Executive Search Preparation Worksheet

How to Use This Worksheet

To edit this document with your team in Google Docs, click File > Make a Copy.

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Why Use This Worksheet

Starting the search for an executive position within your organization can feel like a daunting task. The worksheet beginning on the next page is designed to help your team walk through key considerations to ensure you are planning for a successful search, whether conducting it internally or with the support of a firm like Edgility.

To access this worksheet, please fill out the form below.


Put your values to work. Act on equity.

We believe equity isn’t a box to check. It’s a daily action. Someone’s unique identity isn’t something to overcome–when paired with the right opportunity, it becomes one of their greatest professional assets. We exist to empower social impact organizations to recognize and overcome unconscious bias, racism and sexism so they can build a workforce that reflects and strengthens the communities they serve.