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Stronger together Flexible & far-reaching resources to maximize your HR potential & help grow your business.

Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

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Page 1: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

Stronger togetherFlexible & far-reaching resources to maximize your HR potential & help grow your business.

Page 2: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

GreenKite Associates is a new business growth consultancy, helping insurance & financial service companies like yours, realise their ambitions. We partner with you to bring sustainable growth through expert, strategic & operational HR advice & support.

We can play a vital role in your business by:

• helping you manage, develop & align your people, to meet your goals, & deliver what your customers want

• identifying critical changes to your people strategy, vision & values, to make you more efficient & profitable

• not only identifying solutions but also guiding you through them.

About usHR consultantsEmployer advice lineOrganisational developmentHuman resource development

HR health checkBusiness Partner & Business Partner +HR services & supportPeople & performanceOur big picture

greenkiteassociates.com

Page 3: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

greenkiteassociates.com

We really understand your businessGreenKite’s consultants specialise in insurance & financial services. With expertise & real-world experience specific to your sector, we can tailor our support to meet your unique needs now & as they change over time.

Our partnership model means we listen to you & guide you towards your business goals with accuracy & timeliness.

Trust & transparency are at the heart of how we do things. Whether we work with you on a retainer basis or to support a key project, you’ll find us honest & direct, giving you practical solutions from our extensive collective knowledge. Whatever the stage of your business, we can help you grow from start up to a fully-fledged, well-oiled machine.

We do this through

• HR Health Assessment & Review

• Training & Development

• Business Partner & Business Partner + Service

• HR Director/Manager Interim Executive Service

About usAbout us

HR Consultants

Employer Advice Line

Organisational Development

Human Resource Development

HR Health Check

Business Partner & Business Partner +

HR Services & Support

People & Performance

Our Big Picture

Page 4: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

greenkiteassociates.com

GreenKite HR Consultants have over 20 years’ HR Director/CHRO level experience. All are CIPD qualified, & many hold MBAs. They have managed, first-hand, significant change projects & devised HR strategies to remove financial risk, ensure business growth, & engage colleagues to deliver increased client satisfaction.

We also retain employment law specialists & legal counsel to offer support in:

• Employment policies

• Contracts

• Remuneration

• Discipline & grievance procedures

• Employee engagement

• Succession planning.

Your GreenKite Principal HR ConsultantsPaul Leach, FCIPDFounding Associate – People & Performance LeadPaul is a Human Resources Organisational Development Consultant & Portfolio HR Director. Focused on the bottom line, he delivers pragmatic, business-focused HR solutions. Hands on when needed, with a passion for sustainable business performance.

[email protected] 768 206

Chrystine Louise Gittens BA, MSc, (Barrister)Chrystine was called to the Bar in 1994. She has been practising employment law & engaged in employee relations matters for over 20 years. She has carried out a variety of independent investigations into grievances & disciplinary matters. Chrystine offers practical & commercial advice & as a final resort, will represent clients in the Employment Tribunals. Chrystine is also an Accredited Mediator.

[email protected]

0203 997 0055

About us

HR Consultants

Employer Advice Line

Organisational Development

Human Resource Development

HR Health Check

Business Partner & Business Partner +

HR Services & Support

People & Performance

Our Big Picture

Page 5: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

greenkiteassociates.com

Our HR Advice Line is a confidential service that provides dedicated support on all your people matters including:

• preparation for difficult conversations

• assistance to make the right decision

• employee relations & employment law advice.

Our HR Advice Line operates Monday to Friday, 09:00 - 17:00, & emergencies are covered by our out of hours answering service.

Employer Advice Line

About us

HR Consultants

Employer Advice Line

Organisational Development

Human Resource Development

HR Health Check

Business Partner & Business Partner +

HR Services & Support

People & Performance

Our Big Picture

Page 6: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

greenkiteassociates.com

Organisational development is a planned approach to improving organisational performance & effectiveness – one that aligns people, processes & strategy.

• The achievement of business goals is brought about by people; they are key building blocks in any business.

• We can help you structure your business more effectively, design & deliver a performance management process that will help you measure output & drive results, carry out a full culture analysis, & support cultural transformation.

• We create bespoke development programmes suitable for leaders & managers at all levels within a company from line management to board room. These programmes will improve behaviours & develop leadership capability in order to deliver measurable benefits for your organisation.

Organisational Development

We help you identify & grow internal talent to ensure you have a robust succession plan for today & tomorrow. Firms of all sizes rely on the effectiveness of their board. We’ll partner with you & your executive team to drive high performance across your business with help to:

• design & support culture change

• assess, select & restructure boards

• succession plan & nurture key talent.

About us

HR Consultants

Employer Advice Line

Organisational Development

Human Resource Development

HR Health Check

Business Partner & Business Partner +

HR Services & Support

People & Performance

Our Big Picture

Page 7: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

greenkiteassociates.com

Human Resource DevelopmentInterim & Outsourced Support For many small, medium & start-up businesses, employing a full-time dedicated HR specialist is an issue. GreenKite offer an Interim HR Director or Manager service to provide advice & assistance both on site & virtually. We can help if you’re looking to grow your business & need to recruit new teams & senior managers. Maybe you need assistance with introducing or overseeing a reward & incentivisation programme or are keen to retain & implement employee engagement strategies to improve key staff retention.

Clients retain us to drive strategic support, & provide people performance solutions to enable them to realise ambitions, develop governance processes & deliver sustainable business performance. Working on site as a retained HR Director, typically 1-2 days per week, we work with you to analyse the situation; we develop a strategy aligned to your business needs, & we create a plan to ensure objectives are met. This avoids uncertainty as well as saving you time & money.

How Can We Help You?By developing your strategic People Plan with you to grow your business we help you to:

• Identify: Do you have a clear identity concerning what your business is known for, & is it shared inside & outside the organisation?

• Purpose & Direction: Develop purposeful communication & organisational direction

• Align employees: to deliver business targets & engender a culture of enabling excellence

• Teamwork: Bring teams together to solve problems & make decisions

• Talent & Succession: Calibrate talent, identify risk, & build talent pipelines

• Right People, Right Time, Right Cost: Maximise & leverage ROI

• Reward: REMCO support, or develop reward strategy

• Coach: C-Suite members.

About us

HR Consultants

Employer Advice Line

Organisational Development

Human Resource Development

HR Health Check

Business Partner & Business Partner +

HR Services & Support

People & Performance

Our Big Picture

Page 8: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

greenkiteassociates.com

To be fit for purpose HR policies, processes & contracts must be reviewed & revised regularly. Firms can often find themselves exposed to legal action or unable to attract & retain the best simply because they’ve failed to keep pace with the law or the growth of their business.

For example, your employment contracts need to protect your business & contain:• enforceable restrictive covenants• meaningful definitions of confidential

information• ownership of employees ideas & inventions.

Managing your people risk is essential to safeguard your business & can be done easily with our HR Health Check & Review, which includes:• Review of & advice on current contractual

documentation

HR Health CheckAbout us

HR Consultants

Employer Advice Line

Organisational Development

Human Resource Development

HR Health Check

Business Partner & Business Partner +

HR Services & Support

People & Performance

Our Big Picture

Page 9: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

greenkiteassociates.com

Business Partner & Business Partner +Once you’ve addressed the start-up issues, faced by all new firms, you’ll need to consider your day-to-day HR needs. We can support your business with our fixed-cost, retained comprehensive services - Business Partner & Business Partner +. They give you all the benefits of an expert HR Director & Legal Counsel but without the level of commitment or cost.

Our Business Partner & Business Partner + services give you access to highly qualified support & are led by Sara Ager ACII, Solicitor & Paul Leach, Chartered FCIPD HR & OD Director.

If you prefer standalone HR services, we’re happy to work with you to develop a bespoke retainer service.

Designed to meet your operational & compliance HR needs including:HR Consultancy servicing all your HR people & business needs.Compliance & Risk Management to ensure you have lawful systems & processes that support controlled business growth.General Counsel to advise on & help resolve your commercial & employment law issues.

Business Partner +

Business Partner

Find out more:

About us

HR Consultants

Employer Advice Line

Organisational Development

Human Resource Development

HR Health Check

Business Partner & Business Partner +

HR Services & Support

People & Performance

Our Big Picture

Page 10: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

greenkiteassociates.com

Designed for Start-Ups & Scale-UpsEmploying 0-15 people Turnover between £750k & £2.5mGenerating up to £7.5m GWP

HR Support: disciplinary, grievance & redundancy Exit compliance issuesRecruitment (excluding interviewing & selection):SMCR: Statement & duties of responsibilityEmployee Compliance AdviceEmployee HandbookDay-to-Day Regulatory Queries: internal & with the regulatorAnnual Review of Compliance PracticesAssistance with Regulatory ReportingCompliance Monitoring Plan: development & oversight

Business Partner About us

HR Consultants

Employer Advice Line

Organisational Development

Human Resource Development

HR Health Check

Business Partner & Business Partner +

HR Services & Support

People & Performance

Our Big Picture

Page 11: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

greenkiteassociates.com

Business Partner +Designed for firms: Employing 15-75 people subject to applicability Turnover £2.5m+ Generating £7.5m+ GWP <3 locations

Expert Employee Relations advice: Including TUPE & employee relations advice. Assistance with drafting disciplinary & grievance invites, outcome letters & review of internal investigation reportsExit AdvisoryContracts & Employee Handbook: Drafting &/or review (excludes Director Contracts) Succession & Talent Mapping: Design & supportPerformance System Design & Training: review of existing process, redesign & implementation

Annual HR Audit & ReportStatement & Duties of responsibilityEmployee ComplianceDay-to-Day Regulatory Queries: internal & with the regulatorAnnual Review of Compliance Practices: Annual Audit of Compliance PracticesSMCR Support Regulatory ReportingWhistle Blowing Champion Compliance Monitoring Plan: Development & oversight

Settlement negotiation support: Drafting non-director SA, Section 111ACompliance & Business Risk management: AdvancedRisk register oversight & control testing review Audit & Diagnostic Risk ReportInterpretation & Application Thematic Reviews & FCA Initiatives Data Breach Oversight & ManagementComplaints Support.

About us

HR Consultants

Employer Advice Line

Organisational Development

Human Resource Development

HR Health Check

Business Partner & Business Partner +

HR Services & Support

People & Performance

Our Big Picture

Page 12: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

greenkiteassociates.com

Bespoke HR Services & SupportYou may require help on a one-off project basis, solving a key issue or managing a HR crisis. With our bespoke service, we tailor a solution to meet your exact needs, aiming to provide a solution as quickly & cost-effectively as possible. Examples of the work we’ve undertaken for clients include:

• Guidance with negotiated termination/settlement agreements

• Employment tribunal case management with advocacy provided by Counsel

• Mediation

• Responses to data subject access requests

• Reorganisation & redundancy consultation

• Major changes to terms & conditions of employment

• Culture & risk management

• Employee engagement

• Guidance in the process involved with complying with the senior manger’s certificate regime

• M&A due diligence & integration

• HR Audit

• Post-acquisition integration advice & guidance

• Team hires

• Sustaining business growth by incentivising employees

• Talent management & succession planning

• Psychometric testing & profiling

• Leadership & management development

• Effecting culture change

• Diversity & Inclusion

• Board Reviews.

About us

HR Consultants

Employer Advice Line

Organisational Development

Human Resource Development

HR Health Check

Business Partner & Business Partner +

HR Services & Support

People & Performance

Our Big Picture

Page 13: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

greenkiteassociates.com

Proce

ss Exc

ellence

& TOM

Custom

er Centri

c

Employe

e Engagement

Innova

tive Th

inking

Strate

gy & Focu

s

Continual Im

prove

ment

Strategy - Integration

Business Architecture

Project & Change Managem

ent

Find The Right Technology Partners

Identify Business Need

Capacity, Structure, Capability

Product Design

PurposeLegal & Regulatory

Integration & Acceleration

Partn

erships &

Dist

ributio

n

Business

StoryT

elling

Board Support

Deal Managem

ent & O

versi

ght

Mergers & Acquisitions

Organisational Design

People & Performance

High Performing Team

s

Interim HR Director

Leadership & Mgmt. Developm

ent

Executive Coaching/Mentoring

Competitive Advantage

Differentiation

Innovation & Creativity

Talent &

Success

ion Planning

People Planning

Remunera

tion & In

centiv

es

Govern

ance & O

versi

ght

Employe

e Relatio

ns/Em

ployee Law

Contract

ual - Com

pliance

Strate

gy

Risk - R

egulation - A

udit

Policies &

Proce

dures

Product

Gove

rnance

Corporate Governance

Control Framework

Interim Placem

ents

In-h

ouse Exp

erts In

clude:

Chief Risk

Offi

cer

Complia

nce O

ffice

r

General C

ounsel

Inte

rnal A

udit

Internal Innovation

Product Design & Review

Controlled Growth

Unlocking Potential

Innovate

to Pro

blem Solve

Realise

& Leve

rage O

pportunitie

s

Realise

Opportu

nities

Delive

r, Im

plemen

t, Colla

borate

Tech

nology Part

ners

Exper

t Inter

face

Process, Systems

& Technology

Set-up –

Growth

– Sale

People &

Perform

ance

Corporate Advisory

Services

Technology

& Change

Managem

entOperatio

nal

Excelle

nce

Business

Tran

sform

ation

Execution

Accelerated

Options

& Models

Growth

Strate

gy

Expert

Advice

Govern

ance

Fram

eworkBoard Capability

& Resilience

Unlocking

Potential

Thought

Leadersip

Wellb

eing,

Culture

& Inclu

sivity

People & Performance Mergers & Acquisitions

Organisational Design

People & Performance

High Performing Team

s

Interim HR Director

Leadership & Mgmt. Developm

ent

Executive Coaching/Mentoring

Competitive Advantage

Differentiation

Innovation & Creativity

Talent &

Success

ion Planning

People Planning

Remunera

tion & In

centiv

es

Govern

ance & O

versi

ght

Employe

e Relatio

ns/Em

ployee Law

Process, Systems

& Technology

Set-up –

Growth

– Sale

People &

Perform

ance

Corporate Advisory

Services

Options

& Models

Unlocking

Potential

Thought

Leadersip

Wellb

eing,

Culture

& Inclu

sivity

GreenKite provide expert advice & practical solutions to help you manage your HR & Organisational Development needs.

We help you achieve your aims & solve the difficult issues around People, Performance, Culture, Leadership development, & when undertaking M&A.

All our Consultants have real-world business experience, we’ve worked as HR Directors, Organisational Development Strategists & Employment Counsel.

With our wide-ranging expertise & track records of success we can help you protect & grow your business.

See our full offering

About us

HR Consultants

Employer Advice Line

Organisational Development

Human Resource Development

HR Health Check

Business Partner & Business Partner +

HR Services & Support

People & Performance

Our Big Picture

greenkiteassociates.com

Page 14: Stronger together · We can play a vital role in your business by: • helping you manage, develop & align your people, to meet your goals, & deliver what your customers want •

greenkiteassociates.com

Our big picturePro

cess

Excelle

nce & TO

M

Custom

er Centri

c

Employe

e Engagement

Innova

tive Th

inking

Strate

gy & Focu

s

Continual Im

prove

ment

Strategy - Integration

Business Architecture

Project & Change Managem

ent

Find The Right Technology Partners

Identify Business Need

Capacity, Structure, Capability

Product Design

PurposeLegal & Regulatory

Integration & Acceleration

Partn

erships &

Dist

ributio

n

Business

StoryT

elling

Board Support

Deal Managem

ent & O

versi

ght

Mergers & Acquisitions

Organisational Design

People & Performance

High Performing Team

s

Interim HR Director

Leadership & Mgmt. Developm

ent

Executive Coaching/Mentoring

Competitive Advantage

Differentiation

Innovation & Creativity

Talent &

Success

ion Planning

People Planning

Remunera

tion & In

centiv

es

Govern

ance & O

versi

ght

Employe

e Relatio

ns/Em

ployee Law

Contract

ual - Com

pliance

Strate

gy

Risk - R

egulation - A

udit

Policies &

Proce

dures

Product

Gove

rnance

Corporate Governance

Control Framework

Interim Placem

ents

In-h

ouse Exp

erts In

clude:

Chief Risk

Offi

cer

Complia

nce O

ffice

r

General C

ounsel

Inte

rnal A

udit

Internal Innovation

Product Design & Review

Controlled Growth

Unlocking Potential

Innovate

to Pro

blem Solve

Realise

& Leve

rage O

pportunitie

s

Realise

Opportu

nities

Delive

r, Im

plemen

t, Colla

borate

Tech

nology Part

ners

Exper

t Inter

face

Process, Systems

& Technology

Set-up –

Growth

– Sale

People &

Perform

ance

Corporate Advisory

Services

Technology

& Change

Managem

entOperatio

nal

Excelle

nce

Business

Tran

sform

ation

Execution

Accelerated

Options

& Models

Growth

Strate

gy

Expert

Advice

Govern

ance

Fram

eworkBoard Capability

& Resilience

Unlocking

Potential

Thought

Leadersip

Wellb

eing,

Culture

& Inclu

sivity

About us

HR Consultants

Employer Advice Line

Organisational Development

Human Resource Development

HR Health Check

Business Partner & Business Partner +

HR Services & Support

People & Performance

Our Big Picture

GreenKite Associates are a team of experienced business consultants specialising in helping ambitious firms achieve their goals.

We work directly with CEO’s, Board Directors, Business Owners, HR & Investors.

Whatever stage you’re at, from start up to M&A, we can provide the support you need right across your business:Set-up, Growth & SalePeople & PerformanceProcess Systems & TechnologyCorporate Advisory ServiceOur team of dedicated, highly-experienced consultants provide comprehensive support, advice & guidance.

We offer on-going packages & bespoke solutions with the flexibility to meet all your needs as your business develops & grows.

Contact us today to find out how we can help you move your business forward.Telephone: +44 (0) 203 997 0055 Email: [email protected] greenkiteassociates.com