Audit and Consulting to Support Growth and Business Succession
Identify your top priorities and turn them into a concrete action plan.
At 123 Next Generation, we help companies analyze their business, organizational, and human resources challenges. Our audits help identify risks, opportunities, and priority actions to increase your visibility, improve your processes, and preserve the expertise essential to your business. From the initial assessment to our recommendations, we develop a customized roadmap tailored to your industry, your goals, and the realities of your teams.
HR audits
Transmission, Handover, and Internal Communication
Retirements, job changes, and shifts in business roles can undermine a company’s knowledge, processes, and culture. Our audits help you identify key individuals, skills, and expertise so you can plan for their transfer.
Audit of Key Personnel Departures, Succession Planning, Onboarding, and Training
Identify upcoming departures and areas of expertise whose loss could impact continuity, quality, or performance.
Items Analyzed
- Demographics and Projected Outflows
- Key People and Roles
- Critical Skills
- Level of dependence on certain people
- Internal or External Succession
- Risks to Business Continuity
Audit of Key Competencies, Key Personnel, and Key Processes
Map out the knowledge essential to the business and assess the current level of its formalization and transfer.
Items Analyzed
- Professional Expertise
- Critical Processes
- Existing documents and materials
- Documentation Update Status
- Storage and Access Methods
- Privacy and Affected Users
Audit of Financial Process Documentation
Analyze how knowledge is currently passed on to new employees, apprentices, and individuals who are set to take over a position.
Items Analyzed
- Succession Planning
- Onboarding Process
- Curing time
- Existing training materials
- Availability of Experts and Trainers
- Skills Assessment and Validation
Audit of Technical Process Documentation
Assess communication, management, and collaboration practices to strengthen dialogue and knowledge transfer between generations.
Items Analyzed
- Communication Among Teams
- Role of Managers and Trainers
- Integration of New Generations
- Feedback Culture
- Empowering Seniors and Apprentices
- Barriers to dissemination and change
business audits
Visibility and External Communication
Our business audits assess your company’s visibility, positioning, and communication tools. We analyze your entire ecosystem to identify the factors that can enhance your appeal, credibility, and conversion rates.
Visibility & Conversion Audit
Analyze your presence on LinkedIn, YouTube, search engines, and key digital touchpoints to identify opportunities for improvement.
Items Analyzed
- Positioning and Consistency of Messages
- LinkedIn and YouTube Presence
- SEO and Visibility in Generative Search Engines — GEO
- Content Quality and Consistency
- Online Reputation
- User Journey and Conversion
Customer Communication and Content Audit
Assess how your company presents its expertise, services, business lines, and value proposition to its various audiences.
Items Analyzed
- Clarity of the offering and messaging
- Consistency Across Different Media
- Existing video, photo, and podcast content
- Corporate Communications
- Customer Testimonials and Statements
- Opportunities for creating or optimizing content
Audit of Business Process Documentation
Analyze your sales and customer relationship processes to identify key practices, pain points, and knowledge that needs to be structured or shared.
Items Analyzed
- Career Path in Sales
- Sales Practices and Methods
- Customer Experience and Onboarding
- Processes Managed by Key Personnel
- Existing Documentation
- Training and Knowledge Transfer Needs
A Tailored Approach for Concrete Recommendations
Each audit is tailored to your company’s size, industry, and priorities. Our approach combines document review, interviews, observations, and recommendations to turn findings into realistic actions.
1
Scope of the Audit
Define the objectives, scope, stakeholders, and expected results with management.
2
Current Status
Analysis of existing systems, processes, data, and current practices.
3
Interviews and Field Analysis
Discussions with key personnel, managers, and teams to understand the realities on the ground and identify risks or opportunities.
4
Recommendations and Roadmap
Presentation of findings, prioritization of issues, and proposal of an action plan tailored to the company’s resources.
5
Implementation Support
Depending on your needs, we can assist you with documentation, content creation, team training, and monitoring results.
We’re happy to talk to you about your needs
Are you looking to increase your visibility, improve your processes, prepare for an employee’s departure, or safeguard essential expertise? Tell us about your situation, and let’s work together to identify the most appropriate audit format.
Contact us today to discuss your needs.
Find out how our customized training and consulting services can optimize knowledge transfer, intergenerational collaboration and your company’s performance..