Initiate BD in IGNYTE – PM

• New BD Opportunity
• MSA SOW Activation
• Opportunistic Search

Prepare for BD Meeting – Consultant / Researcher / Recruiter

• Draft search roadmap
• Potential List of Candidates using IGNYTE – Research review. Min of 5 in BD – sample candidates
• Pitch deck generated based on client company and role.

Conduct BD Meeting – Consultant

LOE Preparation – Consultant / PM

• Use IGNYTE LOE Builder
• Notification: Terms approved by Region Leader (exceptions)

LOE Created and Sent to Client – Consultant

• LOE created in Docubee
• Sent to Client

Signed LOE attached to BD record – PM

• Signed LOE
• Signed SOW
• Verbal/Email confirmation (new workflow for approval by region leader)
• Notification: Sent to Search Operations and Billing Desk teams for assignment of resources and for search opening

Search Operations assigns resources

• Update Search Team information in IGNYTE

Splits Entered into BD record – PM/Consultant

• Consultant(s) provide split information
• PM enters splits into BD record
• All Consultants with splits must approve (new functionality V2)
• Notification: Notice sent to Consultants to approve splits
• Notification: Sent to billing desk

Search Desk Opens Search

• Billing terms confirmed
• First invoice issued (if new client, then they need to be manually added to Quickbooks)
• Off limits updated (if applicable)
• Notification: Sent to Search Team

Position Profile/Search Roadmap Created – Researcher

Quick Search Run – Researcher

• Research to review. Min of 10 needed.

Client Intake Call

• PM schedules client intake call
• Consultant conducts client intake call
  • If you have a transcript from pitch/bd call where the search roadmap/candidates are discussed, we can use that.
• Upload a transcript of Client Intake call.

Search Roadmap Refined – Researcher

• Notification: Search Roadmap Scope section sent to Consultant for review/edit/approval. Consultant

Search roadmap finalized based on Consultant feedback – Researcher

• Notification: Notice to Search Team that the Search Roadmap has been approved.

Quick Search Rerun – Automated

• Refined results based on finalized search roadmap
• New workflow – once Search Roadmap is approved by Consultant, then Extended Search is automatically run.
• Notification: Once extended search is completed, the Search Team is notified.

Extended Search Run – Automated (currently manually run)

• New workflow – once Search Roadmap is approved by Consultant, then Extended Search is automatically run.
• Notification: Once extended search is completed, the Search Team is notified.

Internal Search Kickoff Call (KG Team)

• PM Schedules
• Researcher shares IGNYTE screen to validate Search Roadmap and discuss Candidate List
• Consultant approves initial candidate list
• Upload transcript of search kick off call (IGNYTE auto fills the search kickoff call completed date – date you created the activity is the date)
• Notification: Summary of kick off call sent to Search Team (shows up on the Daily Digest)

Schedule regular check-in meetings with the internal KG Team – PM

Desk research begins using the search roadmap – Researcher

• Rationale completed by Researcher.
• Notification: Consultant / Recruiter receives notification of the next set of candidates to review and approve/reject

Initial Outreach Immediately after Consultant approval of search roadmap and initial candidate
list – Recruiter

• Type of outreach and number of each outreach is included in the Daily Digest.

Screening Calls – Recruiter

• Screening report with recruiter transcript verified against position profile. Any areas/questions not covered are identified. – Recruiter
• Notification: Consultant receives Daily Digest of Recruiter screening calls and results.

Athena sent to Candidate – Recruiter

• Notification: Search Team receives results of Athena once completed by the candidate. (include in Daily Digest)

A broad internet search for the candidate (social media/google search) for candidates who proceed to
Consultant interview– PM

• Log an activity that populates the date box indicating it is completed. (date of log the activity)

Consultant interview of candidates scheduled (stage Consultant Interview Scheduled) – PM

• Interview preparation generated and sent to the Consultant – PM

Consultant interviews approved candidates (stage Consultant Interview Completed) – Consultant

• Notification: The Search Team gets a summary of Consultant interview, and Consultant approves interview notes.
• Update Client portal (change stage to Consultant interview completed – to show on client portal)– Consultant

Set up status calls immediately after Consultant approves at least 2 candidates – PM

Generate Status Report one day prior to scheduled status call for review  – PM

• Consultant reviews and approves Status Report.
• Status Report sent to client (or link to client portal sent 24 hours prior to call) – PM
• Notification: Status call transcripts summarized (including next steps) and sent to the Search Team.

Client interviews scheduled with candidates (stage Client Interview Scheduled) – PM

• Notification: Consultant is notified of the interview schedule in Daily Digest.

Client interview completed (stage Client Interview Completed) – PM

If the client approves the candidate, feedback is provided by transcript summaries or through
the client portal

• If neither takes place, the Consultant contacts the client for feedback and updates IGNYTE. –Consultant/PM
• Notification: Consultant receives results of Client feedback on each candidate.

Reference checks conducted – Consultant

• Transcripts are summarized and cross-referenced for an auto-generated reference report for Consultant approval. – Consultant
• If references are not transcribed, the Consultant enters or dictates the notes into IGNYTE for each reference – Consultant

Degree verification completed (if applicable) and input into IGNYTE – PM

• Notification – Search Team notified once completed.

Offer Negotiations – Consultant

• IGNYTE provides competitive compensation landscape (if possible)
• Offer letter provided – Client (stage changed to Offer Presented)
• Offer letter signed – Candidate (stage changed to Placement)
• Notification – Search Team notified once stage changed to Placement.

Search closeout call scheduled with Search Team – PM

• Recruiter shares IGNYTE screen with closeout checklist – V2 done in IGNYTE.
• IGNYTE provides case study from data in IGNYTE and search closeout call transcript.
• IGNYTE provides a search closeout report to the client, which is reviewed and approved by the Consultant .
• Notification Billing Desk receives Search Closeout checklist and closes the search.

Search Officially Closed – Billing Desk

• Off Limits updated
• Search Status Updated
• Final invoice created and sent to client.
• Notification Search Team notified that search is officially closed.

Post Close Follow-Up

• Notification: IGNYTE notifies the Consultant 90 days and 365 days after the search closes to follow up with the client/candidate.