PowerPoint template · Reports
Executive search progress report template
A search progress report is the regular update a retained search firm sends a client while a search is running: how many people have been researched, approached, interested, interviewed and shortlisted, where the search stands against its timetable, the candidates in play with their stage and next step, what the market is saying, the risks and the next steps. This PowerPoint template has those slides in the firm's brand: a cover, the search at a glance with the funnel and a milestone timeline, the candidate pipeline, and market feedback, risks and next steps. Formatix fills it from the search tracker and the consultant's notes.
Clients judge a search on its updates before they see a shortlist. A report that arrives every week or fortnight in the same format, with the same numbers and the candidates moving through the same table, shows the search is under control.
10 free credits, no card needed. One credit fills one document.
An editable file with neutral branding and a fictional example candidate, to fill in by hand. Formatix fills it automatically from a CV.
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What's in the template
The weekly client update on a live retained search: the funnel, a milestone timeline, the candidate pipeline, market feedback, risks and next steps.
- Cover with the role, the client, the search stage and who prepared it
- Search at a glance: the funnel from researched to shortlisted, with a one-line summary
- Milestone timeline: what is done, the current stage and what comes next
- Candidate pipeline table with each candidate's stage, status and next step
- Market feedback, risks and mitigations, and next steps with owners and dates
What it's for: Weekly or fortnightly updates to the client while a search is running.
PowerPointDelivered as an editable PowerPoint file, or saved as PDF.
Who uses it
Retained search firms
The weekly or fortnightly client update on an assignment.
Research and delivery teams
The internal progress review that becomes the client version without rework.
RPO and project recruitment providers
Status reporting on a campaign, in the provider's or the client's brand.
Every slide of the example
The example is in Formatix branding with fictional content. When you pick this template, it is rebuilt with your logo, colours and fonts before you use it.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop the tracker and notes
Upload the search tracker or longlist export with your status notes and market feedback. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word, PowerPoint or Excel file, or save it as PDF.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- What is in a search progress report?
- A cover with the role, the client and the search stage; the search at a glance, with the funnel from researched to shortlisted, a one-line summary and a milestone timeline marking what is done, the current stage and what comes next; the candidate pipeline, one row per candidate with employer, stage, status and next step; and a slide of market feedback, risks with their mitigations, and next steps with owners and dates.
- Where do the figures come from?
- From your tracker, longlist export or notes. Each funnel figure is either stated in the notes or counted from the tracker rows; nothing is estimated. A stage with no figure is left out of the funnel.
- Can candidate names be withheld?
- Yes. When your notes use codes such as "Candidate A", or say that names must not be shared, the report uses the codes.
- Can the same report be reused each week?
- Yes. Fill the template again with the updated tracker and notes; the format stays the same and only the content moves.
- Can I download this template?
- Yes. A free, editable PowerPoint version with neutral branding and fictional example content is on this page, to fill in by hand. To have it rebuilt in your brand and filled automatically, use it in Formatix; what you keep is an editable PowerPoint file.
Related templates and pages
ExcelLonglist and market mapA workbook that maps the market for a search: target organisations, the people in each and where they stand in the process.
ExcelCandidate tracker (Excel)An Excel workbook with a shortlist sheet, one row per candidate, and a profile sheet for each candidate, ready to filter and share.
PowerPointShortlist deckA PowerPoint deck that opens with the shortlist, then shows the candidates side by side with fit against the brief.
Use the search progress report in your brand
Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card, valid for 14 days.
Formatix fills it from the CV for you: see our CV formatting software, or bulk CV formatting for a whole shortlist at once.