Free Resource · HR advisors & fractional CHROs
HR Consulting Client Onboarding Checklist
PDF Checklist · 16 pages
42-item onboarding checklist for a new HR advisory client — discovery, compliance baseline, benefits audit, handbook review, and first 90-day plan.
What's inside
- 42-item onboarding checklist across 7 sections: Discovery, Compliance, Benefits, Handbook, People, Process, 90-day Plan
- Discovery interview guide (45-60 minutes, 18 questions with followups)
- Compliance baseline audit (covers 22-dimension multi-state compliance matrix — separate resource)
- Benefits audit framework (coverage, cost, utilization, gap analysis)
- Employee handbook review rubric (10 must-have sections, 6 common gaps)
- People snapshot template — headcount by function, flight-risk assessment, leadership bench
- 90-day plan template — priority ranking + owner + expected outcome
Who this is for
HR advisors and fractional CHROs onboarding their 5th-to-25th client company where repeatability starts mattering more than bespoke relationship-building.
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Why this works
Synthesized from onboarding retros across 30+ HR advisory engagements. The checklist surfaces the 8-10 items that, when skipped during onboarding, cause the biggest relationship issues at the 90-day mark.
The outcome
Every client onboards in the same sequence with the same deliverables, freeing you to spend relationship capital on what's actually unique to each firm.