Retained Executive Search Excellence for High Growth Playbook – Excel XLSX

BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT

1. 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
2. 210 scored assessment questions across 7 domain areas
3. 9 operational runbooks and checklists ready for immediate use

HIRING EXCEL DESCRIPTION

Retained Executive Search Excellence for High Growth Playbook is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

64 professional files (6 PDFs + 58 Excel workbooks) | 349+ spreadsheet tabs | 2,730+ rows of structured content | 11 organised folders

Retained executive search is a high-stakes discipline where the cost of a bad hire is measured in years and millions. Delivering consistently excellent outcomes takes disciplined process, rigorous assessment, and transparent client partnership. A structured playbook raises the quality bar, shortens time to placement, and builds a defensible practice.

WHAT YOU GET: A THREE-PHASE JOURNEY

Phase 1: Diagnose. Seven domain assessments (30 questions each, 210 total) score your maturity across Client Strategy, Talent Intelligence, Candidate Sourcing, and related areas. You can complete the Quick Scan diagnostic in under an hour and know exactly where the biggest gaps and opportunities sit.

Phase 2: Set Goals. Five PM template workbooks with roadmaps, RACI matrices, milestone trackers, risk registers, and stakeholder communication plans. These lock in scope, timeline, and accountability before a single line of implementation work starts, which is consistently where programmes succeed or stall.

Phase 3: Implement. Nine operational runbooks and checklists covering deployment, compliance, and handover and integration. Every runbook is built to be followed by a working team, not read and filed. Pro tips, example rows, and common-mistake callouts give you the benefit of hard-won practitioner experience from the first day.

7 DOMAIN ASSESSMENTS (210 QUESTIONS)
•  Client Strategy
•  Talent Intelligence
•  Candidate Sourcing
•  Candidate Evaluation
•  Executive Engagement
•  Client Presentation
•  Sector Specialization

9 OPERATIONAL RUNBOOKS
•  Candidate Assessment Framework
•  Candidate Presentation Pack Template
•  Client Discovery Runbook
•  Executive Sourcing Playbook
•  Federal Compliance Integration Checklist
•  Offer Negotiation Handoff Protocol
•  Onboarding Transition Checklist
•  Search Team Role Based Task Guide
•  Talent Landscape Mapping Checklist

The full kit also includes a practitioner-grade library of PM forms spanning all five PMBOK process groups, KPI dashboards, risk and compliance registers, and reference cards. Every template comes pre-populated with domain-specific example data so your team can start editing, not staring at blank rows. You get a consistent operating system across diagnostic, planning, delivery, and sustainment, which is how mature programmes compound improvement year over year.

WHO THIS IS FOR: Search firm partners, recruitment directors, talent leaders, and client HR sponsors.

Aligned with leading industry standards and PMBOK project management practice.

Instant download. Start your first assessment within the hour.

Source: Best Practices in Hiring Excel: Retained Executive Search Excellence for High Growth Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk