Sample Plan

Business: Growing non-medical home care agency with 40+ caregivers and a new leadership team.

Goals:
✅ Improve communication and trust within the team
✅ Set up clear HR systems for compliance and scaling
✅ Strengthen leadership for a consistent culture
✅ Build an inclusive, people-centered workplace that retains caregivers

Selected Focus Areas:

• Culture & Leadership Development
• People-Centered Systems & HR Infrastructure
• Equity & Inclusion

Chosen Services:

• Mission, Vision & Core Values Development
• Leadership Alignment & Development
• Inclusive Hiring & Onboarding Frameworks
• HR Framework & Infrastructure Setup
• Employee Handbook & Policy Development
• DEI Training & Facilitation
• Employee Engagement & Climate Survey

What This Plan Delivers:

✅ A clear mission and an aligned leadership team ready to guide the organization
✅ Strong, compliant HR systems to support growth and reduce risk
✅ A welcoming, equitable workplace culture that retains caregivers
✅ Insights from employee surveys to guide future decisions
✅ A sustainable plan that strengthens operations while honoring people

Your Turn:

You can build your plan just like this—mixing and matching services that fit your current challenges and future goals. Ready to build your plan? Email us today to get started!