Operational Due Diligence Review
A fixed-fee, executive-led examination of how your organization actually runs: its people practices, leadership effectiveness and organizational risk. You receive a clear set of findings, a remediation roadmap and a timeline to act on it.
Are your people systems ready for your next stage of growth?
In 45 to 60 days, you will know where the risk sits, what to fix first, and how to fix it. Starting at $5,000.
Organizations at an Inflection Point.
- Series A and B companies preparing for the next stage of growth, a funding round or a transaction
- Organizations where people issues are landing on the partners’ or owners’ desks
- Organizations with 5 to 250 employees, with or without an HR function in place
A Complete View of Your People Operations.
- Current-state analysis
- HR maturity assessment
- Organizational risk review
- Documentation review
- Culture assessment
- Leadership and non-leadership interviews
The ADOPT Framework.
The review delivers the first four stages. The fifth is your option to keep us on.
Assess
We don’t open with a template. We open with a discovery conversation about how your organization operates, where decisions stall, and where a bottleneck may be forming.
Design
Your input shapes the review plan. We define what we will examine and who we will speak with, then walk you through it before work begins.
Organize
We consolidate what we found into a small number of clear themes and take you through them directly.
Prepare
We translate the findings into a remediation roadmap with priorities, owners and a timeline.
Transform
The review ends with a roadmap you can act on. For organizations that want a partner in the work, we stay on to implement it alongside you through a retained engagement.
Transparent, Fixed-Fee Pricing.
Final investment reflects headcount, number of locations and interview volume.
The review fee covers discovery through the remediation roadmap. Implementation support is a separate retained engagement, scoped after your findings review.
Led by Terrence Wright, with 20+ years of HR leadership at Synchrony, Google and GE.
Frequently Asked Questions.
What is an Operational Due Diligence Review?
A structured review of your people operations, leadership practices and organizational risk, ending in a roadmap you can act on.
What happens during the audit?
We interview leaders and employees, review your HR files and documentation, and identify where organizational risk sits. Those findings are then organized into themes and reviewed with you.
How is this different from an HR audit?
An audit checks compliance. This review also examines leadership effectiveness, culture and how work actually gets done.
How much does it cost?
The review starts at $5,000. Final investment reflects headcount, number of locations and interview volume.
How long does it take?
45 to 60 days from the discovery call to your findings review.
Does the $5,000 include implementation?
No. The review delivers the findings, roadmap and timeline. Implementation is a separate retained engagement of 3 to 12 months.
Do we need an HR team in place?
No. The review works whether you have no HR function or a junior HR team that needs strategic direction.
What happens after the review?
You can act on the roadmap yourselves, or retain us to implement it with you. We’ll discuss scope and investment at your findings review.
See Where the Risk and Opportunity Really Sit.
Schedule a strategy chat to discuss whether the Operational Due Diligence Review is the right starting point for your organization.
Schedule a Strategy Chat →