Our Strategy & Approach

We start by taking a top-level look at your existing HR technologies, employer policies, company assets, company culture, employee benefits strategy, and human capital management needs.

First, we’ll have you break down all of your current pain points—preferably in person, where we can get a feel for not only your tangible HR assets, but also your existing company culture. This allows us to put together an integrated, strategic human resources management (HRM) plan for your organization.

This includes:

• A meeting with your company decision makers
• A deep-dive discussion into your current HR assets, functions, and goals
• An introduction to the current state of your day-to-day operations

The Rally Partners team analyzes the scope of your HR operations, taking a look at your current foundations, your existing pain points, any unidentified issues, and potential areas of opportunity.

Next, we’ll take our findings from the initial discovery meeting and assess the current state of your HR functions from a technical, cultural, and developmental perspective.

This includes:

• An analysis of your current assets, including (but not limited to):
  • Total HR Spend
  • All Insurance Plans
  • Full-Team Census (FT, PT, 1099)
  • Employee/HR Documents (Employee Handbooks, Employee Applications, Termination Documentation, etc.)
  • HR Technologies & Software

Once we have our internal diagnostics in place, we will reconnect to share our assessment of your current operations based on our findings from the diagnostics phase.

The assessment phase allows us to share our expert-led observations, giving you a top-line look at the scope of your HR operations from our perspective. Our formal assessment will help inform our strategic human resource planning.

This includes:

• A documented set of our diagnostics
• A discussion into our assessment of your operations

Once we’ve compiled and shared our assessment of your HR operations, we can further develop a plan of action, including immediate next steps and high-priority action items.

The final stage of our human resource planning involves a breakdown of your priorities, your goals, and next steps. We will identify how our extensive library of tools, technologies, and resources, as well as our long-standing network of industry-specific professional connections will help you attain your goals.

This includes:

• A meeting with your company decision makers (preferably in-person)
• A formal, documented proposal
• A timeline of immediate action items
• A run-down of ongoing services
• A transparent break-down of partnership costs*

*Please note: Rally Partners isn’t your typical broker of record—we’re more than that. We revolutionize your HR functions with a comprehensive set of support and solutions without any hidden technology fees or commission rates.

Rally Partners is built on transparency. You can read more about how we differ from traditional brokers here.