Excel template · Trackers and spreadsheets
Market map and longlist template for executive search
A market map is the research document at the start of a retained search: the target organisations, the relevant people in each, and where each person stands, from identified to approached to interested to on the longlist. This Excel template holds the map by organisation on one sheet and the longlist on another, with status columns the research team updates and the consultant reviews with the client. Formatix builds it in the firm's brand and fills candidate rows from CVs or LinkedIn exports.
The map is what the client is paying for in the first weeks. Shown well, it demonstrates the coverage of the market; shown as a raw spreadsheet, it looks like admin. This template gives it a consistent structure and the firm's look without the researcher spending time on formatting.
10 free credits, no card needed. One credit fills one document.
An editable file with neutral branding and a fictional example candidate, to fill in by hand. Formatix fills it automatically from a CV.
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What's in the template
A workbook that maps the market for a search: target organisations, the people in each and where they stand in the process.
- Summary sheet: profiles on the longlist, organisations covered, shortlisted
- Counts by status that update as the longlist changes
- Longlist sheet, one row per profile
- Company, name, title, location, status, source and notes
- Status chosen from a drop-down
What it's for: Sharing search coverage and the longlist with a client early in a search.
ExcelDelivered as an Excel workbook you can edit and share.
Who uses it
Executive search research teams
The working map of a search, organised by target company, updated through the assignment.
Consultants reporting to a client
The map and the longlist as the first formal update, in the firm's brand.
In-house talent intelligence teams
Mapping a function or a competitor set for succession or pipeline work.
Every page of the example
The example is in Formatix branding with fictional content. 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.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
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 is the difference between a market map and a longlist?
- The market map is the view by organisation: which companies were targeted and how far the search has reached into each. The longlist is the view by person: everyone identified as a possible candidate, with their status. This workbook has a summary sheet for the map and a longlist sheet, one row per person.
- Is this a market mapping or talent mapping template?
- It is the working spreadsheet for both: market mapping and talent mapping are the same research seen from two sides, the organisations in a market and the people in them, and this workbook holds both. To present a talent mapping study to a client as a deck, with the market overview, the map by segment and the talent pool, use the talent mapping template.
- What columns are on the map?
- The longlist sheet has company, name, title, location, status, source and notes, with the status chosen from a drop-down. The summary sheet counts the profiles on the longlist, the organisations covered and those shortlisted, and updates as the longlist changes. Columns can be adjusted when the template is built.
- Can candidate rows be filled from CVs?
- Yes. Upload CVs or LinkedIn PDF exports as a batch and the longlist rows are filled from them. Organisation rows are entered by the research team.
- Can I download this template?
- Yes. A free, editable Excel version with neutral branding and a fictional example candidate is on this page, to fill in by hand. To have it rebuilt in your brand and filled automatically from a CV, use it in Formatix; what you keep is an editable Excel file.
- Does Formatix find the candidates?
- No. Formatix lays out the research in the firm's template; the sourcing and the judgement are the firm's.
Related templates and pages
ExcelCandidate trackerAn Excel workbook with a shortlist sheet, one row per candidate, and a profile sheet for each candidate, ready to filter and share.
PowerPointSearch progress reportThe weekly client update on a live retained search: the funnel, a milestone timeline, the candidate pipeline, market feedback, risks and next steps.
PowerPointTalent mappingA talent-mapping presentation: the market overview, a map of target organisations by segment, the talent pool identified, and observations and recommendations.
Use the longlist and market map 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, valid for 14 days.
Formatix fills it from the CV for you: see our CV formatting software, or bulk CV formatting for a whole shortlist at once.