Set To Scale™ Membership

The Set To Scale™ HR and Team Management program is a comprehensive membership built to help small business address HR compliance requirements, and learn to manage teams that get great results.

Set To Scale

Team Leadership and HR Compliance

1. Welcome To Set To Scale
2. Leadership Lab Calls
3. Set To Scale Slack Community
4. Submit a Question For Our Next Leadership Lab
5. STS Consulting Call Calendar {Subscribe!}
1. Culture and Leadership
2. Basics of Leadership Styles
1. Company Mission, Vision, Values and Voice Worksheet
2. Guest Expert: Jen Lawrence | Using Personality Assessments to Hire and Manage
1. Building an Org Chart in Google Sheets
2. What is your $calable Role?
3. Financial Growth Planning (Service Based Businesses)
4. Calculate Your Total Employee Cost
1. Contractor v. Employee: Classifying Team Members
2. Create a Job Description Template
1. Job Ad vs. Job Description
2. Application Received Confirmation Email Template
3. Applicant Rejection Email Templates (No Interview)
4. Job Ad Outline Template Worksheet
1. Zoom Interview Invitation Email Templates
2. Interview No No's
3. Plug and Play Interview Questions: Habits and Mindset
4. Manage Applicants In Asana
5. Plug and Play Interview Questions: Leadership and Management
6. Interview Script: 3 Part Process
7. Interview Script 3 Part Process (Downloadable Version)
8. ClickUp Applicant Tracking Template
9. Building an Employment Application
1. Applicant Rejection Email (After Interview)
2. Candidate Red Flags
3. Video Tutorial: Creating a Recruiting Rubric
4. Recruiting Rubric Template
5. Recruiting Rubric Example
1. Health Insurance With Dr. Noor Ali
2. Health Insurance Tax Credits for Small Businesses
3. Health Insurance Consultation With Dr. Noor Ali
4. Vacation Time For Employees
5. Pay and Compensation Packages
6. Commission Structures and Agreements
7. Commission Agreement SAMPLE
8. Email Template: Documentation For Set Pay, Non-Exempt Employees
9. COBRA: Continued Coverage For Health Care
10. What is E-Verify?
11. What is a PEO? (AKA a Professional Employer Organization)
1. Offer Letter Anatomy
2. Summary of Employment Offer Worksheet
3. Offer Letter Template (Salary + Exempt)
4. Offer Letter (Hourly + Non-Exempt)
1. USCIS Form I9: Basic Instructions
2. USCIS Form I9 Summary
3. W4 or W9: What Do I Need And For Whom?
4. W4 Basics
5. New Hire Onboarding Form and Checklist
6. Employee Training and a Culture of Feedback
7. Choosing a Payroll Company
1. A Sample Diversity, Equity, Inclusion, and Belonging Policy
2. How To: DEIB Policy Instruction Video
3. Blog: Defining DEIB
4. DEI Efforts to Implement in The Workplace
1. Labor Law Compliance Basics
1. Vacation Time: A Summary
2. Sick Time Ethics
1. Documentation 101: Protect Your Business and Build a Foundation
2. Documentation Basics For Team Members
3. Download I9 and W4 From Gusto
1. Creating A Mentorship Program To Improve Employee Engagement
2. Stay Interview Questions To Ask Our Employees Before They're Out The Door
3. Promotion Offer Letter Template
4. Self Review Questions for Employees
5. Performance Evaluation Template
6. Employment Verification Letter (+ Template)
7. Recommended Reading: Radical Candor
1. Disciplinary Action Form
2. Performance Improvement Plan Template
3. What Is Progressive Discipline?
1. Success Metrics
2. KPIs For Social Media Managers
3. Social Seller KPIs
1. Checklist: Employee Termination
2. Termination: Call Script
3. Termination for Cause: Example Letter
4. Termination Due to Layoff or Downsizing
5. Change Of Relationship Form Walkthrough
6. Employee Exit Survey Template
7. Exit Process Checklist (W4 Employee)
8. Employee Exit Interview Script
9. Exit Process Checklist - Contractor
1. Equal Opportunity Employment Clause (Sample)
2. Employee Classification Policy (SAMPLE)
3. Diversity, Equity, Inclusion, and Belonging Policy
1. Paradigm Marketing Intern Job Ad (SAMPLE)
  FREE PREVIEW
2. The Basics of Hiring An Intern
  FREE PREVIEW
3. Intern Program Schedule SAMPLE
  FREE PREVIEW
4. Unpaid Internship Agreement (Recommended Legal Template)
1. Artificial Intelligence, Copywriting and IP in the Workplace
2. Sample Policy Allowing AI Within The Workplace
3. Sample Policy Prohibiting AI Within The Workplace
1. Accountant
2. Administrative HR Assistant
3. Administrative HR Manager
4. Bookkeeper
5. Business Coach
6. Business Development Manager
7. Copywriter
8. Client Experience Coordinator
9. Creative Director
10. Customer Service Lead
11. Director of Marketing
12. Director of Operations
13. E-Commerce Manager
14. E-Commerce Marketing Coordinator
15. Executive Assistant
16. Graphic Designer
17. Integrator
18. Junior Designer
19. Marketing Assistant
20. Marketing Coordinator
21. Marketing Manager
22. Media Coordinator
23. Operations Manager
24. Podcast Editor
25. Podcast Manager
26. Program Coordinator
27. Program Director
28. Public Relations Specialist
29. Sales Manager
30. Sales Operations Manager Job Description
31. Senior Designer
32. Social Seller
33. Systems Analyst
34. Social Media Manager
35. Virtual Assistant
36. Wholesale Sales Assistant
1. The Legalmiga Library
2. Employment Agreement (Recommended Legal Template)
3. How to Fill Out and Sign Documents Online using HelloSign
4. How to Fill Out and Sign Documents Online using PDF Filler
5. How to Fill Out and Sign Documents Online using Adobe Sign
6. How to Fill Out and Sign Documents Online using Canva
1. Book a 1:1 Consult Call
2. Schedule a New Hire Orientation
3. E-Verify USCIS Form I-9 Remote Verification

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$1,997.00
142 lessons
7.5 hours of video content
Slack Community
2x Monthly Consulting Calls
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Set To Scale™ Membership

Set To Scale

Start Here | Welcome to Set To Scale™️

Leadership Basics

Creating a Company Culture

Planning For Growth

Identifying Team Roles

Finding Your Next Hire: Posting A Job

Interviewing Applicants

Choosing the Best Candidate

Compensation and Benefits

Extending an Offer

Onboarding Your New Team Member

Create Your Diversity, Equity, Inclusion and Belonging Policy

HR Compliance and Labor Law

Employee Time Off Policies

Documentation and Personnel File Management

Management

Disciplinary Action

Setting Success Metrics and Key Performance Indicators (Coming Soon! 🚨)

Termination and Separation

Sample Company Policies

Hiring an Intern + Creating an Internship Program

AI Ethics and Compliance

Job Description Templates

Recommended Resources + Affiliates

A La Carte Support Menu

Get immediate access today!

Pricing Options

$1,997.00

12 x $197.00