Access: Online Learning

Scheduled online learning to ensure your startup is ready to scale.

Part 1: Finding and Hiring the Right Person

1.1 Hiring v Contracting Know the difference between W-2 & 1099.
Learning Goals:
  • Knowing when you hire each
  • Setting up a 1099 contractor – overview of T&Cs
  • The 3 “Non-” documents to have for everyone
  • 1099 v w-2 assessment
  • Organizational plan
1.2 You get what you pay for Make a compelling offer of employment
Learning Goals:
  • Base pay, bonuses and other pay programs
  • Non-cash incentives and perquisites
  • Market positioning v internal equity
  • Templated offer letter
  • Salary budget sheet
  • Benefits for your firm
1.3 Payroll systems and PEOs Select the right payroll provider
Learning Goals:
  • Identifying the right payroll provider for you
  • Overview of PEOs and what they do
  • Insurance: worker’s compensation, EPL, E&O, etc.
  • Payroll requirements
  • Short list of providers
  • Key questions
1.4 Posting your job Define what you need done, by who and how often
Learning Goals:
  • How to plan and schedule work, chunking time, etc
  • Delegation and designing jobs
  • Writing a well-written Job Description.
  • Your job description
  • Additional job or activity descriptions
1.5 Finding your people Select the right candidates for your company
Learning Goals:
  • Job postings and career pages
  • Screening out for skills and screening in for behaviors
  • Behavioral interviewing and compliance
  • A note on assessments.
  • Live job posting
  • Interviewed candidates

Part 2: Setting up for Success

2.1 Onboarding Manage your new hire’s first 90 days.
Learning Goals:
  • Setting goals & tying onboarding to culture
  • Key check in and decision points
  • Getting ready for Day 1
  • 30/60/90 day onboarding plan
  • new hire checklist
2.2 Policies and procedures What you need when
Learning Goals:
  • Key components of the employee handbook
  • What to do when things go wrong
  • List of policies
  • Handbook framework
2.3 Performance Coach your people to bring their best
Learning Goals:
  • Performance Development v appraisal
  • Leveraging Strengths
  • Giving and receiving feedback effectively
  • Performance review template
2.4 Culture and Values Define the behaviors that build your culture
Learning Goals:
  • Define and describe meaningful core values
  • Effective and productive organizational culture
  • When you might need a culture detox
  • Brainstorming your core values exercise template
2.5 Meeting rhythms Setting rhythms that support your work planning
Learning Goals:
  • Key attributes of an effective meeting
  • Ideal rhythms for a small business
  • Managing remote teams
  • Meeting schedule for your team

Our Programs

Customized programs to meet your companies human resources and organizational change management needs.

The Results

Construction and Contracting

A commercial roofing contractor was in hyper growth mode. They had goals to increase their field workforce to expand their service area to additional states and geographical locations. If they were to grow their field workforce, they would also need to increase their administrative, operational and sales headcount to support the additional workload created by increased field work. Additionally, they were challenged in workforce retention and development, experiencing high turnover, and did not have a dedicated Human Resources professional to manage employee relations and compliance issues that come with trying to scale a business.

See The Full Case Study

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