enable Return-Offer and Conversion Tracking

    • Do you want the platform to track intern return-offer decisions and eventual full-time conversions during the pilot? Options: Yes, No, Partial
    • Which conversion events must be captured (offer extended, offer accepted, start date, conversion to FTE)? Options: Offer extended, Offer accepted, Start date recorded, Converted to FTE
    • Who is responsible for providing offer outcomes and conversion updates (recruiting team, hiring manager, career services)? Options: Recruiting team, Hiring manager, Career services, Auto-synced from ATS
    • Do you require cohort-level reporting or individual-level conversion tracking? Options: Cohort-level, Individual-level, Both
    • What acceptance metrics define successful conversion tracking (data completeness %, update latency, attribution accuracy)? Options: Data completeness >= X%, Update latency < X days, Attribution accuracy >= X%
    • If there are required privacy or consent rules for storing conversion data, describe them.

    Activate Campus Event Attribution Dashboard

    • Do you need an event attribution dashboard to tie campus activities to hires during the pilot? Options: Yes, No
    • Which attribution models do you prefer (first-touch, last-touch, multi-touch, custom)? Options: First-touch, Last-touch, Multi-touch, Custom
    • What KPIs and dimensions must the dashboard display (e.g., hires by school, time-to-offer, diversity metrics)?
    • What level of drill-down and exportability is required (download CSVs, schedule reports, API access)? Options: CSV export, Scheduled reports, API access, Interactive drill-down
    • What accuracy and SLA expectations apply to attribution data (match rate to ATS, refresh cadence)? Options: Match rate >= X%, Refresh hourly, Refresh daily, Custom - specify below
    • If 'Custom' attribution rules or KPIs selected, describe the model and thresholds required.
  5. Mutual Commit

    Finalize pilot terms, pricing, integrations, data-sharing responsibilities, and go/no-go criteria with stakeholders aligned.

    Agreement Modules

    • Non-Disclosure Agreement (NDA)
    • Master Services Agreement (MSA)
    • Statement of Work (SOW)
    • Order Form & Pricing Schedule
    • Payment Authorization / Purchase Order
    • Data Processing Agreement (DPA)
    • Integration & Data Access Agreement
    • Implementation Plan & Project Timeline
    • Pilot Acceptance & Go/No-Go Criteria
    • Service Level Agreement (SLA) & Support
    • Change Order & Scope Management
    • Brand Use & Co-Marketing Consent
    • Security & Compliance Attestation
    • Termination & Renewal Terms
  6. Deployment

    Operationalize rollout with readiness checks, enablement, and outcome validation.

    1. Pre-Deployment Readiness

      Confirm data access, career services integrations, mobile experience targets, and named owners for each school ahead of rollout.

      Readiness Questions

      Getting Ready — Quick Snapshot

      • Which recruiting season and approximate launch window are we planning this pilot for? Options: Fall 2026, Spring 2027, Summer 2027, Custom (enter below)
      • Please list the pilot schools, the primary contact at each school, and their preferred contact method (email/phone).
      • How many schools will be active in the pilot? Options: 1–2, 3–4, 5–7, 8–10, 10+
      • Who internally will be the primary sponsor, day-to-day owner, and technical contact for this pilot? (Names and roles)
      • Which single metric would you say is the most important headline for the pilot? Options: Time-to-offer, Event-to-hire attribution, Candidate completion rate (mobile), Conversion to interview, Diversity of hires, Other

      If This Fails, What Keeps You Up at Night?

      • What would make this pilot feel like a clear failure to you and your stakeholders?
      • When a pilot has gone poorly in the past, which downstream consequence hurt the most—lost candidates, wasted budget, damaged campus relationships, or something else? Options: Lost top candidates, Wasted budget/time, Strained university relationships, No measurable ROI, Other
      • How do those failures typically present themselves in your reporting or leadership conversations? Options: Lower conversion rates, Negative stakeholder feedback, Missed timelines, Incomplete data, Other
      • If we ran into early problems during the first two weeks, how long could you tolerate them before escalating or pausing the pilot? Options: 48–72 hours, 1 week, 2 weeks, 4 weeks, Would pause immediately
      • Who on your team would have the authority to pause, renegotiate, or cancel the pilot?

      Where Your Data Really Lives

      • How confident are you that the data sources we need can be accessed without a prolonged procurement or legal delay? Options: Very confident, Somewhat confident, Not confident, We don’t know yet
      • Which systems currently hold candidate, event, and campus engagement data for the pilot schools? Options: Internal ATS (Greenhouse/Lever/etc.), Career center platforms (Handshake/Symplicity), Spreadsheets/Google Sheets, SIS (Banner/PeopleSoft), Event management tools, No central source / ad hoc
      • Which integration methods are available from your side and the schools’ side: API, SFTP/CSV, manual export, or none? Options: API, SFTP/CSV exports, Manual CSV upload, Database replica, Other / unknown
      • Who is the named data steward or security contact for each school and for your team (include name, role, and email)?
      • What regulatory or contractual constraints should we plan around (e.g., FERPA, GDPR, vendor data agreements, PHI), and how strict are the schools about them? Options: FERPA, GDPR, SOC2 / security audits, Vendor DPA required, No special constraints, Other

      Career Services: Ally or Roadblock?

      • If a career services office isn’t fully engaged, what single part of the pilot is most likely to break?
      • How would you describe the current level of partnership with career services across these schools? Options: Fully partnered and engaged, Open but limited bandwidth, Mixed (some engaged, some not), Generally resistant, Unknown / haven’t reached out
      • Who are the named contacts on the career services side for each pilot school, and what decision-making authority do they hold?
      • Which career services integrations would be required for success: calendar sync, event listing, single sign-on, on-campus room booking, or real-time attendee sync? Options: Calendar sync (iCal/Google/Outlook), Event listing sync, Single sign-on (SAML/OAuth), On-campus room/venue booking, Real-time attendee/check-in sync, None required
      • What engagement approach tends to work best with your university partners—formal MOU, a one-hour workshop, a pilot kickoff meeting, or hands-on tech support? Options: Formal MOU, Kickoff meeting with stakeholders, Hands-on tech workshop, As-needed emails and calls, Other

      Mobile Experience — When Seconds Decide Candidates

      • Roughly how many candidates do you estimate abandon campus application or event flows due to a poor mobile experience? Options: <10%, 10–25%, 25–40%, 40–60%, >60%
      • Which mobile experience KPIs matter most to you for this pilot (select up to 3)? Options: Completion rate, Time-to-complete, Push/open rate, Event check-in conversion, Profile completion, Referral/share rate
      • Do you currently capture mobile device analytics (OS, app version, completion funnels)? Options: Yes — full analytics, Some analytics available, No, only basic logs, Not sure
      • Are you willing to use SMS and push notifications to drive candidate action during the pilot? If yes, what messaging constraints exist? Options: Yes — SMS allowed, Yes — push notifications allowed, No — only email, Needs university approval
      • Describe the mobile experience non-negotiables for you (e.g., <2-minute apply flow, single-tap event check-in, offline support).

      Operational Ownership — Who's Actually Doing The Work?

      • Who will be accountable if a specific school misses its onboarding or configuration deadline? Options: Corporate campus lead, Program coordinator, Career services contact, IT/Integration lead, Other
      • Please provide a row-by-row view of owners per school (name, role, email, and the percent of their weekly time they can allocate).
      • How many hours per week should we expect from school-side owners during the 4–6 week setup window? Options: <2 hours, 2–5 hours, 6–10 hours, 10–20 hours, 20+ hours
      • What is your preferred way to assign and track onboarding tasks: shared spreadsheet, project management tool (Asana/Jira/Teams), weekly calls, or something else? Options: Shared spreadsheet, Asana/Trello/Jira, Microsoft Teams/Planner, Weekly status calls, Other
      • What escalation path should we follow if a school misses a milestone (who to contact and the order)?

      Risk and Readiness — Let’s Be Brutally Honest

      • What single issue would force you to delay or cancel go-live even if everything else seemed on track?
      • Which of these technical or operational blockers are you most concerned about? Options: Integrations incomplete, Data privacy/legal hold, Low candidate opt-in, Career services withdrawal, SSO/authentication problems, Mobile drop-off
      • How many weeks before the intended launch date do integrations, training, and verification need to be completed for you to feel comfortable? Options: 1 week, 2 weeks, 3–4 weeks, 5–6 weeks, More than 6 weeks
      • If candidate flows or event check-in fail at launch, what contingency should we execute immediately (rollback, phased launch, manual registration, other)? Options: Rollback to previous workflow, Phased launch by school, Manual registration/check-in, Delay and fix, Other
      • On a scale of 1–10, how confident is your team that the pilot is technically ready in its current state? Options: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10

      Acceptance & Success — What 'Good' Looks Like

      • If this pilot is a success, what three statements would your CEO, campus recruiting lead, and a student each make about it?
      • Which KPIs must be met for a pilot to be accepted (choose all that apply)? Options: Time-to-offer target, Event-to-hire attribution accuracy, Mobile completion rate, Offer acceptance within 72 hours, Pilot school NPS/CSAT
      • Please specify numeric targets for the KPIs you've just selected (e.g., completion rate %, time-to-offer days).
      • What acceptance process do you want at the end of the pilot—per-school signoff, centralized go/no-go, or conditional extension? Options: Per-school signoff, Centralized go/no-go, Conditional extension with fixes, Other
      • Assuming success, what is the desired timeline for scaling beyond the pilot (next season, next year, phased over multiple seasons)? Options: Immediate next season, Next year, Phased over 2+ seasons, Undecided

      Logistics — The Fine Print That Wins or Loses

      • What legal, security, or data-sharing terms have caused problems in previous vendor pilots?
      • Which compliance or audit requirements must we meet for your organization or the partner schools? Options: SOC2 Type II, FERPA compliance, GDPR / Data subject rights, Vendor security questionnaire, No formal requirements, Other
      • Do the schools provide a test environment or sandbox for integrations and QA? Options: Yes — full sandbox, Limited test access, No test environment, Unknown
      • Is single sign-on (SAML/OAuth) required for student or staff access during the pilot? Options: Required, Preferred but not required, Not needed, Unknown
      • How often can data be synced during the pilot—real-time, hourly, daily, or weekly? Options: Real-time, Hourly, Daily, Weekly, Batch only on request

      Commitment & Timeline — Do We Really Have a Launch Date?

      • If we set a target go-live date now, what is the most likely reason that date would slip?
      • Which launch window do you prefer for the pilot? Options: Begin of term (weeks 0–2), Mid-term, Pre-term/setup window, Around career fair week, Rolling/phase-by-school
      • List the must-hit milestones and their ideal completion dates (technical integration, career services signoff, training, dry-run, go/no-go).
      • Who will provide the final sign-off for go/no-go at each school and centrally (names and roles)?
      • Are you available for a 90-minute pre-deployment readiness workshop in the next 10 business days to validate integrations, owner roles, and a runbook? Options: Yes — within 5 business days, Yes — within 10 business days, Need to schedule later, No
    2. Deployment Enablement

      Schedule onboarding, training, event templates, and runbooks; assign tasks and milestones for pilot execution.

    3. Validation Checklist

      Verify pilot configuration, candidate flows, event registration and check-in, and analytics attribution before go-live.

      Validation Questions

      Quick Campus Snapshot — A 60-second view

      • How many schools will you actively include in the upcoming pilot or season? Options: 1–4, 5–10, 11–20, 21–50, 50+
      • Roughly how many intern/new grad hires do you target across those schools this season? Options: 0–25, 26–100, 101–250, 251–500, 500+
      • What are the hard calendar dates we need to know (first event, offer deadlines, campus blackout windows)?
      • Who on your team will be the primary point of contact for pilot coordination?
      • Which single metric would make this pilot feel like an unqualified win to you? Options: Faster time-to-offer, Clear event-to-hire attribution, Higher event conversion rate, Improved diversity metrics, Better candidate experience / NPS, Other

      Who's Really Holding the Keys? — Decisions, owners, and hidden vetoes

      • If one stakeholder could block the pilot, who is it — and why might they say no? Options: Corporate recruiting lead, Finance/Budget owner, Legal/Data privacy, University career services, IT/Security, Other
      • Which people or teams must be aligned for day‑one of the pilot (names/titles or functions)?
      • How aligned are those stakeholders today on objectives and timeline? Options: Aligned and committed, Mostly aligned, few questions, Divergent views, needs negotiation, Not aligned at all
      • Tell us about a past time when stakeholder misalignment cost you a candidate, event, or timeline — what happened?
      • What format of stakeholder engagement works best for you (executive review, working session, written brief, weekly standup)? Options: Executive review, Working session, Written brief/email, Weekly standup, Ad hoc calls

      Show Me Your Current Playbook — How you run campus now

      • Where do most candidate records originate today? Options: Spreadsheets/CSV, ATS, Career services sign‑ups, Event QR/check‑in lists, Email/manual capture, Other
      • Describe how an event is planned and executed — who does what and which tools they use?
      • What systems do you currently rely on for scheduling interviews and tracking offers? Options: Primary ATS (name), Calendar + spreadsheets, Specialized campus tool, No system / manual
      • How do you currently track follow‑ups after an event (timing, owner, content)? Options: Automated sequences, Manual outreach, Recruiter notes only, No formal tracking
      • Which parts of that playbook feel like they consume the most time or energy?

      When Candidates Slip Through the Cracks — The moments that hurt

      • How often do you lose top candidates because internal approvals or processes were too slow? Options: Very often, Often, Sometimes, Rarely, Never
      • Tell me about a recent hire or loss that still frustrates you — what exactly failed?
      • Which failure modes matter most to you (missed follow‑up, misattributed hires, no mobile registration, data loss)? Options: Missed follow‑up, Misattributed hires, Poor mobile UX, Duplicate records, Career services integration gaps, Other
      • How long have those failure patterns been happening, and what have you tried to fix them?
      • When these things happen, how do they impact your team’s confidence or brand with students? Options: Significant harm, Noticeable but recoverable, Minor annoyance, No impact / unsure

      If This Season Went Perfectly — Outcomes that actually move the needle

      • What are the top three outcomes you absolutely must demonstrate in the pilot? Options: Faster time‑to‑offer, Event→hire attribution, Higher candidate conversion, Improved diversity conversion, Seamless student UX, Lower admin time
      • Which numeric targets would you set for the pilot (example: reduce time‑to‑offer by X days; increase event conversion by Y%)?
      • What acceptance criteria will your stakeholders use to greenlight expansion after the pilot? Options: Meets numeric targets, Positive student feedback, Career services signoff, Integrations complete, Budget approval
      • If we meet those outcomes, what would expand the relationship next season (more schools, full funnel integration, custom features)? Options: More schools, Full ATS integration, Custom analytics, Dedicated success manager, Other
      • What would still make you hesitate to sign up for year two even if the pilot hits metrics?

      How Students Really Experience You — Candidate journeys you may not see

      • When students first encounter your brand, what channels do they use most (career fair, socials, mobile app, email)? Options: Career fairs (in‑person), Virtual events, Instagram/TikTok, Email, University career portals, Peer referrals
      • Walk me through the ideal student flow from discovery → registration → application → offer. Where do you see drop‑off today?
      • Have you measured mobile completion rates for event registration or applications? If yes, what are they? Options: Yes — high (>75%), Yes — moderate (50–75%), Yes — low (<50%), No data
      • Do you collect student experience feedback (NPS, surveys)? How often and how? Options: NPS post-event, Short surveys, Ad‑hoc interviews, No formal feedback
      • Share an example of a student complaint or praise that revealed an unexpected insight about your process.

      Tech, Data & Integration Reality — What your systems actually allow

      • Which ATS or HR systems must we integrate with for the pilot (name all that apply)?
      • What level of data access will IT/security approve for the pilot? Options: Full API access, Limited fields via CSV, Read‑only views, No external data — manual imports, Unsure / need to ask
      • Do you support SSO/SAML and can we onboard pilot users with existing credentials? Options: Yes — SSO available, No — SSO not available, Unsure / need to confirm
      • List the minimum data elements we must capture to attribute hires to events (e.g., event_id, candidate_id, source, timestamp).
      • How long does your IT/security team typically take to approve a new integration or data access request? Options: <2 weeks, 2–4 weeks, 1–2 months, 2+ months, Varies widely

      Pilot Practicalities: What Would Make or Break It?

      • What is a non‑negotiable constraint for the pilot (budget cap, SLA, data residency, school exclusions)?
      • Which schools should be prioritized for the pilot and why (diversity goals, high yield, strategic relationships)?
      • Who are the named owners at each pilot school (recruiter or career services contact)?
      • What is your preferred pilot length and timeline from setup → live → review? Options: 4 weeks, 6 weeks, 8–12 weeks, Full recruiting season
      • If the pilot shows early problems, what escalation path will you use (pause, iterate, cancel)? Options: Pause and fix, Continue with mitigation, Cancel pilot, Escalate to execs

      Before We Flip the Switch — A practical pre‑go checklist

      • Have you mapped the candidate flow for each pilot school end‑to‑end and documented happy/path and failure scenarios? Options: Yes — fully mapped, Partially mapped, Not mapped yet
      • Which registration and check‑in method do you want to test (QR scan, mobile check‑in, manual badge, pre‑registration)? Options: QR scan, Mobile app check‑in, Manual badge entry, Pre‑registration only, Hybrid
      • Have you identified 3–5 test candidates and scenarios we can use to validate analytics attribution before go‑live? Options: Yes — ready, Partially — need help, No — need assistance
      • Who will own the final go/no‑go decision on launch day and what time horizon will they use?
      • Which training materials or runbooks must be in place before launch (recruiter scripts, career services guide, student FAQs)? Options: Recruiter playbook, Career services guide, Student FAQs, Check‑in runbook, All of the above

      What Would Make Us Partners for Year Two — Governance and continuous learning

      • Assuming success, what governance model do you prefer for ongoing expansion (quarterly reviews, dedicated CSM, joint steering committee)? Options: Quarterly reviews, Dedicated CSM, Joint steering committee, Ad hoc planning
      • How would you like learnings captured and shared (playbooks, recorded sessions, shared channel, analytics reports)? Options: Playbooks, Recorded demos, Shared Slack/MS Teams channel, Regular analytics reports, All of the above
      • What are the most likely reasons you would not expand after a successful pilot? Options: Budget constraints, Stakeholder resistance, Integration complexity, Insufficient ROI, Other
      • What timeline would you expect for a decision about expansion if pilot targets are met? Options: Immediately after review, 1–2 weeks, 1 month, Longer / multi‑quarter
      • Who should be on a shared channel for rapid post‑pilot issue resolution and feature requests?
  7. Success

    Review pilot outcomes against success signals, capture learnings, and maintain a shared channel for issues and enhancements.

    Success Reviews

    • Pilot Outcomes Review (Cross-Functional Stakeholders)
    • Learning Capture & Retrospective Workshop (Internal)
    • University Partner Debrief & Co-Design
    • Product & Roadmap Prioritization Session
    • Ongoing Support, Governance & Enhancement Channel Kickoff

    Issues & Enhancements

    • Establish a release and validation plan for measuring impact post-implementation.
    • Draft updated runbooks and onboarding checklists reflecting the agreed process changes.
    • Welcome & Purpose
    • Secure explicit partner feedback and prioritized requests tied to student and operational outcomes.
    • Agree on partner commitments (data access, integrations, pilot adjustments) needed for future pilots.
    • Obtain permission to use positive outcomes as references or testimonials when available.
    • Deliver a partner-specific outcome report including actionable recommendations within one week.
    • Document and prioritize partner-requested integrations or process changes and assign owners.
    • Collect and archive permissioned testimonials or case quotes for GTM use.
    • Prioritized Backlog Review
    • Select and commit to a sequenced set of product and integration changes with owners and timelines.
    • Ensure chosen roadmap items directly address missed success signals and operational blockers.
    • Welcome & Objectives
    • Create epics and user stories for committed roadmap items and schedule them into sprints.
    • Define acceptance criteria and measurement plans that map each change to pilot success signals.
    • Publish an internal roadmap update and stakeholder notification within the agreed timeline.
    • Purpose & Scope of Channel
    • Launch a shared, named channel with clear roles and SLAs for issue resolution and enhancement requests.
    • Agree on reporting cadence and dashboard views to keep stakeholders informed of ongoing health and progress.
    • Establish a maintained knowledge base to lower operational friction and speed incident resolution.
    • Provision the shared channel (Slack/Teams) and add initial membership and role assignments.
    • Publish the triage workflow, SLA table, and escalation matrix in the channel and KB.
    • Schedule recurring health-check meetings and automated KPI reports to stakeholders.
    • Validate which success signals were achieved and which require further work.
    • Reach a clear decision on pilot outcome (scale / iterate / stop) with accountable owners.
    • Identify top 3 priority fixes or experiments required before broader rollout.
    • Share full KPI dashboard, data exports, and methodology with all stakeholders within 48 hours.
    • Assign owners to each missed success signal for a focused deep-dive and remediation plan.
    • Schedule follow-up decision checkpoint (2-4 weeks) to review remediation progress.
    • Preparation Review
    • Produce a prioritized, owner-assigned backlog of improvements derived from pilot learnings.
    • Institutionalize at least three process or product changes as part of pilot-to-scale readiness.
    • Capture and document tacit knowledge (playbooks, runbooks, stakeholder tips) for replication.
    • Publish a consolidated Lessons Learned document and attach supporting evidence (screenshots, logs, transcripts).
    • Create backlog items in the product/ops tracking tool with estimates and owners.
    • Access, Roles & Ownership
    • Impact vs Effort & Risk Assessment
    • Timeline Walkthrough
    • Recap of Success Signals & Acceptance Criteria
    • Student Experience Findings
    • Sequencing & Timing
    • Quantitative Outcomes Presentation
    • Operational Integration Review
    • What Went Well
    • Triage Workflow & SLAs
    • Qualitative Findings & Stakeholder Feedback
    • Partner Feedback & Priorities
    • Resourcing & Accountability
    • Reporting Cadence & KPIs
    • What Didn't Work & Root Cause Analysis
    • Co-Design Next Steps
    • Gap Analysis & Root Causes
    • Opportunity Backlog & Prioritization
    • Communication Plan
    • Knowledge Base & Runbooks
    • Owner Assignment & Next Steps
    • Decision & Next Steps
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