Retained Executive Search Process


  • Initial intake meeting.
  • Define job scope, relationships, prioritize competencies, company culture, confidentiality level.
  • Define expectations.
  • Set search strategy: Target sectors, companies, refine candidate profile, and establish important screening questions.
  • Identify roles.
  • Sets communication plan.
  • Define assessments and all pre-hire steps.
  • Review Search Plan with key stake holders.


• Execute search: talent mapping,targeted networking, diversity plan, initial candidate list, and review short list.
• Phone screen, interview potential candidates, do preliminary referencing.
• Create and present Detailed Candidate Dossiers.
• Manage in depth communication process between candidate and clients to insure smooth search process flow.
• Review candidates with stakeholders.
• Set and manage client and candidate interviews/appointments,  Manage feedback/communication post interview.  Schedule appropriate social and life integration meetings when necessary.


• Conduct thorough references,
• Act as Liaison between client and candidate thru offer stage,  facilitate negotiations
• Review compensation, and package, utilize external bench-marking as necessary.
• Provide post hire support.
• Check in calls, monitor any identified pre-search expectations.
• Schedule any pre-hire assessments.
• Review assessments and give appropriate feedback.