The first 30 days checklist
Checklist for fractional executives
For fractional CMOs, CFOs and COOs who start new engagements several times a year.
Roadmap
Fractional to full time in six months
How to use this roadmap
Share this at the thirty day review or in an extension discussion. Founders who see a plan for the end of the engagement trust the start more.
What is inside
The six months on one pageAgree the end point and name the future role.
Month one: agree the end pointName the trigger: Decide what tells you the fractional role is done, such as a revenue level or a team size.
Months two and three: write the role and open the searchYou know the work better than anyone.
Months four and five: choose and overlapSit in the interviews if the founder wants you to.
Month six: step back and reviewOnce the new executive has taken over, the fractional leader steps back.
What to keep after you goA written record. Decisions made, and why.
Three title ideas for your own version
Fractional to full time in six months
How to hand over to a permanent hire
The roadmap for replacing a fractional leader
Where to promote it
Your thirty day reviewLinkedIn posts for foundersfractional communitiesa link in your extension email
Why give founders a roadmap for the end of the engagement?
Founders worry about what happens when the fractional leader goes. A clear plan shows you are thinking of the company first, and it often leads to an extension or a referral.
Make this roadmap your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
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