Category Archives: Templates & Checklists

Internal Candidate Assessment Template for Promotion Decisions

As Global Head of Research & Leadership Advisory at JRG Partners, I have built and refined this template across hundreds of executive searches, so here is the version that actually works. Promoting from within is often the right call, but internal candidates get assessed less […]

Executive Interview Scorecard Template: Criteria, Weighting, and Scales

As Global Head of Research & Leadership Advisory at JRG Partners, I give clients this template constantly, so here is the practitioner’s version, ready to adapt. A scorecard turns interviewing from an exercise in impressions into a structured, comparable assessment, which is […]

Compensation Benchmarking Template: Building a Defensible Executive Pay Case

As Global Head of Research & Leadership Advisory at JRG Partners, I have built and refined this template across hundreds of executive searches, so here is the version that actually works. Executive compensation decisions get challenged, by candidates, boards, and sometimes […]

CEO Search Committee Charter Template for Boards

As Global Head of Research & Leadership Advisory at JRG Partners, I have built and refined this template across hundreds of executive searches, so here is the version that actually works. A CEO search runs better when the committee’s mandate, membership, and decision rules are […]

Executive Job Posting Template Optimized for Senior Candidates

As Global Head of Research & Leadership Advisory at JRG Partners, I give clients this template constantly, so here is the practitioner’s version, ready to adapt. Most executive job postings read like internal job descriptions and repel exactly the senior candidates they should […]

Executive Reference Check Question Template (20 Questions That Work)

As Global Head of Research & Leadership Advisory at JRG Partners, I give clients this template constantly, so here is the practitioner’s version, ready to adapt. Most reference checks are worthless because they ask soft questions of hand-picked references and accept flattering […]

The Executive Hiring Process: A 12-Step Checklist from Intake to Onboarding

As Global Head of Research & Leadership Advisory at JRG Partners, I give clients this template constantly, so here is the practitioner’s version, ready to adapt. Executive hiring involves many moving parts, and skipping or rushing any of them is where mis-hires begin. This […]

Position Specification Template for C-Level Searches

As Global Head of Research & Leadership Advisory at JRG Partners, I have distilled what belongs in this tool from real executive hiring practice, and here it is, ready to use. A position specification is the foundation of a search: get it right and everything downstream, […]

Interview Panel Planning Checklist for C-Suite Candidates

As Global Head of Research & Leadership Advisory at JRG Partners, I give clients this template constantly, so here is the practitioner’s version, ready to adapt. A C-suite interview panel that is not planned wastes everyone’s time and produces overlapping, shallow assessment. […]

Executive Offer Letter Template: Clauses Employers Should Include

As Global Head of Research & Leadership Advisory at JRG Partners, I give clients this template constantly, so here is the practitioner’s version, ready to adapt. An executive offer letter is a legal and relationship document at once, and the clauses you include, or forget, shape […]