Employee Story Strategy Template 👈

Duplicate this guide in notion.so (notion is free), or download as pdf

Use this guide and checklist to assess your readiness and and build a plan your new employee story initiative.

1. Make sure the timing is right.

If you want to add employee stories to your recruitment marketing and candidate experience toolkit make sure you are set up for success. Ideally, answer yes to all of these questions.

2. Clarify key roles and work as a team.

We highlight 5 main objectives for your program. Knowing who is thinking about each and taking action is important. It could be one person or a team. In cases where you have more than one person involved make sure everyone is clear on ownership of key roles.

5 Key Roles

1. Planning - prioritizing content needs and timing for campaigns.
2. Collection - responsible for engaging and coaching employees as storytellers.
3. Internal Sharing - ensures stories are leveraged across departments.
4. External Sharing - ensures approved stories are promoted for recruiting, sales, etc.
5. Leadership Support - ensures that leaders encourage involvement from employees.

3. Create internal champions by linking to goals.

Review plans, documents, and resources to find clear links where employee stories can help other departments and teams. This can boost internal support for your program. Below is a list of some of the most likely company documents that will give you clues.

4. Have a plan to deliver value ASAP.

One of the biggest barriers to sustained leadership support for employee story programs is not delivering immediate measurable value. Show how the stories you collect will be used internally and externally to enhance existing processes and functions.

5. Create a calendar for key campaigns.

After aligning with company goals plan-out specific campaigns and when you will run them, and for how long. Some may be promoted to all employees, others to specific audiences. For example, if you expect a hiring surge for creative accountants January start collecting stories from creative accountants in September ahead of tax season!

12 Awesome Recurring Campaign Ideas

1. Celebrate Success - monthly campaign to collect stories aligned to values.
2. New Hire Heroes - campaign to collect stories about new hires and their impact.
3. Day in the Life - campaign highlighting an employees' day (by staff level).
4. First Month Wrap - Invite new hires to share highlights from their 1st week or month.
5. Anniversaries - campaign to collect employees' proudest moment for every year.
6. Intern Impact - seasonal campaign to capture stories about intern work experiences.
7. Campus Recruiting - capture stories alumni who attended schools you recruit from.
8. Career Transition - collect stories to spotlight successful transitions from another industry.
9. Candidate Journey - campaign to capture stories about the candidate journey.
10. Mentor Moments - campaign to spotlight mentor and mentee relationships.
11. Corporate History - invite long-timers to recall pivotal moments and why they matter.
12. Training Time - invite employees to share a success related to prior technical training.
13. Day, Week, Month Celebrations - Administrative Professionals Month, etc. See All.

6. Other critical success factors

In addition to planning you need the right tools and processes in place. Below are some of the key tactical considerations to help ensure success and value from your efforts. Another outstanding resource to aid your planning is shared by Rally Recruitment Marketing HERE.