HR & Benefits Health Check

Strengthen Your People Practices with Clarity and Confidence

Discover the Health of Your HR & Benefits Practices

Identify strengths. Uncover gaps. Consider actions.

Your people are your greatest asset, but how strong are the systems that support them? We have partnered with Vanguard Benefits to offer a complimentary HR & Benefits Health Check—a quick, expert-designed audit that helps nonprofit and for-profit leaders evaluate their HR foundation, spot areas for improvement, and prioritize clear next steps.

Start Your Health Check Now

Why Take the Health Check?

Strong HR and benefits practices do more than ensure compliance — they shape culture, engagement, and retention.

Our brief, guided assessment helps you:

Uncover hidden risks and compliance gaps
Identify opportunities for stronger alignment with business goals
Prioritze clear next steps

Receive a 45-minute complimentary HR Health Check consultation, providing expert insights and tailored recommendations to strengthen your HR strategy.

(Click to enlarge image)

Thank you for completing our HR & Benefits Health Check. Here is a summary of your organization’s current HR and Benefits strengths and opportunities, based on your self-assessment. OVERALL SCORE 48/90 INTERPRETATION You have a solid foundation, but there are opportunities to improve consistency, speed, and visibility across hiring, policy management, benefits education, and employee engagement. Growth and communication efforts may not yet be fully integrated across the organization. Key next steps: Focus on clarifying hiring workflows, keeping policies current, improving manager communication, enhancing visibility and education around benefits, and embedding wellness and DEI more fully into daily practices. Acting on employee feedback and strengthening internal communication will help you build a more cohesive and responsive culture. CATEGORY SCORES • Recruiting & Hiring • Policies, Procedures & Compliance • Retention and Engagement • Benefits Strategy & Offerings • Open Enrollment & Education • Wellness Recruiting & Hiring: • Your hiring practices are functional, but there’s room to improve alignment and speed. Focus on refining job descriptions, clarifying decision-making roles, and making your process more responsive. • A candidate-friendly and well-structured approach can help attract top talent more efficiently. Policies, Procedures & Compliance: • You’re making progress, but inconsistencies may remain in how policies are maintained. Strengthen your compliance posture by ensuring policies are up to date, properly documented, and applied consistently. • Clear procedures and accurate legal alignment help reduce risk and support a more compliant, well-functioning workplace. Retention & Engagement: • You have a solid foundation, but growth and engagement are not yet consistent across the organization. Focus on improving manager communication, formalizing recognition, and making internal opportunities more visible. • Ensure employee feedback leads to clear, timely action to build a culture where people feel valued and invested. Benefits Strategy & Offerings: • Your benefits strategy is on the right path but has room to grow. Focus on aligning your total rewards philosophy with your organizational goals. • Consider evaluating funding alternatives and refining your perks portfolio to better reflect employee interests and current benefit trends. Open Enrollment & Education: • Your enrollment and education processes are functional, but could benefit from enhancements. Look to streamline tasks through automation, increase the use of visual and digital tools, and consider offering office hours or Q&A sessions to improve employee comprehension and reduce stress during Open Enrollment. Wellness: • You’re making efforts in wellness and DEI, but more consistent, integrated initiatives could drive greater impact. Consider creating a year-round wellness strategy, enhancing visibility of EAPs, and embedding DEI values into leadership training and workplace practices. NEXT STEPS We’d love to help you build on your strengths and address opportunities for improvement! Thank you for trusting us in this process. We’re excited to support your organization’s growth!

How It Works

We meet you where you are and help take you where you want to go. Our services are designed to flex with your business needs:

Complete the Online Assessment

Answer 18 targeted questions covering six key areas: Recruiting & Hiring; Policy, Practices & Compliance; Retention & Engagement; Benefits Strategy & Offerings; Open Enrollment & Education; and Wellness.

Expert Review

Our HR team manually reviews and scores your responses, and translates them into actionable insights.

Receive Your Customized Report

Within 5 business days, you’ll receive a 1-page summary including:

Tailored recommendations for your organization, including highlights of strengths and potential risks
An invitation to a complimentary 45-minute consultation with our team.

HR & Benefits Health Check