Candidate Shortlist Template

A confidential shortlist a recruiter sends to a hiring manager, comparing final candidates side by side with a fit score, experience, and evidence from interviews. Pre-filled with three product-designer candidates.

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What's included

Confidential cover page with the role, client, and hiring manager
One profile page per candidate with a fit score out of 100
Experience, location, and availability at a glance
Quoted evidence pulled from each candidate's interview
Side-by-side comparison of each candidate's strengths
Next-steps page with interview slots and guarantee terms
candidate shortlistrecruitinghiringinterviewHRtalent agency

Sample content

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Halden Talent

Confidential shortlist
Ref. BWH-0417

Candidate shortlist

Senior Product

Designer shortlist

Prepared for Brightwater Health · Hybrid, Manchester · £68–75k

3

candidates
recommended
from 5 screened

AL

TA

PR

JM

SK

92 87 81 — —

Every shortlisted candidate has passed a 60-minute competency interview, a portfolio review and a salary and notice check.

Client

Brightwater HealthHiring manager: Daniel Hughes

Role

Senior Product DesignerPatient & clinician apps

Date

14 Oct 2026Version 1

Consultant

Ruth OkaforDigital & Design practice

Halden Talent Senior Product Designer · Brightwater Health

02 — Comparison at a glance

Three strong options,

one clear lead.

Scores come from our structured interview on 6–8 October, a portfolio review and two references per candidate.

Fit score / 100

Weighting
Craft 30% · Design systems 25% · Research 20% · Healthcare 15% · Logistics 10%

92Fit

01 · Recommended first

Amara Lindqvist

Lead Product Designer,
Tessellate Health

87Fit

02 · Systems specialist

Tom Achterberg

Senior Product Designer,
Lumen Payments

81Fit

03 · Research specialist

Priya Raman

Product Designer,
Patchwork Clinical

ExperienceYears in product design

9 years4 as a lead, manages 3

7 yearsSenior IC since 2021

6 yearsIncl. 2 as a UX researcher

Design systemsBuilt, owned or scaled

Founded “Tide”, 96 components

Owns 140-component library + tokens

Contributor, not owner

ResearchPlans and runs own studies

42 nurse interviews in 2025

Usability testing, works with a researcher

Ex-researcher, NHS trust

Healthcare domainClinical or patient products

4 yrs, DCB0129 and DTAC evidence

6-month NHS contract only

3 yrs, GP booking for 310 practices

Notice period

1 month

2 months Longest of the three

4 weeks

Salary expectationBand £68–75k

£74kTop of band

£72kOpen to £70k + L&D

£68kBottom of band

Earliest start

17 Nov 2026

5 Jan 2027

10 Nov 2026

Strong Solid Limited Best of the three

Why not the other twoScreened, not shortlisted

JM

Strong visual craft, but no hands-on research and no work in a regulated sector. Portfolio is mostly marketing sites.

SK

Good fit on paper, but expects £88k and has a 3-month notice period. Not open to 3 office days a week.

Halden Talent · Confidential — for the Brightwater Health hiring panel 02 / 06

Halden Talent Candidate 01 of 03

01 · Recommended first

AL

Amara

Lindqvist

Lead Product Designer at Tessellate Health

92Fit score

Location

Didsbury, Manchester

Notice

1 month

Salary

£74,000

Earliest start

17 Nov 2026

Experience

9 years

Strengths Evidence from interview, 6 Oct

  1. Research with clinicians, not just about them

Ran 42 contextual interviews with district nurses for Tessellate’s visit planner. She walked us through the synthesis board and the change it drove. 2. #### Builds design systems that teams adopt
Founded “Tide”: 96 components, adopted by 4 squads in 9 months. WCAG 2.2 AA checks are part of every component review. 3. #### Grows designers
Line-manages 3 designers; 2 were promoted in 2025. Started fortnightly crits that the engineering leads now attend. 4. #### Talks to clinicians and to the board
Presented DTAC and DCB0129 clinical-safety evidence to an NHS trust panel. Tessellate won the 3-year contract.

Consideration

She is at the top of your band and in final stage with one other health-tech company. Expect a short decision window — about one week after interviews close.

“

Accessibility is not a feature. In healthcare it is the difference between a patient taking their medicine or not.

Amara, interview 6 Oct

Score breakdown

Craft 94

Systems 90

Research 92

Healthcare 95

Logistics 85

Career

  1. 2022 — NOW
    Lead Product Designer
    Tessellate Health, Manchester
  2. 2019 — 2022
    Senior Product Designer
    Kinto Bank, Manchester
  3. 2017 — 2019
    Product Designer
    Arlo Travel, Leeds
  4. 2015 — 2017
    UX Designer
    Halyard Studio, Leeds

Portfolio highlights Reviewed 7 Oct

−18%missed visits

Visit Planner

Scheduling app for district nurses. 2,400 daily users across 3 NHS trusts.

96components

Tide design system

One token source feeds iOS, Android and web. Adopted by 4 squads.

+11%adherence

Medication reminders

Co-designed with 12 patients aged 70+. Result from a 3-month pilot.

Halden Talent · Confidential — for the Brightwater Health hiring panel 03 / 06

Halden Talent Candidate 02 of 03

02 · Systems specialist

TA

Tom

Achterberg

Senior Product Designer at Lumen Payments

87Fit score

Location

Stockport

Notice

2 months

Salary

£72,000

Earliest start

5 Jan 2027

Experience

7 years

Strengths Evidence from interview, 7 Oct

  1. Deep design-systems ownership

Owns Lumen’s 140-component Figma library and token pipeline. His engineering lead says it cut UI build time by about a third. 2. #### The strongest visual craft of the five
Dense data screens that stay calm and readable. He was our panel’s top scorer on the 45-minute craft exercise. 3. #### Works close to code
Writes Storybook stories and opens his own token pull requests. Our engineer rated the pairing session 5 out of 5. 4. #### Used to regulated sign-off
Designed FCA Consumer Duty flows for 3 product lines. He knows how to work with compliance reviews and audit trails.

Consideration

Healthcare experience is one 6-month NHS contract (2020). With a 2-month notice period, the earliest start is 5 January 2027.

“

A design system is a product. If nobody wants to use it, that is my problem, not theirs.

Tom, interview 7 Oct

Score breakdown

Craft 93

Systems 97

Research 84

Healthcare 72

Logistics 70

Career

  1. 2021 — NOW
    Senior Product Designer
    Lumen Payments, Manchester
  2. 2020 · 6 MO
    Contract Product Designer
    NHS Digital, Leeds
  3. 2018 — 2020
    Product Designer
    Pebble & Co, Manchester
  4. 2017 — 2018
    Junior Designer
    Fold Agency, Liverpool

Portfolio highlights Reviewed 8 Oct

140components

Lumen DS 3.0

Dark mode and one token source for 3 platforms. Used by 9 product teams.

−22%support tickets

Merchant dashboard

Redesign for 30,000 merchants, shipped in 4 phased releases.

40test users

Online triage (NHS contract)

Symptom-checker flow. Usability tests with 40 patients, 8 with assistive tech.

Halden Talent · Confidential — for the Brightwater Health hiring panel 04 / 06

Halden Talent Candidate 03 of 03

03 · Research specialist

PR

Priya

Raman

Product Designer at Patchwork Clinical

81Fit score

Location

Chorlton, Manchester

Notice

4 weeks

Salary

£68,000

Earliest start

10 Nov 2026

Experience

6 years

Strengths Evidence from interview, 8 Oct

  1. Research is her first language

Two years as a UX researcher at an NHS hospital trust before she moved to design. She plans and runs her own studies end to end. 2. #### Knows primary care from the inside
Designed Patchwork’s online booking, now live in 310 GP practices. She knows the EMIS and SystmOne limits well. 3. #### Accessibility first
Led a WCAG 2.2 AA retrofit of patient forms. She tested with screen-reader users and with patients who have low literacy. 4. #### Clear, plain writer
Her case-study write-up was the clearest of the five. She explains trade-offs in words clinicians can act on.

Consideration

This is a step up in seniority. She has not yet led a design system or managed designers, so she needs a strong design lead in her first 6 months.

“

The receptionist is our real user. If she has to explain the screen to a patient on the phone, we have failed.

Priya, interview 8 Oct

Score breakdown

Craft 75

Systems 66

Research 96

Healthcare 88

Logistics 95

Career

  1. 2023 — NOW
    Product Designer
    Patchwork Clinical, Manchester
  2. 2020 — 2023
    Product Designer
    Medibook, Manchester
  3. 2018 — 2020
    UX Researcher
    Pennine University Hospitals NHS Trust

Portfolio highlights Reviewed 8 Oct

−27%phone queue

Online GP booking

Live in 310 practices. Phone-queue result from the 12 pilot sites.

AAWCAG 2.2

Accessible patient forms

Retrofit of 38 forms, tested in 9 screen-reader sessions.

14practices

Receptionist workspace

Research programme with front-desk staff. It set Patchwork’s 2026 roadmap.

Halden Talent · Confidential — for the Brightwater Health hiring panel 05 / 06

Halden Talent Senior Product Designer · Brightwater Health

06 — Next steps

One day, three

conversations.

All three candidates have confirmed they can attend. Please confirm the slots by Thursday 16 October.

Tuesday

21

October 2026

Brightwater Health, 4th floor
2 Hardman Square, Manchester M3 3EB

10:00TO 11:00

AL

Amara LindqvistIn person · portfolio and case study

92FIT

11:30TO 12:30

TA

Tom AchterbergIn person · portfolio and case study

87FIT

14:00TO 15:00

PR

Priya RamanIn person · portfolio and case study

81FIT

Process From panel to offer in 10 working days

01

By Thu 16 Oct

Confirm slots

Reply to Ruth with the panel names. We send candidates the brief and the room details.

02

Tue 21 Oct

Panel interview

60 minutes: portfolio walk-through (30), case discussion (20), their questions (10).

03

By Thu 23 Oct

Feedback

Send scores on our one-page form. We give feedback to each candidate within 48 hours.

04

W/c 27 Oct

Offer & references

We take two references and manage the offer and the notice period to the start date.

RO

Your consultant

Ruth Okafor

Senior Consultant, Digital & Design

Direct

0161 496 0738

Mobile

07700 900 412

Email

ruth.okafor@haldentalent.co.uk

Office

18 King Street, Manchester M2 6AY

Terms
  • Fee 18% of first-year base salary, as in our Terms of Business of 3 March 2026.
  • Guarantee Full replacement or a sliding rebate if the hire leaves in the first 12 weeks.
  • Introductions Valid for 6 months from 14 October 2026, for any role.
  • Confidential Do not share candidate details outside the hiring panel.

Ruth Okaforfor Halden Talent · 14 October 2026

Halden Talent · Confidential — for the Brightwater Health hiring panel 06 / 06

Frequently asked questions

What is a candidate shortlist?

A candidate shortlist is the document a recruiter or hiring manager sends once interviews are done, narrowing a role down to the final candidates. It compares them side by side so the client can make the hiring decision.

What should a candidate shortlist include?

Include the role and client, one profile per candidate with a fit score and experience, quoted evidence from each interview, a side-by-side comparison, and the next steps to book final interviews. This template has each section, pre-filled for a product-designer role.

How many candidates should be on a shortlist?

Two to four candidates is typical. Fewer than that does not give the client a real choice, and more makes the decision harder, not easier.

Is this candidate shortlist template free?

Yes. You can customize the candidate shortlist template for free and download it as a print-ready PDF. Describe the role and your candidates to the AI and it fills in every profile.

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