Worksheet

Placement pipeline board template

A one-page board with seven columns running from sourced to joined, plus a dropped column. Each card shows candidate, client, role, date submitted, days in stage, fee and recruiter. A side table lists requisitions with owner, status, exclusivity and target close date, so ageing roles stand out.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to set up a placement pipeline for a recruitment agency”, www.gullysystem.com/blog/how-to-set-up-a-placement-pipeline-for-a-recruitment-agency