The pre-offer step of the executive hiring process is crucial to help transition your candidate and client to the offer stage. My firm makes the point to the candidate at this stage to state that although we work for the client company, our role is to be a trusted, neutral bridge between the candidate and client to insure a “win-win” outcome.

 

The following recommendations will help smooth the way to the offer stage:

 

  • Ask the candidate how much current vacation they have and is it their expectation to carry it over to the next job?
  • Request that the candidate start thinking about who they will provide as references that my firm will contact. My firm likes a “360 view” so we ask for a former boss, peer and subordinate and their respective contact information.
  • Ask how the candidate’s current employer will take the news that they will be giving notice once an offer is made and possibly accepted by the candidate. Discuss that we want to ensure that once an offer is made, the candidate will follow through on the commitment to join the new company whether the former company offers a counter or not. Ask the candidate to make sure they are in the “full speed ahead” mode.
  • How much notice does the candidate need to start with the new company? As a search firm we suggest 2 or 3 weeks and anything longer than that there is a slight amount of risk that the candidate may not start and change their mind. My firm gets nervous when the start date is set out to 4 weeks or more.
  • Review the compensation parameters of the new job and ask the candidate where they think they fit within that boundary. Understand the candidate needs from a base, bonus and any long-term incentive considerations and report that back to the client for their understanding and context.
  • Understand and discuss any relocation considerations that will affect the final decision. By this point as the recruiter, you should already have a handle on that but clarify any issues related to relocation with the candidate.

 

At this point in the process, you will be able to gauge the amount of trust that has been built between you and the candidate during the hiring process. If you have built a great relationship, this pre-offer step should go very well based on what is best for the candidate and client so that both parties win during the offer stage. The executive candidate should start with the new company in the weeks ahead if the recruiter has established trust and credibility with both parties.