What’s an HR Action Plan?
The reality is that many business leaders know they need to work on the people aspect of their business . . . but never find time for it.
Their time is devoted to navigating the current business climate, improving offerings, sales and marketing, and stabilizing revenue & operations—all good things, of course.
However, the anxiety and stress regarding the culture, people, and relationships within the business continue to get more and more tangled in this new world.
And many leaders have no action plan to fix this. They don’t know what they should do and in what order. So, they continue doing things the same old way, just hoping that things are going to change back to normal. Meanwhile, everything inside of them is basically screaming, “Gah, HR sucks!”
And there we would have to somewhat agree with you. HR absolutely can suck.
But it certainly doesn’t have to.
Done right, HR can be the ace card you play during this global crisis to reduce stress levels in your company and think bigger picture than layoffs. That’s what the tech giants (Amazon, Google, etc.) have figured out.
It can help you stabilize your business.
It can make work more satisfying for every single one of your employees.
And it can help free you to become the visionary leader your business needs right now more than ever.
The HR Action Plan is your clear path forward.
It starts your journey towards modernizing Human Resources at your company to drive the business outcomes that matter during this global crisis. At the end, you will have a practical plan to close your gaps with quick wins, short-term actions, and long-term strategies to achieve business goals while maintaining the respect of your employees and customers.

How does it work?
1
We interview your top leaders
2
Diagnose the gaps holding you back
3
Create a plan to close those gaps
Part 1:
Interview your top business leaders to identify growth opportunities
We will start by conducting up to four interviews on a 1-on-1 basis with top leaders at the company to hone in on key growth opportunities for your company. We’ll determine what they see as the strengths, weaknesses, opportunities, and threats that will prevent the company from achieving its goals from both team and organizational perspectives.
Part 2:
Diagnose the team and organizational gaps
From there, we’ll meet for a half-day workshop with your business leaders. The first portion of our time together will be spent diagnosing and prioritizing key gaps that must be closed for the company to hit it’s business goals.
Part 3:
Create your plan to close gaps to achieve your goals
As a team, we’ll spend the end of the workshop identifying preliminary actions and discussing ways to measure success. At the end of the session, your executive leadership team will have much greater clarity and agreement on what action is needed to hit your business objectives.
How long does it take?
The interview with each leader will take 1 hour and should be conducted over a 2-day period over Zoom. The following week, a half-day workshop will be conducted to finalize the action plan together via Zoom.
Here’s a typical agenda for this half-day workshop:
9:00 – 9:15
Introductions, session overview, and framework for the day
9:15 – 10:30
Organizational and team gaps discussion
10:30 – 11:45
Preliminary action and success measure discussion
11:45 – 12:00
Wrap up and next steps
Who should attend the session?
We recommend between 2–4 people including the CEO, CFO, and other roles such as COO, head of sales, or head of marketing.
What do we receive after the session?
After the session, you will receive a PDF report of the prioritized gaps which must be addressed for you to achieve your business goals and a final action plan which consists of quick wins, short-term actions, and long-term strategies for you to execute to close those gaps. The report will also contain key performance indicators and/or success measures to ensure you are achieving your goals.
This report is independently valuable—you can run with this on your own. Or if you think you need additional help implementing the plan and think we are the right fit, we hope you will invest with us.
What kind of companies get the most value out of the HR Action Plan?
While we have and can work with many types of businesses, the HR Action Plan delivers the most value to companies that:
Have annual revenue from $20MM–$1B
Have 50–5,000 employees
Are P/E portfolio companies with a growth mandate
Are VC portfolio companies in Series C or later round of funding
“We were building our long-term plan . . . but we’re struggling to figure out the people part of it.
Annissa helped us pinpoint exactly where our gaps were and then built several solutions that fit the situation, including a mentoring program for all junior and mid-level staff. Her work has dramatically reduced turnover of staff in the program while increasing the quality of our team’s work.”
- Phil C., Founder of a Technology Consulting Firm

What’s my investment?
Hope is not a strategy - yet simply hoping something will change is the strategy many businesses have with their HR. Your Glassdoor rating is not going to go up on its own. Company culture isn’t going to magically improve overnight. The most talented people aren’t going to randomly begin to choose to join your team. Not figuring out how to fully leverage the potential of your people is likely costing your business a significant amount already.
HR Action Plan $10,000
After your purchase, you will be sent an email to choose a date for your session.
*Session fee does not include travel expenses for those outside of the greater Los Angeles area.