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How Do You Turn a Job Description Into a Checklist?

Every job description parsed on arrival into a requirements checklist — each item flagged hard or coachable against the start date, and every unfilled role given a named reason.

<aside class="ci-wizard" aria-label="Case Intelligence series navigator"> <div class="ci-wiz-eyebrow">The Case Intelligence Series</div> <div class="ci-wiz-sub">13 chapters · foundation + two tracks</div> <div class="ci-progress"><span style="width:67%"></span></div> <div class="ci-progress-label">You're here — Chapter 10 of 13</div> <div class="ci-group">Foundation</div> <ol class="ci-steps"> <li class="ci-step is-done"> <a href="/academy/what-is-case-intelligence" target="_blank" rel="noopener"> <span class="ci-num">1</span> <span class="ci-step-body"><span class="ci-step-title">What Is Case Intelligence?</span></span> </a> </li> <li class="ci-step is-done"> <a href="/academy/how-to-build-a-theory-of-change" target="_blank" rel="noopener"> <span class="ci-num">2</span> <span class="ci-step-body"><span class="ci-step-title">How to Build a Theory of Change That Survives Funder Questions</span></span> </a> </li> <li class="ci-step is-done"> <a href="/academy/theory-of-change-to-data-collection-workflow" target="_blank" rel="noopener"> <span class="ci-num">3</span> <span class="ci-step-body"><span class="ci-step-title">How to Turn a Theory of Change into a Data-Collection Workflow</span></span> </a> </li> </ol> <div class="ci-group">Nonprofit Track</div> <ol class="ci-steps"> <li class="ci-step "> <a href="/academy/review-applications-without-reviewer-bias" target="_blank" rel="noopener"> <span class="ci-num">4</span> <span class="ci-step-body"><span class="ci-step-title">How to Review Applications Without Reviewer Bias</span></span> </a> </li> <li class="ci-step "> <a href="/academy/intake-form-usable-baseline" target="_blank" rel="noopener"> <span class="ci-num">5</span> <span class="ci-step-body"><span class="ci-step-title">How to Design an Intake Form That Captures a Usable Baseline</span></span> </a> </li> <li class="ci-step "> <a href="/academy/spot-at-risk-participants-mid-program" target="_blank" rel="noopener"> <span class="ci-num">6</span> <span class="ci-step-body"><span class="ci-step-title">How to Spot At-Risk Participants Mid-Program</span></span> </a> </li> <li class="ci-step "> <a href="/academy/measure-change-at-exit" target="_blank" rel="noopener"> <span class="ci-num">7</span> <span class="ci-step-body"><span class="ci-step-title">How to Measure Change at Exit (Not Just Completion)</span></span> </a> </li> <li class="ci-step "> <a href="/academy/mentor-notes-early-warning" target="_blank" rel="noopener"> <span class="ci-num">8</span> <span class="ci-step-body"><span class="ci-step-title">How to Catch At-Risk Participants Early with Mentor Notes</span></span> </a> </li> <li class="ci-step "> <a href="/academy/calculate-sroi-live" target="_blank" rel="noopener"> <span class="ci-num">9</span> <span class="ci-step-body"><span class="ci-step-title">How to Calculate SROI — Live, Sourced, and Honest</span></span> </a> </li> <li class="ci-step "> <a href="/academy/cohort-to-funder-impact-report" target="_blank" rel="noopener"> <span class="ci-num ci-num-range">12a</span> <span class="ci-step-body"><span class="ci-step-title">How to Turn a Cohort into a Funder Impact Report</span></span> </a> </li> </ol> <div class="ci-group">Social Enterprise Track</div> <ol class="ci-steps"> <li class="ci-step is-active" aria-current="step"> <span class="ci-num ci-num-range">10</span> <span class="ci-step-body"><span class="ci-step-title">How to Turn a Job Description into a Requirements Checklist</span><span class="ci-step-meta">You're here</span></span> </li> <li class="ci-step "> <a href="/academy/score-candidate-role-matches-without-bias" target="_blank" rel="noopener"> <span class="ci-num ci-num-range">11</span> <span class="ci-step-body"><span class="ci-step-title">How to Score Candidate–Role Matches Without Bias</span></span> </a> </li> <li class="ci-step "> <a href="/academy/cohort-to-investor-impact-report" target="_blank" rel="noopener"> <span class="ci-num ci-num-range">12b</span> <span class="ci-step-body"><span class="ci-step-title">How to Turn a Cohort into a Social-Enterprise Investor Report</span></span> </a> </li> </ol> <a class="ci-next" href="/academy/score-candidate-role-matches-without-bias" target="_blank" rel="noopener">Continue to Chapter 11 &nbsp;→</a> </aside> <style> .ci-wizard{--ink:#48416A;--body:#3D3A33;--muted:#76716A;--surface:#F7F6FD;--surface2:#EFEAFB;--line:#E4DFF2;--line2:#DCCEF4;--accent:#8D8AE8; 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For: placement and matching teams — workforce programs matching trainees to roles, fellowships matching fellows to host sites, accelerators matching founders to partners — who inherit every opportunity description as a paragraph of prose.

Why: a job description is a free-text blob, so matching against it is manual keyword guesswork — slow, inconsistent between coordinators, and a place where bias hides, because the reasons a candidate was passed over are never written down.

Outcome: every requisition parsed on arrival into a structured requirements checklist — each item flagged HARD (disqualifying) or COACHABLE (trainable before the start date), each role scored for fill-difficulty, and every unfilled job given a named reason.

What happens the moment a requisition arrives:

  • Intelligent Cell parses every job description on arrival — free-text prose converted into a structured checklist, each requirement flagged HARD (disqualifying) or COACHABLE (trainable before the start date), with the source line quoted.
  • Intelligent Row gives every role its own profile — one row per requisition: requirements, fill-difficulty score, days open, and the named reason if it's still unfilled.
  • Ask the demand side anything, in plain English — the Sopact assistant cuts across every requisition and your candidate pool at once: "Which open roles could our current cohort fill after one certification?" — from Sense, or from Claude or ChatGPT via MCP.
  • Hard-to-fill roles raise their own hand — when Intelligent Cell scores a requisition as high-difficulty or spots a requirement your pipeline can't meet, you're notified automatically, months before the start date makes it a crisis.

This is Chapter 10 of the Case Intelligence series — and the first chapter on the demand side. In Chapter 9 you computed a live, sourced SROI over the supply-side stores; every chapter so far has been about participants. But placement is a two-sided market, and the other side arrives as prose. Whether your participants are trainees, students, founders, or grantees, the method is identical.

As always, the first two steps are [DIY] — designing the schema and parsing one job description are thinking work for any AI chat window. The last two are [SENSE] — because parsing every requisition as it lands, and lining all of them up against a credentialed pool, needs the stores a chat window has never seen.

A job description is prose — and prose can't be matched

Here is how a requisition arrives: a paragraph. "Seeking a welding apprentice, must be authorized to work in the US, valid driver's license required, OSHA 30 preferred, able to lift 50 lbs, start by November 15." A coordinator reads it, forms a rough mental picture, and eyeballs candidates against the picture. In most placement operations that is the entire matching process, and it fails three ways.

It is slow: every role gets re-read from scratch for every candidate considered — twenty candidates against one role means twenty re-readings of the same paragraph. It is inconsistent: two coordinators weigh "OSHA 30 preferred" differently, so the same candidate is qualified on Tuesday and unqualified on Wednesday, and nobody can say why. And it is where bias hides: when requirements live in someone's head, the reasons for a pass-over are never written down — "not a fit" is the phrase that ends the conversation and erases the evidence.

One design decision does most of this chapter's work: every extracted requirement gets one of two flags. HARD means disqualifying — citizen-only work authorization cannot be coached; a commercial driver's license the program does not train for cannot be earned in three weeks. COACHABLE means trainable in time — a missing OSHA 30 that takes about two weeks is not a rejection, it is a two-week plan, provided the start date allows it. Downstream, the split is what keeps matching humane; in aggregate, it is what makes unfilled demand diagnosable, because the question that matters about a stalled role is which hard requirement blocked it.

Step 1 — Design the requirement schema [DIY]

Decide once the fixed set of categories every requirement falls into — credential, license, work authorization, background, deadline — and the single rule that classifies each one: a requirement is HARD if no coaching before the deadline can satisfy it; otherwise it is COACHABLE. Notice the rule is relative to the deadline, not the requirement — the same missing certificate is coachable in September and hard on November 10. That relativity is why the deadline is a schema category, not a footnote.

Here are the roles I place for — tracks, typical employers, typical requirements — and what my program can train or coach, and how fast: [paste both].

Design my requirement schema. Start from five categories — credential, license, work authorization, background, deadline — and add one only if a recurring requirement fits none of them, quoting the requirement that forced it. List each category's values as a closed set. Then apply the one rule — a requirement is HARD if no coaching before the deadline can satisfy it, otherwise COACHABLE — and tell me which of my values are structurally hard. Working conditions like "lift 50 lbs" are disclosures, not requirements — keep them out of matching.

Keep the schema small. Five categories that hold ninety-five percent of requirements beat fourteen that each hold one — a schema that grows a category per unusual role stops being a schema and becomes prose with extra steps.

Step 2 — Parse one job description by hand [DIY]

Take one real open role and parse its free text into the schema yourself before anything runs at scale — the same calibration move as scoring one application before trusting a rubric with the pool. If a real requirement fits no category, you have found a schema problem on one role instead of after a hundred extractions.

Here is my schema, what my program can train and how fast, and one real job description exactly as the employer sent it: [paste all three].

Parse every requirement into the schema and flag each one HARD or COACHABLE by the rule — can coaching close it before the start date? — not by the employer's word choice: "required" is not automatically hard, and "preferred" is not automatically coachable. Quote the employer's exact phrase next to every flag, and if a coachable gap can't close before the deadline, re-flag it hard and say why. Route working conditions to a disclosures line, and if a requirement fits no category, write SCHEMA GAP instead of forcing it.

The line that earns its keep is the soft one. The welder requisition says "OSHA 30 preferred but we'll train" — a coordinator in a hurry reads "OSHA 30" and rejects a candidate who could have been ready in two weeks. The rule reads the deadline and says COACHABLE, with the employer's own words attached as evidence.

Step 3 — Every requisition structured on arrival [SENSE]

From here on, this is what the product does — not a prompt you run. A chat window parses the one job description you paste; the product holds the requisition store, so the extraction fires on every role as it lands — the first employer's requisition and the fortieth structured against the identical schema. It also computes the one field a chat window never could: fill-difficulty, which requires knowing how rare each hard requirement is in your credentialed pool. Here is the welder requisition, structured the moment it landed:

One requisition · structured the moment it lands (welding apprentice, start Nov 15)
RequirementFlagEmployer's exact phrase
AWS D1.1 certificationHARD"AWS D1.1 certification required"
Driver's licenseHARD"Valid driver's license required (no CDL)"
Work authorizationHARD"Must be authorized to work in the US"
BackgroundHARD"Clean background for site access"
OSHA 30COACHABLE · ~2 weeks"OSHA 30 preferred but we'll train"
Fill-difficultyMODERATEHard requirements common among credentialed candidates
Read it: the prose says "preferred" — the rule says coachable against the Nov 15 start, with the employer's own words attached. A coordinator in a hurry rejects that candidate; the checklist can't.

Every flag carries the employer's phrase, so any classification can be audited in seconds. And the fill-difficulty score is an early-warning system: a citizen-only, clearance-eligible analyst role gets flagged hard-to-fill the day it lands — before a single candidate is proposed, not after six weeks of quiet failure. Tune the hard-versus-coachable rule on your first five or ten requisitions and everything already in the store re-extracts against the revised rule — early and late roles structured identically.

Step 4 — Surface the supply/demand gap [SENSE]

The second thing no standalone prompt can do: line up every open requisition against every credentialed candidate at once. In Sense you ask across the stores in plain language:

  • "Which hard requirements leave roles unfilled?" — the stalled requisitions clustered by the requirement that blocks them, not listed as individual failures.
  • "Where is supply surplus?" — the tracks with more credentialed candidates than open roles this quarter.
  • "Which open roles will be hardest to fill from this pool?" — fill-difficulty ranked from day one, so nobody discovers a doomed requisition in week six.
  • "Turn each cluster into the action it implies" — recruit or train for the blocking requirement on one side; develop employer demand or throttle intake on the other.
The supply/demand gap · requisitions vs the credentialed pool
SideFindingRoute to
Unfilled demand25 requisitions blocked by HARD FAILS — clustered on citizen-only work authorization and CDL licenses the program doesn't trainRecruit for cleared-role tracks; evaluate adding a CDL track
Surplus supply29 credentialed candidates SURPLUS — more welders and CNAs than open roles this quarterOpen new employer demand; throttle intake until it catches up
Early warningCitizen-only analyst role flagged HIGH fill-difficulty the day it landedSet expectations before six weeks of quiet failure
Read it: the 29 surplus candidates did everything asked of them. The gap is a pattern with named fixes on both sides — not a training failure.

Sit with what that table is not saying: it is not saying the program trained people badly. The 29 surplus candidates are credentialed — they did everything asked of them. The gap is a misalignment on two named, structural requirements, and each half points at a specific decision. Without structured requirements, the same reality is 25 individual disappointments and 29 individual frustrations, and the pattern connecting them stays invisible — which is exactly how it stays unfixed for years. The next chapter turns this checklist and that pool into candidate-by-role match scores.

Common mistakes

Treating every "required" in the prose as hard. Employers write "required" loosely — the welder requisition marks OSHA 30 "preferred but we'll train." Flag by the rule, and keep the employer's phrase attached as evidence.

Classifying without the deadline. Coachable is a race against the start date, not a property of the requirement. A checklist with no deadline field makes every coachable flag a guess.

Letting the schema grow a category per role. When a requirement doesn't fit, first ask whether it is really a requirement — "able to lift 50 lbs" is a working condition to disclose, not a match criterion to score.

Rejecting candidates for coachable gaps. The split exists so a two-week gap becomes a two-week plan. Treat COACHABLE flags as soft rejections and you have rebuilt the old bias with better paperwork.

Skipping the employer join. A requisition with no employer name and no requisition ID is an orphan — it can never reconcile with placements, so you can never learn which employers' roles fill and which stall. The reference keys are why the unfilled pattern is computable at all.

What you have now

A fixed five-category schema with one mechanical hard-versus-coachable rule. Every job description parsed into a checklist on arrival, each item flagged, each employer's own wording preserved as evidence. A fill-difficulty score that warns about hard-to-fill roles the day they land. And across the stores, the demand gap as a named pattern — 25 unfilled requisitions traced to citizen-only and CDL hard fails, 29 surplus credentialed candidates traced to thin employer demand — each half pointing at a specific action.

The one thing to do this week

Take your most recent open role — the actual description, as the employer sent it — and parse it with the Step 2 prompt. Flag each requirement against the real start date, then show the checklist to whoever does your matching. If they disagree with a flag, you have found the inconsistency that was already happening silently between coordinators. One structured role is the seed of the demand side.

Who this is for

Placement coordinators who re-read the same job description twenty times a season and carry the requirements in their heads. Programs whose employer partnerships produce requisitions nobody can systematically match against. Directors who suspect their unfilled roles share a cause but can't name it. If a candidate was ever rejected for a certification they could have earned before the start date, the fix starts here.

Structure your demand side in Sopact Sense — sopact.com/academy.

Next in the series: How to Score Candidate–Role Matches Without Bias — the checklist you built meets the credentialed pool, and every candidate–role pair gets a scored, auditable match with the gap named.

Ready to try it for yourself?

ChatGPT, Claude, and Gemini are fine for a quick test — but not for an answer you'll put in front of a funder or board. When it has to hold up, run it in Sopact Sense.

Try it in Case Intelligence →
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Chapters
8
How Do You Define an Impact Metric So Everyone Counts It the Same Way?
Give Every Number One Definition
one-definition-for-every-number
Reporting
Define
8
How Do You Connect Quantitative and Qualitative Data?
Connect Quantitative & Qualitative Data
connect-quantitative-qualitative-survey-data
Feedback
Read
9
How Do You Calculate SROI Live?
Calculate SROI — Live, Sourced, and Honest
calculate-sroi-live
Case
Nonprofit Track
9
How Do You Collect Grantee Reports Without Burden?
Collect Grantee Reports Without Burden
collect-grantee-reporting-without-burden
Grant
Collect
9
How Do You Track Investees Against the Impact Agreement?
Track Investees Against the Impact Agreement (Variance)
track-investees-impact-agreement-variance
Portfolio
Chapters
9
How Do You Turn Reporting Requirements Into Evidence You Can Collect?
Turn Requirements Into Collectable Evidence
turn-reporting-requirements-into-evidence
Reporting
Define
9
How to Analyze Pre and Post Survey Data
Analyze Pre / Mid / Post Data
analyze-pre-mid-post-survey-data
Feedback
Read
10
How to Report a Job-Training Program to Grant Funders
Turn a Cohort into a Funder Impact Report
job-training-grant-impact-report
Case
Nonprofit Track
10
How Do You Chase Missing Grantee Data?
Chase Missing Grantee Data
chase-missing-grantee-data
Grant
Collect
10
How Do You Monitor Portfolio Risk in Real Time?
Portfolio Risk Monitoring & Early-Warning Alerts
portfolio-risk-monitoring-alerts
Portfolio
Chapters
10
How Do You Collect Clean Evidence Inside the Workflow?
Collect Clean Evidence Inside the Workflow
collect-clean-data-at-the-source
Reporting
Embed
10
How Do You Analyze Longitudinal Survey Data?
Track One Person’s Change Across Years
analyze-longitudinal-survey-data
Feedback
Read
11
How Do You Turn a Job Description Into a Checklist?
Turn a Job Description into a Requirements Checklist
job-description-requirements-checklist
Case
Social Enterprise Track
11
How Do You Review Applications Without Reviewer Bias?
Review Without Reviewer Bias
review-applications-without-reviewer-bias
Grant
Analyze
11
Ask Your Whole Portfolio Anything (Claude + MCP)
Ask Your Whole Portfolio Anything (Claude + MCP)
ask-your-portfolio-anything
Portfolio
Chapters
11
How Do You Get Stable Results From Governed Data?
Get Stable Results From Governed Data
same-numbers-every-time
Reporting
Read
11
How Do You Analyze a Batch of Grant Applications?
Analyze a Whole Round
how-to-analyze-a-batch-of-grant-applications
Grant
Analyze
12
How Long Do Program Outcomes Last?
Measure how long outcomes last
measure-outcome-duration-drop-off
Feedback
Read
12
How Do You Score Candidate-Role Matches Without Bias?
Score Candidate–Role Matches Without Bias
score-candidate-role-matches-without-bias
Case
Social Enterprise Track
12
How Do You Trace Every Result Back to Its Evidence?
Trace Every Result Back to Its Evidence
where-every-number-came-from
Reporting
Read
12
How Do You Roll Up a Grant Portfolio?
Aggregate Outcomes Across the Portfolio
how-to-roll-up-a-grant-portfolio
Portfolio
Communicate
13
How to Report Job Placements to Impact Investors
Turn a Cohort into a Social-Enterprise Investor Report
job-placement-investor-impact-report
Case
Social Enterprise Track
13
How Do You Track Reviewer Conflicts of Interest?
Track Reviewer Conflicts of Interest
track-conflicts-of-interest-audit
Grant
Analyze
13
How Do You Write a Donor Report?
Design a Report for a Real Funding Decision
donor-report-funders-trust
Reporting
Decide
13
A practical, step-by-step track for building a donor or grant report funders trust — from the funder's decision back through metrics, clean data, and traceable numbers.
Program & grant managers who report to funders
What Should AI Be Allowed to See in Your Stakeholder Data?
What the assistant may see
what-the-assistant-may-see
Feedback
Prove
13
How Do You Write an Impact Narrative for a Funder?
Write a Cited Impact Narrative
impact-narrative-funder-report-cited
Feedback
Prove
14
How Do You Read a Grantee Report?
Read a Grantee Report
read-grantee-report-multi-signal
Grant
Analyze
14
How Do You Monetize Impact with SROI?
Monetize Impact with SROI Across Levels
monetize-impact-sroi-across-levels
Portfolio
Chapters
14
How Do You Get AI to Write a Funder Report?
Generate the Audience-Specific Report From Evidence
assistant-writes-the-funder-report
Reporting
Decide
14
How Do You Compute Grantee Variance?
Compute Grantee Variance
how-to-compute-grantee-variance
Grant
Analyze
15
How Do You Put a Dollar Value on Impact?
Add a Credible Dollar Value With SROI
credible-dollar-value-on-impact
Reporting
Optional method
15
How Do You Set Up a Study That Follows People for Years?
One person, followed for years
one-person-followed-for-years
Feedback
Shapes
15
How Do You Build an SROI Value Map?
Build an SROI Value Map
how-to-build-an-sroi-value-map
Reporting
Optional method
16
How Do You Track Budget and Actual Spend?
Track Budget vs Actual Spend
how-to-track-budget-invoices-actual-spend
Grant
Analyze
16
How Do You Collect Feedback From Several People About One Person?
Several people describing one person
several-people-describing-one-person
Feedback
Shapes
16
How Do You Pick a Financial Proxy for SROI?
Pick a Defensible Financial Proxy
how-to-pick-a-financial-proxy-for-sroi
Reporting
Optional method
17
How Do You Analyze Grantee Reporting Longitudinally?
Analyze Grantee Reporting Over Time
analyze-grantee-reporting-longitudinal
Grant
Analyze
17
How Do You Compare and Benchmark Investees?
Compare & Benchmark Investees
compare-benchmark-investees
Portfolio
Chapters
17
How Do You Report Across Programs That Were Designed Separately?
Many programs, one picture
many-programs-one-picture
Feedback
Shapes
17
How Do You Calculate the SROI Ratio?
Calculate the SROI Ratio With a Range
how-to-calculate-the-sroi-ratio
Reporting
Optional method
18
How Do You Read a 990 for Compliance?
Read a 990 for Compliance
how-to-read-a-990-for-compliance
Grant
Analyze
18
How Do You Build Dashboards and Compliance Reports?
Portfolio Dashboards & Geographic Mapping
dashboards-sroi-compliance-reports
Portfolio
Communicate
18
How Do You Run a Survey Across a Member Network?
A network where each member sees their own part
member-network-survey
Feedback
Shapes
18
Ask Your Whole Grant Round Anything (Assistant + MCP)
Ask Your Whole Grant Round Anything
ask-your-grant-round-anything
Grant
Analyze
19
How Do You Produce an LP and Board Impact Report?
Produce the LP / Board Impact Report — Live, Not Annual
portfolio-lp-board-impact-report
Portfolio
Chapters
19
How Do You Build a Grant Audit Trail?
Build a Grant Audit Trail
grant-audit-compliance-trail
Grant
Communicate
20
How Do You Connect Your Stack Without Lock-In?
Connect Your Stack Without Lock-In (Microsoft Dynamics, Power BI, Affinity, MCP)
portfolio-connect-your-stack
Portfolio
Chapters
20
How Do You Produce Grant Compliance Reports?
Produce Compliance Reports
grant-compliance-regulatory-reports
Grant
Communicate
21
How Do You Roll Grantees Into a Board Report?
Roll Grantees Into a Board Report
roll-grantees-funder-board-report
Grant
Communicate
22
How Do You Build Grant Dashboards and Maps?
Grant Dashboards & Maps
grant-dashboards-geographic-mapping
Grant
Communicate
23