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The Smartest People In The Room®

Case study: Chief Operating Officer

ZRG worked in collaboration with our long-term client, a heavy civil contractor, to secure multiple construction executives for a joint venture partnership that is leading one of the Southeast's largest infrastructure projects, which is also the largest greenfield P3 in the U.S. to date. Challenge Our client was awarded a $2.5B design build infrastructure project in the Southeast as the lead player in a joint venture and public-private partnership (P3). The project, which is the largest transportation project in the history of the region and the largest greenfield P3 in the U.S. market, serves as a demonstration of how P3s are viable solutions to U.S. critical infrastructure needs. Most importantly for our client, it provides an opportunity to illustrate the firm’s capabilities and expertise in the P3 infrastructure market. Therefore, the project’s eventual success will have a tremendous impact on our client’s organization and its future involvement with P3s nationwide. ZRG was selected as the only executive search firm to secure talent for this project. Because our client was part of a joint venture and P3, we also worked with their partners to secure key executives. Roles filled with the concessionaire included Commercial Legal Director/General Counsel, Senior Construction Manager, and Senior Project Engineer. Roles with the heavy civil contractor included Senior Project Managers, Quality Assurance/Quality Control Managers, Project Engineers, and other operations professionals. Strategy ZRG's search strategy entailed targeting architectural, engineering, and construction firms as well as general contractors and construction managers. Due to the project’s significance, size, and complexities, upon initiating recruitment, ZRG focused on professionals with design build experience on large infrastructure projects valued at more than $100M and who had experience working with the Department of Transportation. Candidates who had previous exposure to P3s were considered highly valuable. The search process was a highly collaborative joint effort between ZRG, our client’s Human Resources Manager, and other executives within the joint venture. It was required that all joint venture partners interview candidates and agree on all hires. Therefore, to expedite the interview process, ZRG orchestrated multiple mass interview sessions in which we would have five or six key executives from the various organizations travel to the project’s metropolitan area to interview ten to fifteen candidates at a time. Results Over the course of five months, ZRG was successful in securing multiple professionals for diverse roles with both our client’s joint venture and the concessionaire. Nearly all professionals were residents of the state with only one requiring a relocation. Concessionaire placements: Commercial Legal Director/General Counsel. The selected candidate provides leadership in ensuring compliance as required by project documents and is directly involved in complex business transactions and negotiating critical contracts. She is a Professional Engineer who held the position of Chief Construction Engineer with one of the state's major cities, while also acting as legal counsel. Senior Construction Manager. This executive's primary responsibility is to manage and administer the design build contract on behalf of the joint venture. He was attracted from one of the country’s largest planning, engineering, and program and construction management firms. As Deputy Project Manager, his experience included joint ventures as well as P3 projects. He also worked for the state’s Department of Transportation on significant projects valued at approximately $1B. Senior Project/Technical Oversight Engineer. The secured professional provides onsite reporting for the design-build component of the project, monitors progress, and verifies compliance with established Quality Assurance / Quality Control plans. The only secured professional who was not based in the project’s state, he relocated from New York, having been brought on by the aforementioned Senior Construction Manager with whom he had worked on several significant design-build projects. Joint Venture placements: Senior Project Managers. ZRG placed professionals who manage and administer the design build contract for the joint venture. They ensure appropriate payments for work packages, and track and evaluate the joint venture’s performance according to requirements. All professionals have extensive experience in many areas of heavy and underground utility construction, and they understand a variety of delivery methods, with particular strengths in design build. Quality Assurance/Quality Control Managers. These professionals perform quality assurance inspections, sampling and testing, and play instrumental roles in resolving non-conformance issues. They have extensive understanding of the testing requirements and construction processes. Project Engineers. ZRG secured multiple professionals who have the responsibility of monitoring and reporting on the design-build portion of the project, and overseeing the delivery of environmental, health, and safety standards. As the only executive search firm to secure talent for this significant project, our recruitment was organized, strategic, and comprehensive. Over the course of five months, we were successful in securing multiple professionals for diverse roles with both our client’s joint venture and the concessionaire. Nearly all professionals were residents of the state with only one requiring a relocation. Matt Lesher, Senior Managing Consultant

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During a challenging time for schools, two ZRG team members joined forces to find a qualified leader with resilience and character.

Challenge

One of the largest public school districts in the United States contacted ZRG because of our specific expertise in facilities management, construction, and operations. The district sought a Chief Operating Officer (COO) to oversee its more than 200,000 students, 19,000 staff members, and 220 schools. With facilities management and construction being main priorities for the position, ZRG stood out among other search firms.

Following a virtual interview, the client retained our firm to secure their next leader and replace the interim COO. The district wanted to attract a candidate who was up for a challenge—ready to address the issues of aging buildings, tackle new construction projects and the modernization of classrooms, as well as implement practices surrounding environmental sustainability. In addition to the $250M capital projects budget, the COO controls a $500M operating budget earmarked for food services, transportation, maintenance, and the management of real estate assets. The search began during the COVID-19 pandemic, meaning the COO would need to transition to the new role during a tumultuous period of uncertainty when priorities seemed to shift daily.  

The ideal person would be able to perform at a C-suite level, working closely with school leadership, the local community and local government, and a variety of other stakeholders. He or she also had to possess the technical skills and experience to address end-user needs. The district emphasized that the health, safety, and well-being of students and staff members was of utmost importance.

Strategy

As expected, ZRG search consultants recommended a national search focused on other large public school districts and select independent schools. In addition, they suggested broadening the outreach to major universities, health systems, third-party facilities management firms, and government agencies at the city and state levels. The client was receptive, looking for candidates of diverse backgrounds and experiences. ZRG connected with historically underrepresented groups through community organizations and professional associations to ensure that the position was visible to many.

ZRG partnered with the Chief Talent Officer, Chief of Staff, and District Superintendent (to whom the COO reports) and interacted frequently with a search committee. They reviewed candidates who were currently employed at a COO level or responsible for oversight of strategic planning, operations, engineering and/or construction of large, multi-building campuses with complex facilities. Titles included Vice Presidents, Directors of Facilities, and Directors of Public Works.

With 10 semi-finalist candidates meeting the technical requirements, the search committee evaluated them in a three-step virtual interview process based on the qualities of leadership, innovation, collaboration, communication, and the ability to advise and build consensus among key groups.

Results

Within 80 days, the search was complete. The school district’s search committee selected a candidate who was the Executive Director of Capital Programs at a large public school district in the Southeastern U.S. and had successfully led the construction of new schools, major renovations, and infrastructure upgrades. He had broken down barriers at the district among departments, resulting in greater transparency and collaboration. He also had 20 years of naval experience, leading facilities and maintenance operations. In fact, a former Navy colleague referred the accomplished professional who was not actively looking for a new position but was attracted to the opportunity to step into a lead role.

Even with many qualifications, what ultimately led to his selection for the role was his positive energy and attitude with a willingness to meet challenges head on. He also has a passion for the mission of the school district and believes in putting students and teachers first.

Upon relocating during a challenging health crisis, the candidate was finally able to tour the facilities and dive into his new position, beginning with a strategic vision for the district and how to get students back into the classroom. A true problem solver, he received a $100M grant from a local university to help fund environmental remediation efforts. He also elevated the environmental team to its own department and appointed a Director and program manager to oversee asbestos abatement.

The new leader rewrote safety protocols and within the facilities department, he established the first-ever appraisal/evaluation process for managers and goals for each employee. Lastly, but most importantly, he has initiated the process of master planning for the school and community and is building positive relationships with senior administration and the board of education.

Hiring the right person is difficult because someone equipped to solve the problems of today may not be able to address the challenges of tomorrow. The leading indicator of someone’s long-term success is often rooted in whether they can keep going in the face of many setbacks, not solely their credentials nor past success. In this case, we feel confident that we helped our client secure a COO with the grit, character, and resilience to make a positive impact no matter what.

Tom Dunn, Managing Director - Mid-Atlantic Region

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