Relationships - Financials - Template - NextGen Retained Executive Search

NextGen Global Executive Search
Exceeding Expectations

Relationships - Financials - Template

Please fill out this as completely as you can. You can click the "add another row" button to continue adding records as needed to a maximum of ten rows in each section.

Step 1 of 7

Full Name
Email
Today's Date
MM slash DD slash YYYY
Leadership and Team Management
Please provide information relevant to the role (maximum last 10 years) in descending order
Employer
Years Managed Team
Total Number of Direct Reports
Team Makeup by Role Titles
Geo Locations
How Team Was Built
Add another row?
- Yes
Employer
Years Managed Team
Total Number of Direct Reports
Team Makeup by Role Titles
Geo Locations
How Team Was Built
Add Another row?
- Yes
Employer
Years Managed Team
Total Number of Direct Reports
Team Makeup by Role Titles
Geo Locations
How Team Was Built
Add Another row?
- Yes
Employer
Years Managed Team
Total Number of Direct Reports
Team Makeup by Role Titles
Geo Locations
How Team Was Built
Add Another row?
- Yes
Employer
Years Managed Team
Total Number of Direct Reports
Team Makeup by Role Titles
Geo Locations
How Team Was Built
Add Another row?
- Yes
Employer
Years Managed Team
Total Number of Direct Reports
Team Makeup by Role Titles
Geo Locations
How Team Was Built
Add Another row?
- Yes
Employer
Years Managed Team
Total Number of Direct Reports
Team Makeup by Role Titles
Geo Locations
How Team Was Built
Add Another row?
- Yes
Employer
Years Managed Team
Total Number of Direct Reports
Team Makeup by Role Titles
Geo Locations
How Team Was Built
Add Another row?
- Yes
Employer
Years Managed Team
Total Number of Direct Reports
Team Makeup by Role Titles
Geo Locations
How Team Was Built
Add Another row?
- Yes
Employer
Years Managed Team
Total Number of Direct Reports
Team Makeup by Role Titles
Geo Locations
How Team Was Built

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Key Industry & Customer Relationships (Most recent 7 Years)
Depending on the role, this may include external (customers, vendors, partners); if key to success in the role is adding internal customers, please list those also
Month
Date Relationship Started
Year
Month
Date of Last Contact
Year
Type Of Contact
Entity - Company Name
If not internal
Relationship Title
Result of Relationship
Add Another Row?
- Yes
Month
Date Relationship Started
Year
Month
Date of Last Contact
Year
Type Of Contact
Entity - Company Name
If not internal
Relationship Title
Result of Relationship
Add Another Row?
- Yes
Month
Date Relationship Started
Year
Month
Date of Last Contact
Year
Type Of Contact
Entity - Company Name
If not internal
Relationship Title
Result of Relationship
Add Another Row?
- Yes
Month
Date Relationship Started
Year
Month
Date of Last Contact
Year
Type Of Contact
Entity - Company Name
If not internal
Relationship Title
Result of Relationship
Add Another Row?
- Yes
Month
Date Relationship Started
Year
Month
Date of Last Contact
Year
Type Of Contact
Entity - Company Name
Relationship Title
Result of Relationship
Add Another Row?
- Yes
Month
Date Relationship Started
Year
Month
Date of Last Contact
Year
Type Of Contact
Entity - Company Name
Relationship Title
Result of Relationship
Add Another Row?
- Yes
Month
Date Relationship Started
Year
Month
Date of Last Contact
Year
Type Of Contact
Entity - Company Name
Relationship Title
Result of Relationship
Add Another Row?
- Yes
Month
Date Relationship Started
Year
Month
Date of Last Contact
Year
Type Of Contact
Entity - Company Name
Relationship Title
Result of Relationship
Add Another Row?
- Yes
Month
Date Relationship Started
Year
Month
Date of Last Contact
Year
Type Of Contact
Entity - Company Name
Relationship Title
Result of Relationship
Add Another Row?
- Yes
Month
Date Relationship Started
Year
Month
Date of Last Contact
Year
Type Of Contact
Entity - Company Name
Relationship Title
Result of Relationship

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Examples of How You Have Been an Influencer
This is meant to gauge how YOU are an Influencer within the industry. It is NOT about who influenced you. Please DO NOT include attendee or sponsor at a trade show or conference as that is irrelevant. We should note that only about 20% of the workforce are actually influencers.
Date
MM slash DD slash YYYY
Roles and Events
Group/Event/Blog Name
Reference URL

IMPORTANT: If you cannot validate by a URL, please upload PDF. If no validation do NOT include
PDF Reference Document
Drop files here or
Accepted file types: pdf, doc, docx, txt, ppt, jpg, Max. file size: 100 MB, Max. files: 2.
Add another row?
- Yes
Date
MM slash DD slash YYYY
Roles and Events
Group/Event/Blog Name
Reference URL

IMPORTANT: If you cannot validate by a URL, please upload PDF. If no validation do NOT include
PDF Reference Document
Drop files here or
Accepted file types: pdf, Max. file size: 100 MB, Max. files: 2.
Add another row?
- Yes
Date
MM slash DD slash YYYY
Roles and Events
Group/Event/Blog Name
Reference URL

IMPORTANT: If you cannot validate by a URL, please upload PDF. If no validation do NOT include
PDF Reference Document
Drop files here or
Accepted file types: pdf, Max. file size: 100 MB, Max. files: 2.
Add another row?
- Yes
Date
MM slash DD slash YYYY
Roles and Events
Group/Event/Blog Name
Reference URL

IMPORTANT: If you cannot validate by a URL, please upload PDF. If no validation do NOT include
PDF Reference Document
Drop files here or
Accepted file types: pdf, Max. file size: 100 MB, Max. files: 2.
Add another row?
- Yes
Date
MM slash DD slash YYYY
Roles and Events
Group/Event/Blog Name
Reference URL

IMPORTANT: If you cannot validate by a URL, please upload PDF. If no validation do NOT include
PDF Reference Document
Drop files here or
Accepted file types: pdf, Max. file size: 100 MB, Max. files: 2.
Add another row?
- Yes
Date
MM slash DD slash YYYY
Roles and Events
Group/Event/Blog Name
Reference URL

IMPORTANT: If you cannot validate by a URL, please upload PDF. If no validation do NOT include
PDF Reference Document
Drop files here or
Accepted file types: pdf, Max. file size: 100 MB, Max. files: 2.
Add another row?
- Yes
Date
MM slash DD slash YYYY
Roles and Events
Group/Event/Blog Name
Reference URL

IMPORTANT: If you cannot validate by a URL, please upload PDF. If no validation do NOT include
PDF Reference Document
Drop files here or
Accepted file types: pdf, Max. file size: 100 MB, Max. files: 2.
Add another row?
- Yes
Date
MM slash DD slash YYYY
Roles and Events
Group/Event/Blog Name
Reference URL

IMPORTANT: If you cannot validate by a URL, please upload PDF. If no validation do NOT include
PDF Reference Document
Drop files here or
Accepted file types: pdf, Max. file size: 100 MB, Max. files: 2.
Add another row?
- Yes
Date
MM slash DD slash YYYY
Roles and Events
Group/Event/Blog Name
Reference URL

IMPORTANT: If you cannot validate by a URL, please upload PDF. If no validation do NOT include
PDF Reference Document
Drop files here or
Accepted file types: pdf, Max. file size: 100 MB, Max. files: 2.
Add another row?
- Yes
Date
MM slash DD slash YYYY
Roles and Events
Group/Event/Blog Name
Reference URL

IMPORTANT: If you cannot validate by a URL, please upload PDF. If no validation do NOT include
PDF Reference Document
Drop files here or
Accepted file types: pdf, Max. file size: 100 MB, Max. files: 2.

Save this form and Continue at a later point in time

P&L / Budget / Revenue Responsibility (last 7 Years descending by year)
Year
Responsibility
Performance
Increase or Decrease by %
Annual Size (please add the symbols $ or £) & the abbreviations B for billion, M for million, K for thousands – example $43M
Add another row?
- Yes
Year
Responsibility
Performance
Increase or Decrease by %
Annual Size (reminder add the symbols $ or £) and the abbreviations B for billion, M for million, K for thousands – example $43M
Add another row?
- Yes
Year
Responsibility
Performance
Increase or Decrease by %
Annual Size (reminder add the symbols $ or £) and the abbreviations B for billion, M for million, K for thousands – example $43M
Add another row?
- Yes
Year
Responsibility
Performance
Increase or Decrease by %
Annual Size (reminder add the symbols $ or £) and the abbreviations B for billion, M for million, K for thousands – example $43M
Add another row?
- Yes
Year
Responsibility
Performance
Increase or Decrease by %
Annual Size (reminder add the symbols $ or £) and the abbreviations B for billion, M for million, K for thousands – example $43M

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Investor / Finance / M&A Targets and Relationships (Last 10 Years in Descending Order)
Month
Year
Month
Year
Relationship Title
Name of Firm
Target of Interaction
Type of Transaction
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £
the abbreviations B for billion, M for million,
K for thousands – e.g. - $43M
Add Another Row?
- Yes
Month
Year
Month
Year
Relationship Title
Name of Person / Firm
Target of Interaction
Type of Transaction
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £
the abbreviations B for billion, M for million,
K for thousands – e.g. - $43M
Add Another Row?
- Yes
Month
Year
Month
Year
Relationship Title
Name of Person / Firm
Target of Interaction
Type of Transaction
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £
the abbreviations B for billion, M for million,
K for thousands – e.g. - $43M
Add Another Row?
- Yes
Month
Year
Month
Year
Relationship Title
Name of Person / Firm
Target of Interaction
Type of Transaction
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £
the abbreviations B for billion, M for million,
K for thousands – e.g. - $43M
Add Another Row?
- Yes
Month
Year
Month
Year
Relationship Title
Name of Person / Firm
Target of Interaction
Type of Transaction
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £
the abbreviations B for billion, M for million,
K for thousands – e.g. - $43M
Add Another Row?
- Yes
Month
Year
Month
Year
Relationship Title
Name of Person / Firm
Target of Interaction
Type of Transaction
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £
the abbreviations B for billion, M for million,
K for thousands – e.g. - $43M
Add Another Row?
- Yes
Month
Year
Month
Year
Relationship Title
Name of Person / Firm
Target of Interaction
Type of Transaction
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £
the abbreviations B for billion, M for million,
K for thousands – e.g. - $43M
Add Another Row?
- Yes
Month
Year
Month
Year
Relationship Title
Name of Person / Firm
Target of Interaction
Type of Transaction
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £
the abbreviations B for billion, M for million,
K for thousands – e.g. - $43M
Add Another Row?
- Yes
Month
Year
Month
Year
Relationship Title
Name of Person / Firm
Target of Interaction
Type of Transaction
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £
the abbreviations B for billion, M for million,
K for thousands – e.g. - $43M
Add Another Row?
- Yes
Month
Year
Month
Year
Relationship Title
Name of Person / Firm
Target of Interaction
Type of Transaction
Amount Raised (if relevant)
N/A for no monies, or the symbols $ or £
the abbreviations B for billion, M for million,
K for thousands – e.g. - $43M

Save this form and Continue at a later point in time

NextGen Global Executive Search
Exceeding Expectations

Relationships - Financials - Template

Step 1 of 7

Leadership and Team Management

Key Industry & Customer Relationships (Most recent 7 Years)

Examples of How You Have Been an Influencer

P&L / Budget / Revenue Responsibility (last 7 Years descending by year)

Investor / Finance / M&A Targets and Relationships (Last 10 Years in Descending Order)

Sales and Revenue Numbers (Last 7 Years)

Sales by Customer and Product / Service

Measuring KPIs for Non-Sales Related Roles

Measured By Numbers – Result of Initiative

Measured By Numbers – Result of Initiative

Measured By Numbers – Result of Initiative

Charles Moore

Subscribe To Our Newsletter

NextGen Global Executive Search Exceeding Expectations

Relationships - Financials - Template

Step 1 of 7

Leadership and Team Management

Key Industry & Customer Relationships (Most recent 7 Years)

Examples of How You Have Been an Influencer

P&L / Budget / Revenue Responsibility (last 7 Years descending by year)

Investor / Finance / M&A Targets and Relationships (Last 10 Years in Descending Order)

Sales and Revenue Numbers (Last 7 Years)

Sales by Customer and Product / Service

Measuring KPIs for Non-Sales Related Roles

Measured By Numbers – Result of Initiative

Measured By Numbers – Result of Initiative

Measured By Numbers – Result of Initiative

Charles Moore

Subscribe To Our Newsletter

NextGen Global Executive Search
Exceeding Expectations