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Table of Contents<br />
Ward Howell <strong>Partner</strong> Information 5<br />
Ward Howell History 11<br />
Ward Howell Marketing Collateral 33<br />
Preliminary Client Presentation: Shiseido 45
Ward Howell <strong>Partner</strong> Information<br />
5
Ward Howell <strong>Partner</strong> Information<br />
Structure of Ward Howell International Group<br />
Ward Howell International Group (WHIG), is a company registered in England and Wales, with its<br />
principal office in London, and owned equally by 3 shareholders; Bernd Prasuhn, Asad Haider and<br />
Jutta Lohkampff. The Company has a current Board of Directors composed of the 3 shareholders;<br />
however, with a future objective to recruit a number of non-executive directors presided over by a<br />
chairman.<br />
WHIG has registered globally the IP rights of the trademark “Ward Howell” and “Ward Howell<br />
International” with the exception of Russia, CIS and Philippines.. As the licensor, WHIG shall license<br />
the use of the trademarks “Ward Howell” and “Ward Howell International” to member firms. Only<br />
member firms, not individuals, can be licensees of WHIG.<br />
Mission and Objectives of Ward Howell International Group<br />
The mission and objectives of WHIG, as represented by the Board, are:<br />
• Leading the long term strategic direction of Ward Howell International Group and setting the policy<br />
guidelines aligned to this strategy<br />
• Recruiting and qualifying new member firms<br />
• Mediating and resolving disagreements among member firms<br />
• Owning and managing the global website for WHIG, as well as managing the<br />
• intranet accessible by all member firms<br />
• Supporting member firms on branding collateral<br />
• Protecting the "Ward Howell" brand name and trade mark<br />
• Utilize the member firms financial contributions towards further strengthening the<br />
• brand globally<br />
Geographic Footprint<br />
The operational business of Ward Howell International Group is carried out by the licensed member<br />
firms and organized in 6 regions:<br />
• North America<br />
• South America<br />
• Western Europe<br />
• Eastern Europe<br />
• Middle East/Africa<br />
• Asia/Pacific<br />
7
Ward Howell International Group currently operates in the following cities:<br />
• Toronto, Canada<br />
• New York City, USA<br />
• West Palm Beach, USA<br />
• San Francisco, USA<br />
• Mexico City, Mexico<br />
• Barcelona, Spain<br />
• Dusseldorf, Germany<br />
• Vienna, Austria<br />
• Moscow, Russia<br />
• Johannesburg, South Africa<br />
• Dubai, UAE<br />
• Karachi, Pakistan<br />
• Delhi, India<br />
• Seoul, South Korea<br />
• Shanghai, China<br />
• Hong Kong<br />
• Singapore<br />
• Manila, Philippines<br />
• Sydney, Australia<br />
Structure of Ward Howell International, North America<br />
Ward Howell International, North America (WHI), is a company registered in New York State, with its<br />
principal offices in New York City, and owned equally by 2 shareholders, Asad Haider and Farah<br />
Haider. WHI has a Board of Directors composed of the 2 owners, 2 Senior <strong>Partner</strong>s <strong>–</strong> Philip Lefebvre<br />
and Peter Grech, and a number of future Senior <strong>Partner</strong>s.<br />
WHI, as the licensee, shall license the use of the trademarks “Ward Howell” and “Ward Howell<br />
International” to sublicensees.<br />
Mission and Objectives of Ward Howell International, North America<br />
The mission and objectives of WHI, as represented by the Board are:<br />
• Leading the long term strategic direction of Ward Howell International, North America and setting<br />
the policy guidelines aligned to this strategy<br />
• Recruiting new partner firms to support the growth of the business<br />
• Investing in office space in major business hubs across the US that have reached an agreed upon<br />
critical mass to warrant such an investment (example: 3 partners plus support staff)<br />
• Coordinate the activities of sublicensee firms<br />
• Owning and managing the North American website for WHI<br />
• Protecting the "Ward Howell" brand name and trade mark<br />
• Other <strong>–</strong> Refer to Addendum A<br />
8
Sublicensee Structure (<strong>Partner</strong>s)<br />
With the aim of expanding the operations in North America, WHI will actively recruit <strong>Partner</strong>s<br />
(sublicensees), to support this objective. These sublicensees will exclusively represent the Ward<br />
Howell brand in North America via a Management Consultant Agreement between WHI and their<br />
individual registered companies.<br />
Sublicensees will be recruited on the basis of cultural fit, experience and industry expertise. This<br />
expertise includes but is not limited to the following practices:<br />
• Financial Services<br />
• Consumer Package Goods<br />
• Life Sciences<br />
• Industrial<br />
• Technology<br />
• Retail<br />
• Hospitality<br />
• The objective will be to not over-populate practices but rather recruit partners that will broaden<br />
WHI’s expertise. This may include recruiting partners with a particular strength in sub-sectors<br />
within the broader practice groups.<br />
• There will not be any geographic limitations imposed to sublicensees and therefore all partners will<br />
have the ability to service their clients, and win new ones, in any geography <strong>–</strong> both domestically as<br />
well as internationally.<br />
Benefits of the Sublicensee Structure<br />
The objective of structuring the North American operations with sublicensees is to benefit from the<br />
following:<br />
• Promote a culture of entrepreneurialism where partners are solely responsible for their own<br />
businesses while being well supported by the WHI structure<br />
• Benefitting from a lower tax structure as well as the following possible expense deductions:<br />
o Automotive mileage or taxi o Travel<br />
o Entertainment<br />
o Cell phone allowances<br />
o Internet<br />
o Home office of outside office rent o Education<br />
o Insurance<br />
o Employee salaries<br />
o Office supplies<br />
o Depreciation on equipment<br />
o Professional fees<br />
o Other dues and subscriptions<br />
9
Fee Structure and Invoicing Process<br />
WHI will act as the central billing party between sublicensees and their clients. Invoices will be<br />
generated through WHI and once the fees are collected, the sublicensee will invoice WHI their<br />
portion of the collected fee.<br />
WHI will structure its fees in accordance to the following itemization:<br />
• 70% of billed and collected fees are transferred to the sublicensees<br />
• 30% of billed and collected fees are retained by WHI to support the cost structure of<br />
• the overall operation<br />
ADDENDUM A: Ward Howell <strong>–</strong> <strong>Partner</strong> Support Framework<br />
• Marketing support<br />
• Customized brochure design<br />
• Stationary and business cards<br />
• Proactive Media and PR exposure<br />
• Workspace<br />
• Access to fully furnished office space in major cities (available today in NYC and Toronto<br />
with plans for facilities in Chicago, Dallas, West Palm Beach and San Francisco)<br />
• Execution support<br />
• Identification<br />
• Candidate development<br />
• Client update reports<br />
• Business development support<br />
• Industry data mining and market intelligence support<br />
• Internet-based talent mapping<br />
• Global partner collaboration<br />
• Create introductions to strategic C-level Advisory <strong>Partner</strong>s<br />
• Facilitate introductions to WH Search <strong>Partner</strong>s globally<br />
• Global <strong>Partner</strong> conferences (next: July 2016, NYC)<br />
• Sharing of best practices among global <strong>Partner</strong>s<br />
• Development of and participation in global practice groups<br />
• Administration & search support<br />
• Interview scheduling<br />
• Proprietary database management<br />
• Support client applicant tracking systems<br />
• Group E&O and general liability insurance discounts and administration support<br />
• Group medical, dental and life insurance discounts and administration support.<br />
• Accounting support<br />
• Centralized invoicing<br />
• Legal and Tax advice services at group discount<br />
10
Ward Howell History<br />
11
The Legacy<br />
13
Henry Wardwell Howell <strong>–</strong> 1910 <strong>–</strong> 1980<br />
• Born in Sewicley, Pennsylvania on January 27, 1910; he was the eldest of three children<br />
• Ward attended St. Paul's School, graduating in 1928, and then went on to Yale where, as Ward<br />
said later, he was "the only boy with patches on his pants"<br />
• Ward received his AB degree from Yale in 1932<br />
• His first job was runner for Bonbright & Co. in New York<br />
• Four years later he married Margaret Noyes in 1936<br />
• By age thirty Ward was Bonbright's syndicate manager, which called for considerable travel and<br />
gave Ward the opportunity to know a number of prominent men in the banking and investment<br />
community across the country<br />
14
Early Career<br />
• In 1942, Bonbright closed its doors and Ward took a position with the U.S Air Force as a war<br />
contracts negotiator<br />
• When the war ended he took a position with the Middle East Company as a Vice President with<br />
the mission of setting up an office overseas to act as a sales representative for US manufacturers.<br />
Ward travelled extensively in Egypt, Iran, Turkey, Iraq etc<br />
• Ward returned to the US in 1947, and in 1948 took a position with McKinsey & Company in New<br />
York<br />
• He left in early 1951 and shortly afterwards he set up Ward Howell Associates<br />
15
Golden Era<br />
• After a hugely successful and eventful career where he nurtured and grew Ward Howell to a<br />
premier Executive Search firm, unfortunately Ward met with an accident<br />
• On the night of August 30, 1980, while he was driving back to his home near Cooperstown with<br />
members of his family, his car was struck from behind<br />
• Ward died instantly, the others in the car suffered minor injuries. It was a tragic and senseless end<br />
to the life of a fine human being and the end of a golden era<br />
• Ward was survived by his wife, Margaret and four children, Janet, born in 1939, Henry, born in<br />
1942, David, born in 1948, and Clinton, born in 1950<br />
• Henry, David and Clinton are currently living in the US and pursuing their passions<br />
16
Ward Howell Associates<br />
Executive Recruiting 1951 - 1974<br />
• One cool November day in 1951, a man standing six and a half feet tall and weighing well over<br />
200 pounds was observed in New York City's Grand Central Station, jammed into a public<br />
telephone booth<br />
• He was armed with a quantity of small change, and with every indication that he planned on a long<br />
stay<br />
• When the large gentleman finally emerged after almost an hour, he was cramped, damp and sadly<br />
wrinkled, but he was clearly happy<br />
• Wardwell Howell had just completed a successful man hunt<br />
17
First Search November 1951<br />
18
Saturday Evening Post February 23, 1957<br />
19
Business Foundations<br />
• Temporarily out of work himself, forty - one - year- old Ward had undertaken this task only to keep<br />
himself solvent while looking for a job himself<br />
• Thinking back on it later, however, he reflected that the man hunt had been not only profitable but<br />
a good deal of fun<br />
• Accordingly he decided to call off his personal search for employment and devote himself full time<br />
to the business of hunting executives for corporate clients<br />
• On November 28, 1951 Ward opened an office for business in New York City as Ward Howell<br />
Associates, Inc<br />
• The revenue of the company for the first full year of business in 1952 was USD 51, 368.85 and<br />
grew to USD 1 m. by 1967; within the first fifteen years<br />
• In 1954 the <strong>Partner</strong>ship was turned into a Corporation and grew rapidly and attained a reputation<br />
for the high quality of people it recruited<br />
• The firm was also well known for the high quality of its own associates; more than 50% of whom<br />
were graduates from Ivy League colleges<br />
20
<strong>Partner</strong>ship Agreement November 28, 1951<br />
21
Income Statement December 31, 1952<br />
22
Law Suit <strong>–</strong> NYC vs Ward Howell June 1953<br />
23
“Crank” Letter November 24, 1954<br />
24
Partial list of contacts 1958<br />
25
Business Growth & Consolidation<br />
• One early search for Heliod [which later became Xerox] placed 3 candidates there who later on in<br />
their careers grew to become Chairman, Group Vice President, and Vice President - Advertising of<br />
Xerox<br />
• The first overseas office was established in London in March 1968, and the first office on the West<br />
Coast was established in August 1969 in San Francisco, California<br />
• Ward retired as President and was elected as Chairman in September 1974, a position he retained<br />
till his tragic death in August 1980<br />
• Ward Howell managed the firm in a collaborative and professional manner yet always with a sense<br />
of humour, fairness and deep respect for all his colleagues<br />
• He held regular weekly staff meetings where issues were discussed openly and suggestions were<br />
solicited and encouraged from all members<br />
• His guiding principles of doing business were; confidentiality, integrity and high quality of service to<br />
clients<br />
26
Memo <strong>–</strong> Office Procedures 1953<br />
27
Office Memo <strong>–</strong> “Confidentiality” 1963<br />
28
Office Memo <strong>–</strong> “Sales Approach” 1962<br />
29
London Office <strong>–</strong> March 1968<br />
30
San Francisco Office <strong>–</strong> August 1969<br />
31
Retirement as President September 3, 1974<br />
32
Ward Howell Marketing Collateral<br />
33
3. Ward Howell Marketing Collateral<br />
35
36
37
38
39
40
41
42
43
44
Preliminary Client Presentation: Shiseido<br />
45
46
Leadership Talent Overview <strong>–</strong> Greater China<br />
CEO, Shiseido China<br />
Prepared for Shiseido<br />
47
Table of Contents<br />
1. Our understanding of the role<br />
2. Overall Search Strategy<br />
3. Talent Options<br />
48
1. Our understanding of the role<br />
CEO Shiseido China<br />
Background<br />
Shiseido globally has embarked upon:<br />
• A Brand Marketing led transformational approach to turn around and<br />
firmly put the business onto a positive growth trajectory<br />
• Transform the organization through introducing international best<br />
practices in the management approach.<br />
The CEO China role<br />
• Crystallize the vision for the next 5-10 years and deliver on the execution plan<br />
• Full P&L responsibility including leading commercial functions,<br />
demonstrating strong business acumen and the ability to identify<br />
investment opportunities<br />
• Develop consumer insights and marketing plans in-line with the brand/channel<br />
strategies and drive exceptional revenue growth<br />
• Inspire through leadership and collaboration and leverage Japanese cultural<br />
elements<br />
Experience<br />
Should demonstrate experience in the following areas:<br />
• P&L responsibility, with a track record of turning around a sizeable business<br />
• 15+years experience of which 10 years in leading consumer / beauty<br />
businesses within a sizeable and complex organization<br />
• Track record of building and leading the business through brand marketing led<br />
approaches<br />
• The ability to deploy strategic thinking into commercial execution plans<br />
• Key accounts experience / and experience of building business with luxury<br />
retailers<br />
• Exceptional financial management skills<br />
49
2. Search strategy<br />
Search Geography: APAC with key focus on<br />
China<br />
Identify top leadership talent within the following industries across the search geography:<br />
• Beauty & Cosmetics:<br />
- Chanel<br />
- YSL<br />
- L'Oréal<br />
- Estee Lauder<br />
- LVMH, Dior<br />
- Avon<br />
- Beiersdorf<br />
- Mary Kay<br />
- Coty<br />
- Amore Pacific<br />
• Luxury Retailers:<br />
- LVMH<br />
- Richemont Group<br />
- Luxottica Group<br />
- The Swatch Group<br />
- Kering SA<br />
- Fossil Group<br />
- Ralph Lauren<br />
- Uniqlo<br />
• CPG:<br />
- P&G<br />
- Unilever<br />
- Colgate Palmolive<br />
- Reckitt Benckiser<br />
We have categorized the candidates accordingly:<br />
• Experience in Beauty / Cosmetics<br />
• Experience in Luxury Retail<br />
• Experience in CPG<br />
50
3. Talent options<br />
Candidates for discussion<br />
51
Liqi Peng<br />
LOCATION:<br />
EDUCATION:<br />
Boston, USA<br />
AMP, Advanced Management Program, Harvard Business School,<br />
USA, 2012<br />
B.S., Mechanical Engineering, HUST, USA, 1995<br />
CAREER SUMMARY:<br />
1995 - Present: PROCTER & GAMBLE<br />
2012 - Present: Brand Director, Gillette Global USA<br />
2009 - 2012: Associate Marketing Director, Gillette Global USA<br />
2006 - 2009: Category Leader, Feminine Care - Greater China Markets China<br />
2005 - 2006: Brand Manager, Olay China<br />
2004 - 2005: Brand Manager, Whisper (Always + Alldays) China<br />
2002 - 2004: Brand Manager, Ariel, China/Walmart Shopper Marketing Manager China<br />
1999 - 2002 Assistant Brand Manager, Ariel China<br />
1995 -1999 Production Department Manager, Laundry China<br />
Christine Angco<br />
LOCATION:<br />
Singapore<br />
CAREER SUMMARY:<br />
2000 - 2015: PROCTER & GAMBLE<br />
2008 - Present: Vice President and General Manager Singapore<br />
2006 - 2007: General Manager <strong>–</strong> Skin Care, SK II & Personal Cleansing Singapore<br />
2002 - 2006: Marketing Director <strong>–</strong> Philippines and New Business AAI Philippines<br />
2000 - 2002: Marketing Director <strong>–</strong> Fabric and Home Care Singapore<br />
52
Christine Tan<br />
LOCATION:<br />
SINGAPORE<br />
CAREER SUMMARY:<br />
2009 - Present: LA PRAIRIE GROUP<br />
2013 - Present: General Manager Distributor Markets Asia Singapore<br />
2009 - Present: General Manager (Greater China) Singapore<br />
2004-2008: General Manager - MAC cosmetics at Estee Lauder Singapore<br />
1997 - 2004: L'Oreal China<br />
2002 - 2004 Brand Director - HR/ GA/ PCI China<br />
2000 - 2002: Training & Development Director - Consumer Division China<br />
1998 - 2000: National Key Account Manager - Consumer Division China<br />
1997 -1998: National Key Account Manager - Professional Division Singapore<br />
Emily Chang<br />
LOCATION:<br />
CHINA<br />
EDUCATION: MBA in Competitive Strategy, Finance, University of Rochester ,<br />
USA (2000)<br />
BS Science, University of Rochester, USA (1998)<br />
CAREER SUMMARY:<br />
2014 - Present: IHG <strong>–</strong> INTERCONTINENTAL HOTELS GROUP<br />
2014 <strong>–</strong> Present: Chief Commercial Officer, Greater China China<br />
2014 - 2014: Vice President, Sales & Marketing China<br />
2011 - 2013: APPLE<br />
Head of Retail Marketing - Asia<br />
China<br />
1999 - 2011: PROCTER & GAMBLE<br />
2009 - 2011: Global Associate Marketing Director, Personal Health Care<br />
1999-2009 Assistant Brand Manager / Brand Manager<br />
1995 - 2002: US TALENT AGENCY<br />
Commercial Model<br />
US/China<br />
1998 - 2000: BELL CURVE INC.<br />
Founder, Tutor<br />
53
Laura Lai<br />
LOCATION:<br />
Shanghai, CHINA<br />
CAREER<br />
SUMMARY:<br />
2010 - PRESENT: Van Cleef & Arpels China<br />
Managing Director<br />
2005 - 2008: Parfums Christian Dior<br />
Regional Media & PR Director - Asia Pacific<br />
2001 - 2005: Parfums Christian Dior<br />
Information System Manager - Asia Pacific<br />
China<br />
China<br />
China<br />
Jackson Yaodong Zhang<br />
LOCATION:<br />
EDUCATION:<br />
CHINA<br />
South China University of Technology<br />
CAREER<br />
SUMMARY:<br />
2015 - PRESENT: FOSSIL<br />
Managing Director<br />
China<br />
1996 - 2014: L’OREAL<br />
2010 - 2014: Vice President China<br />
2002 <strong>–</strong> 2010: General Manager Paris<br />
1996 - 2002: Sales Director China<br />
1995 - 1996: MAYBELLINE<br />
National Sales Manager<br />
China<br />
1990 - 1995: PROCTER & GAMBLE<br />
1993 <strong>–</strong> 1995: Category Sales Manager China<br />
1990 <strong>–</strong> 1993: Sales Representative, Unit Manager, Trade Marketing China<br />
54
Christine Wu<br />
LOCATION:<br />
EDUCATION:<br />
CHINA<br />
MBA in Marketing/Marketing Management, General, University<br />
of Michigan<br />
USA (1996)<br />
BBA in Business Administration and Management, National<br />
Taiwan University, Taiwan (1992)<br />
CAREER SUMMARY:<br />
2013 - Present: Estée Lauder Companies Inc.<br />
Brand General Manager, Estee Lauder<br />
2009 - 2013: Clarins<br />
Vice President, Marketing, APAC<br />
China<br />
Hong Kong<br />
2008 - 2008: Avon<br />
2005 - 2008: Category Director, Skincare, APAC China<br />
1996 - 2005: Procter & Gamble<br />
Associate Marketing Director, SK-II/Max Factor, Greater China<br />
Taiwan<br />
Joanna Lee<br />
LOCATION: HONG KONG<br />
EDUCATION: MBA in Marketing, University of Pittsburgh, USA, 1997<br />
CAREER<br />
SUMMARY:<br />
2012 - Present: ESTEE LAUDER<br />
Regional Director, Origins, Asia Pacific<br />
Hong Kong<br />
2002 - 2012: LOREAL<br />
2008 - 2012: Brand Director, Kiehl's China<br />
2007 - 2008: International Business Director, Kiehl's USA<br />
2004 - 2007: Brand Manager, Kiehl's Taiwan<br />
2003 - 2004: Brand Manager, Kerastase Taiwan<br />
2002 - 2003: Marketing Manager, L'Oreal Professional Taiwan<br />
2000 - 2002: LVMH<br />
Brand Manager<br />
1997 - 2000: NIKE<br />
Marketing Specialist<br />
Taiwan<br />
55
Potential candidates<br />
56
Potential candidates<br />
57
58
One Grand Central Place, 60 East 42nd Street Suite 2514, New York, NY 10165 | www.ward-howell.com