Guides

A hiring manager’s guide to the WHO interview method

Aliye Menzies
Full-cycle recruiter

September 3, 2024

There is no interview schedule template at your organization. Or maybe there is, and it isn’t working.

So you conduct interviews with candidates and they’re one big rambling mess. 

You jump between questions meant to assess skills and culture fit, but the lack of structure makes it confusing for you (and the people trying to cobble together an answer).

There’s a better way. An effortless fix that’s been my hiring framework since I first Googled “phone interview template” and stumbled across Geoff Smart’s WHO method of hiring.

As I led a fast-growing team I became convinced of the power of this rigorous hiring system. And I’m here today to spread the gospel with my very own hiring manager’s guide to the WHO interview methodology.

Table of Contents

    What is the WHO method?

    Over nearly three decades, Smart and team have dug into data on hiring and reached a conclusion that shouldn’t come as a shock to any of us: most hiring managers don’t know what they’re doing. 

    Source

    The WHO method is a strategic, structured approach to interviewing that helps you identify not just candidates who meet the basic job requirements, but those who will thrive in your company’s culture and contribute to long-term success. 

    While this guide will do its best to cover all high-level concepts we recommend you check out the best-selling book, Who.

    The four components of the WHO method

    The WHO method is built around four key pillars:

    • Scorecard: Define what success looks like for the role.
    • Source: Identify where and how to find top candidates.
    • Select: Use a structured interview process to evaluate candidates thoroughly.
    • Sell: Ensure that your chosen candidate is excited to accept your offer.

    1. Use the scorecard to define success before you start

    Before posting a job, it's crucial to clearly define your expectations and what success in the role will look like.

    Start by identifying the top five key outcomes you expect from the person in the position, such as "act as the primary contact for enterprise accounts" or "create and implement a marketing strategy."

    After you've determined these key outcomes, describe what successful performance in the role would look like at the six-month and twelve-month marks.

    The three elements of the scorecard:

    This scorecard is broken down into:

    • Mission: What is the ultimate purpose of this role? The mission should be a clear, concise statement that encapsulates the core of what the role is meant to achieve.
    • Outcomes: Identify 3-5 specific outcomes that the successful candidate must deliver within their first year. These should be measurable goals that directly contribute to the company’s success.
    • Competencies: Determine the key skills and behaviors that the candidate needs to possess to achieve these outcomes. These competencies will guide your interview process.
    Source
    Why it matters

    The Scorecard acts as your compass through the hiring process. It aligns everyone involved in the hiring decision on what’s truly important for the role. Without a clear Scorecard, you risk making decisions based on gut feelings or superficial qualifications, leading to potential mismatches that can be costly in the long run.

    2. Find your ideal candidates with sourcing

    Once your Scorecard is in place, the next step is finding candidates. Observe where your competitors post their job listings and take advantage of platforms like Indeed, LinkedIn, or Glassdoor to spread the word. Use social media and tap into your network for potential candidates. 

    The four sourcing techniques:
    • Referrals: Tap into your personal network and your team’s connections. High performers often know other high performers.
    • Headhunters: Engage with recruiters who specialize in your industry to find candidates who may not be actively looking but are a perfect fit for the role.
    • Job Postings: Write a love letter to candidates that reflects the Scorecard and attracts candidates who are genuinely interested in what you have to offer.
    • Networking: Attend industry events, leverage social media, and engage in relevant online communities to connect with potential candidates.
    Why it matters

    Effective sourcing isn’t about attracting a large pool of applicants; it’s about attracting the right ones. By focusing on strategic sourcing methods, you increase your chances of finding candidates who not only have the skills you need but also align with your company’s culture and values.

    3. Select using the power of a structured interview process

    The selection phase is the heart of the WHO method. 

    Smart advises against asking candidates hypothetical or abstract questions because these often lead to vague, theoretical answers. Instead of asking about their greatest strength, it's more effective to review the candidate’s past roles in detail. Discuss their accomplishments, mistakes, examples of successful collaboration, and how they exited each position. Pay close attention to their responses and ask for more details when necessary.

    Follow-up questions are often where the most revealing information comes out. For instance, Smart recalls a candidate who initially said they left a job due to a disagreement with the CEO.

    However, by asking a few probing follow-up questions like "Tell me more" or "What happened next?", Smart uncovered that the candidate had actually slapped the CEO before leaving. Such surprising details usually emerge only when you dig deeper beyond surface-level questions.

    The four types of interviews

    Here are the four types of interviews as outlined by the WHO hiring method.

  • The screening interview:
    A quick, initial conversation to determine if the candidate meets the basic requirements and could be a cultural fit. You can use Truffle’s automated one-way interviews to complete this step and save time and money.
  • The WHO interview:
    A deep dive into the candidate’s career history, focusing on specific accomplishments, failures, and the lessons they've learned. This interview is essential for understanding whether the candidate possesses the competencies outlined in your Scorecard.
  • The focused interview:
    Conducted by different members of the hiring team, this interview targets specific competencies and outcomes from the Scorecard. Each interviewer should cover a different aspect of the role to get a well-rounded view of the candidate.
  • The reference interview:
    A structured conversation with the candidate’s former supervisors or colleagues to validate the findings from the previous interviews.
  • Why it matters

    A structured interview process minimizes bias and ensures consistency. By using the same set of questions and evaluation criteria for every candidate, you can make more objective comparisons and confident decisions.

    4. Sell and secure the candidate of your choice

    After identifying your ideal candidate, the final step is to ensure they accept your offer. Selling the role and your company isn’t just about the salary package—it’s about demonstrating how the role aligns with the candidate’s personal and professional goals.

    The three selling points:
    • The mission: Reiterate the mission of the role and its importance within the company. Show the candidate how their contributions will make a meaningful impact.
    • The growth opportunity: Highlight the opportunities for growth within your company, both in terms of career advancement and personal development. Top candidates are often motivated by the prospect of overcoming challenges and achieving growth.
    • The culture: Make sure the candidate feels a connection to your company’s culture and values. Cultural fit can be a deciding factor, especially when candidates are considering multiple offers.
    Why it matters

    Closing the deal is critical. A strong sell ensures that your top choice is not only interested in joining your team but is also excited about the prospect. This reduces the likelihood of turnover and ensures a smooth transition into the role.

    Source

    The WHO method in action

    Let’s bring the WHO method to life with a real-world example. Imagine you’re hiring a Marketing Director for a rapidly growing tech startup.

    Scorecard

    The mission is clear: “Elevate the brand’s market presence and drive a 20% increase in new business within the first year.” The outcomes include launching a comprehensive content strategy, optimizing current marketing channels, and building a high-performing marketing team. The required competencies might include strategic thinking, leadership, and data-driven decision-making.

    Source

    You leverage your network for referrals, reach out to a headhunter specializing in tech marketing, and post the job on industry-specific sites.

    Select 

    The process starts with a screening interview to assess the candidate’s basic qualifications and cultural fit using an asynchronous interview

    In the Who Interview, you explore the candidate’s past marketing campaigns, asking for detailed examples of both successes and failures. The Focused Interview allows different team members to assess the candidate’s strategic thinking, leadership style, and ability to work with data. Finally, reference checks validate the candidate’s past performance.

    Sell

    Once you’ve chosen your top candidate, you emphasize how this role aligns with their career goals, the significant impact they’ll have on the company, and the opportunities for growth within your rapidly expanding team.

    By following the WHO method, you not only find the right candidate but also ensure they are eager to join your team and contribute to your company’s success.

    Conclusion

    Relying on gut instinct when hiring might lead to a few standout successes that make for great stories, but it won't deliver consistent, long-term results for your organization. 

    To ensure sustainable success, it's better to implement a structured hiring process and interview schedule like the WHO method, which focuses on getting the critical details right.

    Common interview technique FAQs

    What are the key elements of interviewing known as the 5 C's?

    The 5 C's of interviewing include Competency, Character, Communication Skills, Culture Fit, and Career Direction. Competency involves having the necessary technical skills for the task, often assessed through technical evaluations during the interview.

    How can one conduct an interview effectively?

    To conduct an effective interview, start by making the applicant comfortable, such as by establishing rapport with a shared topic before diving into more challenging questions. Utilize open-ended questions to encourage detailed responses, listen more than you speak, take notes diligently, and be mindful of legal boundaries in questioning.

    What are five effective tips for performing well in an interview?

    When giving an interview, it's advisable to arrive early, prepare a brief summary of your experience relevant to the position, listen attentively to each question, maintain a positive demeanor while avoiding negative remarks about previous employers, and be conscious of your body language and tone.

    What steps should be followed to conduct a proper interview?

    A good interview should begin with a friendly opening to make the candidate feel at ease, followed by proper introductions. Set clear expectations for the interview, treat it as a conversational exchange to gather essential information, and share your leadership philosophies. Finally, allow the candidate to ask their own questions.

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    Aliye Menzies
    Full-cycle recruiter
    With extensive experience as a full-cycle recruiter at industry giants like Microsoft and Meta, Aliye brings a deep understanding of recruitment processes and applicant tracking systems. Her expertise lies in optimizing hiring workflows and collaborating closely with HR teams to deliver outstanding talent acquisition results.

    Smarter, faster, and fairer hiring starts here.