In executive search, there’s no shortage of tools used to evaluate a candidate — resumes, interviews, assessments, and case studies. But one of the most revealing, and too often underutilized, components of a thoughtful evaluation is the professional reference. When approached strategically, references can bring a candidate’s leadership story to life in a way no other step in the process can. They provide the context, texture, and validation that even the most polished resume or interview performance can’t offer on its own.
Why References Still Matter — A Lot
In a world increasingly driven by AI and data, human insight remains irreplaceable. At CBIZ Talent Solutions, we conduct thorough, structured reference interviews that explore not just what a candidate did, but how they did it — and the impact they had on others. We assess:- Emotional Intelligence (EQ): How does the candidate navigate complex interpersonal dynamics? Are they empathetic, resilient, and self-aware?
- Intellectual Curiosity and Judgment (IQ): How do they process information, solve problems, and make decisions?
- Communication Skills: Are they clear, persuasive, inclusive, and transparent?
- Change Management Capability: Can they lead transformation and bring others along?
- Leadership Style: Are they collaborative or top-down? Hands-on or strategic?
- Strengths and Development Areas: What is their true superpower, and where might they struggle under pressure?
Who You Choose Matters
Too often, candidates dust off a list of names they’ve carried for years, such as past managers, clients, or colleagues who are now retired or out of touch. The most effective references are:- Current or recent (within the last 3 to 5 years)
- Close collaborators who observed the candidate in high-stakes, high-visibility situations
- Willing and able to speak in detail about outcomes, leadership, and day-to-day behavior
- From a mix of roles, including supervisors, peers, and direct reports (especially in leadership roles)
The Risk of Not Staying Current
Your reference list should evolve as your career does. As Leslie Shaw, Executive Search Consultant at CBIZ Talent Solutions, puts it: “Your reference list should evolve with your career. If you haven’t stayed in touch with those who can vouch for your recent performance, you risk undermining your own credibility. We’ve seen excellent candidates fall short simply because their references were stale, unavailable, or unconvincing.” The takeaway is clear: even the strongest executive profile can be weakened by outdated or unprepared references. Building and maintaining these professional relationships is not just smart — it’s essential. Proactive candidates:- Check in with past mentors and collaborators regularly — not just when they need a favor
- Keep their reference list updated with names, titles, and contact information
- Brief references before they’re contacted so they’re prepared and aligned
