Executive Search Client Data Points
Developing the Search Strategy – Data gathering & overview
Organization Information:
[Sources for information: Business Plans & Decks for Investors; Marketing Summaries]
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Company Information – Brand Offering
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Ownership Structure
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Org Structure - Matrix?
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Business Model: B2B, B2C, B2B2C
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Competitors
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Differentiators
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Any ‘off limits’ Companies/Foundation/Donors?
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Revenues/’burn rate’/Margins
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Is the company profitable?
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Number of employees in organization:
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HQ location:
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Job Location:
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Domestic & Global aspects to role
Position & Org Information:
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Org Chart
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Reports to (Name/Title) or Hiring Manager
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Job Title (Level/Functional Area)
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Reporting to Position
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Number of peers (titles/positions)
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New Role or Existing Why is there a vacancy?
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Duties & Responsibilities (existing position specification?)
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Budget? P&L?
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Part of which grouping, division, unit?
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Compensation (Base/Bonus/Equity Other –Performance Opportunities):
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Benefits (LTIP, 401k, Auto, Executive Packages, Vacation schedule, Other):
Environment & Culture:
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Why work here?
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What does the market say about your organization? Glassdoor ranking?
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Define Leadership & Management Styles
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What is the draw and/or career track for this position?
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Significant metrics, KPIs or other numeric business factors to consider: such as Travel? (what % and to where/type/length)
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Is it a blended role and What has been the history of position and filling it?
Interview/search process:
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Is it Confidential?
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Who will be involved, input on role and to interview - in what order; and what are their backgrounds?
Hiring Manager:
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What are you like as a manager/leader?
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Do like complimentary or similar skills sets and behaviors?
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What does this person have to accomplish in the first year?
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What will this person have been doing in the last five years?
Qualifications/MUST HAVES, include key criteria version, such as:
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Degree/credentials
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Industry, Skills or Specialization background
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Leadership Style/personality traits – To best fit in the environment or change
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Specific prior professional experience in order of need 3-4 points: i.e. transformation, turnaround, IPO etc.
Process:
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Do you prefer to see a slate of candidates in a close time frame or as they come up in the process?
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What is the best time for scheduled telephonic updates
Additional Information: