How to use the Hiring plan template

Start a board from it
Use this template opens a new Freero board with the Hiring plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Hiring plan”.
Follow the instruction on the board
“For each role, say what won’t happen if you don’t hire. Order by that, not by who asked loudest.”
Fill in each part
- Table Columns: Role · Team · Why now · Start by · Budget · Lead
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Hiring plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Interview loop
Every step a candidate goes through, who runs it, what it tests and the signals to listen for, so no two interviews overlap.
Succession plan
Keep key roles from being one resignation away from a crisis: who could step in now, who in a year or two, and how to get them ready.
Interview debrief
Bring interviewers together after a loop: what each assessed, the evidence they saw, concerns, and a hiring decision.
Job ad builder
Write a job ad people want to read: why the role exists, what they’ll do, who’ll thrive, what you offer and how hiring works.
Interview question bank
Collect the questions your team asks in interviews, the skill each one tests, good follow-ups and what strong and weak answers sound like.
Hiring scorecard
Agree what good looks like before the first interview, then score every candidate against the same evidence.