Search Delivery and Client Communication · Lesson 1

Plan delivery around useful milestones

Course overview · 4 min reading + 12 min practice, estimated

Principles and method

Break the search into discovery, market research, engagement, assessment and decision milestones. Define what each milestone produces and who accepts it. Work backwards from real dependencies such as interview availability and notice periods. Use ranges where uncertainty is high and expose assumptions. A plan should include candidate communication and review time, not only sourcing activity. Keep work in progress manageable so every active search receives adequate attention. If capacity is insufficient, change commitments before service quality deteriorates.

Worked example

A recruiter limits simultaneous intensive mapping phases because each requires substantial analysis. The plan staggers reviews and agrees client feedback slots rather than promising identical fast delivery to every account.

Put it into practice

Build a four-week fictional search plan with outputs, owners and dependencies.

Use fictional information and keep your work in your own notes.

Compare your approach: self-review guidance

Include a review point for market evidence and a capacity check. A milestone should represent a usable result, not simply a large number of messages sent.

Download the course workbook

Sources and further reading

Original Academy teaching and fictional examples. These references provide context, not endorsement. Edition 2026.09; updated 2026-09-24.

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