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HI THERE 👋

I’m Virgile, the creator behind this template. I really hope that you enjoy the content. In this page you’ll find a summary of what this template do, some resources to deep-dive into this practice. Regarding the resources I try to be as unbiased as possible but I… might fail to do so. At the end of this page, you’ll find informations about me and my work.

Enjoy !

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Preview here

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Within this product you will find one duplicable template

Keep in mind that this template is just a mere guideline, the goal of it is to give you a framework and the tools/resources to say as much as possible about what you discover within your new context.

Here is the template to duplicate ↙️

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What is a discovery report?

A discovery report is a strategic HR management tool that newcomers complete during their first month in a new context (company, team…).

Long story short, it’s a tool that will help the collaborators and the company because a fresh pair of eyes will take the time to analyze and give feedback on a lot of subjects.

newly hired in a company,

changing team within the same company,

choosing a new career in your current company and now have a new context, new team mates, a new hierarchy…

You get it, this template is made to help in the process of writing first impressions on many topics.

When to use it ?

It was made to allow your collaborators or yourself to write down your thoughts during this oh-so important period that is your onboarding. ”Onboarding” is too broad a word, you can actually use this template whenever your become a newcomer. Here are a few examples, a member of your team or yourself can be:

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How is it useful to a manager?

The hiring process generally does not give you a clear understanding of the person that stands in front of you. Listening to the report of someone can help you better grasp their priorities, their strengths and even areas of improvements.

Apart from that, it will help you create a bond with this person, his or her voice has been heard, which is always positive.

Once the report has been presented to you, you can also encourage its author to present it to your team, it probably can be tweaked a bit in case of there being a bit of finger pointing, but generally speaking, allowing your new managees to express his or her opinion to your team could drive your entire team to have an epiphany and even overcome bottlenecks

How is it useful for a individual contributor?

It’s a chance to have their opinion heard, an opportunity to have a critical look at existing processes/habits and to level their expectations.

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How is it useful to a company?

It’s a beautiful continuous improvement tool. Collaborators tend to get used to their working environment and will have a hard time taking a step back sometime. Since they have been doing it for a long time, they can no longer objectively assess processes and sometimes situations even.

Hiring a new employee is a great opportunity to collect new and fresh impressions. This allow the company to highlight its strength and to reveal what is in need of an improvement.

Ressources

I always try and list a few ressources that might help you or your team. Here is what I could find. There are ressources for both manager and direct reports (individual contributor or not)

You’ll find examples of Manager README underneath. This tool can be seen as a double-edge sword, so just in case, I’m also putting articles “against” this practice.

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Article(s)

A different approach to the Executive Search firm’s guarantee clause?


That’s it for the content,

I hope that it suits your needs. Below, you’ll find a feedback form, some informations my initiative, The Forgetful Manager and ways to contact me.

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This part of the template is just for support. Delete it by hovering the block on the top left corner, click the “drag&drop” icon and click on delete.

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Reach me !


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