Our 10-step process gets results. Note that the timing is an estimate based on past experience; we will tailor the timing to your specific engagement.


Gather Intelligence

Weeks 1 - 2

  • Develop & validate search parameters
  • Interview leadership team members
  • Review key client documents

Prepare Candidate Specification Document

Weeks 1 - 2

  • Prepare a comprehensive candidate specification document including organizational profile, position responsibilities, and required qualifications
  • Establish disclosure criteria and timeline

Generate Leads and Qualify Prospects

Weeks 3 - 6

  • Actively reach out to our talent and relationship networks
  • Generate a list of candidates and track prospects
  • Conduct an initial assessment of the candidate’s “Switching costs” and motivations to seek out a new opportunity

Develop & Validate Candidate Short List

Weeks 4 - 6

  • Whittle candidate list down to short list of candidates for review
  • Provide client short listed candidates with comparative matrix

Validate Finalist Candidate Profiles & Schedule Interviews

Week 6 - 7

  • Conduct reference checks and administer assessment tools
  • Schedule face-to-face interviews

Prepare for, Conduct Interviews & Debrief

Weeks 7 - 9

  • Brief client of key aspects of each finalist
  • Prepare each finalist for interviews
  • Depending on client needs, sit in on interview to facilitate the process
  • Debrief after interviews are complete

Determine Order of Finalist Preference & Develop Offer

Week 10

  • Client selects finalists it wishes to pursue, and in what order
  • Assist the client in preparing offer letter that is appealing to both parties

Negotiate / Close Search

Week 11

  • Assist the client and finalist in coming to agreement
  • Act as an intermediary for both parties to get to “yes”

Prepare for Candidate Start Date

Week 12 +

  • Assist in making a seamless transition for candidate to join client’s organization
  • Act as resource for candidate in preparing for new role

Candidate Onboard

Week 13 +

  • It’s the candidate’s first day on the job!
  • Celebrate the onboarding of the candidate!