Page 6 - Proposal Template #7

Project Details continued P r e - S cr een E v a l u a t io n f or m

Pre-Screen Evaluation Form

Position: CFO Candidate Name:
Interview preparation
05 Working with the City, we will advise and develop interviewing strat- Interview Date: 1/14/19 Candidate A

egies and a set of key questions. We will also contact, organize, and
assemble panelists as needed.

phase 03 Technical Fit
questions on-site Binders

Possesses core skills needed for the role 5

Facilitation of interviews Demonstrates clear communication skills 5
06 Our firm will provide oversight during the intervew process and Demonstrates problem-solving skills and creativity 5

facilitate a focused discussion to identify the most qualified can-
didates. The interview panel will narrow the field of candidates
to two or three finalists who are then asked back for a second Enthusiasm
and final interview. We are well versed on the various formats
second-round interviews can take, and can advise according to Displays strong knowledge and enthusiasm for the company and role 3
the specifics of each position.
Phase 03
Collaboration
organize skilled moderation
Exhibits high levels of collaboration and excels in a team dynamic 5

Cultural Fit
Backround, reference checks, and offer Work style, preferences, and personality are a good team fit 4
07 Our team will conduct thorough reference and background

checks for select candidates. We will facilitate and leaad negoti-
ations and final terms and conditions of employment as needed. Total 27

phase 04
thorough balanced Overall: Many years of increasingly senior roles in Finance Dept. [blank] Agency, additional years of
experience as Director of finance departments for a number of cities in California. Ref '3' for
Knowledge.
Good experience at solving challenges and implementing solutions to ensure solid financial
maintenance of records and ongoing communication management practices are implemented in the public sector. Also experienced at working with elected
08 We are responsible for ensuring compliance with and estab- Strong candidate.
officials and boards.
lishing and maintaining all legally mandated documentation
throughout the process.

In addition to the steps of the process leading to an offer of em-
ployment to the top candidate, we are committed to ensuring
that the new incumbent’s transition into the new position will
be smooth and successful.
PHASE 04
Modern software successful transition