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Source: frameworks/kit-candidate-experience-journey/01-context.md

Context — Candidate Experience Journey Inputs and Gap Protocol

The Gap Protocol

This is the most important section in this kit. Read it before every build.

A gap is any required piece of content that the source material does not provide. Gaps are not problems to solve by guessing — they are signals to stop.

When you identify a gap:

  1. Record it in the gap report (see format below)
  2. Stop the build
  3. Present the gap report to the advisor
  4. Wait for the advisor to resolve each gap — through client follow-up, a targeted extraction session, or a documented decision
  5. Proceed only after every gap is marked resolved

What you must never do:

Why this matters: A candidate experience journey with invented touchpoints creates commitments nobody agreed to. If the journey says candidates receive a status update every week and the practitioner doesn't deliver, every candidate who goes silent has a broken promise from the organization. The experience design must reflect what the practitioner will actually do — not what would be ideal.


Gap Report Format

When gaps are identified, produce a gap report before building. Format:

JOURNEY: [Role name] — [Client]
DATE: [YYYY-MM-DD]
SOURCE MATERIAL: [What was provided — extraction interview transcript, prior templates, communication examples]

GAPS IDENTIFIED:

1. [Gap name]
   Required for: [Which stage/touchpoint needs this]
   What's missing: [Specifically what information is absent]
   Resolution needed: [What the advisor needs to find out]
   Status: OPEN

2. [Gap name]
   ...

RESOLUTION LOG:
[Gap 1] — Resolved [date] by [method]: [What was determined]

Do not start the build until every gap status is RESOLVED.


Required Inputs by Stage

The candidate experience journey is organized by stage. Each stage has touchpoints, and each touchpoint requires specific inputs.

Stage 1: First Contact

This stage covers the candidate's first interaction with the search — whether through passive outreach, a referral, or a direct application.

Passive outreach (practitioner-initiated):

InputRequiredSource
Outreach message content and toneYesExtraction interview — must reflect practitioner's actual language
Outreach channel (LinkedIn, email, phone)YesExtraction interview
Who sends the outreach (sourcer, recruiter, practitioner)YesExtraction interview
Response handling — interested, not interested, no responseYesExtraction interview
Follow-up cadence for non-responsesYesExtraction interview
How the practitioner is positioned to candidates (title, firm name, relationship to client)YesExtraction interview

Referral entry:

InputRequiredSource
How referrals are received (from whom, through what channel)YesExtraction interview
Acknowledgment to the referrerYesExtraction interview
First communication to the referred candidateYesExtraction interview
How the referral path converges with the standard processYesExtraction interview

Direct applicant entry:

InputRequiredSource
Application channel (website, job board, email)YesExtraction interview
Automated acknowledgment (content, timing, who it comes from)YesExtraction interview
How direct applicants are routed into the screening processYesExtraction interview
Communication if the applicant is not qualified (timing, tone, method)YesExtraction interview

Gap trigger: Any entry path without a defined first communication → STOP. A candidate who enters the process and hears nothing is a candidate who forms a negative impression. Every entry path must have a defined first response.

Stage 2: Screening

This stage covers the candidate's experience during the initial screening — typically a phone or video call with the sourcer or recruiter.

InputRequiredSource
Scheduling method (calendar link, email coordination, phone)YesExtraction interview
Pre-screen communication (what the candidate is told about the call — purpose, duration, what to prepare)YesExtraction interview
Post-screen communication for candidates advancingYesExtraction interview
Post-screen communication for candidates not advancing — method (phone, email, both) and timingYesExtraction interview
Who delivers the not-advancing communicationYesExtraction interview
Warm communication for candidates on holdYesExtraction interview

Gap trigger: No defined rejection communication for screened candidates → flag. A candidate who had a conversation with a person and then hears nothing has a worse experience than a candidate who never got a response to a cold application. Personal interaction raises the obligation for personal closure.

Stage 3: Practitioner Interview

This stage covers the candidate's experience during the in-depth interview with the recruiting lead.

InputRequiredSource
Scheduling method and communicationYesExtraction interview
What the candidate is told about the interview (purpose, format, who they're meeting, duration)YesExtraction interview
Post-interview communication — advancingYesExtraction interview
Post-interview communication — not advancing (method and timing)YesExtraction interview
Post-interview communication — on holdYesExtraction interview

Gap trigger: No defined post-interview communication → flag. The gap between "interview happened" and "candidate hears next steps" is where most candidate experiences break down.

Stage 4: Team Interview Preparation

This stage covers the candidate's experience as they're prepared for the team interview round.

InputRequiredSource
Candidate package contents (schedule, interviewer bios, presentation instructions, organizational materials)YesExtraction interview
When the package is sent (how far in advance of the first interview)YesExtraction interview
Calendar invite process (who sends, what's included, virtual links)YesExtraction interview
Presentation instructions (if applicable — topic, time limits, format, audience)YesExtraction interview
Point of contact for candidate questionsYesExtraction interview
Confidentiality requirements (mutual NDA or equivalent, if applicable)ConditionalExtraction interview
Accommodation process (how the candidate requests interview accommodations)RecommendedExtraction interview or client HR policy

Gap trigger: No candidate package defined → flag. Candidates who arrive at a multi-person interview without knowing who they're meeting, what the format is, or what's expected of them are set up to underperform. The package is what sets them up to succeed.

Stage 5: Team Interview and Evaluation

This stage covers the candidate's experience during the team interview round.

InputRequiredSource
What the candidate knows about the evaluation process (focus areas, format, who decides)YesExtraction interview
Day-of communication (confirmation, logistics, tech check for virtual)YesExtraction interview
What happens if a technical issue disrupts a virtual interviewRecommendedExtraction interview
Post-team-interview communication and timelineYesExtraction interview

Stage 6: On-Site Visit (if applicable)

InputRequiredSource
Purpose of the visit (informational, interview, or both)YesExtraction interview
Who the candidate meets and whyYesExtraction interview
Logistics communication (location, parking, dress code, schedule)YesExtraction interview
Whether the visit is evaluative or informational — and whether the candidate knows whichYesExtraction interview

Gap trigger: Visit described as "informational" but participants are asked for feedback → misalignment. The candidate's understanding of the visit's purpose must match reality. If it's evaluative, call it evaluative.

Stage 7: Final Interviews

InputRequiredSource
Second presentation instructions (if applicable — different topic from first)ConditionalExtraction interview
Final interviewer package (if different from team interview package)YesExtraction interview
Communication about timeline to decisionYesExtraction interview

Stage 8: Decision and Offer

InputRequiredSource
Verbal offer communication (who calls, what's covered, what's promised in writing)YesExtraction interview
Written offer delivery method and timingYesExtraction interview
Negotiation protocol (who handles, on whose behalf, boundaries)YesExtraction interview
Communication to candidates not selected — method, timing, who deliversYesExtraction interview
Communication to candidates on hold during final decisionYesExtraction interview

Gap trigger: No defined communication for candidates not selected after final interviews → flag. A candidate who made it to finals and hears nothing has the worst possible experience. This is the highest-stakes rejection communication in the entire journey.

Stage 9: Post-Decision

InputRequiredSource
Offer acceptance → start date communication (keeping new hire engaged)YesExtraction interview
Formal close-out communication to all remaining candidates once role is filledYesExtraction interview
Candidate feedback collection (if applicable — method, timing, what's asked)RecommendedExtraction interview
Silver medalist re-engagement protocol (tracking strong candidates for future opportunities)RecommendedExtraction interview
Offer decline follow-up (understanding why, maintaining relationship)RecommendedExtraction interview

Gap trigger: No close-out communication for candidates still in process when role is filled → flag. These candidates are waiting to hear back. Silence after a placement is the organization ghosting them.

Cross-Stage Requirements

InputRequiredSource
Primary point of contact for candidates throughout the processYesExtraction interview
Communication tone and voice guidelinesYesExtraction interview or client brand
Timeline transparency — whether candidates are told expected duration of each stageRecommendedExtraction interview
Data privacy — how candidate information is handled, stored, sharedRecommendedClient policy
How the experience scales or simplifies for different role levelsConditionalExtraction interview

Source Material Types and What They Provide

Extraction Interview (Primary Source)

The extraction interview provides:

Prior Communication Templates (Supplementary Source)

Prior templates provide:

Prior templates do not provide:

Reference Data (Required Supplement)

Every name, organization name, and tool name in every candidate communication must match the reference data file.


What the Golden Example Provides

The golden example is a design reference only.

Use it for:

Do not use it for: