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The Search Process

At The Excelsior Bay Group, we believe each search is a critical component of our client’s strategic plan and how well the individual integrates into the organization’s culture will determine the level of success of a search and how the successful candidate contributes to the advancement of the mission. Specific steps in our process:

  • We discuss their organizational relationships, fundraising and marketing strategies, donor and board expectations regarding the scope of the position; we also compile the criteria needed in all potential candidates.

  • We prepare a Position Profile outlining the organization’s history, structure, programs and future, along with a description of the position’s responsibilities skills and abilities needed from the ideal candidate.

  • Our research is focused on assessing and filtering information to identify key potential candidates.  We compile a database of talented professionals in the Twin Cities and the broader Minnesota community, along with a network of industry leaders, business contacts, and professional associations to create an extensive list of prospective candidates.

  • Our search team places sourcing and networking calls to identify and attract individuals who meet the specifications listed in the Position Profile.

  • We evaluate potential candidates on their experience and organizational culture fit.

  • We lead a Candidate Review meeting to share summaries and credentials of qualified candidates who fit the profile and determine the client’s interviewing schedule.

  • Our search team coordinates client/candidate interview meetings that outline pertinent information to be considered in the successful conclusion of the search process.

  • Back-ground and reference checks are done to obtain in-depth information and insights regarding the candidate’s work history and integrity in the job.

In concluding the search, The Excelsior Bay Group assists our client in structuring the compensation package and other elements of the employment offer.  Once the successful candidate is hired, our search team follows-up periodically within the first year on both the client and candidate to ensure a successful integration into the client’s team.