Our Process
For Interim Executives
We work with experienced interim executives as long-term partners, not as entries in a database. Our relationships are built on mutual trust, personal engagement and a shared commitment to delivering successful transformations.
Personal Introduction
We want to get to know you as a leader: your experience, expertise, leadership style and professional ambitions. Our focus extends beyond your next availability to building a long-term partnership.
Executive Assessment
We assess your experience in specific transformation situations, your demonstrated achievements and your individual leadership capabilities. In-depth personal conversations provide the foundation for a thorough understanding of your executive profile.
Reference Verification
We personally obtain three references from former clients or employers. Our assessment focuses on your track record, leadership style and contribution to the successful delivery of critical transformation initiatives.
Targeted Mandate Identification
We consider you for mandates where your experience and leadership profile can deliver tangible value. Our approach is driven by the business challenges facing our clients, rather than conventional job descriptions alone.
Mandate Briefing
When a suitable opportunity arises, we discuss the transformation challenge, the Principal Mandate, client expectations and commercial terms with you. Your profile is only presented to the client following mutual agreement.
Executive Presentation & Engagement
We prepare your introduction to the relevant client decision-makers, support the selection process and coordinate contractual arrangements. Our focus is on clear expectations, realistic objectives and an efficient start to the assignment.
Project Governance & Mandate Support
Our involvement continues throughout your mandate. Regular governance meetings with you and the client support the active management of progress, early resolution of challenges and successful delivery against agreed objectives.
Ongoing Dialogue
Our partnership does not end when an assignment concludes. We maintain regular dialogue about market developments, emerging transformation requirements and potential future mandates, while taking your professional ambitions and evolving executive profile into account.
Testimonials
André Petzold
André Petzold is an independent transformation advisor with more than 25 years of experience in critical post-merger integration, carve-out and organisational 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.”
Marc Seipp
Experienced interim executive and founder of Valperion, a firm that supports private equity firms, their portfolio companies and corporates in the operational delivery of value creation initiatives, performance programmes and critical transformations. Before founding Valperion, Marc spent twelve years as a strategy and management consultant.
Why CHARTA
“When I was building Valperion, Josef was a valuable sparring partner on positioning and on how best to apply my experience. Then as now, he places great value on long-term relationships with executives. That is exactly what I particularly value about CHARTA.”
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.”