What slides does a shortlist deck have?

A cover, the shortlist at a glance with all candidates on one slide, a slide per candidate with summary, career history and fit against the brief, a comparison slide where the candidates are scored against the same criteria, and a next-steps slide. This template has all of them.

How are several candidates put into one deck?

Upload the CVs of the shortlisted candidates as one batch. Formatix extracts each one and fills one slide per candidate, plus the overview slide, in a single PowerPoint file.

Who writes the fit against the brief?

The consultant. The career facts come from the CV; the fit comment and any scores are entered by the consultant and placed in the slide.

Can I get an Excel tracker of the same shortlist?

Yes. The candidate tracker template is filled from the same batch, one row per candidate, so the deck and the tracker match.

Is the deck editable?

Yes. It is a normal PowerPoint file. Reorder slides, change wording or add the client's logo in PowerPoint before the meeting, or save it as PDF.

Can I use our own deck design?

Yes. Upload a shortlist deck you have already presented and Formatix turns it into a template with the same design. This library template is the starting point if you do not have one.

PowerPoint template · Shortlists

Candidate shortlist deck template in PowerPoint

A shortlist deck is the PowerPoint a search firm or agency presents to a client at the shortlist meeting: an opening slide listing the candidates side by side, then one slide per candidate with their summary, career, and fit against the brief, and a closing slide with next steps. This template has those slides in the firm's design. Formatix fills it from a batch of CVs in one run, one slide per candidate, and can produce the matching Excel tracker from the same batch.

The shortlist meeting is where the search is judged. A deck that is consistent from slide to slide, that puts every candidate against the same brief, and that looks like the firm's, is part of that judgement. Building it by hand for six candidates takes an afternoon; filling this template takes a few minutes.

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Shortlist deck, first slide or sheet. Shown in Formatix branding with a fictional candidate; yours is built in your brand.

What's in the template

A PowerPoint deck that opens with the shortlist, then shows the candidates side by side with fit against the brief.

Cover slide naming the role, the client and the candidates
Side-by-side comparison of the candidates
Scale and why each candidate stands out
Fit against the brief, drawn from your ratings
Readiness, notice period and salary

What it's for: Shortlist and progress meetings with the hiring manager or search committee.

PowerPointDelivered as an editable PowerPoint file, or saved as PDF.

Who uses it

Executive search firms
The deck for the shortlist meeting, with comparison slides for the client discussion.
Recruitment agencies presenting several candidates
A client-facing presentation for a senior or multi-hire role instead of a bundle of separate profiles.
RPO and in-house teams
A consistent shortlist pack for hiring managers across roles.

Every slide 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 slides does a shortlist deck have?: A cover, the shortlist at a glance with all candidates on one slide, a slide per candidate with summary, career history and fit against the brief, a comparison slide where the candidates are scored against the same criteria, and a next-steps slide. This template has all of them.
How are several candidates put into one deck?: Upload the CVs of the shortlisted candidates as one batch. Formatix extracts each one and fills one slide per candidate, plus the overview slide, in a single PowerPoint file.
Who writes the fit against the brief?: The consultant. The career facts come from the CV; the fit comment and any scores are entered by the consultant and placed in the slide.
Can I get an Excel tracker of the same shortlist?: Yes. The candidate tracker template is filled from the same batch, one row per candidate, so the deck and the tracker match.
Is the deck editable?: Yes. It is a normal PowerPoint file. Reorder slides, change wording or add the client's logo in PowerPoint before the meeting, or save it as PDF.
Can I use our own deck design?: Yes. Upload a shortlist deck you have already presented and Formatix turns it into a template with the same design. This library template is the starting point if you do not have one.