Category Archives: Templates & Checklists

Succession Planning Template: A One-Page Framework for Mid-Market Boards

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. Mid-market boards often have no succession plan until a crisis forces one, and then it is too late. […]

First Board Meeting Checklist for Newly Hired CEOs

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 newly hired CEO’s first board meeting sets the tone for the board relationship that will […]

Executive Probation Review Template: The Six-Month Checkpoint

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 six-month probation review is the point at which you formally assess whether a new executive is working out, early […]

Leadership Competency Matrix Template for Executive Hiring

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 competency matrix defines what ‘good’ looks like for a role, in specifics, so that assessment measures the right […]

CEO Transition Checklist: 90 Days Before and After the Handoff

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 CEO transition is one of the most disruptive events a company faces, and the ninety days before and […]

Leadership Offsite Agenda Template for New Executive Team Integration

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 newly assembled executive team does not become a real team on its own, and an offsite is the best opportunity to […]

Executive Onboarding Checklist: The First Two Weeks, Day by Day

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 first two weeks set the tone for a new executive’s entire tenure, and leaving them to chance wastes a critical […]

Acquisition Leadership Audit Checklist for PE Deal Teams

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. PE deal teams scrutinize the numbers exhaustively and the leadership team barely at all, then inherit […]

Candidate Debrief Template: Structuring Post-Interview Committee Discussions

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. The post-interview debrief is where a hiring decision is really made, and unstructured debriefs let the […]

Hiring Manager Intake Form Template for Executive Roles

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. An executive search built on a vague brief produces a scattered pool and a frustrated […]