Late July, and August especially, do see the momentum in search quietening down due to the summer holiday season. Clients, candidates and key decision makers are heading off to spend quality time with their families and the process surrounding recruiting/hiring can grind to a halt or are quite often, delayed or pushed to the beginning of September.
This period, therefore, is the ideal time for you to get organised, clear the decks and ensure that you are ready for September when everyone is back and it’s full steam ahead.
These five tasks will ensure you utilise this quieter period wisely.
- BUILD YOUR BUSINESS DEVELOPMENT LIST
Create a list of people you want to get to know and then be thoughtful about when, how and with whom you will meet. Regularly update the list.
Think about people you should know, as opposed to people you happen to know. When arranging courtesy interviews with senior executives it is sometimes useful to ascertain their interest in outside boards.
Map out relationship connections between target individuals, leveraging your CRM and other resources to work out who may know each other.
Share your list with your EA and ask them to regularly review write-ins to check if individuals from your BD target companies have contacted you
- REVIEW PROCESSES/DOCUMENT TEMPLATES
What’s working well? What’s not? How can you improve the process?
Do your in-house standard documents need tweaking to take into account any comments you’ve received from clients over the course of an assignment?
The summer break is an ideal time for you all – Consultant/Researcher/EA – as a team to review your processes and documents. Make the necessary changes and start afresh in September with your next new search.
- COMPLETE A FULL AUDIT OF ALL CLOSED SEARCHES
Ensure all documents relating to the assignment are attached to your CRM, including position specifications, candidate reports, progress reports, organisation charts or any documents shared by your client during the process of the search.
Have you been in touch with your prospects and candidates to close them off?
Did you remember to thank everyone, who during the early stage of the search, gave you their time to discuss the search, share their knowledge and insight with you.
- CLIENT SATISFACTION SURVEYS
Do you currently have a process in place when it comes to asking your clients for feedback? If not, the close of every search should trigger you to conduct a survey. Who will conduct the survey – will it be online or will an independent third party call your client?
It’s important to find out what your client’s view is of how the search went. This is a key opportunity for the entire team to learn. Once complete circulate the result to the whole team.
- DEDUPLICATION
This can be a task that is often overlooked or considered to be low priority.
If you’ve not completed a deduplication of records on your CRM for a while, it’s worth spending some time do this. Merge and/or delete and ensure your team knows to double check what’s on your system before simply adding again. Your database housekeeping is important!
As a busy search consultant or recruiter, there’s no expectation that all the above tasks need to be completed by you. Far from it. We’d be more than happy to ‘ensure your life runs more smoothly’ by taking ownership of these and allow you to focus on what you do best!
Feel free to get in touch on 01788 521 970 or email us at office@elitepasolutions.com to hear how we can support your business.
0 Comments