On a chief legal officer search the reference list is set in the Mandate Blueprint, with the scorecard. A usable reference is a director, a committee chair, or a chief executive who has been in the meeting when the candidate presented risk, a transaction, or a disclosure. A law-firm partner who liked the work product is a colleague reference. It does not answer the board's question.
The published board-level file inside the 38 is a successor general counsel, not a separately counted CLO title. A NASDAQ-listed medtech in Boston ran a blind search. The shortlist was four dossiers on day 24. The accepted offer closed in week 11. The 12-month retention checkpoint held. The general counsel's account of that shortlist: every name could already sit with the board. That is the reference standard this search uses. The reference list is the one written into the Mandate Blueprint. It is not a standing quota of calls.
The same file is why confidentiality is part of referencing, not a courtesy. The incumbent was still in post. References were taken without shopping that person. Blind both ways until mutual interest is confirmed in writing. No curriculum vitae leaves us without written consent. An NDA is available on request. The method is on how we run a search, and the file is the Boston medtech succession.
A reference call on this seat has a script that fits on one page. Did the candidate present to the board, or sit in and answer when asked? Who else was in the room? What did the candidate recommend on the transaction or the risk item, and did the board take it? What happened the one time the candidate and the chief executive disagreed? A director who cannot answer those four questions has not seen the work. Thank them, and do not score the call as a pass. The dossier that goes to the nomination committee records the answers, the role of the person who gave them, and the matter they were describing. It does not record a rating.
Final interviews follow the same cut. The chief executive, the chair, and at least one member of the nomination committee meet the shortlist. A process that stops with the chief people officer has assessed a colleague, not an officer. The Boston file put four names in front of the board. That is the shape: a short list the directors will actually meet, not a long list for a staff screen. Offer engineering then covers notice, the long-term incentive the compensation committee has already cleared, and the 12-month replacement term. The terms are in the engagement letter before the first reference is taken.