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 […]

Talent Review Meeting Template: Running Productive Succession Sessions

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. Talent review meetings often produce a lot of discussion and few decisions, becoming an annual ritual rather than a […]

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 […]

Structured Interview Guide Template for VP-Level Roles

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. VP-level hiring often relies on unstructured conversations that reward the articulate over the capable. A structured […]

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 […]

Job Offer Negotiation Checklist for Employers Closing Executive Candidates

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. You have chosen your candidate and they are interested, and now the negotiation will […]

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 […]