Word template · Executive

    Board-level candidate profile template

    A board-level profile presents a candidate for a non-executive, chair or board role, so it leads with what a nominations committee weighs: current and past board seats, committee roles such as audit or remuneration, sector and regulatory experience, and the strategic record, with the executive career in support rather than in front. This Word template has that order in the firm's brand, and Formatix fills it from the candidate's CV or biography.

    An executive CV puts the jobs first. A board profile puts the governance first, because that is the question the committee is asking. Rewriting every biography into that order by hand is where the time goes; this template holds the order.

    10 free credits, no card needed. One credit fills one document.

    Board-Level Profile template, page 1: example in Formatix branding with a fictional candidate
    Board-Level Profile, first page. Shown in Formatix branding with a fictional candidate; yours is built in your brand.

    What's in the template

    A board director profile that puts governance roles, committee work and strategic experience first.

    WordDelivered as an editable Word file, or saved as PDF.

    Who uses it

    • Board practices in executive search firms

      Profiles for chair, NED and committee chair searches.

    • Nominations committees and company secretaries

      A consistent profile format for candidates from several sources.

    • Board advisory and evaluation firms

      Profiles of sitting directors for board reviews and refresh planning.

    Every page of the example

    The example is in Formatix branding with a fictional candidate. When you pick this template, it is rebuilt with your logo, colours and fonts before you use it.

    Board-Level Profile template, page 1: example in Formatix branding with a fictional candidateBoard-Level Profile template, page 2: example in Formatix branding with a fictional candidate

    How you use it

    1. 1

      Pick the template

      Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.

    2. 2

      Drop a CV or your notes

      Upload the candidate's CV, in any layout or language. For reports that carry your ratings or notes, add them alongside the CV. One credit fills one document.

    3. 3

      Check and send

      The filled document appears beside the original for checking. Edit anything in place, then download the Word, PowerPoint or Excel file, or save it as PDF.

    Not a download. This is not a file to download. Formatix builds the template in your brand, with your logo, colours and fonts taken from your website, and fills it from a CV or from the notes you supply. What you keep is the finished document: an editable Word, PowerPoint or Excel file you can send as it is or change in Office.

    Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates

    Questions about this template

    What does a board profile put first?
    Board and committee roles, with dates and the company's listing or ownership; regulatory and sector experience; strategic experience such as transactions, transformations and international expansion; then the executive career in brief, education and the consultant's view on fit and independence.
    Does it handle independence and conflicts?
    There are fields for independence, tenure and potential conflicts, entered by the consultant. Formatix does not assess independence.
    Can it be filled from a biography rather than a CV?
    Yes. A narrative biography, a LinkedIn export or an annual report extract can be used as the source.
    Is this a download?
    No. The template is built in your brand inside Formatix and filled from the source document; what you download is the finished profile as a Word document or PDF.

    Use the board-level profile in your brand

    Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card and no expiry.