NFP Board Checklist: Do You Have the Right CEO – Now and into the Future?

OnTalent

Is it time for your Board to review CEO fit?

A regular structured check helps you understand whether your CEO is still the right leader.

We’ve created this simple checklist for Boards to use during governance reviews or strategic planning – or just to ensure you have the right CEO now and meet the needs of the future.

1. Mission, Purpose and Values Alignment

☐ Does the CEO consistently demonstrate commitment to the organisation’s mission?
☐ Do their decisions reflect the organisation’s values in action?
☐ Do staff and stakeholders see the CEO as a role model for culture?
☐ Does the CEO maintain focus on impact and community outcomes?

2. Strategic Leadership and Future Readiness

☐ Has the CEO set a clear, realistic and future-focused strategy?
☐ Are they able to anticipate sector changes, funding shifts and community needs?
☐ Do they balance long-term planning with day-to-day realities?
☐ Are they proactive about innovation rather than reactive to problems?
☐ Do they position the organisation to stay relevant in a changing environment?

4. Stakeholder and Community Engagement

☐ Does the CEO maintain strong relationships with key partners, funders and government?
☐ Are they respected by stakeholders for credibility and integrity?
☐ Do they build trust with volunteers, staff, clients and community groups?
☐ Are they effective at advocacy when required?

5. Organisational Culture and People Leadership

☐ Is staff engagement steady or improving under their leadership?
☐ Do people feel safe, valued and supported?
☐ Has the CEO built a capable, diverse and high-performing leadership team?
☐ Do they address underperformance quickly and fairly?
☐ Do they create a culture that reflects the mission and the community you serve?

6. Governance and Board Partnership

☐ Does the CEO provide clear, timely and accurate reporting to the Board?
☐ Do they bring issues forward early rather than late?
☐ Is communication open, honest and solution oriented?
☐ Does the CEO understand and respect governance boundaries?
☐ Do they seek Board input on the right matters, not everything or nothing?

7. Capability and Performance

☐ Has the CEO delivered on the strategic objectives set in the past 1–3 years?
☐ Have they navigated challenges (financial, people, operational) effectively?
☐ Are outcomes improving in key impact and operational areas?
☐ Does the CEO continue to grow in the role, or do they seem stretched or stagnant?
☐ Would you confidently rehire this CEO if the role were advertised today?

8. Adaptability and Change Leadership

☐ Does the CEO manage change calmly and with clarity?
☐ Are they able to bring the organisation with them during transitions?
☐ Do they adjust plans based on new information rather than sticking rigidly?
☐ Can they lead transformation while protecting organisational identity?

9. Alignment With the Future Needs of the Organisation

☐ Are the skills that got the organisation here the skills needed for the next stage?
☐ Does the CEO have the capability to lead the organisation through upcoming challenges?
☐ Is the organisation evolving faster than the CEO is developing?
☐ Is the CEO the right fit for both the current environment and the next 3–5 years?

10. Red Flags to Watch

☐ Declining staff morale or turnover in senior roles
☐ Breakdown in relationships with funders or partners
☐ Repeated financial surprises or poor forecasting
☐ Defensive behaviour with the Board or instability in communication
☐ A pattern of missed targets without clear reasoning or recovery plans
☐ Culture concerns that go unaddressed

11. Final Questions for the Board

☐ Is the organisation thriving under this CEO or simply coping?
☐ Are we confident in their ability to safeguard the mission and deliver impact?
☐ What would we regret not addressing now, if we looked back in 12 months?
☐ If the CEO stepped down tomorrow, would we see it as a loss or an opportunity?

Let’s connect people with purpose and create real change together. Call OnTalent on 07 3305 5807 to discuss your specific requirements.

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