Our Unique Process

According to our clients, we strike the right balance between a search experience that is customized while also following a process that ensures excellent, proactive communication, timeliness and the best possible outcome.

“Lochlin has the most comprehensive process of search firms I’ve worked with.  Their upfront research process really made a huge difference  … and the initial vetting Lochlin did compared to others was certainly more robust.  It’s a real differentiator.  It’s hard to understand the value up front but I understood it when I saw the exploration of depth in sectors and the quality of the candidates.”

Frank Hugelmeyer, President, Recreation Vehicle Industry Association (RVIA)

Here is an overview of our search process:


Phase 1

Due Diligence and Stakeholder Meetings
Develop Position Specification

Due Diligence and Opening the Search

  • Establish a working timeline for the engagement: set deliverable dates and determine communication preferences.
  • Meet with the client and key stakeholders of the search:  gain a thorough understanding of the organization, expectations of the position, and plans relevant to the conduct of the search.
  • Develop and refine the position description:  develop the ideal candidate background and profile for the position.
  • Identify appropriate target organizations.
  • Establish the go-to-market strategy.



Phase 2

Candidate Outreach
Lochlin Interviews and Assessment

Active Recruitment

  • Research, network and identify potential candidates and proactively approach them.
  • Conduct regular status calls with the client to review potential candidate profiles and provide market feedback.
  • Screen and evaluate candidate prospects.
  • Interview and assess the strengths and weaknesses of each potential candidate with respect to the position requirements and ideal candidate profile.
  • Verify credentials and education.



Phase 3

Client Interviews

Client Interviews and Assessment

  • Present the best qualified candidates for client consideration and interviews.
  • Provide a written overview of each candidate’s background, along with our own assessment of his/her fit with the position criteria and candidate profile.
  • Arrange meetings and prepare the candidates for client interviews:  actively coordinate, schedule and manage the interview process, communicating with all parties frequently.  Thoroughly brief each candidate on the client and organization.
  • Assist the client in comparing and contrasting candidates’ styles and skillsets.


Phase 4

Coordinate Negotiations
Follow Up

Final Offer and Transition

  • Conduct comprehensive reference checks on the finalist candidate.
  • Coordinate background checks, if required.
  • Negotiate a compensation package and other terms that are mutually acceptable.
  • Help with transition logistics.
  • Stay in touch on a regular basis with the client and placement to ensure a smooth transition.