Private equity
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The People Diligence Checklist
The pre-close people review that reads like the rest of the deal book: leadership, retention risk, comp liabilities, and cultural red flags.
DownloadFree templates
Templates.
Every template here is built from real client work: plain language, HR guidance notes you can toggle off, and a print-ready layout. Use them, adapt them, share them.
Private equity
First 100 Days Integration Plan
Post-close people integration as a project plan: owners, dates, retention actions, comms sequence.
Founders
First HR Hire Scorecard
How to scope, interview, and level your first in-house people hire — and what to build before they arrive.
Founders
Compensation Philosophy One-Pager
The one-page pay philosophy every startup should write before offer #10.
All audiences
People ROI Calculator (spreadsheet)
Turnover cost, program ROI, and cost-of-vacancy math in one sheet.
All audiences
AI-in-HR Governance Policy Starter
A policy skeleton for where AI may and may not decide in people processes — privacy, bias audit cadence, human oversight.
The next conversation
Let's talk about what your people data isn't telling you.
Thirty minutes. Bring your hardest people problem — I'll bring a way to measure it.