Our Unique Process

According to our clients, we strike the right balance between a search experience that is customized while 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.”

Trade Association President & CEO

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: establish deliverable milestones and determine communication preferences.
  • Meet with the client and key stakeholders to gain a thorough understanding of the organization and expectations of the position.
  • Develop and refine the position description. Craft the ideal candidate background and profile for the position.
  • Identify appropriate target organizations.
  • Establish the go-to-market strategy.

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 educational credentials.

Phase 2

Candidate Outreach

Lochlin Interviews and Assessment

Phase 3

Client Interviews

And Assessments

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.

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.

Phase 4

Referencing

Coordinate Negotiations

Follow Up