Martín Gil Strategy · Executive Resources · ET-015

Decision support tool

Executive and Key Role Assessment

Compare candidates against the real challenge of the role, not only the CV.

Assess candidates and leaders for executive positions or critical functions.

Editable XLSX file compatible with Excel, Numbers and Google Sheets.

On iPhone: tap “Download”, not “View”, then open the file in Apple Numbers to edit it without Microsoft 365. Safari Quick Look may not represent the workbook correctly.

When to use itBefore appointing or confirming someone in an executive or business-critical role.
What to prepareRole mandate, expected outcomes, competencies, candidates, evidence, references, risks and appointment conditions.
What you will obtainTurn subjective selection into a verifiable and defensible comparison.

What problem it helps solve

Assess candidates and leaders for executive positions or critical functions.

Questions to answer before deciding

  • Has the person solved a similar challenge?
  • Do they understand the essential decisions of the role?
  • Can they operate with the available scale and resources?
  • Do they develop people and require accountability?
  • Can they translate priorities into deliverables?

How the result is interpreted

The 0–100 result is calculated only from confirmed rows. Document completeness is shown separately so that a completed worksheet is not confused with a favourable decision.

What it does not replace

The tool structures a decision. It does not replace financial, legal, tax, technical or human review when specialist verification is required.

User guide

How to use the tool

1

Define the scope

Specify the decision or situation being assessed.

2

Record evidence

Use verifiable data and documents.

3

Score from 1 to 5

Use one consistent and justified scale.

4

Close with accountability

Assign a condition and owner before confirming a row.

Within the framework

Decide

This tool forms part of the MGS Strategic Intelligence Framework™ and should be interpreted together with evidence, limits and the review mechanism.

Further reading

  1. Porter, M. E. (1980). Competitive Strategy. Free Press.
  2. Porter, M. E. (1985). Competitive Advantage. Free Press.
  3. Mintzberg, H. (1994). The Rise and Fall of Strategic Planning. Free Press.
  4. Kaplan, R. S. y Norton, D. P. (1996). The Balanced Scorecard. Harvard Business School Press.
  5. Christensen, C. M. (1997). The Innovator’s Dilemma. Harvard Business School Press.

Review methodology criteria, scoring and limitations.

Next step

When the tool identifies material exposure

Convert material gaps into a decision question, a verifiable scope and an expected outcome.