Our Process
For Organisations
From the first confidential conversation to a fully mandated interim executive, our process is designed to move quickly without compromising on fit
Exploratory Conversations
Transformation often starts long before a mandate becomes urgent. In an initial conversation we seek to understand your organisation, 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 your 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
Case Studies
Typical mandates
Typical Transformation Situation
A mid-cap pharmaceutical group acquires a manufacturer in a second European market, with no integration leadership on the ground and a synergy case agreed at signing that nobody owns after closing
Typical Interim Profile
Interim Post-Merger Integration Lead with pharmaceutical operating experience and a consulting background, able to run a 100 day plan as direct counterpart to the local CEO
Typical Result
Integration governance and reporting rhythm established in the first weeks, synergies tracked against the plan agreed at signing, and the business consolidated into the group without disruption to supply
Typical Transformation Situation
A diversified chemicals group divests a non-core business unit that shares production, finance and IT with the parent and has never operated on a standalone P&L
Typical Interim Profile
Interim CFO with separation experience in multinational environments, able to build the standalone cost base and manage transition service agreements with the parent
Typical Result
Day 1 readiness with independent finance and reporting, transition services scoped with a defined exit path, and operations uninterrupted through the change of ownership
Typical Transformation Situation
An investor backed food producer acquires a regional competitor as part of a buy and build strategy, with overlapping ranges, two ERP systems and a case that assumes network consolidation
Typical Interim Profile
Interim Integration Director with food manufacturing experience, able to consolidate footprint and commercial structures while both businesses keep serving customers
Typical Result
A single production and commercial network, harmonised planning and procurement, and a platform ready for further acquisitions
Typical Transformation Situation
A specialty chemicals business holds volume through a cyclical downturn while margin erodes against an inflexible fixed cost base
Typical Interim Profile
Interim Operations Director with multi-site manufacturing and performance improvement experience, able to run site programmes alongside plant management and report earnings impact to the board
Typical Result
A structurally lower fixed cost base, savings evidenced as run rate rather than one-off effects, and a clean handover of remaining initiatives to permanent leadership
Typical Transformation Situation
A pharmaceutical manufacturer sees development timelines extend and R&D spend rise while output stays flat, with weak decision discipline between stages
Typical Interim Profile
Interim R&D Operations Director with pharmaceutical development experience, able to rebuild process and governance without slowing the active pipeline
Typical Result
Shorter cycle times, enforced stage gate decisions, and R&D spend allocated against the value and risk of each programme
Typical Transformation Situation
A utility services organisation faces rising cost to serve and declining field productivity while regulated service commitments remain fixed
Typical Interim Profile
Interim Operations Director with field service and utility experience, able to redesign planning, dispatch and workforce structures within a regulated framework
Typical Result
Higher field utilisation, lower cost per job, and service levels maintained throughout the programme
Typical Transformation Situation
A pharmaceutical manufacturer runs a predominantly field-force-led commercial model, with fragmented customer data and limited visibility on channel effectiveness
Typical Interim Profile
Interim Commercial Director with pharmaceutical experience and a track record in digital channel and CRM led operating models
Typical Result
An integrated multichannel model, customer data consolidated into a single system, and commercial return made visible at board level
Typical Transformation Situation
An agribusiness group replaces its core ERP across several countries, led by IT, with no business owner accountable for process design and adoption
Typical Interim Profile
Interim Programme Director with industry operating experience, able to sit between IT and the operating units and own business readiness
Typical Result
Go live delivered on plan and within budget, processes adopted in the operating units, and group reporting available from the first month end close
Typical Transformation Situation
An energy operator holds extensive asset and sensor data across a distributed portfolio without the structures to turn it into maintenance and dispatch decisions
Typical Interim Profile
Interim Transformation Director with asset operations experience in energy, able to build data driven planning processes and the organisation to sustain them
Typical Result
Condition based maintenance replacing fixed intervals, higher asset availability, and a data driven operating model owned by the line organisation