360 Assessment
Before we build, we listen.
Every retainer engagement begins with our 360 Assessment, a comprehensive audit covering HR compliance, business operations, financial controls, and risk exposure. The assessment produces a prioritized Strategic Roadmap that becomes the foundation of all consulting work.
How It Works
01
Document & Data Collection
We review your existing handbooks, policies, SOPs, financial reports, org charts, and any documentation you have.
02
Interviews & Observation
We talk with leadership, observe workflows, and understand how the business actually operates vs. how it should.
03
Strategic Roadmap
You receive a risk-ranked findings report and a quarterly roadmap with clear priorities, estimated costs, and timelines.
What We Review
Human Resources
- ✓Employee handbooks & required CA policies
- ✓I-9 compliance & DE-4 records
- ✓Personnel files & retention compliance
- ✓SB 553 Workplace Violence Prevention Plan
- ✓Injury & Illness Prevention Program (IIPP)
- ✓Hiring systems & onboarding
- ✓Performance management & documentation
- ✓Employee relations & complaint procedures
- ✓Hospitality-specific: food handler cards, ABC certs, minor compliance, meal/break compliance
Business Operations
- ✓Mission, vision, values: documented & communicated
- ✓Leadership structure & reporting lines
- ✓SOPs: existence, currency, accessibility
- ✓Communication systems & cadence
- ✓Customer experience systems & feedback loops
- ✓Employee feedback & engagement systems
- ✓Incentive programs & accountability structures
Financial & Analytics
- ✓COGS tracking & labor percentages
- ✓Margin analysis & budget allocation
- ✓P&L visibility & frequency
- ✓Revenue trends & customer segments
- Note: Strategic observations only. EverCalm does not provide accounting or financial advisory services
Legal & Risk
- ✓Cal/OSHA compliance & workplace safety
- ✓OSHA recordkeeping (300/300A/301 logs)
- ✓Record retention & destruction schedules
- ✓Employment practices & classification risk
- ✓ADA/FEHA accessibility concerns
- ✓Key-person dependency & insurance coverage
- Note: EverCalm does not provide legal advice. Legal matters are referred to licensed attorneys
What You Receive
Risk-ranked findings report with severity classifications (Critical / High / Medium / Low)
Strategic Roadmap with quarterly milestones
Compliance remediation timeline
Estimated budget for recommended improvements
Executive summary suitable for ownership or board presentation
The 360 Assessment is included in the first month of every retainer engagement. It is also available as a standalone project starting at $2,500.