Step 1 of 6

HR Needs & Priorities

This is the heart of it. The more detail you share here, the better we can tailor our support from day one.

What specific HR needs do you have?

Are there any urgent or time-sensitive HR issues?

Compliance & Policies

Do you believe your HR compliance is up to date? (employee files, I-9s, documented issues)

Yes Mostly No Not Sure

Have you had any HR legal issues? (e.g. EEOC complaint, wage dispute)

What HR tools or systems are currently in place? (onboarding, training, performance reviews, etc.)

Do you have an employee handbook?

Yes No Outdated

Do you have up-to-date job descriptions?

Yes Some No

Priority & Urgency

What are your top 3 HR challenges right now?

How urgent are your HR needs? (1 = not urgent at all, 10 = on fire)

5

1 — Not urgent 10 — On fire

Step 3 of 6

HR Department Overview

Help us understand how HR currently operates so we can figure out the best way to support it.

Who is currently responsible for HR? What does the structure look like?

What are the primary HR responsibilities in your organization right now?

Has anyone ever conducted a formal HR assessment of your company?

Yes No Not Sure

Step 4 of 6

Understanding your culture helps us make sure any support we provide actually fits your company — not just a generic template.

Describe your company culture in one to two sentences.

What values or behaviors are most important to your organization?

If we asked your employees what it's like to work here, what would they say?

Step 5 of 6

Knowing where you're headed helps us make sure our support is built for where your business is going — not just where it is today.

What are your HR goals for the next few months? And over the next year?

Do you have any mergers, acquisitions, or major ownership changes planned?

Are you planning any significant hiring, downsizing, layoffs, or furloughs?

Step 6 of 6

Select any areas you'd like us to prioritize or explore. You can refine this list when we talk — this just helps us prepare.

Anything else you'd like to add or flag for us?