Before the Search Begins

The Prep Work

Successful executive search is a team effort: client and search firm complement each other's knowledge and strengths. It is advantageous for a client to do some "homework" both independently and together with the search firm before the search process formally begins.

•    Define who is responsible in your company. Assemble a client team to work in partnership with the search firm. Designate a "team leader." 

•    Clarify the responsibilities of the search consultant, including what the role of the research department will be.  Who is the "head search consultant" on your project? Will researchers interview candidates? 

•    Develop clear job specifications and qualifications with your client team and with the search firm team. Agree on a job description and compensation range. 

•    Agree on a general schedule and timetable for progress reports. Discuss and document an expected time line.

•    Ascertain off limits and blockages. Specify the search firm's obligations and limitations. 

•    Outline an expectation of involvement in negotiations including presence at interviews. If the search is transnational, what exactly is the role of the search firm's other offices? 

•    Review the details of the search firm's method of charging for services and expenses.

•    Discuss some "what happens if" scenarios -- don't make assumptions regarding unexpected results. To ensure success, a clear understanding of the search process and responsibilities must be discussed and understood by both the client and search consultants. Do that work before the search is underway.

Not Just Search — Strategy

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