Our Process
For Interim Executives
We work with experienced interim executives as long-term partners, not as entries in a database. Every mandate relationship is personal, confidential and built to last
Exploratory Conversations
Transformation often starts long before a mandate becomes urgent. In an initial conversation we seek to understand the organisation, its strategic priorities and potential transformation agenda. Once a mutual NDA and our General Terms and Conditions are in place, we are available to discuss confidential initiatives at any stage
Diagnosis
Once a transformation requirement becomes tangible, we conduct a structured diagnosis session to assess the underlying business challenge, define success criteria and determine the executive capabilities required for delivery
Principal Mandate
Based on the diagnosis, CHARTA EXECUTIVE develops a Principal Mandate defining the transformation objectives, leadership requirements, governance structure, stakeholder environment and critical success factors - the foundation for identifying the right executive
Context Match
Rather than searching for generic profiles, we identify executives who have successfully led highly comparable situations. Every candidate undergoes a structured assessment, including reference verification and validation of relevant transformation experience
Candidate Proposal
Within days we present at most two executives, each personally known to us - each evaluated against the Principal Mandate and supported by named references personally conducted by CHARTA EXECUTIVE
Executive Presentation
Selected candidates are introduced to the organisation’s decision makers in person or virtually. Beyond professional qualifications, these conversations focus on leadership style, cultural fit, strategic alignment and the specific transformation ahead. Further presentations can be arranged whenever required
Engagement & Kick-Off
Following the final selection, CHARTA EXECUTIVE prepares the engagement documentation and coordinates the contractual arrangements. The interim executive can typically commence the assignment immediately after contracting is complete
Project Governance
Throughout the engagement, CHARTA EXECUTIVE conducts regular governance meetings with client and interim executive alike - monitoring progress, addressing emerging challenges and ensuring sustained delivery against the agreed objectives
Testimonials
André Petzold
André Petzold is an independent transformation advisor with more than 25 years of experience in complex post-merger integration, Carve-out and organizational change projects.
Why CHARTA
“I have worked closely with Josef for more than seven years and highly value his professionalism and authenticity. He combines a deep understanding of transformation challenges with an excellent capability in managing client relationships up to executive level.”
Isabel Pascual
Isabel Pascual is an experienced pharmaceutical strategy and transformation advisor with more than 20 years of experience across commercial strategy, marketing and sales operations, and performance improvement. Through Zarzia Consulting, she has supported pharmaceutical organisations across more than 50 countries and 350 projects.
Why CHARTA
“I collaborated with Josef on the acquisition of mandates in commercial transformation and launch excellence in the pharmaceutical sector. What I particularly value is his personal involvement throughout mandate acquisition, scoping and governance. We have remained in regular exchange ever since, and I continue to value his perspective and the quality of our discussions.”