Prepare for a confidential career conversation

An exploratory conversation does not require a commitment to leave your firm. It is a chance to clarify what would make another role worth considering and what information you are comfortable sharing.

Identify the change you are seeking

Think beyond the next title. Consider the work you want to own, the team and support you need, the kind of platform that suits you, and the location or travel requirements you can realistically accept.

Separate essential conditions from preferences. This helps avoid spending time on an opportunity that cannot meet a basic requirement.

Prepare a concise account of your experience

Bring an up-to-date résumé and a few accurate examples of your contribution. Explain why you made previous moves and what you learned from them. Where an assignment was a team effort, say which part was yours.

You do not need to reveal confidential client details to begin a useful discussion.

Agree on disclosure boundaries

Ask who will see your information, whether any introduction is being proposed, and what approval is needed before your identity or résumé is shared. State any firms or contacts that should not be approached.

Do not send references' contact details before agreeing how and when references would be used. Avoid your employer's email account or devices if doing so would conflict with workplace policies or your privacy needs.

Ask about the substance of a role

Discuss responsibilities, reporting lines, location, resources, performance expectations, and the process for evaluating mutual fit. Treat an undisclosed role cautiously until enough detail is available to make an informed decision.

Leave with a clear next step

Agree whether the next step is simply to stay in touch, update your materials, clarify an opportunity, or consider a specific introduction. An exploratory conversation should not be mistaken for an application or a promise of a vacancy.

See the candidate information or use the résumé preparation guides.