The quiet engine behind executive searches that stay on track.
NorthOS Executive Search PM is project management built for executive search assignments. It helps search firms and internal talent teams keep each mandate moving from brief to placement, with visible stages, clear ownership, candidate touchpoints, handover notes, and one shared view of progress.
Assignments — Brief to placement, clearly tracked
Stages — Every search status visible
Handover — Progress, notes, next steps saved
Candidate Care — Follow-ups never left to memory
Shaped around the search workflow.
Built for search delivery — keeping each assignment moving, the team aligned, candidate care visible, and every stage clear from brief to placement.
Keep each assignment moving without losing the thread.
Each assignment follows a clear path: brief, research, longlist, outreach, screening, shortlist, interviews, offer, and close. The team can see where the search stands, what has happened, what is waiting, and what needs attention next.
Give the search team one version of progress.
Partners, consultants, researchers, coordinators, and talent teams work from the same assignment record, with ownership, stages, notes, candidate movement, tasks, and next actions in one place.
Make handovers clean enough for someone else to pick up the search.
When someone is away, overloaded, or handing over an assignment, the context is already captured: current stage, candidate status, outreach history, interview progress, notes, risks, documents, and next actions.
Protect candidate care from missed touchpoints.
Track follow-ups, communication notes, response status, interview steps, feedback, and next actions so candidates are managed consistently throughout the assignment.
See which searches are moving and which need intervention.
Review active assignments, current stages, overdue actions, candidate movement, shortlist progress, upcoming interviews, team workload, and searches nearing close without rebuilding status updates manually.
Built around the way executive search assignments actually move.
"Executive Search is a project. It deserves a system built around the project, not a CRM stretched sideways."
See the project system behind the search.
NorthOS Executive Search PM gives partners, project managers, consultants, researchers, coordinators, talent teams, and optional clients the right view of the same assignment: briefs, stages, candidates, outreach, interviews, notes, documents, follow-ups, handovers, reporting, and search history.
A control view for active assignments.
See current stages, assignment health, researcher workload, overdue actions, upcoming interviews, shortlist progress, client updates, risks, and searches nearing placement or close.
A focused workspace for managing the assignment workflow.
Consultants, coordinators, and talent teams can see assigned searches, candidate status, shortlist movement, interview steps, notes, documents, reminders, handover context, and next actions.
A controlled client view where the assignment requires it.
Share relevant search progress, shortlist status, candidate summaries, interview stages, reports, documents, and next steps without exposing the internal working space.
Built-in modules.
Assignments
The assignment as the unit of work. Create a structured workspace for each search, with the brief, role requirements, stakeholders, timeline, documents, ownership, and progress tracked in one place.
Workflow Stages
The search pathway made visible. Track each assignment through brief, research, longlist, outreach, screening, shortlist, interviews, offer, and placement or close.
Candidates
Candidate movement in context. See where each candidate sits in the assignment, what has happened, what is waiting, what feedback has been received, and what needs to happen next.
Follow-ups
Touchpoints that do not rely on memory. Manage candidate communication, client actions, interview follow-ups, feedback requests, reminders, and overdue next steps from the assignment workspace.
Handover Notes
Context that travels with the search. Keep handover notes, key risks, candidate context, client preferences, pending actions, documents, and decision history linked to the assignment.
Dashboard
A delivery view for active searches. Review active assignments, current stages, overdue actions, candidate movement, shortlist progress, team workload, and searches requiring attention.
Plays nicely with the tools you already trust.
Available on Business and Enterprise plans, integrations help NorthOS connect with selected communication, calendar, document, and reporting systems as your search operation grows.
Connect selected search activity to supported email and calendar workflows where available, helping teams manage interview scheduling, reminders, follow-ups, and key assignment actions more clearly.
Organise supported briefs, CVs, candidate documents, interview notes, reports, and client materials so important search records stay linked to the right assignment.
For larger search firms or internal talent teams, NorthOS can support custom integration discussions where third-party systems allow secure API access.
Privacy note: Google Calendar access uses the minimum scopes required to create, update, and delete events you choose to sync. See our Privacy Policy for details.
Pricing
Pricing content to be confirmed. This section should outline the relevant plans, monthly pricing, setup fees if applicable, and what is included at each level.