Our Search Process Checklist

Here is a summary of the many steps we take to assure the satisfaction of all parties involved. The ones highlighted are those we emphasize as keys to the success of our personalized approach to the process.

Position Definition

Gain insight into the uniqueness of each institution and the expectations for the position.
Interview individuals and constituent groups.
Review mission-related and direction-setting institutional documents.
Define responsibilities of the position and the qualifications of a successful candidate.
Develop a set of criteria for use as guidelines throughout the entire process.
Provide a written description to advertise and publicize the position.
Recommend a process and timetable.

Candidate Recruitment

Develop a comprehensive recruitment plan.
Advertise the position in relevant, professional publications.
Solicit potential candidates through our network of professional contacts.
Access computer databases for additional, qualified candidates.
Recruit a diverse pool of qualified applicants.
Contact candidates nominated by others to confirm interest.

Candidate Assessment

Recommend a screening process based upon the criteria developed.
Suggest a format for reference calls.
Advise on the procedure for selecting finalists.
Conduct background checks on finalists.
Make arrangements for candidate interviews.
Insure agreement and cooperation throughout the process.

Candidate Selection

Assist the search committee in identifying candidates who deserve final consideration.
Prepare candidates for interviews if desired.
Review interview format with your representatives.
Assist with setting interview schedules.

Candidate Appointment

Provide information on compensation and benefits packages.
Work closely with your committee and other institutional principals to achieve a mutually acceptable agreement.
Provide counsel in finalizing the appointment letter or contract.
Work with your representatives and the appointee to achieve closure to the search process.

Search Completion

Notify remaining candidates of the search outcome.
Advise on all search process records and the submission of required documents.
Acknowledge all who were involved in the search.

Follow up and Evaluation

Consult periodically with your representatives and the appointee, to determine satisfaction of each.
Provide an opportunity for you to evaluate our effectiveness and efficiency.

Let us put our personalized approach to work on your next search assignment. Learn for yourself how a cost-effective and position specific process can produce the best leadership for your institution.