Overview
An intake call is a 30-minute online Zoom or Microsoft Teams session involving one facilitator (IO psychologist) and up to three participants. The primary objective is for the facilitator to gain a comprehensive understanding of a specific role and the requirements for success. This process identifies critical traits and information that are typically not included in a standard job description.
Why are Intake Calls Important?
The primary goal is to gather anecdotal information and insights that are often missing from standard job descriptions or corporate documentation. These sessions focus on real-world experiences to determine what actually works and what does not work within a specific role or culture.
Who Should Participate?
Anyone who is knowledgeable about the role can be a participant. This typically includes:
- Current high performers who are already successful in the role.
- Managers and supervisors who oversee the position.
- HR personnel who understand the organizational requirements.
What to Expect During the Session
- Format: A 60-minute call with up to 10 participants and one facilitator (IO psychologist) over an online call through Zoom, Microsoft Teams, etc. We recommend participants be prepared to turn their camera on to promote a productive conversation.
- Discussion Topics: The facilitator will ask questions regarding daily tasks, responsibilities, problem-solving, decision-making, and how learning happens on the job.
- Employee Comparison: Participants are often asked to describe the differences between a successful employee and someone who struggles in the role.
- Flexibility: While there is a standard set of questions, the facilitator may ask follow-up questions or skip certain items based on the information provided during the conversation.
Our Success team at support@highmatch.com will be happy to answer any additional questions that you may have about Intake Calls, and coordinating said groups.