Search Process

Phase One

Phase One

  • A
    Introductory Consultations
  • B
    Job Description and Search Plan
  • C
    Research and Strategy
  • D
    Identification of Prospective Candidates

Introductory Consultations

  • Meetings with staff, Board members, and key stakeholders to identify and articulate expectations
  • Familiarization with the organization’s values, strategic objectives, peers and general market, as well as the requirements of the position
  • Sharing of perspective and refinement of client objectives and search goals

Job Description and Search Plan

  • Refinement, submission, and approval of the job description, which forms the basis for initial dialogue with candidates and contacts
  • Posting of the job description in specially targeted outlets

Research and Strategy

  • Development of a search strategy to identify optimal candidates and high-level targets
  • Development of key search criteria and a screening matrix
  • Analysis of market conditions and review of the competitions’ organizational and executive talent strategies
  • Identification of industries and companies where top candidates are likely to be found; review of marketplace contacts, prior projects, and our proprietary database

Identification of Prospective Candidates

  • Outreach to identified prospects to gauge qualifications and interest
  • Review of prospect backgrounds, experience, and skills as well as his or her potential “fit” with the client
  • Credential review and interviews of prospects identified by the client

Phase Two

Phase Two

  • A
    Candidate Interviews
  • B
    Progress Meetings
  • C
    Client-Candidate Meetings
  • D
    Candidate Evaluations
  • E
    Reference Checking

Candidate Interviews

  • Face-to face meetings with candidates to gain an in-depth assessment of their qualifications and motivation

Progress Meetings

  • Progress meetings with the client to share our findings, including general market conditions and key strengths of top candidates

Client-Candidate Meetings

  • Arrangement of meetings between the client and the lead candidates; including client and candidate briefings to ensure each is aware of relevant details and requirements

Candidate Evaluations

  • Client and candidate updates on their respective reactions and expectations
  • Client support in assessing candidates against the search specifications

Reference Checking

  • Conversations with individuals who are knowledgeable of the selected candidate’s leadership abilities, technical competencies, skills, integrity, and quality of prior work

Phase Three

Phase Three

  • A
    Negotiation of Offer
  • B
    Client Feedback and Follow-up

Negotiation of Offer

  • Using our knowledge of the market and status as an intermediary, guidance of the client to a candidate’s final acceptance of an offer
  • Assistance in contract and compensation negotiations

Client Feedback and Follow-up

  • At the completion of a search, client review of our firm’s performance
  • Liaise between the client and candidate to support transition
  • Maintenance of relationships with the client and the candidate through periodic contact
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