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Interview Planning Checklist

Published: Jun 4, 2021 |
Last modified: Aug 26, 2026

A vital part of recruiting is going ahead with the right interview formats. Interviews can be stressful even for employers and many of these don’t go as planned.

An interview planning checklist comes in handy as it allows you to keep the entire process on track. These are a one-size fit for all methodology that can be used for various candidates, regardless of the role they are applying for.

Simply, it can be called the ‘to-do’ things before you begin an interview.

Remote interview checklist:

  • Send invites to all candidates for the interview mentioning the date and time
  • If applicable, provide a deadline for accepting/rejecting the invitation to interview
  • Determine
    • who will be interviewing the candidates
    • the amount of time for each interview
    • whether it is an audio or video interview
  •  Confirm
    • availability of interviewers for the scheduled date and time
    • dress code, if required
  • Ensure a strong internet connection, working laptop, and other equipment needed by the interviewer
  • Prepare and distribute to the interviewers
    • the job description
    • candidate’s resume
    • Interview questions
    • candidate evaluation form
  • Develop an interview structure
  • Formulate the list of questions to be asked for every vacant role
  • Conclude the interview

On-campus interview checklist:

  • Draft the agenda
  • Determine
    • the budget, if applicable
    • who will be interviewing the candidates
    • the amount of time for each interview
  • Reserve tentative dates
  • Determine whether or not
    • meals are to be provided
    • travel arrangements for the candidate are required
  • Inform the candidates of their point of contact along with the phone numbers
  • Confirm the availability of interviewers for the scheduled date and time
  • Finalize the place of interview and reserve room
  • Reserve equipment like a laptop, projector, dry erase board, sketch pens, blank papers, pens, etc., for presentations or assignments, if needed
  • Ensure provisions are made for candidates with a disability
  • Prepare and distribute to the interviewers
    • the job description
    • candidate’s resume
    • interview questions
    • candidate evaluation form
  • Develop an interview structure
  • Formulate the list of questions to be asked for every vacant role
  • Conclude the interview

In-office interview checklist:

  • Draft the agenda
  • Determine
    • the budget, if applicable
    • who will be interviewing the candidates
    • the amount of time for each interview
  • Reserve tentative dates
  • Inform the candidates of their point of contact upon arrival
  • Confirm the availability of interviewers for the scheduled date and time
  • Reserve equipment like a laptop, projector, dry erase board, sketch pens, blank papers, pens, etc., for presentations or assignments, if needed
  • Determine whether or not meals/refreshments are to be provided
  • Prepare and distribute to the interviewers
    • the job description
    • candidate’s resume
    • interview questions
    • candidate evaluation form
  • Develop an interview structure
  • Formulate the list of questions to be asked for every vacant role
  • Conclude the meeting

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