The right process and tools help determine the optimal fit.
The Kaplan Method
The Kaplan Method has been tested and refined over nearly four decades through hundreds of senior executive searches and thousands of executive candidates. It’s how we execute every assignment, and it’s why we’re so successful.
1. POSITION DUE DILIGENCE & CULTURE AUDIT
A candidate is only as strong as the role they assume. We take a hard look at what you think you need and help confirm that it’s right. We dive deep into your work environment to fully understand how the position fits and who will ideally fill it.
2. RESEARCH & CANDIDATE SOURCING STRATEGY
We tap into our network of insiders and our proprietary database to ensure that we target the right institutions and the right leaders every time. We develop a customized strategy for each assignment with a focus on diverse candidate slates.
3. CANDIDATE IDENTIFICATION & ASSESSMENT
It takes more than a good first impression to impress us. Through multiple interactions, we expertly assess who will be the right fit for the role and deliver only the optimal matches.
4. CLIENT INTERVIEWS WITH CANDIDATE SLATE
We present a finely tuned slate of contenders who are not only well-suited for the role, but who also align with your strategy, culture, and environment. Together we plan and prepare for each interview.
5. BEHAVIORAL ASSESSMENT & REFERENCE EVALUATIONS
We leverage industry-leading assessment tools for additional insights. We talk to everyone—from colleagues to former bosses to third-party advisors—to uncover the full story and provide a complete and accurate candidate profile.
6. OFFER PREPARATION & CANDIDATE CLOSING
We support preparation of the final offer and handle tough negotiations if they arise. We close the deal by helping candidates understand the career opportunity and long-term potential.
7. TRANSITION COACHING, RELOCATION & ONBOARDING SUPPORT
We continue to stay close to the process for a full year after placement, ensuring a smooth transition for the organization and executive. We help support the onboarding process to enable an effective executive integration.
Predictive Index
The Predictive Index (PI) delivers an accurate fit-gap analysis to confirm that you are selecting the best candidate match for the role, environment, and company culture. The PI helps to develop the foundation for a stronger selection process, offering insight into the behaviors and drives necessary for superior performance. Each candidate’s PI survey results can be compared with the needs of the position, highlighting both fits and gaps.
Hogan Assessments
Hogan Assessments are a series of proven, science-based tests used to gain an accurate insight into prospective and existing employees’ personality and cognitive abilities. The surveys employ a metric of personality scales to help identify individual strengths and shortcomings and determine the perfect fit within specific organizational cultures. By analyzing the results, we can help organizations strengthen their recruitment decisions, improve the quality of hires, facilitate leadership development, and build successful teams.
I finally had the opportunity to work with Alan and his team to fill two key C-suite executive roles, with amazing results. Their expertise in assessing our needs, along with the capabilities and character of candidates, has produced outstanding outcomes for us. They are truly now our go-to resource!
President + CEO, EagleBank