

The Career Upside Talent Acquisition Process
Use Data to Improve Hiring, Fit, and Onboarding Decisions
Don't Hire on Instinct Alone
A strong resume and good interview do not always predict long-term fit. Many hiring mistakes occur because companies evaluate experience but overlook motivation, communication style, manager fit, work environment needs, and potential stress behaviors.
The Career Upside Talent Acquisition Process uses the Birkman Method to help business leaders make more informed hiring decisions. We assess how a candidate may fit the role, the manager, the team, and the culture, so you can reduce guesswork and make better people decisions.
The assessment should not replace interviews, references, skills evaluation, or sound hiring practices. It should be used as one additional data point to improve clarity, fit, and onboarding.
Clarify the job, success criteria, manager expectations, team dynamics, and culture the candidate will enter.
Use the Birkman Method to understand the candidate's work style, motivators, needs, and stress patterns.
Review how the candidate aligns with the role, manager, team, company culture, and work environment.
Debrief the findings with the hiring team to support a more informed, consistent hiring conversation.
Help the manager and the new hire apply the insights to improve communication, clarify expectations, and drive early success.

"We worked with Todd to conduct Birkman Reviews for our executive team and a team-building exercise at our corporate retreat in December. The insights from these reviews, along with the corresponding feedback, taught our managers more about themselves, how to work with one another, and strategies to make the leadership team more effective.
I would highly recommend Todd and his Birkman consulting skills to any group looking to be more efficient and work together better. We will use him in future management hires to ensure that incoming leadership has strategies to work as effectively as possible with one another and the rest of the staff."
Anne Huntsinger, Business Owner

#1 - Define the Role and Success Criteria
Start with the business need:- Review the job description, role requirements, and hiring goals
- Clarify what success looks like in the first 90 days and first year
- Discuss the manager's expectations, leadership style, and communication preferences
- Identify the culture, pace, structure, and team dynamics the candidate will be entering
- Understand where previous hires or employees in similar roles may have struggled
#2 - Assess the Candidate
Have the candidate complete the Birkman Method assessment:- Send the online Birkman Method assessment link
- Measure interests, usual behavior, needs, and stress behavior
- Identify motivational drivers, communication style, and preferred work environment
- Understand how the candidate may respond under pressure
- Prepare data for role, culture, manager, and team fit analysis
#3 - Evaluate Fit for Role, Manager, and Culture
Review the candidate's data against the opportunity:- Assess how the candidate's interests align with the actual work required
- Evaluate strengths and possible overused strengths
- Identify potential fit or friction with the manager's style
- Review how the candidate may respond to the company's pace, structure, communication norms, and culture
- Look for potential stress patterns that could affect performance, collaboration, or retention
#4 - Create the Candidate Fit Profile
Turn the assessment data into a practical summary for the business leader:- Summarize the candidate's likely strengths in the role
- Highlight potential watchouts, blind spots, or coaching needs
- Identify questions the hiring team may want to explore further
- Provide manager-specific coaching considerations
- Offer a practical fit summary to support the hiring discussion
#5 - Support the Hiring Decision
Use the candidate fit profile as part of the broader hiring process:- Discuss the candidate's potential fit with the business leader or hiring team
- Review where the candidate may thrive and where they may need support
- Identify follow-up interview questions based on the data
- Compare the candidate's fit to the role requirements and work environment
- Support a more thoughtful, consistent, and data-informed hiring conversation
#6 - Onboard the New Hire
If you hire the candidate, Career Upside can provide onboarding support for an additional fee:- Review the Birkman results with the new hire
- Help the manager understand how to communicate, coach, and support the person
- Identify early success strategies for the first 30, 60, and 90 days
- Clarify potential stress triggers and communication preferences
- Create a stronger foundation for engagement, performance, and retention

#7 - Who This Helps & What You Walk Away With
This process is designed for business owners, HR leaders, executives, and hiring managers who want to improve hiring quality, reduce misalignment, and make better-informed talent decisions.
It can be especially useful for leadership, sales, marketing, client-facing, and team-critical roles, as well as for positions where manager and culture fit matter as much as technical ability.
You receive a clearer view of the candidate's likely strengths, motivators, work style, manager fit, culture fit, and potential watchouts. You also gain practical questions and coaching insights that can support better hiring and onboarding decisions.
Ready To Make Better Hiring Decisions?
Career Upside helps leaders use Birkman data to improve talent acquisition, reduce hiring guesswork, and create stronger onboarding outcomes.
Schedule a consultation to discuss your hiring needs and determine the best next step.