Executive Search Process


Our goal is to be true advisers to our clients during all phases of a search. We strive always to exceed client expectations by providing a meaningful choice of candidates and a smooth and thorough process, which includes five main phases:

  • Establish search priorities

    Analyze the challenges unique to the organization and the role

    Determine the skills, knowledge and abilities required, offering insight and fresh perspectives on how clients can think about their needs; when appropriate, challenge client assumptions and present alternative ideas for how to conceive a role

    Develop a customized position and candidate specification, detailing the company, the role, responsibilities, goals and key challenges of the position as well as the experience,qualifications and competencies required for success

    Determine the client priorities that will shape the search process

  • Determine search strategy

    Conduct targeted research into companies and sectors to find those with relevant skill-sets and qualifications, supplementing our extensive knowledge of and relationships with board directors and senior executives across industries and functions

    Develop a long list of prospects best qualified for the role, with the goal of providing real options for clients to consider

    Talk with third-party contacts to identify and qualify prospects; core to our approach, this preliminary referencing work makes for more productive long-list discussions

  • Attract and evaluate candidates

    Approach potential candidates to test their interest in the role, drawing on our insights about candidate interests and aspirations to persuade strong prospects to consider new opportunities

    Conduct rigorous competency-based interviews with candidates based on the proven skills, knowledge, abilities and aptitudes outlined in the position specification

    Develop a short list of candidates with the qualifications and interest in the position

  • Present most qualified candidates for client interviews

    Present the most qualified candidates based on in-depth written analysis and appraisal against the specification

    Drawing on informal external views on each candidate to confirm and enhance our knowledge of the candidate’s achievements and track record, provide meaningful insight into past performance and reputation

    Perform in-depth executive capabilities assessment leveraging proprietary Executive Intelligence evaluation methodology in high-stakes finalist selection situations

    Verify each candidate’s academic qualifications

  • Complete the search

    After the client has selected its preferred candidate, conduct thorough background checks and referencing to further assess competencies, strengths and weaknesses, and to provide external views of the individual

    Assist in negotiations over compensation and other terms to help finalize the search

    Communicate regularly with client and placement during transition

    Conduct client satisfaction survey to improve service and refine approach

    Periodically follow up with client and candidate once search is closed, checking in on the placement’s fit with the organization and the progress of the transition

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