Punch list of items needed to get started?

August 11, 2020

by a searcher from Case Western Reserve University in Houston, TX, USA

Hi all, has anyone come across or created a punch list of everything needed to do BEFORE the search begins? Legal, etc. I'd like to fully understand what is needed up front, and put it all in a Gantt Chart format so that I can have some structure and minimize the surprises. If nothing like this exists, would anyone mind if I interview you with the objective of building this punch list?

Reply by a professional
from Harvard University in Atlanta, GA, USA

redacted Please post your emails here or send them to: redacted I will add you to an invitation for a zoom call I'll host Wednesday at 2:30pm ET that will show you a template Gantt chart showing a typical deal process. I will answer any questions you have. You can also join the call on Wednesday at 2:30pm ET using the following link: https://us04web.zoom.us/j/###-###-#### ?pwd=QmlBOFA4aFNiSzRGSXdmcmFBZzBQQT09

Reply by a searcher
from Harvard University in New York, NY, USA

I haven't found anything comprehensive (and so would be interested to see what others have come across), although the following link has some high level information that should hopefully provide a decent starting point: https://www.endurancesearchpartners.com/EnduranceSearchPartners/media/Resources/Exhibit-M_Search-Fund-Pre-Launch-Org-Plan.pdf

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