Strategy, Culture & Engagement

Using our best-in-class assessments & facilitation, we can help you develop strategy, assess your culture, align your organization and improve levels of engagement.

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of Executives

According to the 2017 Deloitte Human Capital Trends Report, only 22% of executives reported that their companies were excellent at building a differentiated employee experience.

Peter Drucker was once famously quoted that “culture eats strategy for breakfast”. 

We agree with an asterix. When culture and strategy are fully aligned, companies eat their competition for breakfast and win in the marketplace. 

HR Strategic Planning

We love to work with emerging or small to mid-sized companies looking to expand their HR capabilities beyond the more transactional aspects of HR like payroll, benefits and compliance. It all starts by having a plan.  That's where we can help.

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Strategic Planning Facilitation Overview

Any meetings we design & facilitate includes these core elements:

  • Defining Your Current State– Using a combination of our assessments listed below and in person interviews.
  • Determining Your Strategic Objectives– Through facilitated discussion your team defines your strategic objectives.
  • Strategic HR Roadmap – The output of each meeting is your HR strategic roadmap aligned to your business needs.
  • Commitments & Accountabilities– We ensure full clarity on individual commitments & accountabilities.

We have partnered with a network of strategic partners with best-in-class assessment tools that can be used in your HR Planning process based on the unique needs of our our clients and their business lifecycle including:

Culture Assessment

Is your organization looking to improve upon your company culture and effectiveness? 

Using our 5 Cultures of Culture Assessment (5CCA), we can measure the strength and health of your culture based on 5 important elements.  We then use our Lumina Culture assessment to help you define the culture required moving forward to drive business performance & people engagement.

HR Partner Assessment

Is your HR team looking to improve your capabilities in partnering with senior leaders and aligning your strategic objectives to drive business performance?

Using our HR Partner Assessment we can help you measure 5 critical HR competencies that will help you determine the strengths and development needs of each member of your team and your team as a whole.

Transformation Readiness Assessment

Is your organization in the middle of an acquisition or are you planning a significant cultural transformation to better adapt to market changes and customer needs?

Using our Cultural Transformation Readiness Assessment-40 (CTRA-40), we can help you measure your organization’s readiness to successfully transform your culture based on 6 Cultural Change Readiness Predictors.

Other Customization Options

There are other elements we can include in your planning meeting including:

  • Helping your team plan robust change management strategies.
  • Developing metrics and scorecards for your organization to to measure progress against your HR Roadmap. 
  • Including our Lumina Team assessment to examine your team’s strengths, opportunities and communication styles.

The are countless ways we can fully customize a solution for your HR Strategic Planning meeting to ensure success.  We strive to continually provide innovative ways to align, connect and activate people strategies with tangible business outcomes.  

Culture & Employee Engagement

Pizza lunches and casual Fridays are not the solution. Engaging cultures are not built through cuisine or couture.

We partner with you create meaningful strategies to increase the engagement of your people.  

We can work with you to design and deliver a comprehensive engagement survey, or quick employee “pulse” survey.  We have a wealth of experience with people engagement strategies, survey instruments and ideas on how to take meaningful actions to drive engagement. 

Engagement Survey Process Overview

  • Establishing Strategy & Measures of Success – We work  with you to understand your business context, meet with key stakeholders, establish measures of success, align on the survey methodology & develop a communication strategy.
  • Conducting The Survey – Next we implement the communications plan, conduct the survey, share the results with your leaders and then with your employees.
  • Insights & Action Plans – The most critical step.  Here we conduct focus groups with your employees to reveal further insights and then conduct a facilitated meeting with your selected key stakeholders to share the results and develop meaningful action plans.  
  • Action Plan Implementation – We work with you to implement your action plan & continue your communications strategy.
  • Business Impact & Continuous Improvement – We will help  measure business impact based on your measures of success, discuss lessons learned & help you prepare for the next survey.

We are technology platform agnostic. If you already have an engagement survey & platform we are happy to work with that. We also have survey & platform solutions we can build or recommend. 

We believe outcomes are more important than technology platforms. Our focus is to enable you to drive levels of engagement with measurable business impact.

Andrea Cortissoz, CHRL


Paul Cortissoz, SPHR


The HR Soul Strategy, Culture & Engagement Difference

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    Flexible, targeted solutions that can be fully customized.
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    Nearly 50 years collective HR experience at senior levels.
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    Best-in-class assessments to help target your planning efforts. 
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    Focus on solutions that drive business performance.
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    One-stop for all your strategy, culture & engagement needs.
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    Can be coupled with our other talent, leadership & culture solutions.

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