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Executive preparing for a leadership discussion

Discovery preparation

Come to the first call with the right inputs

The quality of a search or a delivery engagement is set in the first conversation. Work through the points below, keep your notes on your device, and print them if it helps.

What are you preparing for

0 of 11 points prepared. Your progress stays on this device.

  • Reporting line, team size, budget owned and the mandate the leader is being hired to deliver.

  • Where you would like us to look, and where we must not approach.

  • Base, variable, equity where relevant and the flexibility available for an exceptional candidate.

  • What has to be true for this to be worth doing. Describe the result, not the job title.

  • Who signs off, who interviews or reviews, and who has to live with the outcome.

  • Whether this is exploratory, planned for the coming quarter or already urgent.

  • Onsite, hybrid or remote, and which countries or time zones are acceptable.

  • A range is enough. It helps us tell you early if the market matches the expectation.

  • How many stages, who is involved and how quickly feedback can be returned.

  • Background checks, right to work, data handling, regulated environment requirements.

  • How you will judge the engagement at 30, 90 and 180 days.

Want us to review it with you

Send your details and we will set up a discovery conversation with the people who would run the engagement. Your checklist notes stay on your device.

Step 1 of 2: your details

Submissions are stored securely. We do not share your details.

Related

See how the engagement itself runs

The process centre sets out the ten step retained search methodology and the paths used for staffing, managed teams, AI work and India GCC builds.

Start here

Ready when you are

Bring the checklist to the call or send it ahead. Either way the conversation starts further forward.