Executive Readiness Checklist
Executive Leadership Training Template and Readiness Checklist
A ready-to-run executive development program and the readiness checklist to go with it. Develop your senior team, then see which executive roles are actually ready to carry the enterprise.
- A seven-module executive program, from enterprise strategy to succession, with audience and duration
- A ten-point executive readiness checklist you can map to your own leadership standards
- A competency matrix that scores each executive role on strategy, board and stakeholders, enterprise decisions, culture and presence
- A coaching and exposure cadence built for senior leaders, not classroom courses
What is inside
- A seven-module executive program, from enterprise strategy to succession, with audience and duration for each session.
- A ten-point executive readiness checklist you can map to your own leadership standards and mark off as you go.
- A competency matrix that scores each executive role on the five demands of enterprise leadership, and shows where the bench is thin.
- A coaching and exposure cadence built for senior leaders, not a classroom course schedule.
Who it is for
Anyone who develops the top team, or answers for who leads the enterprise next.
- CHROs and heads of people
- Boards and nomination committees
- CEOs and founders
- Executive coaches and OD leads
- Chiefs of staff
- Function heads stepping up to the C-suite
- Succession and talent leaders
- VPs on an executive track
The executive leadership program template
Seven modules covering the shift from running a function to leading the enterprise. Run them alongside coaching and real exposure, weighted to the roles a leader is being developed toward.
| Module | Audience | Duration | What it must cover |
|---|---|---|---|
| 1. Enterprise strategy and capital allocation | All executives | 45 min | Setting strategy, allocating capital and attention across the whole enterprise, not one function. |
| 2. Board and investor engagement | C-suite, VPs stepping up | 40 min | Working with a board, reading governance, and communicating clearly with investors and directors. |
| 3. Stakeholder and external influence | All executives | 35 min | Influencing customers, partners, regulators and the public, and representing the organisation well. |
| 4. Enterprise decision-making | All executives | 40 min | Making high-stakes decisions under uncertainty, weighing trade-offs, and owning enterprise risk. |
| 5. Shaping culture and values at scale | All executives | 40 min | Role-modelling values, setting the tone, and shaping culture across thousands, not a single team. |
| 6. Executive presence and communication | All executives | 35 min | Presence, gravitas, storytelling and communicating with clarity under pressure and scrutiny. |
| 7. Succession and building the bench | C-suite | 35 min | Developing successors, building the leadership bench, and planning for critical enterprise seats. |
Running executive development through an LMS, alongside coaching, gives you dated readiness per leader and per role, the evidence a board or nomination committee expects when a critical seat is in play.
The executive readiness checklist
Ten steps to develop executives against the enterprise standard, not the function they came from. Tick items to track your own program, it stays in this browser. The download has the same list with an owner column.
- Enterprise-level competencies defined for each roleDesignBefore launch
- Executives assessed with a 360 and board inputAssessmentBefore launch
- An executive coach matched to each leaderCoachingPer leader
- Board and investor exposure plannedExposureOngoing
- Enterprise projects assigned as stretch workExperienceOngoing
- Culture and values role-modelled from the topCultureOngoing
- Executive presence and communication coachedDevelopmentOngoing
- Readiness scored by role, not just tenureGovernanceQuarterly
- Succession mapped for critical enterprise seatsSuccessionQuarterly
- Progress reviewed with the boardGovernanceAnnual
The step most companies skip is the last succession one. When a critical seat opens unexpectedly, the cost of an unready appointment lands on the whole enterprise, not one team.
Executive readiness at a glance
The checklist tells you the program is running. This matrix tells you which executive roles are actually ready to carry the enterprise. Score every role on the five demands of enterprise leadership. In Excel the readiness and gaps calculate as you type.
| Executive role | Leaders | Strategy | Board / stakeholders | Enterprise decisions | Culture | Exec presence | Ready |
|---|---|---|---|---|---|---|---|
| CEO / founder | 1 | 2 | 2 | 2 | 2 | 2 | 100% |
| COO | 1 | 2 | 1 | 2 | 2 | 1 | 80% |
| CFO | 1 | 2 | 2 | 1 | 1 | 1 | 70% |
| Function heads (CXO) | 6 | 1 | 1 | 1 | 1 | 1 | 50% |
| VPs stepping up | 9 | 1 | 0 | 1 | 0 | 0 | 20% |
| Coverage at required | 60% | 40% | 40% | 40% | 20% | 64% |
The exposure here is the step up. VPs on the executive track score weakest on board engagement and executive presence, exactly the enterprise muscles a function role never builds, so the bench for critical seats is thinner than the org chart suggests.
The executive development calendar
| Timing | Action | Owner |
|---|---|---|
| On entering the program | Baseline with a 360, agree development goals, and match an executive coach. | CHRO and L&D |
| Monthly | Executive coaching session focused on one enterprise competency. | Executive coach |
| Quarterly | Review readiness by role and board or investor exposure progress. | CHRO and board |
| Per enterprise project | Stretch assignment carrying real enterprise risk and visibility. | CEO |
| Ongoing | Role-modelling culture and values, reviewed in leadership feedback. | CEO and top team |
| Annual | Succession review for critical seats and refreshed development goals. | Board and CHRO |
How to run it
- Define enterprise-level competencies
Set what leadership demands at the top table, distinct from running a function, before you design anything.
- Assess against the enterprise standard
Use a 360 and board or CEO input to place each executive against the demands of the role above them.
- Blend coaching with real exposure
Pair an executive coach with board exposure, enterprise projects and stakeholder work, not classroom courses.
- Develop culture and presence deliberately
Treat role-modelling values and executive communication as skills to build, not traits to assume.
- Score readiness by role
Roll it up per executive role so you can see who is ready to carry a critical seat and where the bench is thin.
- Review the top team quarterly
Readiness scores, exposure progress and succession coverage for critical roles, reviewed with the board every quarter.
Disprz customers see up to 8X training ROI.
Common mistakes this pack prevents
- Assuming strong function heads will absorb enterprise leadership on their own, without any development.
- Filling a critical seat on tenure or hope, because readiness was never scored against the role.
- Sending executives to generic courses instead of coaching, board exposure and real enterprise stretch work.
- Treating executive presence and culture-shaping as innate traits rather than skills to be built.
- No succession map for critical seats, so an unexpected departure becomes an enterprise-wide scramble.
Which format should you use?
| Format | Best for | What is inside | Editable | Size |
|---|---|---|---|---|
| PDF PDF | Sharing and print | The full template, formatted to print or circulate | No | 55 KB |
| WORD Word | Editing the wording | Every section as editable text you can adapt | Yes | 86 KB |
| EXCEL Excel | Filling it in live | The grid and scoring set up as a working spreadsheet | Yes | 65 KB |
Questions people ask
How is executive leadership training different from general leadership training?
How do you develop executives if it is not classroom courses?
Can I adapt the modules and competencies?
Does the Excel tracker work in Google Sheets?
Do I have to fill the form three times?
An executive bench is only real if you can see who is ready for the seat. That is the part we run.
Bring your CHRO and senior team to a 30-minute working session. We will show how Disprz runs executive development as coaching, exposure and short modules, and rolls readiness up by role, so your next board succession review is a two-minute export.
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