For Organizations — Workstage Advisory

For Organizations

Workstage Advisory offers strategic people operations consulting and fractional HR leadership for companies, nonprofits, and founder-led businesses. I partner with CEOs, founders, and leadership teams on the organizational and human decisions that carry real business consequences.

This work fits best when you are navigating a leadership transition, building out a people function, facing recruitment or retention challenges, or facing a compliance or culture problem you haven’t been able to get ahead of. We assess the situation, identify what’s driving it, and build a plan you can execute.

Workstage Advisory also works alongside solo HR practitioners and established teams. Retained advisory support, standalone projects, workplace investigations, or simply an outside perspective when the situation calls for one.

If any of this resonates, let’s start with a call.

Get in touch

Strategic Focus Areas

I Talent & People Operations

Talent Acquisition & Sourcing

A structured hiring process for the roles you’re struggling to fill, with a sourcing strategy built for your market and budget.

Work in this area includes

Role scorecards and candidate profiles
Sourcing strategy and channel recommendations
Structured interview guides and evaluation rubrics
Offer strategy and compensation benchmarking

Onboarding Design

A 30/60/90-day onboarding program that reduces time-to-productivity, improves early retention, and gives managers a framework they can execute.

Work in this area includes

End-to-end onboarding process audit or build
Role-specific onboarding plans and milestone checklists
Manager onboarding guides and accountability frameworks
Onboarding effectiveness metrics and feedback loops

Retention & Talent Strategy

A data-informed retention strategy targeting the drivers of turnover in your organization, not generic best practices.

Work in this area includes

Exit interview analysis and turnover pattern report
Employee experience assessment for high-potential segments
Retention strategy by level, function, or tenure band
EVP (employee value proposition) review and recommendations

II Culture & Organizational Health

Culture Diagnosis & Reset

Attrition, disengagement, and dysfunction are symptoms. I identify root causes and deliver a prioritized change plan with leadership accountability built in.

Work in this area includes

Structured listening sessions and qualitative synthesis
Root cause analysis report
Culture change roadmap with 30/60/90-day priorities
Leadership accountability framework

Restructuring & Change Management

Layoffs, reorgs, and rapid scaling all put trust under pressure. How you handle these moments shapes your culture long after the change is done.

Work in this area includes

RIF planning and communications strategy
Manager talking points and difficult conversation guides
Survivor experience plan to rebuild momentum and focus
Post-restructuring culture stabilization roadmap

Workforce & AI Readiness

A workforce impact assessment and transition plan for organizations managing AI-driven role changes before they become a retention or trust problem.

Work in this area includes

Workforce impact assessment by role and function
Internal AI change communication strategy
Transition and reskilling plan with prioritized sequencing
Leadership guidance for managing workforce AI adoption

III HR Compliance & Documentation

Employee Handbooks & HR Policy

Legally compliant employment policies written for how your organization operates, not copied from a template that predates your last restructure.

Work in this area includes

Handbook and policy gap audit with prioritized recommendations
Full employee handbook drafting or rewrite
State-specific policy compliance review
Manager guides and HR operational documentation

Employee Relations & Investigations

Workplace complaints, misconduct, and performance issues handled with rigor, discretion, and full documentation. We coordinate with outside employment counsel when needed.

Work in this area includes

Complaint intake and investigation planning
Workplace investigation conduct and written findings report
Performance documentation and disciplinary process guidance
Separation process management and termination documentation

Leave, Benefits & Regulatory Compliance

FMLA, ADA accommodations, FLSA, and a shifting regulatory landscape reward proactive management. Most organizations only discover their gaps when something forces the issue.

Work in this area includes

Leave policy compliance review against federal and state requirements
ADA interactive process documentation and guidance
Benefits gap analysis and employee communication audit
Compliance risk report with prioritized remediation steps

IV HR Technology & Systems

HRIS Selection & Implementation

Platform evaluation, selection, and implementation; legacy system transitions managed start to finish.

Work in this area includes

HRIS needs assessment and vendor evaluation
Implementation planning and project management
Data migration and legacy system transition
Staff training and adoption support

Payroll Systems & Transitions

Payroll platform selection, implementation, and third-party provider transitions.

Work in this area includes

Payroll platform evaluation and selection
Implementation and configuration support
Third-party payroll provider transition management
Payroll process audit and error risk reduction

Productivity & IT Strategy

HR tech stack audit, productivity tools assessment, and a systems roadmap built for your organization’s size and structure.

Work in this area includes

HR and productivity tech stack audit
Tools consolidation and gap analysis
IT strategy and systems roadmap development
Vendor evaluation and implementation prioritization

Most engagements start with a single call.

Get in touch

Most engagements start
with a single conversation.

Schedule a call

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