Resources & Field Notes

Practical playbooks for building People & Culture.

Twice-monthly field notes, downloadable templates, and pragmatic guides — written for founders, owners, and operators building HR in real time.

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Templates & checklists you can use today.

Practical tools I've built and refined across 20+ years of HR leadership. Yours — just share an email.

Playbook · PDF · 10 pages

The First 30 Days as a Fractional HR Leader

A pragmatic 4-phase cadence — listen, build the strategic framework, align the leadership team, ship the first quick win. Includes an anonymized worked example of the full HR strategic framework and a tear-out 30-day checklist.

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Template · XLSX

Compensation Review Checklist for SMBs

The exact framework I use to assess pay competitiveness for businesses without a comp team — band positioning, compa-ratio, outlier flags. Editable spreadsheet.

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Template · DOCX

ER Investigation Documentation Template

Plain-language template covering interview notes, witness statements, findings, and outcome documentation. Built to hold up under scrutiny — without legalese.

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Playbook · PDF

Hiring Playbook for Founder-Led Teams

The end-to-end hiring system: scorecard, interview structure, decision-making, offer mechanics. Built for businesses making their first 10 hires.

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Worksheet · PDF

Org Design Worksheet

Spans, role clarity, decision rights, accountability mapping. The same worksheet I use with CEOs in our first 30 days together.

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Checklist · PDF

Engagement Survey Action-Planning Checklist

The post-survey playbook: how to read the results, segment by team, build action plans leaders actually own. Includes a 60-day rollout timeline.

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Field Notes

Recent writing.

Short posts on the work — patterns, frameworks, and the small decisions that compound.

Comp Review for Small Business: A Pragmatic Framework

You don't need a comp team or six-figure benchmarking subscription to do this well. Here's the cut-down version of what enterprises do — built for businesses with 10 to 100 employees.

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When the ER Complaint Hits Your Desk

The first 24 hours matter most. A pragmatic guide for founders without an in-house HR function on what to do — and the three reflexes that almost always make it worse.

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Why Most Engagement Surveys Don't Move the Needle

The survey isn't the problem. The action-planning is. Three patterns I've seen drive double-digit score lifts across multiple engagements — none of them are the survey vendor.

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Spans, Layers, and the Hidden Cost of Bad Org Design

Most growth-stage org charts I see have the same three problems: too many direct reports at the top, unclear decision rights in the middle, and one heroic individual holding the operation together. Here's how to spot it.

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The Scorecard That Saved Three Bad Hires

Hiring scorecards are a cliché. But the version that actually works is shorter, sharper, and has one column most founders skip. A real example from a recent TOMORROW hire.

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When to Hire a Fractional HR Leader (and When Not To)

Fractional HR isn't right for every business. Here are the three signals that say "now is the time" — and the two situations where you should hire someone full-time instead.

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