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Making Notes

Available Services

Workplace Investigations

We conduct prompt, impartial investigations into complaints such as harassment, discrimination, retaliation, and workplace misconduct.

 

As an external investigator, we gather and review evidence, interview involved parties and witnesses, evaluate credibility, and document findings in a structured report.

 

Our process is professional, respectful, and thorough, giving leadership a reliable understanding of what occurred and a defensible basis for next steps and corrective action.

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Best for organizations that need an independent investigatory process that is well documented and helps guide decision-making.

Executive Advising/HR for Leadership

We provide confidential, ongoing guidance to executive leaders on employee and organizational matters before decisions are made.

 

Leaders often need a trusted sounding board when addressing performance concerns, discipline, accommodations, restructuring, or policy interpretation.

 

We help evaluate options, outline risks, and develop clear documentation so leadership can act consistently, appropriately, and with confidence while protecting the organization and maintaining fairness.

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Best for organizations focused on: operational efficiency, leadership effectiveness, and sustainable growth.

Leadership Support for Employee Matters

We assist leaders in navigating challenging employee situations such as performance concerns, conduct issues, attendance problems, and potential discipline or separation.

 

We review the circumstances, help structure appropriate documentation, and guide conversations so expectations are communicated clearly and consistently.

 

Our goal is to help leadership address concerns early, resolve issues professionally, and move forward with actions that are fair, well-supported, and aligned with organizational policy and practice.

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Best for organizations navigating: employee complaints, investigations, compliance concerns, or regulatory scrutiny.

Crisis & Culture Repair

We support organizations when workplace trust has been disrupted by conflict, complaints, leadership breakdowns, or rapid turnover.

 

Through confidential interviews, assessment of policies and practices, and direct guidance to leadership, we identify root causes and outline practical steps to stabilize the work environment.

 

We then help implement corrective actions, clarify expectations, and rebuild communication so the organization can restore credibility, improve morale, and prevent recurring issues.

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Best for organizations navigating: eroding cultures, reorganizations or RIFs or communication issues.

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