Five Phases of Search

5 PhasesPhase One: Organizational Consulting (weeks 1 to 3)

  • Meet with Client Search Committee members, key staff, and key stakeholders to understand and calibrate organizational requirements for the position as well as to understand the organization’s culture.
  • Understand and assess the dynamics and current situation of the client organization.
  • Draft, review and edit the Position Specification

Phase Two: Candidate Identification & Outreach (weeks 2 to 5)

  • Engage with members of the board, senior staff, and other stakeholders and community members to identify prospective candidates.
  • Perform independent research to identify potential candidates.
  • Create listing of initial professionals to be approached.
  • Create and confirm an outreach strategy to increase the probability of individuals’ consideration of the opportunity.
  • Solicit, review and assess professional submissions from candidates in response to our outreach.
  • Facilitate Search Committee review of professionals’ presentations of qualifications.

Phase Three: Interviewing and Presenting (weeks 4 to 9)

  • Interview and qualify candidates employing competency-based assessment
  • Interview internal candidates, as appropriate
  • Prepare candidate presentations for client Search Committee
  • Assist client in setting up interviews and a successful interview process
  • Present qualified candidates to the Search Committee

Phase Four: Selection and Presentation of Offer (weeks 10 to 12)

  • Consult to client Search Committee on candidate selection
  • Conduct 360-degree referencing
  • Assist in structuring and presenting offer
  • Facilitate communication internally and externally regarding acceptance of offer.

Phase Five: Transition Planning and Follow Up (after the conclusion of the search)

  • Follow-up with successful Placement and client to ensure successful transition at 60- and 90-day intervals, as well as at the six-month and 12-month anniversary of the Placement’s date of hire

We make every effort to include as diverse a candidate pool as possible, drawing upon industry associations and organizations that self-identify potential diversity candidates.

Sally Carlson, Managing Partner
415.203.5259 mobile
917.922.6113 mobile

For Clients:

Carlson Beck brings you strategic thought and partnership, partner-led experience, a limited search load, very limited conflicts and a deep commitment to our clients’ missions. Continue reading »