Position Information Form

Click to download ColumbiaSelect Position Information Form

1. Organization Information

  1. Contact name(s) / Title(s)
  2. Organization structure
  3. Key Executives (background, edu. etc.)
  4. Sales, revenues, earnings (historic, current & projected)
  5. Principal competitors
  6. Competitive position within industry
  1. Short and long term strategies
    1. Acquisition plans / Diversification plans
  2. Number of employees
  3. Other pertinent company information
  4. Description of organizational culture
  5. Human Resources internal contact
  6. Recruiting packets

2. POSITION INFORMATION

  1. Position(s) title
  2. Why position(s) open
  3. To whom will Incumbent report (name, title, experience, responsibilities)
  4. Who directly reports to Incumbent and who are principal associates?
  5. Description of Incumbent’s Department
  6. What are the immediate major challenges?
  1. What are other responsibilities to be assumed?
  2. What are, if any, opportunities for other responsibilities in the future?
  3. Extent of authority and budget/P&L accountability
  4. What problems will Incumbent face?
  5. What are the measures of success for this position?

3. IDEAL CANDIDATE INFORMATION

  1. Education
  2. Experience (type, level & minimum amount)
  3. Competencies required
  1. Specific professional requirements
  2. Personal characteristics required for success

4. COMPENSATION CONSIDERATION

  1. Range of base salary
  2. Formula for incentive (short term) comp
  3. Formula for deferred (long term) comp
  4. Stock Option or other form of equity participation program
  1. Employment contract//non-compete
  2. Fringe Benefits (i.e., healthcare, retirement, car, cell phone, club memberships, etc.)
  3. When reviewed (annually, semi-annually)

NOTE: See ColumbiaSelect Compensation Review Form

5. RELOCATION POLICY

  1. Real Estate fees-Closing costs
  2. Temporary living expenses
  3. Movement of household goods
  1. Family house hunting trips
  2. Mortgage assistance
  3. Home purchase

6. WORLD OF CANDIDATES

  1. Likely target organizations
  2. What should Candidate be doing if in target company
  3. Which companies are off-limits (due to client’s negative bias or for any other reason)

7. INTERVIEW AND SELECTION PROCESS

  1. Names / Titles of interviewers
  2. Backgrounds
  3. Responsibilities  Role of ColumbiaSelect
  1. Who are key decision makers
  2. Selection process:
    1. Role of ColumbiaSelect
    2. HR/Hiring Mgr./Board

8. COMMUNITY INFORMATION

  1. City in which position is located
  2. Where do most of his/her fellow executives live
  1. Housing facilities
  2. Characteristics and attractions of community
  3. Location recruiting package