Listen and diagnose
- Confirm expectations and decision rights
- Map stakeholders, cash, risk and critical reporting
- Test data quality and control assumptions
- Identify urgent stabilisation actions
Review the complete opportunity—not only the headline figure—prepare references and convert the agreed mandate into a focused first-90-days plan.
Use this checklist to surface the terms and expectations that deserve clarification before you accept. Nothing is saved or submitted.
Does the complete package reflect responsibility, risk and market context?
Are the working model, culture and stakeholder expectations sustainable?
Will authority, data, systems and team capacity enable success?
Contact referees before sharing their details and explain the role, likely timing and relevant work they may be asked to verify.
Select people who directly observed the responsibilities, conduct and outcomes relevant to this appointment.
Confirm willingness, preferred contact details and any organisational reference policy before providing information.
Share the mandate and accurate dates, titles and achievements so the referee is properly prepared.
The earliest priority is informed diagnosis—not premature certainty. Listen, validate and establish a credible delivery rhythm.
Checklist selections remain on this page and are not stored or shared. This practical guidance is general information and is not legal, tax, financial or employment advice.