Overview
    The Beginning: Understanding Our Client Organization
    The Middle: Developing and Evaluating the Candidate Pool
    The End: Candidate Selection and Transition

Understanding Our Client Organization

The first part is one of gathering information — understanding our client and its history, structure, culture, business model, competitive environment, and long-term objectives. We meet with key individuals throughout the organization to develop an understanding of what experience, personal attributes, and professional qualities and competencies our client is seeking. We are particularly concerned with outcomes: what activities will lead to success or failure within the organization; what this individual will need to be successful; and how success will be measured. We aim to absorb our client’s unique culture and expectations so that we can convey an appropriately detailed description to potential candidates.

From these meetings and our review of annual reports, organization charts, financial information, and strategic plans, we develop a position description for our client’s approval. This document outlines the context and expectations for the search and the challenges, characteristics, and qualifications of the position. The position description captures the type of candidate we are seeking, provides a framework to guide the search process, and represents both the client and our firm as it is circulated to sources, professional organizations, and potential candidates.

The position description is the first deliverable in the search process.

The Middle: Developing and Evaluating the Candidate Pool

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