Category Archives: Templates & Checklists

Executive Search RFP Template: How to Evaluate Search Firm Proposals

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. Choosing a search firm is a consequential decision, and a structured RFP lets you evaluate firms on […]

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. […]

Organizational Chart Planning Template for Growing Companies

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. Growing companies often let their org structure evolve by accretion, and end up with reporting lines and roles that […]

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 […]

Pre-Offer Due Diligence Checklist for Executive Hires

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. The days before an executive offer are your last chance to confirm the candidate is who they appear to be, and […]

Culture Interview Question Bank: 30 Questions Mapped to Values

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. Culture fit is easy to claim and hard to assess, and vague ‘culture questions’ often reveal nothing. This question […]

30-60-90 Day Plan Template for New Executives (With Examples)

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 30-60-90 day plan gives a new executive a structured start and gives the company a way to align on expectations. […]

Executive Candidate Experience Checklist: Every Touchpoint That Matters

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. Strong executive candidates are assessing you as much as you are assessing them, and every […]

Remote Executive Interview Checklist: Assessing Leaders Over Video

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. Assessing a senior leader over video is different from doing it in person, and interviewers who ignore the […]