Table of Contents

Leader/founder background information and other key management

team members

Description of the business

Mission, vision, and guiding principles for the organization

Locations of the business and specific location that this plan document relates to

Product/service which organization provides

Position descriptions and skill set summary - functions, knowledge, skills,

abilities

Compensation principles

Actual pay, benefits and indirect compensation

Hiring and retaining

Privacy rules

Safety rules

EEO, sexual harassment, and bullying

Performance reviews

Discipline

Telecommuting policy

Making reasonable accommodation for an employee in compliance with the

Americans with Disability Act and the Family Medical Leave Act

Organization chart

Gantt chart identifying when you intend to hire each person during the

first year of operation

Human Resource Plan/Audit for Momentum Motivational Speaking/Coaching Company, Inc.

Leader/founder background information and other key management team members

Leader/Founder - Melanie Sterling:

Melanie Sterling, a visionary and dynamic individual, serves as the inspirational leader and founder of our motivational speaking company, Momentum Motivational Speaking/ Coaching Company, Inc. (hereinafter alternatively the company). With a background in psychology and extensive experience in executive coaching, Melanie has spent years helping individuals unlock their full potential. Her passion for empowering others to achieve greatness has been the driving force behind the creation of this motivational company. Melanies engaging speaking style, combined with her deep understanding of human behavior, allows her to connect with audiences on a personal level.

Key members of the management team:

Adam Quantum - Chief Operations Officer (COO):

Adam is a seasoned professional with a background in business management and operations. His strategic mindset and organizational skills are instrumental in ensuring the smooth execution of events and the overall functioning of the company. Adam's commitment to excellence and efficiency plays a crucial role in turning Melanie's vision into reality.

Serena Inspire - Director of Marketing and Outreach:

Serena brings creativity and flair to the team as the Director of Marketing and Outreach. With a background in communications and a passion for storytelling, she is responsible for spreading the company's message far and wide. Serena develops innovative marketing strategies to reach diverse audiences and collaborates with partners to expand the companys influence and reach globally.

Victor Motivate - Chief Financial Officer (CFO):

Victor, a finance expert with a heart for motivation, oversees the financial health of the company. His background in finance and investment management ensures the sustainability and growth of the organization. Victor's financial acumen allows the company to expand its impact while maintaining fiscal responsibility.

Emily Connection - Director of Community Engagement:

Emily is the empathetic soul and brains behind the companys community engagement efforts. With a background in community development and a passion for social impact, she ensures that the company gives back to the communities it serves. Emily spearheads initiatives that connect the company with local organizations, fostering a sense of purpose and social responsibility.

2. Description of the business

This motivational speaking and coaching company specializes in providing inspirational talks, seminars, and personal development training to help individuals and organizations achieve their full potential. Drawing on the latest psychological research and human behavior insights, seminars offer actionable takeaways on self-motivation, cultivating positive mindsets, managing change, reaching ambitious goals, and thriving amidst adversity. With an uplifting yet practical approach focused on participant needs, our skilled motivational speakers energize audiences while coaches advise clients seeking purpose and growth in turbulent times. Companies competing in this industry aim to activate lasting personal and professional breakthroughs.

3. Mission, vision, and guiding principles for the organization

Mission:

We inspire and empower people to reach their full potential. Through engaging talks, seminars, and personalized coaching, we unlock passion, cultivate leadership skills, spur growth, and activate change in the lives of individuals and within organizations seeking to transform themselves and the world.

Vision:

We envision a world where all people have access to the knowledge, mindsets, and tools needed to live purposeful, empowered, and impactful lives true to their own definitions of success and fulfillment.

Guiding Principles:

Empowerment - We believe every person has talents and strengths waiting to be unlocked. Our role is to ignite self-belief and personal responsibility.

Growth Mindset - Challenges and setbacks are opportunities to learn and evolve. We embrace a mindset focused on progress over perfection.

Inclusion - Improving life for one person improves life for all. Our message of empowerment is bound by social responsibility.

Compassion - Judge less, understand more. We meet people where they are with empathy, wisdom and care.

Integrity - We are dedicated to serving clients with high ethical standards, honesty and personal accountability.

Excellence - Good is the enemy of great. We continually self-assess and evolve to surpass expectations.

These core tenets drive our culture and the transformational experience we provide as mentors devoted to human potential. We welcome all seeking lives of meaning and impact.

4. Locations of the business and specific location that this plan document relates to

The business will initially be headquartered in Fort Worth, Texas given the citys sustained growth in recent years (Large Southern Cities Lead Nation in Population Growth, 2023); however, key employees and new hires will be allowed to telecommute as described in the telecommuting policy section below.

5. Product/service which organization provides

Employing dynamic professional speakers, we deliver engaging keynote speeches at corporate events, conferences, or association meetings tailored...

Discipline

For poor performance, the first step involves a detailed performance review with the employee, identifying specific areas of concern and setting clear expectations for improvement. A performance improvement plan (PIP) may be collaboratively developed to provide guidance and support. Regular check-ins will be scheduled to monitor progress. In cases of suspected criminal activity, the company will prioritize the safety and well-being of the entire team. Any allegations or concerns will be thoroughly investigated, and the appropriate authorities will be contacted if necessary. The company will adhere to all relevant legal procedures and obligations throughout the investigative process.

Telecommuting policy

The company allows unlimited telecommuting for all key members at their discretion as part of their employment contracts; new hires will be allowed to formally request telecommuting alternative arrangements which will be decided on a case-by-case basis.

Making reasonable accommodation for an employee in compliance with the Americans with Disability Act (ADA) and the Family Medical Leave Act (FMLA)

In the case of ADA, employees requiring accommodation due to a disability will be encouraged to engage in an interactive process with the founder to discuss their specific needs. Reasonable accommodations may include adjustments to work hours, modified duties, or changes to the work environment to ensure equal opportunities for employees with disabilities. For employees eligible for FMLA, the company will follow the guidelines set forth by the act to provide up to 12 weeks of unpaid, job-protected leave for qualifying reasons, such as the employee's own serious health condition or the need to care for a family member with a serious health condition. During FMLA leave, the company will maintain health benefits, and the employees position or an equivalent will be available upon return.

18. Organization chart

Annual payroll budget

As noted above, although exempt employees will not receive direct monetary compensation or reimbursement for expenses incurred for the first 52 weeks, the company is committed to ultimately providing a comprehensive benefits package to enhance their overall well-being. This includes an initial monthly allotment for life insurance coverage, ensuring financial protection for employees and their families. These provisions are aimed at acknowledging the value of our exempt employees and creating a work environment that fosters their success and professional growth, even as we navigate the initial period without direct salary compensation or expense reimbursements. This approach reflects our commitment to providing meaningful support and recognizing the contributions of our dedicated team members who will receive generous pay and perquisite bonuses in the future as the companys profitability allows.

Gantt chart identifying when you intend to hire each person during…