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Case Study

Finding the right chief executive for Age UK Shropshire

Nearly 20 years of legacy, one impossible act to follow. Here is how we found Age UK Shropshire their next great leader.

When Age UK Shropshire came to us looking for a new Chief Executive, we knew this was no ordinary appointment. The outgoing CEO had given nearly 20 years of dedicated service to the organisation, building a legacy that was deeply valued by staff, volunteers and the communities they serve. Whoever stepped into that role would need to do more than simply fill a vacancy. They would need to honour what had come before while confidently shaping what comes next.

A recommendation built on trust

The brief came to us via recommendation from an existing Age UK client, and that says a great deal about the relationships we work hard to build. When organisations trust us enough to pass our name on, we take that seriously. It means showing up with the same care, rigour and dedication every single time, regardless of the size or complexity of the search.

From the outset, we understood that this appointment carried real significance. Age UK Shropshire is a well-established and much-loved charity, and the board needed to feel confident that the next leader would carry the organisation forward with both respect for its history and genuine ambition for its future.

A strong response from a talented pool

The campaign generated considerable interest, and rightly so. We attracted 110 candidates through our search activity, alongside 26 direct applicants, giving us a rich and varied talent pool to work with. Strong response rates do not happen by accident. They reflect the quality of how a role is positioned, the reach of the search, and the reputation of the organisation being represented.

From that pool, we conducted seven initial calls to assess alignment, motivation and leadership capability. This is where recruitment becomes a craft rather than a process. It is not enough to look at a CV and tick boxes. We are listening for the way someone talks about their values, the questions they ask, the things that clearly matter to them. Twenty-two candidates progressed through the wider process, with ten ultimately shortlisted for formal consideration.

Getting beneath the surface

Throughout the process, we placed particular emphasis on cultural fit, strategic vision and the ability to lead with both sensitivity and confidence. The client interviewed six candidates at first stage, progressing three through to a second interview. At every step, we were close to the process, supporting the panel, providing insight and making sure that the right conversations were happening at the right time.

This kind of appointment is as much about feel as it is about facts. The board were not simply looking for someone with the right credentials on paper. They wanted someone who genuinely understood what Age UK Shropshire stands for, someone who would champion its mission, earn the trust of its teams and build strong relationships with the stakeholders who matter most to the communities it serves.

The right person, at the right moment

The successful candidate brought exactly the combination the board had been hoping for. They demonstrated a genuine respect for the organisation's history alongside a clear, grounded confidence to lead it into a new chapter. For the board, this was about more than replacing a long-serving CEO. It was about securing continuity, stability and renewed ambition at a genuinely pivotal moment in the charity's journey.

That is what good executive recruitment looks like. Not a transaction, but a process that is thoughtful, thorough and ultimately transformative for the organisations we work with.

Why it matters

Leadership transitions in the charity sector carry a weight that is often underestimated. When a long-serving CEO moves on, they take with them not just their skills but years of relationships, institutional knowledge and personal trust. The successor has to rebuild some of that from scratch while also bringing something fresh to the table.

Getting that appointment right is critical. Get it wrong and the ripple effects can be felt across the whole organisation. Get it right and you give a charity the platform it needs to grow, to deepen its impact and to continue the work that its communities depend on.

At Charisma, this is the work we love. It is complex, it is human and it matters.

Ready to find your next leader?

If your organisation is approaching a leadership transition and you want a recruitment partner who will bring genuine care and expertise to the process, we would love to hear from you.

Get in touch with the Charisma team

Author
Sandra Smith
Senior Consultant
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