Strategic HR Assessment and Roadmap

A clear, actionable foundation for a stronger HR function.

At Optima HR Solutions, we believe HR should be a strategic driver, not just an administrative necessity. Our Strategic HR Assessment and Roadmap is an essential starting point — whether you engage us for full outsourcing, targeted support, or as a standalone project. Unlike providers who jump straight into tasks, we begin by understanding your business and building a strategic, prioritized HR plan tailored to your needs.

This service provides the insights and clarity needed to connect people initiatives to real business outcomes and sets the stage for stronger execution and growth.

Our Strategic Approach

Drawing from decades of hands-on HR leadership, our structured assessment framework provides a holistic view of your HR environment and delivers a practical, business-aligned roadmap.

  • Analyze Key Drivers: Evaluate HR capabilities in context of business strategy, goals, and growth plans.
  • Center on Employee Experience: Identify gaps and opportunities across the entire employee lifecycle, recognizing that employee experience directly drives attraction, engagement, and retention.
  • Prioritize for Impact: Develop a clear, actionable roadmap to optimize your HR programs, processes, and resources.
HR Strategy Framework

Our Process

  1. Strategic Review and Business Alignment
    Understand your organization's vision, goals, and operating context to ensure HR is positioned to support success.
  2. Stakeholder Insights
    Engage leaders, managers, and employees to gather a well-rounded view of strengths, challenges, and needs.
  3. HR Capability and Current State Assessment
    Examine existing HR programs, processes, technology, and talent against best practices and business needs.
  4. Employee Experience Deep Dive
    Assess how current practices impact the employee journey, from attraction to exit, and identify opportunities to strengthen engagement and retention.
  5. Roadmap Development
    Define key priorities, initiatives, and milestones, focusing on the highest-value areas for near- and long-term results.
  6. Comprehensive Reporting
    Deliver an actionable report including prioritized recommendations, visual frameworks, and implementation guidance.

What You Receive

  1. Strategic HR Roadmap linked to business goals
  2. Strengths and gaps analysis
  3. Employee Experience assessment and recommendations
  4. Prioritized initiatives with recommended sequencing
  5. Change management considerations
  6. Visual dashboard for leadership communication

Ready to Build a Smarter HR Future?

Get the clarity, focus, and plan you need to drive stronger business results through better HR.

Contact Us to Start Your Assessment