Word template · Executive
Confidential candidate profile template
A confidential candidate profile is a search firm's report on a candidate marked and structured for restricted circulation: confidentiality markings on every page, a note of the firm's methodology, the candidate's career trajectory, and the consultant's assessment, with the distribution limited to the client's decision-makers. This Word template has the markings, the methodology block and the assessment sections in the firm's brand; Formatix fills the career from the CV and the consultant writes the assessment.
Senior candidates take part in a search on the understanding that their interest is not broadcast. The document that carries their name should show, on its face, that the firm treats it that way. The markings and the methodology note do that; the structure does the rest.
10 free credits, no card needed. One credit fills one document.
What's in the template
A candidate assessment profile with confidentiality markings, methodology and career trajectory.
WordDelivered as an editable Word file, or saved as PDF.
Who uses it
Retained search firms
Reports on candidates in confidential mandates, such as a sitting CEO being replaced.
Private equity and family offices
Candidate reports for portfolio leadership changes not yet announced.
Firms with a documented methodology
Where the client expects to see how the assessment was made, not only the result.
Every page of the example
The example is in Formatix branding with a fictional candidate. When you pick this template, it is rebuilt with your logo, colours and fonts before you use it.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop a CV or your notes
Upload the candidate's CV, in any layout or language. For reports that carry your ratings or notes, add them alongside the CV. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word, PowerPoint or Excel file, or save it as PDF.
Not a download. This is not a file to download. Formatix builds the template in your brand, with your logo, colours and fonts taken from your website, and fills it from a CV or from the notes you supply. What you keep is the finished document: an editable Word, PowerPoint or Excel file you can send as it is or change in Office.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- What makes a candidate report confidential?
- Confidentiality markings on each page, a named distribution list, no identifying details beyond what the client needs, and, in practice, the firm's process for handling it. The template provides the markings and the structure; the process is the firm's.
- What is the methodology section?
- A short statement of how the candidate was identified, interviewed and assessed, which the firm writes once and reuses. It appears on every report built from the template.
- Can the candidate's name be withheld?
- For a fully anonymised version use the blind profile template, which has no fields for the name, photo or contact details.
- Is this a download?
- No. The template is built in your brand inside Formatix; what you download is the finished report as a Word document or a locked PDF.
Use the confidential profile in your brand
Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card and no expiry.