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Our Process

Our advisors become trusted partners as we consider your business holistically. We build context around the position you are seeking to fill and the specifics expected from the individuals who might fit. We dig deep into culture, organizational structure and market position to adeptly identify candidates with the greatest potential to impact your organization.

Phase 1: Research and Organizational Evaluation

Before the active search begins, we consult and collaborate with your decision-makers to define or redefine the position within the context of your specific organizational needs. Together, we develop a detailed position specification that guides us in our search and allows potential candidates to self-qualify.

Phase 2: Outreach and Preliminary Interviews

We are thorough and intentional as we internally develop an outreach strategy, bolstered by an intimate knowledge of the industry’s pool of talent and our professional connections with the industry. We contact potential candidates by phone to introduce them to the position and gauge their interest. A 90-minute interview follows, conducted face-to-face or through video conferencing. We identify the candidates who have the experience, abilities and individual characteristics that align with your organization’s needs. Then we deliver detailed, written assessments for a select group of candidates we believe will fit.

Phase 3: Client Interviews, Reference Checks and Closure

A retained search is a meaningful commitment, both for clients and candidates, and we seek to find value via our work for both parties throughout the search process. Through multiple stages of client-candidate interviews, we provide steadfast support and consultation. We schedule and manage the candidates, conduct 360-degree reference checks, and continue to provide advisory along the way. When the client is ready, we can assist in structuring an offer letter and compensation package, and then coordinate the next steps to ensure a successful transition.

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