Free checklists, playbooks, templates, and guides — built for businesses that work with fractional executives and expert consultants across compliance, finance, legal, and cybersecurity.
26 resources
Checklist for the expert: what a fractional CFO should gather, review, and establish in the first two weeks of any engagement.
Find a Fractional CFO Engagement →Step-by-step checklist for onboarding a fractional CFO — covering financial systems access, reporting cadence, and 30/60/90-day priorities.
Find a Fractional CFO →Market rate benchmarks and negotiation tactics for hiring a fractional CFO — hourly rates, retainer structures, and what drives price.
See CFO Rate Benchmarks →Ready-to-use scope of work template for fractional CFO engagements — defines deliverables, hours, reporting lines, and success metrics.
Find a Fractional CFO →For the fractional CMO: what to gather in week one, questions that establish marketing credibility, and the first deliverable to produce.
Find a CMO Engagement →Onboarding checklist for fractional CMO engagements — covers brand asset access, analytics setup, team structure review, and 30/60/90-day marketing milestones.
Find a Fractional CMO →Market rate benchmarks for fractional CMOs in 2026 — hourly rates by company stage, what drives pricing, and engagement structure options.
See CMO Rate Benchmarks →Scope of work template for fractional CMO engagements — marketing deliverables, hours, team interaction model, and success metrics.
Find a Fractional CMO →A comprehensive compliance audit checklist covering SOC 2 Type II, HIPAA, and GDPR requirements. Used by compliance officers and fractional CISOs to prepare organizations for external audits and ongoing regulatory obligations.
Find a Compliance Expert →A step-by-step playbook for structuring, launching, and managing a consulting engagement from contract to closeout. Covers kickoff, cadence, deliverable review, and relationship management.
Find a Consultant →For the fractional COO: what to gather in week one, questions that establish operational credibility, and the first deliverable to produce.
Find a COO Engagement →Onboarding checklist for fractional COO engagements — covers operational systems access, team structure review, OKR alignment, and 30/60/90-day milestones.
Find a Fractional COO →Market rate benchmarks for fractional COOs in 2026 — hourly rates, retainer structures, what drives pricing, and how to structure the engagement.
See COO Rate Benchmarks →Scope of work template for fractional COO engagements — defines operational deliverables, hours, team oversight model, and success metrics.
Find a Fractional COO →For the fractional CTO: what to gather in week one, questions that establish credibility fast, and the first deliverable to produce.
Find a CTO Engagement →Onboarding checklist for fractional CTO engagements — covers codebase access, team structure review, security audit, and 30/60/90-day technical milestones.
Find a Fractional CTO →Market rate benchmarks for fractional CTOs — hourly rates by company stage, what drives price up or down, and how to structure the engagement.
See CTO Rate Benchmarks →Scope of work template for fractional CTO engagements — defines technical deliverables, hours, team interaction model, and success criteria.
Find a Fractional CTO →A structured security assessment framework based on NIST CSF and CIS Controls. Helps organizations identify gaps, prioritize remediation, and build a credible security program before engaging a fractional CISO.
Find a Fractional CISO →A ready-to-use engagement template for hiring a fractional CFO. Covers scope of work, deliverables, meeting cadence, and success metrics — so you get strategic finance leadership without full-time cost.
Find a Fractional CFO →A structured ROI framework for calculating the business value of hiring a fractional executive or consultant. Quantifies cost-of-problem, value of solution, and net ROI so the investment decision is data-driven.
Calculate Your ROI →A structured onboarding checklist for bringing a fractional executive or consultant up to speed quickly. Covers access provisioning, context transfer, stakeholder introductions, and first-sprint planning.
Find an Expert to Onboard →A practical guide to negotiating consulting rates and fractional executive compensation. Covers market benchmarks, negotiation tactics, and deal structures that work for both sides.
See Rate Benchmarks →A structured evaluation scorecard for vetting expert consultants and fractional executives. Covers domain expertise, communication, cultural fit, and deliverable quality — so hiring decisions are based on evidence, not gut feel.
Find Pre-Vetted Experts →A comprehensive legal due diligence checklist for M&A, fundraising, and partnership transactions. Used by corporate counsel and fractional GCs to organize document requests and surface deal risks early.
Find a Fractional GC →A balanced mutual NDA template for expert consulting engagements. Covers confidentiality obligations, exclusions, term, and remedies — designed for fast execution without a legal review cycle.
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Long-form guides and practitioner-written articles on hiring, engaging, and managing expert consultants.
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