Our Retainer and Ongoing Advisory Services Offerings
Move beyond one-time engagements and establish a lasting partnership with The Collective Legacy. Our tiered retainers ensure you receive consistent, tailored guidance to support meaningful and sustainable change. Choose the plan that meets you where you are—whether you’re just starting your AEDIJ journey or ready for deep, systemic transformation.
Approach:
Customized Support: Each package is tailored to the client’s unique organizational context, strategic goals, and internal capacity.
Long-Term Relationship: A retainer model fosters trust, consistency, and knowledge-sharing, resulting in more impactful and lasting transformation initiatives.
Flexible Engagement: Time and resources are allocated as needed—some months may focus on training, others on policy review, community building, leadership coaching, or strategic planning.
Multi-Level Engagement: Services will address multiple layers of the organization, from executive leadership and HR teams to staff-level engagement and external stakeholder interactions.
Foundation
Retainer
Starting at $3,500 CAD per month, Minimum 3-Month Commitment)
Organizations at the early stages of their AEDIJ journey, seeking foundational guidance, initial policy reviews, and basic staff training.
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A dedicated monthly meeting to review progress, address immediate challenges, and adjust priorities.
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Review of up to three existing policies (e.g., code of conduct, hiring practices, anti-harassment policies) per quarter and delivery of high-level recommendations for improvements.
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Two 90-minute virtual training sessions on foundational AEDIJ topics (e.g., Unconscious Bias 101, Defining Your Journey, Inclusive Communication Principles).
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Ongoing email support for quick questions, resource sharing, and short advisory notes.
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Additional Training Sessions: $1,000 CAD each
Extended Policy Reviews: Quoted based on complexity
Growth Retainer
Starting at $7,500 CAD per month, Minimum 6-Month Commitment
Mid-sized organizations ready to move beyond foundational awareness into integrated strategy development, leadership coaching, and structured accountability frameworks.
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Regular meetings with to track benchmarks, refine strategies, and ensure leadership alignment on AEDIJ priorities.
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More comprehensive assessments of policies, procedures, and communications. Guidance on updating policies related to talent acquisition, performance management, and supplier diversity.
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Customized 2-hour virtual workshops or facilitated dialogues for various teams, focusing on topics such as inclusive leadership, culturally responsive stakeholder engagement, and bystander intervention strategies.
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One-on-one coaching sessions to support senior leaders in modeling inclusive behaviors, addressing biases, and communicating change efforts effectively.
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Curated guides, frameworks, and best practice toolkits delivered monthly to reinforce learning and support internal change agents.
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Priority response to queries, prompt resource sharing, and advisory support for emerging issues.
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In-Person Workshops (If Available): Starting at $4,000 CAD/workshop + travel expenses
Climate & Culture Surveys: From $5,000 CAD per engagement (including design, administration, and analysis)
Transformation Retainer
Starting at $15,000 CAD per month, Minimum 9-month Commitment
Larger or more complex organizations committed to comprehensive, system-wide AEDIJ transformation, integrating inclusive practices into their strategic planning, performance metrics, and organizational culture over the long term.
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In-depth consultations with cross-functional steering committees, executive teams, and dedicated AEDIJ champions to drive implementation and resolve complex challenges.
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Regular reviews and revisions of key organizational policies (hiring, promotion, performance appraisal, supplier selection, etc.) to ensure alignment with AEDIJ principles. Guidance on measuring policy impact and outcomes.
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A mix of all-staff trainings, specialized leadership development workshops, and skill-building sessions for HR and DEI practitioners. Sessions may be fully customized, scenario-based, and role-specific.
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Support in designing, collecting, and analyzing metrics that track progress on representation, employee engagement, pay equity, retention, and inclusive culture indicators. Quarterly review meetings to assess performance and recommend adjustments.
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Advising on internal and external messaging to authentically communicate AEDIJ commitments, progress updates, and success stories.
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Prompt, flexible advisory support for emerging challenges, crisis response, and just-in-time problem-solving.
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Customized E-Learning Modules (Developed In-House): Starting at $8,000 CAD per module
Multi-Lingual Services & Cultural Translation: Custom pricing based on languages and scope
On-Site Visits & Extended Facilitation (If Available): Starting at $5,000 CAD per day + travel
FAQ
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Absolutely. Organizations evolve, and so do their AEDIJ priorities. If you start at the Foundation level and realize you need more comprehensive support, you can upgrade to Growth or Transformation retainer tiers. We’ll work together to reassess your requirements and adjust your plan accordingly.
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We understand that every organization has different financial realities. We may offer discounts for multi-year commitments or non-profit and community-based organizations. Contact us to discuss your circumstances, and we’ll do our best to find a pricing structure that’s workable for you.
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Every retainer begins with a discovery phase where we review your current state, clarify goals, and finalize a plan that meets your unique context.
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Yes. All our packages can be tailored to meet your organization’s unique needs. We can adjust the number of trainings, policy reviews, or coaching hours. If you require something specific—like specialized e-learning modules or additional strategy sessions—we’ll work with you to create a custom solution.
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That’s perfectly normal. We recommend scheduling a free introductory consultation first. In that meeting, we’ll learn about your organization’s current state, goals, and challenges. Then we can recommend a tier—or a custom solution—that fits your vision for sustainable AEDIJ progress.
Join the Movement. Build Your Legacy.
Your journey toward transformative leadership starts now. We are so excited to be by your side as you take this pivotal step to drive meaningful change within your organization and beyond. Let's connect and collaborate to turn your vision into a lasting legacy of equity, innovation, and impact.