FOR ORGANIZATIONS & NONPROFITS · EXAMPLE PLANS
Find your stage. See how we can work together.
Every organization arrives at a different moment. Choose the stage that sounds most like yours to see the mix of tools designed for it and an example of how a plan could come together.
Examples, not limits
These plans show a few ways our offerings can work together. You are never limited to one stage or one toolbox. You can choose from every offering we provide, mix tools across stages and design a comprehensive solution built around your organization.
STAGE 1
Building something new
You are creating a people function and a culture from a clear vision. The choices you make now become the habits your company runs on.
You might be here if
- You are making your first hires, or growing past a founding team
- People decisions still land on the founder's desk
- There is no handbook, process or HR structure yet
- You want culture by design, not by accident
Your Building toolbox
How it can come together
- Build
People Foundations Pack™: HR strategy, core systems, hiring and onboarding, compliance essentials and culture and values designed from day one.
- Align
Founder Self-Assessment and the Shared Vision Assessment: a shared picture of your vision and how your founding team leads together.
- Equip
Leader Ready Toolbox™: practical skills for your first managers, so they can lead well while moving at the pace of the business.
- Sustain
Supplemental HR Support: the same partner maintains your people processes as you grow.
An example only. Add or swap any offering to fit your needs.
STAGE 2
Moving through change
A transformation, reorganization or merger has reshaped your culture. Your people need stability, and your leaders need support while they provide it.
You might be here if
- Roles, teams or reporting lines have recently shifted
- Trust or morale has dipped since the change
- Leaders are carrying the change while still running the business
- Your EAP isn't built for change that affects everyone at once
Your Change toolbox
How it can come together
- Respond
EAP Supplement: a 90-day urgent response or a 120-day integrated plan, with one-on-one transitional coaching for the leaders carrying the change.
- Lead
Executive Coaching: a confidential partner for senior leaders making hard decisions in real time.
- Clarify
Communication Flow Assessment: see whether the why behind the change is reaching every level of your organization.
- Reconnect
Culture After Change Workshop and transition aftercare: help your team rebuild trust and find its footing together.
- Measure
Culture Survey: see how the change is landing, and where to focus next.
An example only. Add or swap any offering to fit your needs.
STAGE 3
Resetting the foundation
Issues have surfaced that call for a deeper overhaul of people leadership and culture. A reset gives you an honest picture and a clear path forward.
You might be here if
- Turnover, disengagement or complaints are rising
- Policies and practices no longer match how you work
- Your systems grew without a plan
- You need senior people leadership, but not a full-time hire
Your Reset toolbox
How it can come together
- Assess
Organizational Self-Assessment and People System Analysis: a clear view of what's working, what isn't and what to fix first.
- Realign
Executive Leadership Team Alignment Assessment: bring your leaders back to a shared vision, shared priorities and clear roles.
- Rebuild
Fractional CPO Partnership: senior people leadership to reset strategy, compliance, performance and culture.
- Sustain
Supplemental HR Support: consistent, hands-on HR partnership that keeps the new foundation in place.
An example only. Add or swap any offering to fit your needs.
STAGE 4
Growing with intention
You are thriving and ready to strengthen people leadership as you scale. Growth goes further when your leaders and systems grow with it.
You might be here if
- Headcount is growing faster than your processes
- Strong performers are stepping into leadership for the first time
- You want a reliable bench of future senior leaders
- Your HR team is growing along with the business
Your Growth toolbox
How it can come together
- Refine
Scale & Sustain Pack™: refine the foundation you have, from systems and performance to engagement, succession and organizational design.
- Develop
Next-in-Line Leaders™: group workshops that prepare experienced managers for director and senior roles.
- Equip
First-Time Leader Toolbox™ and the 360 Leadership Assessment: one-on-one support and honest feedback for individual leaders.
- Grow HR
HRBP Ready Toolbox™: prepares members of your HR team to partner with leaders as the business grows.
An example only. Add or swap any offering to fit your needs.
STAGE 5
Making your mark
You are ready to build a plan that aligns your values, goals, people, impact and profitability. This is where who you are as an organization becomes how you lead.
You might be here if
- You want your values to show up in everyday decisions
- You are planning your next chapter of impact or legacy
- You want your leadership team moving in one direction
- You want to be known as a place where people thrive
Your Impact toolbox
How it can come together
- Clarify
The Authentic Leader Workshop: helps your leaders align who they are with how they lead.
- Align
Executive Leadership Team Alignment Assessment and Executive Coaching: one direction across your values, goals and people priorities.
- Plan
Business and People Strategy with a fractional Chief People Officer, connecting culture to impact and profitability.
- Inspire
People Create Culture. Culture Creates Profit.: a keynote or workshop that brings your whole organization into the vision.
An example only. Add or swap any offering to fit your needs.
EVERY PLAN IS CUSTOM BUILT
Not sure which stage fits? That's a good place to start.
Many organizations sit between two stages, and nonprofits often bring needs of their own. In a free consultation, we'll talk through where you are and what you need. Then we'll build a plan that fits.
Plans shown are examples only. You can choose from any of our offerings to design your own comprehensive solution, with services, timing and scope tailored to your needs.