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Advisory Retainer

Work with an experienced HR executive to complete an in-depth assessment of your business and create a "people plan" to help you navigate the road ahead. Ensure you have the right people, in the right places, at the right time, with the best tools and processes to support them. 

While you may already have excellent operational HR support in place, there is tremendous value in engaging someone who has "been there" and "done that" multiple times, particularly when you are facing a point of major transition. We can help you see around corners and position your organization more effectively in those periods of transition. What types of occasions are we talking about? A new investor, a new round of funding, run-up to an IPO, mergers, acquisitions, divestitures, layoffs, leadership changes, and yes - even a pandemic. 

  • Approach
    We get to know your team and your key players deeply. Our process consists of: 1. Custom 360 survey based upon the Lominger (Korn Ferry) competency framework 2. Discussions (1:1 via video) with each of your key stakeholders (CEO, senior leadership team , selected 2-downs, Board members) 3. Leadership Team Effectiveness survey based upon the Table Group methodology (5 Dysfunctions of a Team) 4. Private debrief and action planning session with CEO 5. Facilitated debrief and working session with all process participants At the conclusion of an organizational assessment, there will usually be a list of potential follow-up actions. We can support most follow-up actions, but will refer clients to experienced providers whenever we encounter a need that is not our expertise. Generally, an organizational assessment can be completed 4-6 weeks from project kickoff to CEO debrief.
  • Pricing
    We will typically be able to conduct a full Organizational Assessment, depending on the size and complexity of an organization for $30,000, plus any expenses.
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