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HomeMy WebLinkAboutAcumen Presentation for City of Tigard c ACUMEN EXECUTIVE SEARCH ACUMEN EXECUTIVE SEARCH EXECUTIVE SEARCH AND ADVISORY SERVICES City of Tigard T . CITY OF d igar Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com Dear City of Tigard, Thank you for the opportunity to provide a proposal for the City Manager's position with the City of Tigard. The following pages outline our proven methodology and success, drawing on 18 years of executive recruiting experience. Acumen Executive Search is an Oregon-certified Women Business Enterprise (WBE) and Emerging Small Business (ESB) executive recruiting and advisory firm headquartered in Tigard, Oregon. Since our founding in 2007, we've been committed to delivering equitable, customized, and impactful leadership solutions that empower both our clients and the communities they serve. As a Tigard-based business owner, our deep local involvement gives us a unique advantage in recruiting. We effectively promote the benefits of living and working in Tigard, reflecting our commitment to the city. Our active participation in organizations such as the Tigard Chamber, Pacific Northwest Defense Coalition, Leaders and Executives Across Professions, Sherwood Chamber, BizWomen, Provisors, Women Presidents Organization, Vistage, Association for Corporate Growth, and Partners in Diversity demonstrates our commitment to the community. We welcome the opportunity to contribute to the future of Tigard's administration. At Acumen, we specialize in recruiting and placing executive and leadership talent for a select clientele. Our team is composed entirely of professionals with executive leadership and hiring experience, which allows us to deeply understand the nuances of organizational culture, strategic alignment, and long-term fit. We customize each of our 9 steps to find your next City Manager. We don't pull people from a database but go out and "find". We don't just fill roles; we build leadership teams that thrive. What sets us apart: • 99% success rate for retained searches • 93% candidate retention rate of three years—double the national average • 92% of our business comes from referrals and repeat clients • 68% of leadership placements have been women and/or individuals from underrepresented populations Our approach is both art and science. We follow a proven 9-step process that begins with a deep cultural and needs assessment and culminates in the strategic placement of a candidate who aligns with your mission, values, and long-term goals. We are proud to be a trusted partner to organizations that value their people and are committed to meaningful leadership. We would be honored to pport your executive search needs. Suzanne Hanifin, President AACUMEN EXECUTIVE SEARCH Who We Are We know our process works because we: • Partner with you from start to finish: From intake and position description to value proposition, we help craft the most compelling reasons why a candidate would want to come work for you. • Work closely with Boards, Council Members, Government Leaders, and Stakeholders throughout the entire process. • Represent both the client and the candidate, ensuring alignment and transparency. • Create a customized interview process tailored to your organization, from creating interview questions to moderating interviews. • Facilitate listening sessions to promote employee engagement. • Live here, understand the region, and have deep community roots—we know how to successfully relocate people here. • Stay connected to national organizations, bringing broader insights and reach. • Balance organizational needs with candidates' goals and values to ensure long- term success. Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com AACUMEN EXECUTIVE SEARCH THE ACUMEN MISSION : HIRING FOR GOOD • A hiring process that uplifts everyone: your organization, the candidates we engage, and the communities that you serve. • Bringing lasting and impactful leaders who fulfill long-term organizational objectives, in addition to immediately adding value. • Engaging diverse leaders and building an inclusive and thriving workforce. Acumen is: • A certified woman-owned executive recruiting and advisory firm • Founded in 2007 Acumen specializes in: • Recruiting and placing executive and leadership talent for a select clientele Acumen is committed to: • Delivering equitable, customized, and impactful leadership solutions that empower both our clients and the communities they serve Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com AACUMEN EXEC U T I V E SEARCH WHY ACUMEN • 99% success rate for retained searches - Acumen delivers qualified candidates that meet or exceed our client's expectations. • 93% candidate retention rate after 3 years - Acumen's candidates have double the national average retention rate. • 92% of our business is referral and repeat business - Acumen's clients honor us with repeat business and referrals. Demonstrating our ability to understand the client's needs, deliver outstanding candidates, and provide supportive service and advisement throughout the recruitment and integration process. • 68% of our leadership positions have been filled by women and/or underrepresented communities - Acumen's 18 years of equity-focused recruiting speaks to our inclusion, elevation, and support of diverse candidates. • 20% of new hires moved from outside the region to take their role - Acumen recruits from near and far to find the best candidates and supports their successful relocation and integration into their new home. • 7-10 weeks average search completion - Acumen's process, professional team, and dedicated time commitment to each recruitment delivers stellar results within a quick time frame. \ • 80% of hires result from our intentional outreach - reaching far beyond those who apply unprompted or come from a recycled list of candidates. Acumen targets and engages a broad, experienced, and diverse candidate pool. L . •+sue N; , rEr Acumen Executive Search #40 We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com AACUMEN EXEC U T I V E SEARCH OUR METHODOLOGY Acumen's carefully crafted search process is designed to help our team: UNDERSTAND your organization's culture and needs DEFINE the desired skillset, experience, and attitude of your ideal candidate IDENTIFY talented people successfully doing this work DELIVER a slate of exceptional candidates to you SUPPORT you through the 9 Hire onboarding process Follow up 8 Offer Development i Negotiation 7 Client Interviews/ Reference Checks 6 Presentation of Top Candidates 5 Prescreening/Interviews/Career Coaching 4 Brand Amplification 3 Acumen Sourcing-Push/Pull Methodology 2 Industry Research and Team Profiling 1 Needs Analysis and Culture Assessment Our process works Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com AACUMEN EXEC U T I V E SEARCH We will be your trusted partner from stakeholder intakes, to the position description creation, to client interviews, to the offer and negotiation, and to the pre-onboarding. Our Methodology & Example Timeline Step 1/Week 1-2 - Needs Analysis and Culture Assessment We will be your trusted partner from stakeholder intakes, to the position description creation, to the interviews, to the offer and negotiation, and to the pre-onboarding. Our trusted 9-step methodology begins with a deep dive into the cultural and values alignment between our client organizations and prospective candidates. We invest significant time engaging with key stakeholders, counsel, and Leadership Teams to understand the unique blend of experience, skills, leadership style, and expectations required for the role. Through comprehensive interviews with hiring managers, counsel, and Leadership Teams, HR leaders, peers, direct reports, and other relevant stakeholders, we build consensus around the Ideal Candidate Profile. This profile becomes the foundation for targeting the search, screening candidates, and supporting the successful integration of the new leader into the organization. We represent you and the candidate and will strike a balance between what is needed and alignment with the candidate's goals and values. Step 2/Week 1-2 - Industry Research and Team Profiling At this stage, we develop a tailored outreach strategy and compelling value proposition specific to the role. This includes identifying and engaging targeted networks, organizations, affinity groups, national groups and associations, and geographic regions for outreach and job promotion. We also customize our engagement tactics and proactively plan for any challenges that may arise in sourcing candidates who align with the Ideal Candidate Profile. A marketing-forward job posting and brochure will be crafted and reviewed in collaboration with client representatives. As part of our inclusive and equity review process, we will carefully assess the language and requirements to ensure they are inclusive and do not unintentionally discourage individuals from diverse backgrounds and experiences from applying. Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com Step 3/Week 3-6 - Acumen Sourcing - Push/Pull Methodology We take a proactive and intentional approach to engaging both active and passive candidates, utilizing a blend of traditional and innovative sourcing strategies. The team member leading this effort brings extensive leadership experience and ensures every candidate is treated with respect through timely, transparent communication. Rather than relying solely on job postings or applicants, we actively seek out high-potential individuals who may not be actively pursuing new opportunities. This approach goes beyond recycled candidate lists; Acumen consistently introduces fresh talent and new perspectives to every search. 20% of our new hires moved from outside the region to take their role. We recruit near and far to find the best candidates and support their successful relocation and integration into their new home. Step 4/Week 3-6 - Brand Amplification Acumen leverages social media, trusted national networks, and other methods to amplify the company's brand nationally and profile as a leader in the market, acting as an extension of your marketing, sales, and PR functions. Step 5/Week 6-7 - Screening, Interviews, and Coaching Our structured three-step interview process is designed to identify top-tier candidates by thoroughly evaluating their experience, skills, behavioral traits, leadership style, and motivations. We also assess how well their personal values and long-term goals align with those of the organization. To ensure a comprehensive understanding, Acumen dedicates five+ hours to each candidate before presenting them to the client. In addition, our career coaching equips candidates to present themselves authentically and confidently throughout the client interview process. Recognizing that communication styles, cultural norms, and other factors can create barriers for some individuals, this coaching fosters a more equitable experience and supports our clients' objectives. Step 6/Week 8 - Presentation of Top Candidates Acumen presents only the most qualified candidates, accompanied by detailed insights and feedback. Because we invest significant time with each individual, we're able to deliver a clear, thoughtful analysis of how each candidate aligns with the Ideal Candidate Profile. This ensures that every candidate we recommend is not only highly capable but also aligned with your organization's culture, values, and strategic goals. Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com AACUMEN EXEC U T I V E SEARCH Step 7/Week 9-10 - Client Interviews Acumen provides comprehensive support throughout the interview process, including logistics coordination, consultation, and facilitation of candidate conversations and panel interviews. Beyond scheduling, we collaborate closely with your team to develop thoughtful interview formats and questions, design and create calibration tools, and schedule and moderate interviews, while also identifying strategies to minimize bias and promote a fair, inclusive evaluation process. As appropriate for the role, Acumen can also conduct reference checks, background screenings, and other candidate vetting procedures. Additionally, we offer professional personality and strengths assessments for top candidates, providing valuable insights that can help differentiate between multiple strong contenders and support confident, data- informed hiring decisions. Step 8/Week 10 - Offer Development/Negotiation Acumen provides support in finalizing the hiring process, including offer development, negotiation, and coordination of start dates. We also assist with pre-onboarding—bridging the time between offer acceptance and the candidate's first day—to ensure a smooth transition. Additionally, we collaborate with clients to design thoughtful onboarding plans that set new leaders up for long-term success. Step 9: Hire/Follow up Acumen conducts scheduled post-placement check-ins with both the candidate and the hiring manager to ensure a smooth transition and long-term success. We also support the development of a case study to capture key insights, outcomes, and best practices from the search process. I 41.119112111111 NI '�� I _:i a �! 11© } 716:1 _ r Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com ACUMEN EXECUTIVE SEARCH The Acumen Team for City of Tig and Over 50 years of collective experience in leadership development and executive Search Each recruitment will be assigned two Acumen team members: Suzanne Hanifin, who will serve as the Client Manager, and Molly Norton, our Talent Director. This assures a quick and responsive process, where we can simultaneously focus on our targeted candidate outreach and client-facing support. Our team of experienced professionals is empowered to address issues quickly and focus on the best outcome for our clients. Suzanne Hanifin — President & Client Manager Molly Norton - Sr. Director of Talent Suzanne is the President & Client Manager of Acumen Executive Search, a premier boutique firm known for placing high-impact executives and building leadership teams that align with organizational purpose and culture. With more than two decades of experience in executive recruiting, strategic planning, and business leadership, Suzanne is widely regarded as an industry-agnostic, trusted advisor to companies seeking transformative talent. Molly has over 25 years of experience in executive search, global HR, performance management, 360 feedback, and leadership development in top-tier global management consulting and has worked across the spectrum of industries from global, Fortune 20 high-tech companies to public sector/government institutions, to non-profits, to small, family-owned entrepreneurial companies. Molly has an exceptional ability to find the right candidate for our clients, often digging deep to locate the elusive "unicorn." Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com AACUMEN EXECUTIVE SEARCH Fee Structure The rate for the recruitment for the City Manager will be a flat fee of $42,500. The fee will be invoiced as follows: • Initial Retainer fee: One-third (1/3) of the search fee will be paid at the time of search initiation. • The second third (1/3) of the search fee will be paid at the time of the candidates' interviews with the client. • The final third (1/3) of the search fee will be recalculated to reflect the actual final agreed- upon first year's salary on the candidate's start date. All the following services are included in the fee listed above at no additional charge. Service Quantity Details A marketing-forward position description will be posted on broad job posting sites such as Linkedln, Indeed, and Tracker recruiting software that re-posts on additional sites. Considering the Position unique characteristics of the role, we will Description Up to 5 determine additional postings and outreach - Postings postings universities, alumni groups, culturally specific organizations, professional websites and publications, veteran groups, or professional associations. Additional postings, exceeding 5, will be agreed to in advance and billed at our cost. A marketing brochure will also be developed. Acumen Staff: Estimated 60- The Client Manager will be the main point of Client Manager 90+ hours contact for the Client, ensuring that the process is smooth and you receive timely communications. Acumen Staff: Talent Acquisition staff will actively be seeking and Estimated 70- Talent screening candidates that uniquely address the Acquisition 90+ hours needs and cultural/values alignment for your role. Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com AACUMEN EXECUTIVE SEARCH Service Quantity Details Acumen Staff: Estimated 4-8+ Operations Manager oversees our systems, Operations including posting the role, responding to inbound Manager hours inquiries, and organizing candidate information. Acumen Staff: Estimated 10- Acumen's President and Client Manager will President & Client 20+ hours oversee the process, reviewing key information Manager and assisting with candidate negotiations. Acumen Managed Estimated 3-5 Acumen will request references from the Reference Checks hours per candidate, develop custom reference check on the Final candidate questions for the role, conduct interviews with Candidate. (assuming 3 references, and provide detailed reports for references) review by the hiring manager/committee. Using a third-party multi-faceted assessment, Acumen can present findings and use insights to Acumen Managed inform the interview process. Third Party Behavioral/ Assessing up to Please note: Acumen acknowledges Cultural Test Personality 5 candidates Bias and uses a multi-faceted test to reduce the Assessments impact of potential biases. This assessment is not (Optional) intended to be used to make a hiring decision, just to inform the process (for example: developing interview questions). As Portland area residents, we can authentically attract candidates from outside the region to this Community beautiful place we call home. Supporting Connections 2-4 Hours candidates that are moving to the area with connections to community, whether that be a Real Estate Agent, culturally specific community groups, etc. Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com JACUMEN EXECUTIVE SEARCH Service Quantity Details Post Placement: Following up with the candidate and hiring manager, 2-Month Review assisting with navigating these key times as and candidate transitions to their new role. Provide 4-6 Hours 6-Month Case consultation, coaching, and onboarding assistance. Study 6-month case study benchmarks to goals identified in the Ideal Candidate Profile. Acumen will facilitate and manage any background Candidate's checks needed for the role. The only fee will be the Educational, third-party background check agency's charge. Criminal, and As required for These will be billed to the Client at Acumen's cost or Civil Litigation role Background can be conducted through the Client's established provider/system. All costs will be agreed to in Checks. advance. • Candidate Travel Acumen will facilitate and manage any needed As required for to In-Person candidate travel to interviews. All costs will be interviews Interviews agreed to in advance and will be billed at cost. Acumen has made arrangements with several Executive Coaches to provide 4+ sessions addressing common onboarding issues such as Formal One-on- establishing trust with new colleagues, presentation One Executive skills, or building high-functioning teams. Coaching Coaching & As needed can be a key tool in equity/DEI initiatives that seek Onboarding to support diverse leaders. (optional/as- needed) Acumen team members will work with the selected coach and Client to provide an overview of the new role and background information. Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com c ACUMEN EXECUTIVE SEARCH GUARANTEE Each step in Acumen's process works toward finding a candidate that will fulfill your long-term organizational objectives, in addition to immediately adding value. From the development of an Ideal Candidate Profile to onboarding support, each step is strategically designed to support the success of your new leader. Acumen's 93% employee retention rate over 3 years is 2 times the national average. If, within the first twelve (12) months, it becomes necessary to terminate or the selected candidate resigns, Acumen will search for a comparable replacement with no additional search fee. This guarantee will not apply if employment terminates due to a layoff or position elimination. .:iirierk'44:: rlii II ' •.fit—. L I I 1 .+ v' . , ,i ,, i, ,t .k. ,•• ___, ,_..1 I. ,.. . Li,.%ii.SETLItrUid I I , i "-. k ,1,. , , w:' P r a .I` �. •.1 Iiy'�' J 1WP Itif a r44- 0 .._ _/:r a Rom.., ram - - / .- =-T - Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com References Jenny Haruyama City Manager Executive Search conducted and City of Beaverton successfully placed: Phone: 503-526-2222 • Assistant City Manager jharuyama@beavertonoregon.gov Marni Kuyl Executive Search conducted and Assistant County Administrator Washington County successfully placed: • Director of Health & Human Phone: 360-903-7363 Marni_Kuyl@washingtoncountyor.gov Services Andy Nelson CEO Executive Search conducted and Ride Connection successfully placed: Phone: 503-804-8796 • Chief Executive Officer • anelson@rideconnection.org Chief Financial Officer Valdez Bravo Executive Search conducted and Chief Operating Officer successfully placed: Multnomah County • Chief of Operations Phone: 503-442-1074 • Behavioral Health Division Director valdez.bravo@multco.us • Department of Community Services Director Alana Silverman Sr. Director of HR Cascadia Health Executive Search conducted and Phone: 503-234-2630 successfully placed: Alana.Silverman@cascadiahealth.org • Chief Executive Officer Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com Notable Past Government Non- Profit, & Association Recruitments • Multnomah County Department of • Associated Builders & Contractors PNW Community Services Director - Chief Executive Officer • Multnomah County Director of Animal • Centro Cultural — Development Director Services • City of Beaverton - Assistant City • Multnomah County Health Excellence Manager Officer • Crook County - Chief Information • Multnomah County Chief Operations Officer Officer • DevNW — Chief Program Officer • Neighborhood Health Center — Director • Housing Works — Executive Director of Information Technology • Innovative Housing — Housing • Oregon Professional Liability Fund — Development Director Chief Executive Officer • Lane County Director of Health and • Oregon Real Estate Forms — Executive Human Services Director • Lane County Sr Human Services Division • Parrott Creek — Finance Director Director • Ride Connection — Chief Executive • LanSu Chinese Garden - Executive Officer Director • Ride Connection - Chief Financial • Micro Enterprise Services of Oregon — Officer Executive Director • Washington County - Director of Health & Human Services CIL _J. • mar Acumen Executive Search We Hire for Good 503.430.0294 I Info@AcumenExecutiveSearch.com I www.AcumenExecutiveSearch.com