Board CEO Search Toolkit
Working tools for a charter board whose CEO is stepping down.
Five tools that turn a seven-step search into documents your committee can fill in, score against, and keep.
What is inside
1. Decision rights, committee, and calendar
Settle who decides what, and work the dates backward from the start date.
2. Success profile worksheet
Define what the next CEO must achieve.
3. Candidate scoring rubric
Compare every candidate against the same criteria.
4. Interview scorecard and reference notes
Capture evidence, not impressions.
5. Offer, announcement, and first 90 days
Close well and set the new CEO up to succeed.
How to use it
- Print the pages, or copy them into your own documents.
- Agree on the success profile and rubric before you post the role or call a candidate.
- Score before you discuss.
- Adjust every tool to your bylaws and your authorizer’s requirements.
Get the toolkit
These tools are a planning aid, not legal advice. Check your charter agreement, your authorizer’s requirements, and your state’s open-meeting rules with counsel.
Want a thought partner on the search?
We run CEO and executive director searches for charter networks and schools. Book a call and we will talk through the process, the calendar, and the board’s role.
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