1. Client Needs Analysis

• Discovery
• Develop a search strategy
• Create a discussion document
• Job description and candidate specifications

2. Identify Potential Candidates

• Identify target companies to source
• Develop a list of names from within target companies
• Potential candidates identified
• Begin to contact the potential candidates

3. Develop Short List of Candidates

• Recruit, qualify, and screen potential candidates
• Present and create interest in opportunity
• Develop a short list of candidates
• Present candidate to the client
• Conduct blind references

4. Rank Candidates and Select Finalist

• Schedule first interview
• Debrief client and candidates
• Rank candidates and select finalists
• Schedule follow-up interviews
• Select and prepare for final interview

5. Finalize Successful Candidate

• Finalize round of interviews
• Reference checks
• Trial close
• Close
• Present offer
• Negotiate offer
• Follow-up periodically with both client and candidate