Benefits Funding Checklist

Free

Is Your Health Plan Funded the Right Way? A free employer checklist to evaluate your current benefits, see which funding models fit your business, and know what to ask before your next renewal.

Fractional HR Checklist

Free

Not sure whether your business needs a fractional HR partner, a consultant or a full-time hire? This free two-page checklist helps you find out in about five minutes. Check off the signs that apply to you, answer five questions before you start, and walk into any provider conversation with the eight questions that matter most.

Medical Benefits Renewal Checklist

Free

Whether you're reviewing your current health plan or getting ready for your next renewal, this checklist walks you step by step through what to ask, what to look for, and which options to compare, so you head into the conversation with confidence instead of just reacting to a number.

HR Audit

Free

The Accidental HR Audit Nobody designs their HR on purpose — it gets assembled one hire, one crisis, one "can you just handle this?" at a time. This 10-minute, fill-in worksheet makes that invisible structure visible: map who really owns each HR function, spot the patterns that signal HR grew by accident, and pinpoint where your setup quietly outgrew you. A printable PDF you can complete in one sitting — and walk away knowing exactly what to fix first.

HR Assessment Worksheet

Free

Most business owners and/or HR professionals never actually chose how they handle HR — it landed on whoever was competent and standing nearby, and worked right up until it didn't. This free, three-minute self-assessment gives you an honest read on which one you're running. Eight quick questions score you on the spectrum from "by default and fragile" to "by design and resilient," show where your setup leans on a single person, and flag which employment laws already apply based on the number of employees for your organization. Look at it as a mirror, and a clear sense of what to fix first.

HR Essentials Checklist

Free

Most businesses and organizations don’t build their HR on purpose — it gets assembled piece by piece, usually in a hurry, usually the day something goes wrong.