The Art of the Courtesy Interview
(By Dan Simmons)
There you are, seated at your desk, trying
desperately to meet your next deadline when an associate stops
by (or maybe a headhunter calls) to tell you that he was just speaking
with a top performer from your direct competitor. We’ll call him “Paul.” Paul
just asked if your company is hiring. You’ve heard of
Paul, and if you had an open position, he would be the first person
you’d contact. But you don’t have
an open slot on your team. What do you do?
You have two choices. (A) You could go back
to the mound of useless paperwork on your desk, or (B) you could
pick up the phone and invite Paul to lunch. The correct answer is (B). Pick
up the phone and extend the invitation.
Right now, those of you with mounds of paper
and tight deadlines are desperately trying to stop reading this
article, but you know in your heart that I’m right. Here’s why: it’s
what you don’t know about this situation that could hurt you,
and that includes the following:
- Paul’s timetable; it might fit your
budget year, or maybe he can wait until an opening arrives
- How many on your team are presently interviewing
for better jobs elsewhere? There may be an opening sooner
than you think.
- Paul might believe that a big change your
competitor is about to make is wrong. Top performers often get out just before
a big mistake. Knowing about this change ahead of time could
help your company capitalize on it, and perhaps you could use Paul
because of a change in the marketplace.
- How much do you know about your competitors? Isn’t
there an old adage that states, “Keep your friends close
. . . and your enemies closer”? Use this meeting to
get a better perspective on your competitor and a different perspective
on your company. See your company through Paul’s eyes.
- Paul could reach high ranks someday and
you might have the opportunity to join his team in a more senior
role. Wouldn’t a
positive meeting today be a nice step to a great job later?
Should you do this with every person you hear
about? Maybe,
but probably not. You should definitely do this with people
who work in hard-to-fill positions and with top 20% performers in
their field.
What to say in the call
“Hi! My name is XX, and I’m the Director of XX
at Great Employer. I was speaking with XX today and he recommended
that I give you a call. He said that you might want to explore
advancing your career, and I’d like to know what you have in
mind.” (Pause and see if Paul picks up on this; if not,
ask if XX was correct; and if yes . . .) “Would you
be available for lunch one day next week?”
What to say in the interview
First, set expectations accordingly. Start with the truth. “I
wanted to meet with you, as I’ve heard good things about you. I’m
not actively recruiting for a particular job at this time, but things
can change at any moment. I thought it best to learn what you
were hoping to do in your next position so that I can review our
situation and see if I can make a fit. Tell me what you’re
hoping your future will hold.” SHUT UP and LISTEN VERY
CAREFULLY to what he has to say. And then follow up with this: “While
I try to stay on top of the industry, I certainly don’t have
your vantage point on your current employer. Why do you think
you need to look outside of your current employer to achieve your
goals?”
The answer to this question will
explain what’s
wrong in his situation. If you can provide the future Paul
is looking for and your company does not have the same issues that
his does, you can recruit Paul. However, if he has unrealistic
expectations, I hope your meal is tasty, because it may be the best
thing to happen during this hour.
Possible outcomes
Let’s look at the three things that might
be occurring at this point:
- Paul could be very happy working on your team because you could
help him reach his goals in an environment where he would feel
comfortable.
- Paul has unrealistic expectations.
- Paul has realistic expectations, but your company cannot meet
them.
With the latter two outcomes, you should become
a detective and casually find out what you can about your competitor—changes
they are making, how they perceive your company, their strengths,
etc. Wrap up with a commitment to share notes from this conversation
with your human resources department and your boss, and state that
you will be in touch if/when a possible match arises. You have
just spent this hour doing in-depth market research. Now
go back to your office and make certain that your team is doing all
it can to be the best in the marketplace.
If you treat Paul with respect and listen to
his concerns, he will walk away with a respect for you and your
organization. Can
you see any downside to having your competitor respect you? Good
PR is hard to get. Paul may one day recommend someone else
to you, someone who might be the right person for your team. Networking
in your industry has too many advantages to list in this article,
but networking at this level of intimacy can prove very useful.
If it turns out that Paul could reach his career objectives with
your organization and he has realistic expectations, next you
need to find out his timeframe. “When are you hoping
to make this change?” Do not fear this question. Many
times the candidate will be months in front of the time they want
to make the change. If it’s soon, then you have some
thinking to do, and you should commit to reviewing your budget and
team and contacting the candidate if an opportunity arises. If
it’s later, then you have some planning to do.
There is one other alternative. If you determine that Paul
would be best suited working for Company Z, you should recommend
that he contact them. You can never have too much good karma.
Planning for a change
First, look at your prospects for expansion. If there are
none, rank your current staff. Don’t worry about the
top; look at the very bottom. Ask yourself this question: If
I had Paul instead of my bottom performer, how would my life be better? If
your life would be significantly improved, then you need to schedule
a real interview in your offices within the next two weeks.
Look for ways to better utilize your worst
performer in other areas of your department or the company. If there are none,
meet with HR and/or your boss to discuss your options and look for
ways to improve your team. Great companies are always looking
to improve, and your boss and HR should provide avenues for you to
better your team by adding top performers from the outside and by
relieving you of having to deal with under-achievers.
(In our past two issues, we’ve looked at the Most Placeable
Candidate—or “MPC”—and the art of the courtesy
interview. Both of these are becoming increasingly important
in light of a new demographic study, which we’ll discuss
in next month’s issue. In short, this study offers
some rather interesting insights into the impending retirement
of the Baby Boomer generation and what it will mean to the workforce. In
the future, having access to MPCs will be more cruical, and embracing
courtesy interviews might give your company the edge it needs when
it comes to securing top talent.) |