Resources
Practical tools for better board searches.
Original guides and free templates for private companies defining a seat, and for leaders preparing for board and advisory roles. No sign-up needed.
Templates
- TemplatesFor companiesBoard Skills Matrix Template for Private CompaniesA practical board skills matrix for private companies: how to build one, a fictional worked example, and a free blank worksheet and CSV you can copy, print or download.Read the guide
- TemplatesFor companiesBoard Recruitment Brief Template: Define the Seat Before You SearchA copyable board recruitment brief template for private companies, with a fictional example covering business need, director vs advisor role, must-have evidence, time, geography, compensation, conflicts and consent.Read the guide
For companies
- For companiesTemplatesBoard Candidate Interview Questions and Evaluation ScorecardFifteen original board candidate interview questions grouped by oversight, industry and scale, financial fluency, constructive challenge, availability and judgment — with follow-ups and a printable evidence scorecard.Read the guide
- For companiesHow to Find Independent Board Members for a Private CompanyA private-company process for finding independent board members: define the gap, decide what independence means for you, source beyond your network, run diligence and approach candidates with consent.Read the guide
- For companiesAdvisory Board vs Board of Directors: What Private Companies Should KnowThe practical difference between an advisory board and a board of directors for private companies: authority, duties, time, compensation and when each is the right choice.Read the guide