Board Pulse reports leadership risk the way you already report financial risk.
Every quarter, your board gets a clear, structured view of the people running the business: who could succeed whom, who might leave, and how the top team is performing.
Prepared for the Board of Directors, [Company name] · Q3 2026
Summary
The Chief Financial Officer has one internal successor ready now and another ready within two years. Two roles need the board’s attention: the Chief People Officer is now more likely to leave, and the Chief Marketing Officer role has had no successor since June.
Succession cover by role
Chief Executive OfficerThin
Chief Financial OfficerGood
Chief Operating OfficerGood
Chief People OfficerAt risk
Chief Marketing OfficerNo cover
Recommended for discussion
Agree an interim plan for marketing. Review the retention package for the Chief People Officer before year end.
Sample report. Names and figures are for illustration only.
Two ways to work with us
Bring in our team to run it and drive the changes with you, or use Board Pulse yourselves.
We run it for you
Our consultants work alongside your board and HR team. We assess your leaders, build the succession plans, write the quarterly report and present it to the board. Then we help you act on it.
Board and leadership assessments, run by our team
A succession and retention plan for every critical role
The quarterly report, written and presented to your board
Your HR team runs Board Pulse in-house. Assess your own leaders, keep succession plans up to date, and put candidates you’ve found yourselves through the same assessments we use.
Assessments and psychometrics your team can run itself
Assess outside candidates, whether or not we’re running the search
Succession, retention and development tracking in one place
The board report, produced from your own data
Our consultants on call when you want a second opinion
A quarterly leadership report for the board. It covers succession (who could take over each critical role, and how soon), retention (which leaders are most likely to leave, and what is driving it), performance and development (how each member of the top team is progressing against their plan) and hiring (where each open senior role stands, from shortlist to offer).
The board is not starting from nothing. The report shows who is ready to step in, who is ready within two years and which roles have no cover at all, so an interim plan can be agreed before it is needed.
Either. If we run it, our consultants assess your leaders, build the succession and retention plans, write the quarterly report and present it to your board. If your team uses it directly, your HR team runs the assessments and plans in Board Pulse and produces the report from your own data, with our consultants on call.
Yes. Your team can put candidates it has found through the same assessments we use, whether or not JOH Partners is running the search.
Nobody has to build it by hand. The report draws on the assessments and plans held in Board Pulse, whether our team or yours keeps them up to date.
If you already have an account, use the Login link in the navigation. If not, ask for a sample report or book a walkthrough and we will take it from there.
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