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Internal CEO Transition Coaching
→ How we do it 

How we do it

Internal CEO Transition Coaching

1. Briefing

  • Capturing and documenting ownership expectations, board dynamics and strategic direction

  • Clarifying the succession rationale and timeline

  • Defining the future CEO mandate, role-specific requirements and measurable success criteria

  • Assessing governance implications and stakeholder sensitivities

  • Agreeing on a clear project timeline, including defined assessment phases and decision milestones

2. Assessment

  • Defining a structured internal evaluation framework

  • Identifying potential internal successors and relevant talent pools

  • Reviewing performance track record, leadership exposure and development trajectory

  • Conducting structured, in-depth personal dialogues with identified candidates

  • Assessing readiness level (ready now / ready soon / development required)

  • Creating a transparent comparison matrix based on predefined CEO criteria

3. Validation

  • Conducting structured interviews with shareholders and/or the board

  • Evaluating strategic fit, cultural authority and credibility within the organisation

  • Reviewing internal references and stakeholder feedback

  • Refining the ranking based on objective assessment logic

4. Decision

  • Structuring the final evaluation process

  • Supporting shareholders and board in reaching a clear, fact-based decision

  • Preparing communication logic and succession narrative

  • Aligning role definition during the transition phase (if incumbent CEO remains temporarily involved)

5. Transition Design

  • Structuring the handover process between outgoing and incoming CEO

  • Defining responsibilities, authority transfer and communication sequencing

  • Aligning key stakeholders internally and externally

  • Preparing the first 100-day framework

6. Aftercare

  • Supporting the integration and authority establishment phase

  • Conducting structured feedback discussions with shareholders and the new CEO

  • Optional sparring or coaching to stabilise leadership effectiveness

Good to know

When we are mandated to conduct a CEO succession, our priority is always to identify the best possible solution for the client, regardless of whether it originates internally or externally.

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