Our Process
For Organisations
From the first confidential conversation through executive selection and successful delivery, our process is designed for speed 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. This forms 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 no more than two executives, each personally known to us, assessed against the Principal Mandate and supported by named references personally obtained and verified 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 the client and interim executive to actively steer progress, address emerging challenges and ensure sustained delivery against the agreed objectives.
Case Studies
Typical mandates
Typical Transformation Situation
A mid-sized pharmaceutical group acquires a manufacturer in another European market. Local integration leadership is missing, and accountability for delivering the agreed synergies remains unclear after closing.
Typical Interim Profile
Interim Post-Merger Integration Lead with pharmaceutical operating experience and a consulting track record in post-merger integration, capable of leading and executing a 100-day integration plan in close collaboration with the local CEO.
Typical Result
Integration governance and reporting established within the first weeks, synergy delivery actively managed against the agreed business case, and operational continuity maintained throughout the integration.
Typical Transformation Situation
A diversified chemicals group divests a non-core business unit that shares production, finance and IT with the parent company and has never operated with a standalone P&L.
Typical Interim Profile
Interim CFO with proven separation experience in multinational environments, responsible for establishing standalone financial management, building a transparent cost base and managing Transitional Service Agreements (TSAs) with the parent company.
Typical Result
Day-One readiness with standalone financial management and reporting, transitional services governed by clearly defined exit plans, and operational continuity maintained throughout the change of ownership.
Typical Transformation Situation
An investor-backed food producer acquires a regional competitor as part of a buy-and-build strategy, bringing together overlapping product portfolios, two ERP systems and a business case that depends on network consolidation.
Typical Interim Profile
Interim Integration Director with food manufacturing and operational integration experience, responsible for integrating production and commercial operations while maintaining uninterrupted customer supply across both businesses.
Typical Result
An integrated production and commercial network, harmonised planning and procurement, and scalable operational structures providing a platform for further acquisitions.
Typical Transformation Situation
A specialty chemicals company faces increasing margin pressure in a cyclical downturn. Declining sales prices meet an inflexible fixed cost base that has not yet been adjusted to the changed market conditions.
Typical Interim Profile
Interim Operations Director with experience in multi-site manufacturing and operational performance improvement, implementing cross-site efficiency and cost programmes together with plant management and reporting their financial impact directly to the board.
Typical Result
A structurally reduced fixed cost base, demonstrable and sustainable run-rate savings, and a structured handover of remaining measures to permanent leadership.
Typical Transformation Situation
At a pharmaceutical manufacturer, development timelines are lengthening and R&D spending is rising, while development progress stalls and decisions between development phases are taken too late or inconsistently.
Typical Interim Profile
Interim R&D Operations Director with in-depth pharmaceutical development experience, optimising processes, accountabilities and decision-making structures without putting progress of the ongoing development pipeline at risk.
Typical Result
Shorter development cycle times, binding stage-gate decisions, and value- and risk-based prioritisation of R&D budgets and resources.
Typical Transformation Situation
A utility services organisation is struggling with rising cost-to-serve and declining field force productivity, while regulatory service obligations remain unchanged.
Typical Interim Profile
Interim Operations Director with field service and utilities experience, optimising scheduling, dispatch and capacity management within a regulated environment.
Typical Result
Higher field force productivity and utilisation, lower cost per job, and consistent adherence to the agreed service levels throughout the transformation.
Typical Transformation Situation
A pharmaceutical manufacturer operates a predominantly field-force-led commercial model, with poorly integrated digital channels, fragmented customer data and limited visibility into the effectiveness of commercial activities.
Typical Interim Profile
Interim Commercial Director with pharmaceutical experience and a proven track record in omnichannel transformation, CRM-enabled customer engagement and commercial operating model optimisation.
Typical Result
An integrated omnichannel operating model, consolidated customer data and measurable improvements in commercial effectiveness, tracked through clearly defined KPIs.
Typical Transformation Situation
An agribusiness group replaces its core ERP system across several countries. The programme is primarily IT-led, with no clear business ownership of process design, organisational change and user adoption.
Typical Interim Profile
Interim Programme Director with industry operating experience and a proven track record in ERP transformations, responsible for leading business-side programme delivery, aligning IT and operating units, and ensuring business readiness.
Typical Result
Go-live delivered on schedule and within budget, stable business processes established across operating units, and reliable group reporting available from the first month-end close.
Typical Transformation Situation
An energy operator manages a geographically dispersed asset portfolio with extensive operational and sensor data, but lacks the processes and structures to systematically translate this information into maintenance and operational dispatch decisions.
Typical Interim Profile
Interim Transformation Director with experience in energy asset operations and digital transformation, responsible for establishing data-driven planning and decision-making processes and embedding them within the operational organisation.
Typical Result
Condition-based maintenance implemented where technically and operationally appropriate, improved asset availability, and a data-driven operating model sustainably embedded within the line organisation.