Category Archives: Templates & Checklists

Executive Search Kickoff Agenda Template: Questions to Align On

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 kickoff meeting is where a search either gets aligned or gets misaligned, and the difference shows […]

Leadership Retention Risk Assessment Template

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. Companies usually discover a retention risk when a valued executive resigns, which is too late to do anything about […]

Confidential Search Communication Plan Template for HR Leaders

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 confidential search, replacing a sitting executive, or a sensitive hire, lives or dies on […]

Emergency CEO Succession Plan Template: The Envelope Every Board Needs

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. If your CEO were suddenly unable to serve tomorrow, would your board know exactly what to do? Most […]

Counteroffer Response Playbook: Scripts for Hiring Managers

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 candidate you have worked months to win tells you they have received a counteroffer from […]

Executive Compensation Committee Agenda Template

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 compensation committee that runs on an ad hoc agenda risks missing its responsibilities and making […]

Executive Exit Interview Template: Questions That Surface Real Reasons

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. Departing executives know things about your organization that no one still there will tell […]

Leadership Team Effectiveness Survey Template (With Scoring Guide)

Executive Team Meeting 2

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. Leadership teams rarely assess how well they actually function, and the dysfunction that results goes undiagnosed […]

Board Skills Matrix Template: Auditing Director Capabilities

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. Boards often add directors based on who is available rather than what capabilities the board actually […]

New Executive Announcement Template: Internal and External Versions

Executive Announcement

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 new executive announcement shapes first impressions inside and outside the company, and the internal […]