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.

San Francisco Office

5 Third Street, Suite 838
San Francisco, California 94103

Sally Carlson, Managing Partner
415.433.2299 office
415.203.5259 mobile

New York Office

420 Lexington Avenue, Suite 300
New York, New York 10170

917.922.6113 office

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 »