Mid-Year HR Check-In Checklist

Your FREE checklist to help you tackle HR chaos, check on your team’s well-being, and get your business back in alignment—before Q4 sneaks up on you.

Still winging it with HR?

You’re not alone—but it’s costing you. From missed compliance issues to morale dips and messy documentation, too many business owners put HR on the back burner until something goes wrong.


Let’s fix that today.

Does this sound familiar?

“I don’t know if we’re actually compliant—or just lucky so far.”
You're unsure if your HR files, employee classifications, or policies are up to date. You suspect something might be off (I-9s, exempt vs. non-exempt, missing policies…), but you don’t have time or the know-how to double-check.

✅ This checklist offers a no-stress way to audit your HR blind spots before trouble finds you.

“I haven’t checked in on my team in months—and I’m feeling it.”
Low morale, high turnover, and missed deadlines are creeping in. You haven’t had time to check how your team is really doing, and performance reviews feel rushed or nonexistent.

✅ This checklist shows them how to reset, reconnect, and realign their people with business goals.

“Q4 alw“Q4 always turns into a scramble—and I swore this year would be different.”
Without a mid-year plan, you end up firefighting in November—dealing with compliance gaps, missing documents, and team burnout right when you’re supposed to finish strong.

✅ This webinar helps you reset your HR strategy now so Q3 & Q4 are smooth, not stressful.

“I wear 12 hats—and HR keeps falling to the bottom of the list.”
They’re juggling sales, operations, and client work… and HR tasks like file audits, policy updates, and employee feedback keep getting pushed to “later.” But “later” never comes—until something goes wrong.

✅ Your checklist and webinar give them a simple, structured way to knock out HR tasks without getting overwhelmed.

Your Free Mid-Year HR Checklist Is Just a Click Away

Stay Compliant, Support Your Team, and Plan Smarter with this Free Mid-Year HR Check-In Checklist!

What's Included in the Mid-Year HR Checklist?

  • HR Compliance & Documentation: Make sure your HR house is in order! This section of the Checklist helps you double-check critical items like I-9 forms, wage classifications, employee files, and handbook policies—so you stay compliant, audit-ready, and out of legal hot water. Because “I didn’t know” won’t hold up in court!

  • Performance & Documentation: Halfway through the year is the perfect time to pause and ask: Are your team’s goals still aligned with your business strategy? This section of the Checklist helps you track progress, adjust priorities, and identify growth opportunities—so you’re not just busy, you’re on target.

  • Employee Experience & Morale: Your people are the heartbeat of your business—so let’s check their pulse. This section helps you gauge team morale, gather honest feedback, and spot burnout or disengagement before it spreads. Happy teams = better performance (and fewer surprise exits).

  • Operations & Strategy: When’s the last time you asked your team how they’re really doing? This section of Checklist helps you check in on workload, engagement, and team culture—so you can catch burnout, boost morale, and keep your best people from quietly checking out.

  • Tech, Safety & Legal: From remote work security to updated safety protocols, this section of Checklist makes sure your business isn’t exposed to unnecessary risks. We’ll help you tighten up your tech policies, refresh your compliance training, and spot legal gaps before they become costly problems.

Your Free Mid-Year HR Checklist Is Just a Click Away

Stay Compliant, Support Your Team, and Plan Smarter with this Free Mid-Year HR Check-In Checklist!

How the checklist works

Download Your Checklist

Review and Check off where you're Compliant

Plan and Prepare for a Great HR Rest of 2025

Stay Safe and Compliant