The Fractional Advantage Toolkit

Three tools to take you from decision to signed engagement.

Reading about how to hire a fractional CFO or CMO is the easy part. The hard part is the moment you’re actually doing it: sitting in an interview without a way to compare candidates, or about to sign an engagement with a scope that was never written down.

The Toolkit is the companion to The Fractional Talent Hiring Manual. It gives you three ready-to-use documents, so you’re not building them from scratch while a hiring decision is waiting.

What’s included

• The Candidate Scorecard: Score every interview against six criteria (relevant acumen, strategic judgment, track record, communication, team fit, and availability) right after the conversation, while it’s still fresh.
• The Scope of Work Template: Define the engagement model, specific deliverables, compensation, and terms before anyone signs. It includes signature lines for both sides.
• The Vetting Checklist: A one-page final pass covering readiness, pre-offer checks, and red flags, so you can catch problems before you make an offer.

Who it’s for

CEOs, founders, management teams, and operators who are actively hiring a fractional executive, or about to.

Format

4-page PDF with a cover and three tool pages. Fill it out digitally or print it.

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Three ready-to-use tools for hiring a fractional CFO or CMO: a candidate scorecard, scope of work template, and vetting checklist. Instant PDF download.