Lateral Placement - Step By Step


Over the years, Nisus has refined a multi-stage process, each step of which greatly increases our chances of completing a successful transaction for our client.

  1. Evaluation of Qualifications and Potential - The first phase involves making a realistic assessment of our client's qualifications and accomplishments. This allows us to develop a full appreciation of their potential to determine the range of opportunities that might be considered.

  2. Development of Objectives - Based on meetings and discussions with our client, and their responses provided in the Client Profile & Survey completed by all Nisus clients, we begin to develop a clear understanding of their motivations and objectives.

  3. Assessment of Competitiveness - We examine the realm of possible options in light of our client's professional and personal objectives, as well as our own assessment of their potential and relative competitive strengths. We make pragmatic judgments based on our knowledge of the market and the competitive obstacles our client is likely to face.

  4. Identification of Target Opportunities - Based on our extensive intelligence gathering activities and ideas provided by our client, we develop a target list that we then evaluate, eliminating inappropriate names. In recommending prospective targets and alternatives, we work closely with our client and all those in their decision-making process including clients, spouses, partners, etc., to set guidelines for the type of target that is most suitable and desirable. We appreciate that not every alternative is either desirable or feasible, and where appropriate, we suggest other avenues.

  5. Development of Strategy - After identifying prospective targets, we review their characteristics and determine which may have an interest in a professional with our client's profile and potential, and weigh such factors as compatibility of the practice and clients, management style and structure, and the target's ability to offer the compensation and other consideration our client seeks. We then set out to define the manner and sequence in which targets will be approached.

  6. Preparation of Schedule and Milestones - Depending upon the circumstances, we may recommend a serial approach to the targets, but we generally suggest that our client simultaneously approach a carefully selected group of prospects. This is designed to achieve prompt results, while maintaining the confidentiality essential to these efforts. Before approaching prospects we help prepare materials that provide an overview of our client's expertise and qualifications. This is reviewed and approved by our client before it is made available to a limited number of targets, also approved by our client.

  7. Coordination of Supporting Material and Strategy Implementation - We have found that a carefully prepared presentation can be crucial in generating serious consideration and prompt responses. By presenting facts in a systematic, positive fashion, we enable interested parties to avoid time consuming duplication of efforts. We conduct in-depth discussions with our client's references and their constituents of portable business. The purpose is twofold: to confirm our client's integrity, competency, and management ability; and to confirm these parties' commitment to stand ready throughout the remainder of the process. This step has been an essential element in our ability to initiate discussions with decision-makers, which greatly increases the likelihood of timely, candid, and confidential responses.

  8. Interview Preparation - A professional with outstanding credentials and experience may nevertheless fail to achieve satisfactory results in interviews. This is often the result of poor or inadequate preparation. We know how crucial it is to have accurate, timely information and insights about the firm, individuals, industry, and market in which our client's search is being conducted. We continuously gather information about internal and external events and individuals that may affect our client's performance and prospects, analyze this material, and present it accurately and in a timely fashion.

  9. Offer and Compensation Negotiation - Once an employer becomes seriously interested and interviews are conducted, the most difficult phase begins. Our unique knowledge of the market makes our input invaluable when an offer is received. We devise a negotiating strategy with our client, making certain that the views of all parties are analyzed correctly and understood, and help both sides keep the negotiations in perspective and moving forward. We make certain our client's interests are properly safeguarded in whatever agreements may be negotiated and executed.

  10. Transition Integration - Many Nisus clients continue working with us after the successful conclusion of a lateral search. Our Transition Counseling is designed to ensure our client's successful integration into their new team, enhancing their prospects for promotion and advancement, while preserving outside options.

Lateral Placement: "Overview"