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EDITABLE WORKSHEET · ADVANCED
Executive search brief
Coordinate a confidential search with clear decision authority.
How to use it
Use a fictional case first. Replace assumptions with verified, authorized information before professional use. Keep real candidate information in your approved systems. Complete each field, identify the next action and review the plan with the appropriate owner.
Completed example: the reasoning
A confidential replacement search should not reveal the incumbent’s situation in broad outreach.
See the completed worksheet example
- Mandate and business outcomes
- Fictional mandate: lead a service expansion within approved operational capacity.
- Decision group and approval authority
- Board sponsor sets scope; designated panel evaluates; HR confirms terms.
- Candidate evidence required
- Seek relevant expansion and team-leadership evidence, not title prestige alone.
- Confidentiality and access boundaries
- Only authorized participants see candidate details; no broad confidential-brief distribution.
- What can be disclosed at each stage
- Define when employer identity and mandate details may be disclosed truthfully.
- Debrief, communication and review plan
- Record independent evidence before debrief and give candidates agreed updates.
Offline formats
This worksheet is page 26 of the 27-worksheet collection.