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Board appointments checklist

Board appointments checklist

A practical checklist to help boards plan and manage a robust appointment process – from identifying capability needs and assessing candidates to due diligence, appointment and induction.

author
Institute of Directors
date
17 Sep 2026

A robust board appointment process helps ensure the board has the right mix of capability, experience, diversity of thought and personal attributes to meet the organisation’s future needs. This checklist supports chairs, nomination committees and governance teams through each stage of the process, including succession planning, defining selection criteria, going to market, assessing candidates consistently, completing due diligence, documenting the appointment and setting the new director up for success.

 

Download checklist