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CEO · Playbook · Advanced · Saves 80+ hours

Executive Hiring Playbook

A playbook for hiring executive team members.

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What's included

  • Role definition
  • Search strategy
  • Interview process
  • Assessment methodology
  • Reference process
  • Offer and close
  • Onboarding design

Best used when

  • First executive hires
  • C-suite expansion
  • Key leadership gaps
  • Board-level hiring

The template

The Template

EXECUTIVE HIRING PHILOSOPHY

Hiring Leaders at Scale

EXECUTIVE HIRING FUNDAMENTALS

WHY EXEC HIRING IS DIFFERENT:
☐ Higher stakes (wrong hire = 12-18 month setback)
☐ Longer evaluation needed
☐ More stakeholders involved
☐ Compensation complexity
☐ Cultural impact is massive
☐ Harder to course correct

COMMON EXEC HIRING MISTAKES:
☐ Hiring for past company, not current stage
☐ Over-indexing on brand names
☐ Rushing due to urgency
☐ Skipping reference checks
☐ Not assessing leadership style
☐ Ignoring cultural fit
☐ Unclear success criteria
☐ Insufficient board/investor input

WHAT GREAT EXEC HIRES HAVE:
☐ Proven track record at similar stage
☐ Leadership that matches your culture
☐ Strategic thinking + execution
☐ Self-awareness and coachability
☐ Ability to build and develop teams
☐ Comfort with ambiguity

RED FLAGS TO WATCH:
☐ Takes credit, deflects blame
☐ Can't articulate failures/learnings
☐ Answers don't go deep
☐ References hesitate or are vague
☐ Poor self-awareness
☐ Wrong stage experience
☐ Cultural mismatch signals

EXEC HIRING PROCESS

Comprehensive Executive Hiring Playbook

═══════════════════════════════════════
PHASE 1: ROLE DEFINITION
═══════════════════════════════════════

BUSINESS CASE:
☐ Why do we need this role now?
☐ What will this person own?
☐ What will success look like at 90 days?
☐ What will success look like at 1 year?
☐ What happens if we don't hire?

ROLE CLARITY:
Title: _______________
Reports to: _______________
Direct reports: _______________
Key responsibilities:
☐ _________________________________
☐ _________________________________
☐ _________________________________
☐ _________________________________
☐ _________________________________

KEY DECISIONS THIS ROLE WILL MAKE:
☐ _________________________________
☐ _________________________________
☐ _________________________________

SUCCESS METRICS:
90-day success:
☐ _________________________________
☐ _________________________________

1-year success:
☐ _________________________________
☐ _________________________________

IDEAL CANDIDATE PROFILE:
Must-have:
☐ _____ years in function
☐ _____ years in leadership
☐ Experience with $___M-$___M companies
☐ Experience with ___-___ person teams
☐ ________________________________

Nice-to-have:
☐ _________________________________
☐ _________________________________
☐ _________________________________

Deal-breakers:
☐ _________________________________
☐ _________________________________

═══════════════════════════════════════
PHASE 2: SEARCH STRATEGY
═══════════════════════════════════════

INTERNAL CANDIDATES:
Candidate         | Readiness | Development Needed
------------------|-----------|-------------------
                  |           |
                  |           |

SEARCH APPROACH DECISION:
☐ Retained search firm ($60-100K, faster)
☐ Contingent search ($30-50K, less dedicated)
☐ Internal recruiting (cheaper, harder)
☐ Network-driven (cheapest, variable)

SEARCH FIRM SELECTION (if applicable):
Firm              | Specialty | Track Record | Fee
------------------|-----------|--------------|-----
                  |           |              |
                  |           |              |
                  |           |              |

Selected: _______________
Reason: _______________

TARGET COMPANIES:
Company           | Why       | Potential Candidates
------------------|-----------|---------------------
                  |           |
                  |           |
                  |           |
                  |           |

NETWORK ACTIVATION:
☐ Board members to contact
☐ Investors to contact
☐ CEO peers to contact
☐ Functional peers to contact
☐ Former colleagues to contact

═══════════════════════════════════════
PHASE 3: INTERVIEW PROCESS
═══════════════════════════════════════

INTERVIEW STAGES:

ROUND 1 - INITIAL SCREEN (60 min)
Interviewer: Recruiter or CEO
Focus: Background, interest, high-level fit
Questions:
☐ Walk me through your career
☐ Why are you interested in this role?
☐ What are you looking for in your next role?
☐ What's your leadership style?
☐ What questions do you have?
Pass/fail criteria: _______________

ROUND 2 - CEO DEEP DIVE (90 min)
Interviewer: CEO
Focus: Strategy, leadership, cultural fit
Questions:
☐ Tell me about your biggest achievement
☐ Tell me about your biggest failure
☐ How would you approach first 90 days?
☐ How do you build and develop teams?
☐ What's your decision-making style?
☐ How do you handle conflict?
Pass/fail criteria: _______________

ROUND 3 - LEADERSHIP TEAM (60 min each)
Interviewers: 2-3 key executives
Focus: Collaboration, cross-functional fit
Questions:
☐ How would you work with [function]?
☐ Tell me about cross-functional wins
☐ How do you handle disagreements?
☐ What would you need from peers?
Pass/fail criteria: _______________

ROUND 4 - CASE/WORK SESSION (90-120 min)
Interviewer: Hiring manager + team
Focus: Problem-solving, thinking style
Format:
☐ Present real business challenge
☐ Have candidate present approach
☐ Discuss and pressure-test
☐ Assess thinking quality
Pass/fail criteria: _______________

ROUND 5 - BOARD/INVESTOR (optional, 45-60 min)
Interviewer: Key board member
Focus: Strategic thinking, investor readiness
Questions:
☐ How would you present to board?
☐ What metrics would you track?
☐ How do you think about the market?
Pass/fail criteria: _______________

ROUND 6 - FINAL & REFERENCES
Activities:
☐ Back-channel references (3+)
☐ Formal references (3+)
☐ Final CEO conversation
☐ Offer preparation

═══════════════════════════════════════
PHASE 4: ASSESSMENT & REFERENCES
═══════════════════════════════════════

INTERVIEW DEBRIEF FORMAT:
For each interviewer:
☐ Overall rating (1-5)
☐ Strengths observed
☐ Concerns identified
☐ Questions remaining
☐ Hire/No hire recommendation

REFERENCE CHECK TEMPLATE:
Reference: _______________
Relationship: _______________
Duration: _______________

Questions:
☐ How do you know [candidate]?
☐ What was their role/responsibility?
☐ What are their greatest strengths?
☐ What are their development areas?
☐ How would you describe their leadership?
☐ How did they handle [specific situation]?
☐ Would you work with them again?
☐ On a scale of 1-10, how would you rate them?
☐ What should I know that I haven't asked?

BACK-CHANNEL REFERENCES:
☐ At least 3 not provided by candidate
☐ Ask same questions
☐ Look for patterns

═══════════════════════════════════════
PHASE 5: OFFER & CLOSE
═══════════════════════════════════════

COMPENSATION PACKAGE:
Base salary: $_____
Target bonus: ___% = $_____
Total cash: $_____
Equity: _____% (_____ shares)
Sign-on bonus: $_____
Other benefits: _______________

OFFER CONVERSATION APPROACH:
☐ Understand their priorities
☐ Present package thoughtfully
☐ Be prepared to negotiate
☐ Know your limits
☐ Don't lowball

COMMON NEGOTIATION POINTS:
☐ Base salary
☐ Equity (amount, vesting, acceleration)
☐ Title
☐ Start date
☐ Sign-on bonus
☐ Relocation support

CLOSING THE CANDIDATE:
☐ Why this role matters
☐ Why they specifically
☐ Vision for their impact
☐ Address remaining concerns
☐ Create urgency appropriately

Executive Assessment Matrix

Criteria Weight Score (1-10) Weighted Notes
Functional expertise 20%
Leadership track record 20%
Strategic thinking 15%
Cultural fit 15%
Stage experience 15%
Team building 10%
Growth potential 5%
TOTAL 100% /10

Executive Hiring Timeline

Phase Duration Key Activities
Role definition 1-2 weeks Align on role, compensation
Search launch 1-2 weeks Kickoff, sourcing begins
Candidate pipeline 3-6 weeks Screen, identify finalists
Interviews 2-4 weeks All rounds completed
References & offer 1-2 weeks Checks, package, close
Total timeline 8-16 weeks

Frequently asked questions

What is the Executive Hiring Playbook?

A playbook for hiring executive team members.

Who is the Executive Hiring Playbook for?

It is built for CEOs and their teams working on Scaling Operations. The AI coach adapts it to your company, stage, and goals.

How long does the Executive Hiring Playbook take to use?

It saves roughly 80+ hours versus building from scratch. Our AI coach can tailor the playbook to your situation in minutes, then hand you a step-by-step plan.

Is the Executive Hiring Playbook free?

Yes. You can read the full playbook and start getting coached through it for free. Sign in to save your tailored version and track your next steps.

How does the AI coach help with the Executive Hiring Playbook?

The coach teaches you the framework, asks a few questions about your business, tailors the playbook to you, and gives you measurable next steps to execute.