Page 7 - Proposal Template #7
P. 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
   2   3   4   5   6   7   8   9   10   11   12