The Employer Intelligence Worksheet

A 45-minute research protocol that puts you in a different category of candidate before you walk in the door.

How It Works

Work the five research layers in order. Fill in what you find, skip what is not available. The worksheet generates a one-page intelligence brief you can review right before the interview. It takes 45 minutes. It is worth 45 minutes.

Your Five Research Layers

Each layer is 5 to 10 minutes. Write tight notes, not paragraphs.

Progress: 0 of 11 fields complete
01
Organizational Health
Full legal name helps find filings and press releases.
One sentence from earnings call, annual report, press release, or trade publication.
02
Leadership & Reporting Structure
Who does the hiring manager report to? Any departures or new hires in the last 6 months?
03
Regulatory or Market Pressure
CMS rules, payer policy changes, staffing ratio legislation, workforce trends for your specialty.
04
Cultural Signals
Not individual reviews. Patterns. What shows up more than once?
05
The Team's Current-Quarter Problem
Your job is to name the thing, not prove it. The interviewer will tell you if you are close.
06
Your Three Intelligence Items

Your Pre-Interview Intelligence Brief