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Principles of Good Practice and the Keys to Success * The Search and Hiring Process Confidential: Intellectual Property of Littleford & Associates and NAIS

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Page 1: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

Principles of Good Practice and the Keys to Success

*The Search and Hiring Process

Confidential: Intellectual Property of Littleford & Associates and NAIS

Page 2: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*Hiring the Consultant

*Decide by the fiscal year beginning June 30 if possible

*Ensure chemistry of consultant and search chair

*Understand the implications of the price of the service

Page 3: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*Hiring the Consultant

*Ensure you know who you are “getting” if you choose a large search firm

*Determine how much process vs. product you want: do you want a placement firm or “full service”?

*Clarify the consultant’s role in screening names, checking references and building rapport with candidates

*The consultant should provide a complete description of services offered including fees and expenses (and how often he/she will be present on site)

*Decide how “democratic” you want to be, i.e., the level of constituent input you want to gather and the cost associated with that choice

Page 4: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*NAIS Principles of Good Practice Regarding Search Consultants

*The consultant should make known the other clients for which he or she is currently conducting a search to fill a similar position, including those that may compete with yours

*The consultant should be conducting a manageable number of searches at any given time to ensure quality attention to each client. (What is the number that you are comfortable with?)

Page 5: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*NAIS Principles of Good Practice Regarding Search Consultants

*The search consultant should make every effort to understand the school, its mission and its culture (and write a unique profile).

*The school NOT the candidate is the client.

*The search chair/consultant relationship and frequent contact are key to success

Page 6: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*NAIS Principles of Good Practice Regarding Search Consultants

*A candidate who is a sitting head and seriously considering another headship should inform his board chair in confidence (when?)

*The consultant should not invite the candidacy of a head of school placed in that position by the consultant’s firm within the last 5 years.

Page 7: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*NAIS Principles of Good Practice Regarding Search Consultants

*The consultant should describe the role of the search committee in checking references.

*The consultant should emphasize the importance of discretion and confidentiality to both the committee and candidates

Page 8: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*The Consultant Should Develop a Leadership

Profile

*Littleford & Associates recommends interviewing board members individually and key constituents in focus groups to develop a list of key candidate qualifications and qualities

*If desired an online survey may be used to gather data

*Littleford & Associates recommends a workshop to present this feedback to the entire board

Page 9: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*The Consultant Should Develop a Leadership

Profile

*The consultant develops the profile to be reviewed by the search committee and then shared with the committee

*The profile may be posted on the websites of appropriate national and regional associations as well as other networks.

*The profile may be posted on the school website

Page 10: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*Communications with the Search Consultant

*The search consultant should have one “point person” for all communications, usually the chair.

*The school should designate one professional and discrete staff member who will provide clerical assistance. The division of labor between the school and the firm should be clear.

Page 11: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*The Consultant’s Network

*The consultant should:

*Be able to “cast a broad net” by contacting sitting heads who may be a good fit but may not be actively seeking a new headship

*Know top second tier administrators and aspiring heads

*Reach out beyond those who reach out to him or her

*Stay in touch with candidates at all stages of the process

*Sell all the school to all candidates: never make assumptions that the preferred candidate(s) will remain available and accept your offer

Page 12: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

* Composition of the Search Committee

*The most effective members clearly understand and are able to articulate the mission of the school.*Five to seven board members (limit to Board?)*They have some degree of institutional memory and board service.*They do not represent the interests of any particular group or a personal agenda.*The Chair MAY be the next Board Chair.

Page 13: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*NAIS Principles of Good Practice for

Search Committees

*School visits should be made only when the candidate and search committee are a mutually serious stage.

*Visits to a candidate’s present school should be complete yet at no time jeopardize his or her current position. (only at very finalist stage

Page 14: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

* The Role of Advisory Committees

*A vehicle for soliciting the opinion of key groups: teachers and administrators; students; alumni; and parents*May meet semifinalist candidates and meets finalists*One large group of 15 or subgroups of 4-5*Members must provide different perspectives, but with a long term, objective view*An alternative to Advisory is “reps” on Board Committee

Page 15: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

* The Role of Advisory Committees

*The consultant should counsel the advisory committee(s) of their role and help to suggest appropriate questions.*The chair of the advisory committee(s) reports to the search committee chair*One or two key advisory committee members may go on visits to finalists’ schools.*Note: advisory committees do not have ultimate decision-making authority

Page 16: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

* Consideration of Internal Candidates

*Care must be taken in handling the candidacy of current administrators.

*Internal candidates may or may not be the “faculty favorite”.

*If the internal candidate is not chosen, the School may lose an administrator or retain one who may find supporting the new head difficult.

*Understand the risks of even inviting internally interested candidates to be interviewed. Disappointment can be damaging.

Page 17: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*Interviewing Candidates

*The consultant should advise the committee on the interviewing of semifinalists and finalists

*The actual interviewing is the responsibility of the committee.

Page 18: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

* The Importance of Reference Checking

*At the semifinalist stage, each member should be assigned a candidate whose references should be checked carefully.*References should be checked with the candidate’s permission.*Every effort should be made to find references beyond those provided.*Confidentiality and discretion are assumed at all times.*The consultant should suggest questions.

Page 19: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*The Compensation

Package

*The consultant should offer counsel on structuring a compensation package that is fair and competitive.*The consultant should offer advice on all elements of the package: salary, retirement, deferred compensation, housing and other benefits.*The board may want to retain outside counsel at this point to facilitate closure on the compensation offer to the favored finalist

Page 20: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*Transition and Change

* The politics of transition and change

* Managing the pace and nature of change

* Building coalitions

* Retaining institutional memory

Page 21: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

*Counsel on Transitions

*Littleford & Associates recommends a full board transition workshop.

*Boards need to understand the challenges and pitfalls pacing new heads and experienced ones in a new headship

Page 22: Principles of Good Practice and the Keys to Success Confidential: Intellectual Property of Littleford & Associates and NAIS

John C. [email protected]

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