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CEO Candidate Evaluation
At MassMutual, a search committee was interviewing CEOs, and the financial company used this short form to evaluate candidates.
Each member of a search committee at MassMutualfilled out this sheet after interviewing CEO candidates. The form gave the committee a way to make the process less subjective.
Candidate:
Evaluator:
| Ratings: | 5 - Clearly confident 4 - Confident 3 - Seems OK 2 - Some concern 1 - Serious concern 0 - no information |
| Criteria: | A track record of achievement, demonstrating success in leading a dynamic, volatile environment; experience should include successful acquisition and related integration or culture shifts; capable of leading a large, complex business on day one. |
| Comments: |
|
| Rating: | 0 1 2 3 4 5 |
| Criteria: | Will not gamble foolishly with the assets of the corporation. Knows how to protect and "anchor" a franchise, as well as project a leadership position in a highly competitive financial services environment. |
| Comments: |
|
| Rating: | 0 1 2 3 4 5 |
| Criteria: | Uses seasoned judgment to make sound strategic choices -- knows when to emphasize and balance the organization's long-term strategic objectives; applies broad knowledge and experience when addressing complex issues; makes timely, tough decisions. |
| Comments: |
|
| Rating: | 0 1 2 3 4 5 |
| Criteria: | Has demonstrated the ability to develop a vision for the business; maintains a long-term, big-picture view; anticipates obstacles and opportunities; generates break-through ideas; is willing to entertain alternative corporate structures and governance models to achieve strategic objectives. |
| Comments: |
|
| Rating: | 0 1 2 3 4 5 |
| Criteria: | A great leader who inspires others to perform at their best; creates a climate that fosters personal investment and excellence; sets and pursues aggressive goals; a high-energy type who can change a successful culture, keep the momentum going; drives for results; promotes collaboration and teamwork. |
| Comments: |
|
| Rating: | 0 1 2 3 4 5 |
| Criteria: | Strong integrity base; establishes open, candid, trusting relationships; treats all individuals fairly and with respect; makes decisions that are effective rather than politically expedient. |
| Comments: |
|
| Rating: | 0 1 2 3 4 5 |
| Criteria: | Experience in the financial services industry as a leader of a substantially distributed financial-services product. |
| Comments: |
|
| Rating: | Yes No |
| Criteria: | Clear understanding of the customer, competition, and legislative environments. |
| Comments: |
|
| Rating: | Yes No |
| Criteria: | Clear, date-certain successor to the chairman. |
| Comments: |
|
| Rating: | Yes No |
| Criteria: | Excellent presenter to board of directors, management team, employee population, and external communities. |
| Comments: |
|
| Rating: | Yes No |
Reprinted with permission from The Right CEO by Frederick W. Wackerle, Copyright 2001 by John Wiley & Sons, Inc.
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