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You’re a smart, strategic business owner.

 

You just need some help getting your policies and procedures clearly outlined and written down.

 

As a business owner, your to-do list is neverending. You’ve got a team to manage, a budget to oversee, and goals to reach. 

 

So even with the best of intentions, your employee handbook somehow ends up at the bottom of your list… never getting the attention it deserves.


But you know your team needs clear policies and directions…

Handbook Co-Pilot

Does any of this sound familiar?

 

Thinking about my employee handbook

(or total lack of one) makes me cringe.

 

My current handbook is out of date

and full of stuffy language I don’t love.

 

I started working on my employee handbook,

but work and life happened… and I never finished it.

 

Creating an employee handbook feels overwhelming

and impossible at this point.

 

You’re not alone. You just need a handbook co-pilot!

 

If you love the idea of turning over your handbook to an HR pro who understands your business, your values, and your vision – you’re right where you need to be. Let me guide you through this project and do the HR heavy-lifting so you can finally have the clear, complete, and cohesive employee handbook your business deserves.

What If Your Employee Handbook Was

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Professional

Handbook Co-Pilot puts my experienced, professional HR skills to work for you. You can relax knowing that every important policy is outlined and you are accurately and legally up-to-date with current laws and regulations.

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Complete

A half-finished employee handbook doesn’t help anyone! This process is streamlined to hold you accountable and make sure the entire project is finished. No more quitting in frustration mid-project – it gets done.

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Personalized

No more guessing what policies should be included or working from some template you found on the internet that doesn’t really relate to your unique business. Your handbook is written specifically for your business.


From one busy, motivated
small business owner to another…

 

I understand how valuable your time is and how much you have on your plate. That’s why I designed the Handbook Co-Pilot to be as straightforward and simple as possible! 

 

We don’t waste time or follow an arbitrary guideline that doesn’t make sense for your unique business. We don’t skip important steps or ignore the hard work either. And we do, believe it or not, have some fun along the way.

 

Your employee handbook should be a flexible, living document that defines your policies and expectations, so you and your employees are on the same page and everyone is treated fairly. 

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Here’s How It Works

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You Fill Out a Questionnaire

 

This is where you fill me in on the nuts and bolts of how things run in your business, like:

  • Which holidays you recognize

  • The pay schedule for your employees

  • Discipline policies and procedures

  • PTO and sick time

 

I’ll review your questionnaire and highlight anything that’s missing or needs to be added.

We Jump On a Kickoff Call

 

This introductory call is for us to go over your questionnaire and fill in any missing information. I’ll ask you some HR questions and you’ll make sure I understand exactly how things work (and where they aren’t working so well) at the moment in your business.

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I Create Your Handbook

 

Equipped with all the information and goals from your questionnaire and kickoff call, I’ll spend the next 2 weeks creating your employee handbook. If you have a current handbook, I’ll incorporate it into the new, updated version. Once the first draft is complete, I’ll share it with you via Google Docs.

You Review and I Make Edits

 

Your feedback is a crucial piece of the process. Once you receive your draft handbook, you’ll go through it with a fine-tooth comb, leaving comments with any questions you have or requesting any edits or revisions. Once you’ve completed the feedback process, I’ll make all of the changes and updates and share the Word Doc and PDF with you!

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You Put Your Employee Handbook to Work

 

Once you sign off on the final version, it’s time to share your handbook with your employees and use the heck out of this incredible resource. All your policies clearly stated in one convenient place – this is what business owner dreams are made of!


This Sounds Amazing… How Do I Get Started?
 

 

 

It really is pretty amazing! The Handbook Co-Pilot helps you keep your team members informed and clearly outlines your business’s expectations. This is the best way to avoid confusion, conflict, and challenges. 

 

 

The Handbook Co-Pilot is a $3k investment

 

 

If you decide to move forward with HR Foundations within 12 months of purchase,

the cost of Handbook Co-Pilot will be deducted.

 

Trying to Decide if This is the Right Offer For You?

Let’s look at who the Handbook Co-Pilot is designed for…

Handbook Co-Pilot is for you if you:
 

✅Are a business owner, CFO, controller, OBM, or nonprofit director
 

✅Have employees OR expect to hire employees within the next year
 

✅Don’t have an employee handbook
 

✅Have a handbook that’s incomplete or needs major work
 

✅You’re excited to partner with smart, kind HR pros to knock out this hard – but so worth it – project

Handbook Co-Pilot is not for you if you:

 

❌ Don’t have the time or desire to commit to reading the draft, providing feedback, and finishing the project
 

❌Don’t plan to hire employees
 

❌Want your handbook to include every possible legal policy (in this case, I recommend working with a lawyer and I’m happy to refer you to one!)
 

❌Aren’t ready to follow clearly defined policies and procedures yet

“Candice was incredibly warm and welcoming, immediately helping me find ways to address my concerns”

A fellow business owner recommended I reach out to Candice after I mentioned some concerns I was having with an employee. Candice was incredibly warm and welcoming, immediately helping me to find ways to address my concerns. Her answers are empathetic, thoughtful and informative. Candice provides a wealth of resources over email, through webinars, and her regular newsletters. I cannot recommend her highly enough!

 – Meredith Keet, Owner, Ethos

Feeling like this is a great idea?
There are major benefits to having a professional, personalized employee handbook.

When you get your employee handbook up to date and completed with Handbook Co-Pilot, you’re getting 

  • All your policies and procedures clearly outlined, so everything is consistent and fair across the board

  • Faster, easier decision making because every process is laid out for you 

  • Less employee confusion and conflict

  • Easy-to-follow systems for everything from requesting time off to reporting an issue

Excited to get your handbook process started, but still have a few questions? I’d love to chat with you!

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Hi, I’m Candice – your HR pro and Handbook Co-Pilot!

I’m so glad you’ve found yourself here! After more than a decade of working in HR (and a master’s degree in HR from Penn State), I’ve seen the power of what values-aligned HR can do for small businesses. 

 

My superpower is helping impact-driven leaders like you grow your team in a way that feels good, increases employee retention, makes your work more meaningful, and saves you money along the way.

 

Candice lives and works on the unceded land of Popeloutchom, home to the Awaswas speaking Uypi Ohlone, recently called Santa Cruz, California.

 

I can’t wait to dive into your policies and procedures and create an employee handbook that makes life and work easier for every member of your team.

Candice is a miracle worker! I cannot thank her enough for all her hard work and guidance on our employee handbook and other HR developments over the last year. I feel so much better about the state of our organization, and look forward to working with Candice in the future!

 

– Emily Ham, Executive Director – Santa Cruz County Business Council

Love the idea of hands-on help with your employee handbook, but not in the market for a full overhaul or new handbook?

If you:

  • Have questions about a specific policy or two

  • Need help clarifying a small portion of your handbook

  • Want an HR pro’s opinion or advice on a procedure

  • Feel like your handbook is mostly done, but still need help wrapping it up

 

Then a Strategy Session is probably more your speed! These one-on-one calls are the perfect way for us to dig into a small portion of your handbook, clean up a policy, or get answers to your top HR questions.

 

Strategy Sessions are $250

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You deserve the clarity and confidence of having a professional, personalized employee handbook.

 

Your team deserves clear policies and procedures.

Let’s make it happen!