Email: Noah.winkelman2@gmail.com · Call: 734.621.8199 · No-Cost Initial Consultation |
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Services

Seven core areas of practice, scaled to the size and complexity of the engagement.

01

Human Resources Infrastructure

Employee handbooks, policy series, standard operating procedures, and full HR systems built to scale with the organization and withstand legal or audit review.

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02

Outsourced HR and Employee Relations

Monthly retainer service for small employers who need experienced HR available for investigations, terminations, leave issues, and day-to-day questions, without the cost of a full-time hire.

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03

Operations Consulting

Workflow design, internal knowledge bases, operations manuals, and process documentation that reduce ambiguity and limit dependency on individual staff.

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04

Training and Development

Onboarding programs, role-specific training, and competency frameworks designed using ADDIE methodology, the SHRM BASK framework, and adult learning principles.

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05

Employment Practices Advisory

Practical guidance on leave administration, accommodations, investigations, performance management, terminations, and the day-to-day decisions that carry legal exposure.

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06

Compliance and Regulatory Support

Policy and documentation systems aligned with federal and state employment law, with specialized capability in CARF, OHMAS, Medicaid, HIPAA, and DEA standards where applicable.

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07

Fractional HR Leadership

Ongoing or interim HR direction for organizations that need senior-level oversight without a full-time executive on payroll.

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Capabilities

Specific deliverables under each practice area, with what they actually contain.

01

Human Resources Infrastructure

The foundation layer. Every other HR function depends on these documents existing, being current, and being applied consistently.

  • Employee handbooks (single-state and multi-state). Covers conduct, compensation, leave, accommodations, technology, safety, anti-harassment, and separation. Drafted to current federal and state law with citation.
  • Stand-alone policy series. Leave, accommodations, conduct, technology, safety, and other discrete policy bodies for targeted policy needs.
  • Standard operating procedures for core HR functions. Hiring, onboarding, leave, accommodation, performance, investigation, termination, and recordkeeping as written SOPs.
  • Onboarding and offboarding workflows. Step-by-step processes covering documentation, training, system access, payroll, benefits, and exit procedures.
  • Performance management frameworks. Review cycles, PIPs, documentation templates, and manager training.
  • Job descriptions and competency profiles. FLSA classification standards with essential functions, qualifications, and tied competencies.
  • Compensation and classification structures. Pay grades, exempt/nonexempt analysis, and internal equity review.
02

Operations Consulting

The systems that hold an organization together when key staff are unavailable, departing, or growing.

  • Operations manuals and internal reference systems. Comprehensive documentation of how the organization actually runs.
  • Internal knowledge bases and SOP libraries. Centralized, searchable documentation.
  • Workflow design and process mapping. Visual and written process flows identifying movement, stalls, and breaks.
  • Department-level process audits. Structured review of actual versus intended operation.
  • Key-person dependency reduction systems. Documentation, cross-training, and process design reducing departure risk.
  • Cross-functional process integration. HR, finance, operations, and clinical handoffs mapped and assigned.
03

Training and Development

Training that meets legal requirements, produces competence, and survives audit. Built on ADDIE and SHRM BASK.

  • Role-specific onboarding curricula. New-hire training tailored to the role.
  • Manager and supervisor training programs. Performance management, documentation, investigation basics, accommodation handling, lawful supervision.
  • Compliance training modules. Anti-harassment, HIPAA, safety, bloodborne pathogens, regulatory training.
  • Competency frameworks and assessment tools. Performance standards by role, written and measurable.
  • Training needs assessments. Structured analysis of training gaps creating risk.
  • Training records and tracking systems. Infrastructure that proves training happened.
04

Employment Practices Advisory

The day-to-day decisions that carry legal exposure. Drafted, documented, defensible.

  • Workplace investigations. Intake, interviews, evidence review, findings of fact, recommendations.
  • Performance improvement plan drafting and oversight. PIPs functioning as legal documentation, not foregone-conclusion paperwork.
  • Termination preparation and documentation. Decision review, documentation audit, final pay coordination, communication scripts.
  • Leave administration, including FMLA and state leave law equivalents. FMLA, state leave laws, employer leave, supporting documentation.
  • Reasonable accommodation analysis. Interactive process documentation and tracking.
  • Grievance procedures and resolution support. Internal complaint intake, investigation, response, closure.
05

Compliance and Regulatory Support

Compliance is a documentation posture that holds up when reviewed.

  • Audit preparation and gap analysis. Pre-audit review identifying missing or inconsistent documentation with prioritized remediation.
  • CARF, OHMAS, Medicaid, HIPAA, and DEA documentation systems. Built for the regulatory body that will review them.
  • Federal and state employment law compliance reviews. Wage and hour, classification, leave, accommodation, anti-discrimination, postings.
  • Corrective action plan development. Plans that close findings within deadline.
  • Recordkeeping and retention systems. What to keep, where, how long, and how to defensibly dispose.
  • Required posters and notice compliance. Current required postings most small employers lack.
06

Fractional HR Leadership

Senior HR judgment without a full-time executive.

  • Interim HR Director or Manager coverage. During vacancy, transition, leave, or growth.
  • HR department buildout from the ground up. Charter, staffing model, policy infrastructure, first ninety days.
  • HR transformation projects. When existing HR needs rebuilding, not incremental improvement.
  • Strategic HR planning. Workforce planning, succession, compensation strategy, risk posture.
  • Leadership and board advisory. Executive or board-level reporting on HR posture, risk, progress.
Industries Served

Across sectors, with depth where it matters most.

The firm works with employers of varying size, regulatory complexity, and growth stage. Engagements are tailored to the operational realities of each industry rather than applied from a template. Sectors with regulatory or accreditation overlays receive specialized treatment.

01

Professional Services

Law firms, accounting practices, consulting firms, and similar knowledge-based businesses. Engagements typically focus on partner and associate compensation structures, timekeeping and billable hour systems, conflict and confidentiality policy, and operational documentation supporting professional license and ethics obligations.

Focus: Partnership HR · Time and Billing Discipline · Ethical Wall Documentation
02

Healthcare

Outpatient practices, multi-location providers, and clinical operations. Engagements address provider credentialing support, HIPAA-aligned HR documentation, compensation structures accounting for clinical productivity, and compliance with Medicare and Medicaid conditions of participation where applicable.

Focus: HIPAA-Aligned HR · Provider Credentialing Support · Clinical Operations
03

Behavioral Health

Residential treatment, outpatient counseling, recovery services, and integrated behavioral healthcare. One of the firm's deepest practice areas. Engagements address CARF accreditation, OHMAS certification, Medicaid documentation, clinical supervision structures, peer support staff frameworks, and the dual HR and clinical compliance posture this sector requires.

Focus: CARF · OHMAS · Medicaid · Clinical Supervision Frameworks
04

Nonprofit Organizations

501(c)(3) and 501(c)(4) organizations including faith-based, community-based, and mission-driven employers. Engagements address volunteer and employee distinctions, board-level HR governance, grant compliance, ministerial exception where applicable, and mission-driven employment posture.

Focus: Board Governance · Grant Compliance · Volunteer and Employee Classification
05

Manufacturing and Skilled Trades

Production environments, fabrication shops, and trade-based employers. Engagements address OSHA documentation, workers' compensation posture, classification of skilled labor, apprenticeship documentation where applicable, and supervisor training that prevents the disputes most common in this sector.

Focus: OSHA Documentation · Classification · Apprenticeship and Skill Development
06

Legal and Financial Services

Law firms, financial advisory practices, and fiduciary organizations. Engagements address heightened confidentiality and ethical obligations, fiduciary workflow documentation, trust and estate operational standards where applicable, and HR policy aligned with bar and FINRA expectations.

Focus: Fiduciary Workflows · Confidentiality Posture · Regulated Industry HR
07

Retail and Hospitality

Customer-facing employers with hourly workforces, schedule complexity, and high turnover. Engagements focus on wage and hour discipline, tip reporting where applicable, supervisor training, and documentation that resolves the disputes most common in this sector.

Focus: Wage and Hour Discipline · Supervisor Training · Turnover Reduction
08

Small and Mid-Sized Employers (Cross-Sector)

The core of the firm's client base. Organizations of five to two hundred employees needing senior HR judgment without a full-time HR executive. Engagements sized to actual risk posture and growth stage.

Focus: Right-Sized HR · Defensibility Without Bureaucracy · Sustainable Systems
Engagement Process

A structured path from first contact to completed work.

01

Initial Inquiry

You reach out by form, email, or phone. Responses are returned within two business days.

02

No-Cost Consultation

A thirty-minute call to discuss your situation, current state, and what you need. No obligation.

03

Scoping and Discovery

If there is a fit, a structured assessment of the current environment identifies what exists, what is missing, and what carries risk.

04

Written Proposal

You receive a written proposal with scope, deliverables, timeline, and fee structure before any work begins.

05

Engagement Letter

A formal engagement letter defines the work, the terms, and the protections for both parties.

06

Implementation

Systems are built, documents are drafted, and the work is executed according to the agreed scope.

07

Review and Revision

You review deliverables and provide feedback. Work is refined until it meets the standard.

08

Handoff and Training

Internal staff are trained on the new systems. All documentation is transferred. You own everything the firm builds.

09

Ongoing Support

Continuing advisory, periodic review, or fractional leadership is available under a separate engagement.

Ready to discuss your situation? Email Noah.winkelman2@gmail.com or call 734.621.8199 to schedule a no-cost initial consultation.
Approach

Three commitments that shape every engagement.

01

Documentation First

If a system is not written down, it does not exist. Every engagement produces lasting written infrastructure the organization owns and can continue to use.

02

Legally Defensible

Policies, procedures, and decisions are designed to withstand audit, investigation, or litigation, with appropriate citation to controlling law and standards.

03

Operationally Sustainable

Systems are built for the staff who will run them after the engagement ends, with clear ownership, training, and review cycles built in from the start.

Representative Work

Anonymized examples of recent engagements.

Multi-location healthcare provider.

Full HR infrastructure buildout including employee handbook, policy series, onboarding system, role-specific training manuals, and operations documentation. Engagement produced an audit-ready system the internal team continues to maintain.

Behavioral health organization preparing for accreditation.

Compliance audit, gap analysis, and corrective action plan aligned with CARF and Medicaid standards. Documentation systems were rebuilt to support ongoing accreditation cycles.

Small employer with high key-person dependency.

Operations Bible and process documentation system covering finance, scheduling, vendor management, and client intake. Reduced reliance on a single employee for critical institutional knowledge.

Mid-sized professional services firm.

Performance management framework including investigation procedures, performance improvement plan templates, and termination protocols. Internal managers were trained on consistent application.

Organization in executive transition.

Fractional HR leadership coverage during a six-month search for a permanent HR director. Maintained continuity of compliance, employee relations, and policy administration through the transition.

Engagement Models

Three ways to engage the firm.

Project-Based

Fixed fee for a defined deliverable. Scope, timeline, and fee agreed before work begins.

Retainer

Monthly retainer providing ongoing advisory access. Suited to organizations needing regular guidance without a full-time HR leader.

Fractional Leadership

Defined hours per week for interim HR direction. Used during transitions, buildouts, or growth phases.

Ready to discuss your situation? Email Noah.winkelman2@gmail.com or call 734.621.8199 to schedule a no-cost initial consultation.
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