My Services

I offer comprehensive Total Rewards solutions, including job architecture, salary structuring, incentive compensation, equity, retention, health and wellness programs, and compliance support to maximize operational efficiency, leverage compensation and benefits, and enhance employee engagement.

Job Architecture

Establish clear, differentiated roles, career paths, and responsibilities for transparency and improved operational efficiency of employees and management.

Grade/Level & Salary Structuring

Aligning company hierarchy and management scope by developing pay scales, geographic differentials, and considerations for other market-based conditions.

Incentive Compensation Strategy

Develop programs to ensure performance and productivity are appropriately recognized and financially rewarded. From direct sales to key account management to corporate-based objectives and project management, incentives are a critical leadership tool.

Equity & Retention Strategy

Design and implement long-term incentive strategies inclusive of equity programs related to company stock, units, phantom, profits interest, and other vehicles, including cash, to retain key/critical employees and correlate their own financial success with the company’s.

Organizational Design

By integrating organizational design with compensation, HR can drive workforce efficiency, improve talent attraction and retention, and maintain competitive market positioning

Total Rewards Compliance Support

Regulatory compliance is critical for protecting your business. While I am not a lawyer, I provide guidance to help ensure Total Reward programs are designed and administered in alignment with legal requirements, compliance considerations, and best practices. My role includes highlighting areas where specialized legal advice may be needed, as well as supporting documentation, policy development, and program administration. This proactive approach reduces risk, strengthens total rewards strategies, and increases operational efficiency.

Health & Wellness / Retirement Program Development

Employees thrive when they feel supported in both health and financial security. I provide strategic guidance and implementation support to help organizations design cost-effective benefit packages and wellness initiatives that balance company resources with employee needs. Working closely with benefits team and/or brokers, I ensure programs are competitively priced, compliant, and aligned with the unique needs and characteristics of your workforce. Programs may include:

Health, dental, and vision insurance
Life and disability coverage
Mental health resources
Retirement savings plans (401(k) and more)
Work-life balance initiatives

This collaborative approach ensures that employees are supported today while building long-term financial and personal well-being for the future.

Mergers, Acquisitions & Divestitures

Major business transitions demand thoughtful Total Reward strategies. I help organizations navigate these critical moments by providing:

Workforce & Total Rewards Due Diligence – Assessing organizational risks and opportunities ahead of the transaction.
Rewards Harmonization – Integrating job structure, compensation, and benefits programs to align cultures and support the intent of the M&A.
Separation Planning – Designing smooth transitions and minimizing disruption during divestitures.

My approach reduces uncertainty, safeguards employee trust, and helps organizations maintain business continuity through change.

Levels of Engagement and Project Duration Examples

1. Strategic Work

Strategic work involves providing high-level guidance and recommendations to help organizations align their goals, develop effective strategies, and make informed decisions. This level of work focuses on the “big picture” and long-term planning without delving into detailed analysis or implementation.

Process Steps

Understand Organizational Goals: Engage with key stakeholders to understand the organization’s vision, mission, and strategic objectives.
Identify Key Areas of Focus: Determine the critical areas that require strategic attention and alignment with business goals.
Develop Strategic Recommendations: Provide high-level guidance and recommendations to address identified areas of focus.
Facilitate Strategic Planning Sessions: Conduct workshops or planning sessions to help the organization develop and refine its strategic plans.
Monitor and Adjust: Periodically review the strategic plan and make adjustments as needed to ensure alignment with evolving business needs.

Contact us for a consultation, and we can draw out a project plan to fit your needs.

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Example

Project Title: Enhancing Organizational Efficiency through Strategic Role Definition

Objective: To provide high-level strategic guidance on defining roles within the organization to improve transparency and operational efficiency.

Scope:

Understand organizational goals and strategic objectives.
Identify key areas of focus for role definition.
Develop strategic recommendations for role definition.
Facilitate strategic planning sessions with key stakeholders.

Timeline: 1 Month

Key Activities

1. Week 1

Initial Stakeholder Meeting: Conduct a meeting with key stakeholders to understand the organization’s vision, mission, and strategic objectives.
Identify Focus Areas: Determine the critical areas that require strategic attention for role definition.

2. Week 2

Develop Strategic Recommendations: Create high-level strategic recommendations for defining roles within the organization.
Prepare Planning Session Materials: Develop materials for strategic planning sessions, including agendas, discussion points, and presentation slides.

3. Week 3

Conduct Strategic Planning Sessions: Facilitate planning sessions with key stakeholders to discuss and refine strategic recommendations.
Gather Feedback: Collect feedback from stakeholders to ensure alignment with organizational goals.

4. Week 4

Finalize Recommendations: Refine and finalize strategic recommendations based on stakeholder feedback.
Present Findings: Deliver a final presentation to stakeholders, providing guidance on next steps for implementation.

Deliverables

Strategic recommendations report.
Strategic planning session materials.
Final presentation to stakeholders.

2. Strategic and Analysis Work

Strategic and analysis work combines high-level strategic guidance with detailed analysis and insights to support decision-making. This level of work involves both developing strategies and conducting in-depth analysis to provide data-driven recommendations.

Process Steps

Conduct Strategic Work: Follow the steps outlined in the strategic work definition.
Perform Detailed Analysis: Collect and analyze relevant data to support strategic recommendations. This may include market research, competitive analysis, financial analysis, and performance metrics.
Develop Data-Driven Insights: Use the analysis to generate actionable insights and recommendations.
Create Comprehensive Reports: Prepare detailed reports that combine strategic guidance with analytical findings.
. Present Findings to Stakeholders: Share the reports and insights with key stakeholders to facilitate informed decision-making.

Contact us for a consultation, and we can draw out a project plan to fit your needs.

Get in Touch

Learn More

Example

Project Title: Comprehensive Analysis and Strategic Planning for Career Pathways

Objective: To provide strategic guidance and detailed analysis to develop structured career pathways within the organization.

Scope:

Conduct strategic work as outlined in the strategic work plan.
Perform detailed analysis to support strategic recommendations.
Develop data-driven insights and comprehensive reports.

Timeline: 3 Months

Key Activities

1. Month 1

Conduct Strategic Work: Follow the steps outlined in the strategic work plan.
Data Collection: Collect relevant data for analysis, including employee surveys, market research, and performance metrics.

2. Month 2

Data Analysis: Analyze the collected data to identify trends, gaps, and opportunities for career pathways.
Develop Insights: Generate data-driven insights and recommendations based on the analysis.

3. Month 3

Prepare Reports: Create comprehensive reports that combine strategic guidance with analytical findings.
Present Findings: Share the reports and insights with key stakeholders to facilitate informed decision-making.

Deliverables

Strategic recommendations report.
Detailed analysis report.
Comprehensive presentation to stakeholders.

3. Strategic, Analysis, and Project Management Work

Strategic, analysis, and project management work encompasses high-level strategic guidance, detailed analysis, and full project management to ensure successful implementation. This level of work involves developing strategies, conducting in-depth analysis, and managing projects from start to finish.

Process Steps

Conduct Strategic and Analysis Work: Follow the steps outlined in the strategic and analysis work definition.
Develop Project Plans: Create detailed project plans that outline the scope, objectives, timelines, and resources required for implementation.
Assign Roles and Responsibilities: Identify project team members and assign specific roles and responsibilities.
Manage Project Execution: Oversee the execution of the project, ensuring that tasks are completed on time and within budget.
Monitor and Report Progress: Track project progress, identify potential issues, and provide regular updates to stakeholders.
Ensure Quality and Compliance: Implement quality control measures and ensure that the project complies with relevant standards and regulations.
Evaluate Project Outcomes: Assess the success of the project and identify lessons learned for future initiatives.

Contact us for a consultation, and we can draw out a project plan to fit your needs.

Get in Touch

Deliverables for Strategic Work

1. Strategic Recommendations Report

Content: This report provides high-level strategic guidance and recommendations based on the organization’s goals and objectives. It includes an overview of the current state, key areas of focus, strategic recommendations, and potential impact on the organization.
Format: A professionally formatted document with sections for executive summary, strategic analysis, recommendations, and next steps.
Purpose: To guide the organization in making informed strategic decisions and aligning their efforts with long-term goals.

2. Strategic Planning Session Materials

Content: Materials prepared for strategic planning sessions, including agendas, discussion points, presentation slides, and handouts.
Format: PowerPoint presentations, printed handouts, and digital documents.
Purpose: To facilitate productive strategic planning sessions with key stakeholders and ensure that all participants are aligned with the strategic objectives.

3. Final Presentation to Stakeholders

Content: A comprehensive presentation summarizing the strategic recommendations, key insights, and next steps. It includes visual aids such as charts, graphs, and diagrams to enhance understanding.
Format: PowerPoint presentation or similar visual format.

Purpose: To communicate strategic recommendations to stakeholders, gather feedback, and provide guidance on implementation.

Deliverables for Strategic and Analysis Work

1. Strategic Recommendations Report

Content: This report includes high-level strategic guidance and recommendations, supported by detailed analysis and data-driven insights. It covers the current state, key areas of focus, strategic recommendations, analysis findings, and potential impact.
Format: A professionally formatted document with sections for executive summary, strategic analysis, recommendations, detailed analysis, and next steps.
Purpose: To provide comprehensive guidance for strategic decision-making, supported by in-depth analysis and insights.

2. Detailed Analysis Report

Content: This report presents the findings from the detailed analysis conducted during the project. It includes data analysis, trends, gaps, opportunities, and actionable insights.
Format: A professionally formatted document with sections for data collection methods, analysis results, insights, and recommendations.
Purpose: To provide a thorough understanding of the data and support the strategic recommendations with evidence-based insights.

3. Comprehensive Presentation to Stakeholders

Content: A detailed presentation that combines strategic guidance with analytical findings. It includes visual aids such as charts, graphs, and diagrams to illustrate key points.
Format: PowerPoint presentation or similar visual format.
Purpose: To communicate the strategic recommendations and analysis findings to stakeholders, facilitate informed decision-making, and gather feedback.

Deliverables for Strategic, Analysis, and Project Management Work

1. Strategic Recommendations Report

Content: This report includes high-level strategic guidance and recommendations, supported by detailed analysis and data-driven insights. It covers the current state, key areas of focus, strategic recommendations, analysis findings, and potential impact.
Format: A professionally formatted document with sections for executive summary, strategic analysis, recommendations, detailed analysis, and next steps.
Purpose: To provide comprehensive guidance for strategic decision-making, supported by in-depth analysis and insights.

2. Detailed Analysis Report

Content: This report presents the findings from the detailed analysis conducted during the project. It includes data analysis, trends, gaps, opportunities, and actionable insights.
Format: A professionally formatted document with sections for data collection methods, analysis results, insights, and recommendations.
Purpose: To provide a thorough understanding of the data and support the strategic recommendations with evidence-based insights.

3. Comprehensive Project Plan

Content: A detailed project plan outlining the scope, objectives, timelines, resources, roles, and responsibilities for the implementation of the strategic recommendations.
Format: A professionally formatted document with sections for project overview, objectives, scope, timeline, resource allocation, risk management, and communication plan.
Purpose: To provide a clear roadmap for project execution and ensure that all team members are aligned with the project goals and timelines.

4. Regular Progress Reports

Content: Periodic reports that provide updates on project progress, including completed tasks, upcoming activities, potential issues, and mitigation strategies.
Format: A professionally formatted document with sections for progress summary, completed tasks, upcoming tasks, issues and risks, and next steps.
Purpose: To keep stakeholders informed about project progress, address any issues promptly, and ensure that the project stays on track.

5. Final Project Evaluation and Presentation to Stakeholders

Content: A comprehensive evaluation of the project outcomes, including an assessment of the project’s success, lessons learned, and recommendations for future initiatives. The presentation includes visual aids such as charts, graphs, and diagrams to illustrate key points.
Format: PowerPoint presentation or similar visual format, accompanied by a detailed evaluation report.
Purpose: To communicate the project outcomes to stakeholders, highlight successes and areas for improvement, and provide recommendations for future projects.