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The first step in a successful search is to learn as much as possible about both the job and the business. Understanding the “nuts and bolts” of a position is definitely important and this can include things like the job’s purpose, the responsibilities assigned to the role, the day-to-day tasks, expected results, how the job fits into the organization’s structure, and the skills and personal attributes needed to perform the job well.

Equally important is getting to know the client to gain an understanding of what makes the business unique. How an organization defines its “culture” can have a huge impact on recruitment and the short- and long-term success of a search. There is a greater likelihood that a placed candidate will stay with a company when its values are in sync with the employee’s values and the work feels meaningful.

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