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Stepping into the chair toolkit
Practical guidance and tools for directors taking on their first chair role – from understanding what changes to navigating the first 180 days, the chair–CEO relationship and everyday boardroom situations.
Moving from director to chair is a significant shift. This Stepping into the chair toolkit is a practical set of resources for first-time chairs, designed to support the first six to 12 months in the role, whether stepping up from within a board or joining a new board as chair.
The resources are built around four transition themes: Shift – understand what changes; Set – establish focus, expectations and boundaries; Strengthen – build relationships, board dynamics and constructive challenge; and Sustain – support board performance, chair effectiveness and succession.
Start with the How to use the Stepping into the Chair resource, then explore:
- Transition guide – what changes when moving from director to chair
- First 180 days as chair – a practical transition plan for the first six months, with actions, milestones and reflections
- Chair–CEO relationship guide – navigating trust, support, challenge and governance boundaries
- Chair moves – practical prompts and techniques for common boardroom situations
Use the resources together, individually as they issues arise, or alongside an outgoing chair, deputy chair, mentor or formal induction process.
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