| A | B |
|---|
| Prepare Client Call Plan | Build a target list of companies to approach |
| Open Client Dialogue | Initiate a conversation with a prospective client |
| Assess Opportunity | Determine if a project is worth your time investment |
| Complete Needs Analysis Profile | Gain in-depth information from a client regarding an opportunity |
| Evaluate Project | Determine if you will actively search on a project |
| Co-Create the Project Plan | Partner with the client to agree on dates and responsibilities |
| Identify Candidates | Source individuals through various resources |
| Prepare Candidate Call Plan | Build a target list of candidates to approach |
| Complete the Candidate Data Sheet | Gain in-depth information about an individual's accomplishments |
| Match with Opportunities | Pair candidates and existing client projects |
| Create Short List/ Comparison Matrix | Develop a concise, side-by-side listing of qualified candidates |
| Check References | Verify candidates' qualifications |
| Prep Client for Interviews | Coach hiring authorities on presenting their opportunities |
| Prep Candidates for Interviews | Coach candidates on presenting themselves to clients |
| Debrief Candidates | After an interview, gauge a candidate's interest in an opportunity |
| Debrief Clients | After an interview, gauge a client's interest in a candidate |
| Broker Offer to Candidate | Extend the offer and close for a decision |
| Assist with Candidate / Client Transition | Support the candidate's resignation and prepare client for candidate's arrival |
| Provide Ongoing Support | Demonstrate your value even after the position is filled |
