Implementation

How to implement Colare across your organization

Welcome to Colare! Our team is guiding you through your very first assessment, on the way to assessing thousands of the world's best engineers. This playbook covers who does what, the phases week by week, the gates that make “proven” checkable, and how one perfected pilot becomes the way your whole company hires.

The operating principle

Perfect it with one team. Then repeat it everywhere.

Design

We learn how your team actually works: the real work, the bar, what matters. Then we build the assessment alongside your engineers.

Calibrate with the pilot cohort

Where everything gets perfected. One team, white-glove: scores, comms and process tuned to how your organization works.

Expand by priority

New teams rerun the proven loop in the order your sponsor ranked, 2 to 3 weeks each. Adjacent formats go live fastest.

Org-wide rollout

Hiring managers self-serve through the loop, and governance steps down to a light monthly and quarterly cadence.

Who does what

Every milestone has one name and one date on each side. Your engineers decide what a good hire looks like; Colare does the heavy lifting.

Role What they own Time it takes
Your side
Executive sponsor The “why” internally, escalations, and the 30-day and quarterly reviews. Keeps the implementation visible past kickoff. Kickoff + reviews
Engineering lead(s) The bar: the consult, the assessment review, and borderline-score decisions during the pilot. ~2 hrs per role
Recruiter(s) Day-to-day operation: sending assessments, reading results, moving candidates. 30 min + daily use
ATS admin The assessment stage in your ATS and the integration connection (or the CSV fallback). ~1 hr
Colare side
Implementation lead The plan, the cadence, every milestone's status, and same-week escalation when anything slips. End to end
Talent science team Assessment drafting, rubric construction, cut-score derivation, and calibration analysis. End to end

The engineering lead changes per role: each discipline's hiring manager owns the bar for their own assessments.

The success plan

A shared Mutual Success Plan lists every milestone, owner, due date, and status. It's filled in live at kickoff and opens every check-in. If it's not in the plan, it's not committed; if it slips, the plan shows it the same week.

The comms channel

One shared channel, opened at kickoff: your recruiters, your engineering lead, and Colare's team in the same place. Async questions get same-day answers, and anything that could slip a milestone is raised the day it's spotted, not at the next check-in. Slack or Teams, whichever your org runs. We join yours, including GovCloud environments.

The five phases

Kickoff to live candidates

Wk 0
Wk 1
Wk 2
Wk 3
Wk 4
Wk 5
Wk 6
Live candidates
Kickoff
Build & review
Parallel setup
Pilot cohort
Calibration
1

Kickoff

~60 min · week 0

One meeting that ends with everything downstream unblocked. The Mutual Success Plan is filled in live, and every parallel workstream is started, not scoped. We also capture the baseline: what screening costs you today, so every later review measures against real numbers instead of impressions.

Kickoff checklist
  • Owner map completed
  • Weekly 15-minute check-in scheduled
  • Meeting with your engineering lead(s) booked
  • Shared comms channel opened
  • Intro video discussions kicked off (optional)
  • Priority roles and teams established
  • Today's screening costs captured as the baseline
2

Build & parallel setup

weeks 1 to 2

The assessment is built through the engineering review loop: a 30-minute consult with your engineering lead (which doubles as the cut-score consult), assessment v1 within a week, then a review session where your engineers confirm or correct every question before anything ships. While the build runs, four workstreams run beside it:

ATS connection

The assessment becomes a stage in your ATS via native integration. Colare connects to 100+ ATS platforms, with a CSV fallback so launch is never blocked on the integration. See ATS integrations for how the connection works, plus step-by-step guides for Ashby and Greenhouse.

Recruiter training

One 30-minute session covering sending, reading results, and where borderline scores route.

Candidate comms

The invite email lives in the Colare platform. Your team reviews, edits, and brands every message a candidate receives before the first one goes out.

Custom intro video

A short welcome video filmed with your team, so candidates hear about the role and the assessment in your voice, not ours.

Setup checklist
  • Engineering consult completed
  • Assessment v1 built
  • Candidate comms approved by your team
  • Engineering review completed
  • Recruiter platform training done
3

Pilot cohort

weeks 3 to 6

Live candidates start flowing, and this phase is deliberately white-glove. We work closely with one team to perfect the process and learn your company as thoroughly as you're learning ours, before anything deploys company-wide. Closer touches by design: Colare watches every submission and flags anything that looks off the same day.

Pilot checklist
  • First candidate invites sent
  • First submissions monitored
  • Enough scored candidates per role to calibrate against
4

Calibration review

~week 6 · one session

The session where the numbers take over from judgment. One ~60-minute working session with your engineering lead:

Session agenda
  • Candidate score distribution walked through
  • Cut scores calibrated: the operating cut lands as the higher of the consult's competence floor or the funnel-math percentile, now checked against real data (full method)

Shortly after, the 30-day review puts the results in front of your executive sponsor: candidates processed, pass-through vs. baseline, hours saved, calibration accuracy. The same format as every quarterly review that follows.

5

Expansion

month 2 onward

New disciplines don't restart the implementation. They rerun a loop that already works: consult with that discipline's hiring manager → build (2 to 3 weeks) → engineering review → pilot cohort → calibration. The expansion order comes from the ranking your sponsor set at kickoff, sequenced by content overlap (adjacent disciplines that share formats go live fastest) and hiring volume. Expansion is adoption, not paperwork: new teams run under the same agreement.

Expansion checklist
  • Next discipline's consult booked
  • Expansion order confirmed
  • Each new team run through the same loop
The gates

What “proven” means, in checkable terms

Each phase transition is a gate with explicit criteria, so “it's going well” is never a judgment call. A gate either clears or it names exactly what's missing.

Gate 1

First discipline proven

Clears at the calibration review. Unlocks expansion.
  • Scoring agreement holds on live candidates: assessment scores line up with what happens later in the process
  • Recruiters self-serve, operating the platform without Colare in the loop
  • Hours saved are measured: engineering time per req against the kickoff baseline
  • The cut is documented and enforced by TA, applied consistently without leaders re-litigating it
Gate 2

Playbook proven

Clears when the loop runs without being pushed. Unlocks cross-org scale.
  • Two or more disciplines live, each through the same consult → build → review → pilot → calibrate loop
  • The quarterly review cadence is running: results in front of the sponsor on a schedule, not on request
  • Hiring managers self-serve: new teams enter the loop by asking for a consult, not by rebuilding the process
Governance & cadence

Frequent while it's moving, light once it's running

During rollout

Weekly · 15 min

Opens on the success plan: what cleared, what's next, what's blocked. Fifteen minutes because the plan does the tracking; the meeting only resolves what the plan can't. Anything urgent moves same-day in the comms channel.

Once live & stable

Monthly · 30 min

Steps down after Gate 1. Pipeline health, upcoming reqs, expansion progress.

Quarterly

Business review

Five numbers, every quarter, same format: candidates processed, pass-through vs. baseline, hours saved, calibration accuracy, expansion pipeline. Sponsor-level, evidence over anecdote.

Related resources

The documents referenced in this guide

Cut scores & score interpretation

The three derivation methods, volume bands, the review band, and recalibration.

Available

Role proposals & engineering review

How a role moves from JD through the consult to a locked, engineer-approved proposal.

Available

Quick start guide

Sending assessments, reading results, and how scoring works, for hiring teams.

Available

Mutual Success Plan

The milestone-by-milestone plan filled in live at kickoff.

Template

Quarterly business review

The five-metric format used for the 30-day review and every QBR after.

Template

Candidate preparation guide

What candidates see, how their work is evaluated, and how to set up.

Available

Recruiter training kit

The 30-minute session: sending, reading results, and routing borderline scores.

Coming soon