
Start with a one-page buying brief
Before asking providers for quotes, describe your employee count, work locations, operating hours, current HR ownership, and the problem you want to solve. Add a concrete example: “Managers at three locations use different onboarding checklists, and nobody confirms first-shift readiness.” That is a more useful brief than “We need better HR.”
State the desired output and the decision it should enable. You might need an approved handbook, a reliable hiring workflow, a findings report, or continuing manager guidance. List the internal approver, the people who will maintain the result, the materials available, and any real deadline. Describe sensitive matters in general terms until an appropriate information channel is arranged.
Match the engagement model to the work
| Primary need | Starting model | What to confirm |
|---|---|---|
| Several recurring problems with unclear causes | Assessment | Review boundaries, evidence, findings, and roadmap |
| One defined document, workflow, or training outcome | Project consulting | Quantities, revisions, approval, and implementation |
| Recurring workforce decisions and manager guidance | Fractional HR | Capacity, meeting cadence, access, and priorities |
| A sustained workload requiring daily internal availability | Internal HR role | Role level, expertise, budget, authority, and coverage |
| Bundled payroll, benefits, or related administration | Evaluate a suitable PEO arrangement | Contracted services, fees, responsibilities, and transition |
These models can be combined. An internal administrator may own transactions while a fractional leader advises managers. A company may retain an existing payroll provider and commission an onboarding project. For administrative arrangements, the IRS describes PEO and certified PEO responsibilities; the contract and applicable rules still need appropriate professional review. Read the detailed HR support-model comparison before assuming the labels describe identical services.
Use published prices to choose a sensible starting scope
The following are Holt Workforce Strategies’ published fees, not industry averages. A low entry price can fit a narrow need, while a larger project connects several processes. Compare the actual outputs before comparing totals.
| Holt service | Published price | Best starting question |
|---|---|---|
| Individual policy review | Starting at $250 per policy | Does one existing rule need revision? |
| Custom policy development | Starting at $350 per policy | Have we defined one new policy subject? |
| Handbook audit and update | $850–$1,500 | Is most of the existing document usable? |
| New employee handbook | $2,500–$4,500 | Do we need a new employee reference? |
| HR and Workforce Infrastructure Assessment | $1,500 | Do we need evidence and priorities first? |
| Fractional HR Advisor | $2,000 per month | Do owners or administrators need recurring guidance? |
| Fractional HR Manager | $3,500 per month | Do managers need recurring coordination and support? |
| Fractional HR Director / CPO | $5,000–$7,500 / $8,000–$12,000 per month | What senior leadership responsibilities must be covered? |
Final fees depend on the agreed workforce, locations, materials, complexity, urgency, and deliverables. The Manager level has a planning estimate of 15–20 hours per month; that estimate is not an unlimited allowance. Review current services and pricing and the fractional leadership levels.
Compare proposals on the same basis
- Output: name each document, analysis, workshop, or recurring responsibility.
- Quantity: confirm roles, locations, records, interviews, sessions, modules, or revision rounds.
- Ownership: identify who supplies information, approves decisions, implements changes, and maintains the result.
- Availability: confirm meetings, response expectations, escalation, and planned capacity.
- Completion: define the acceptance milestone and what remains after handoff.
- Commercial terms: review payment timing, additional work, rescheduling, and third-party expenses.
Ask a provider to explain one relevant example using the operating problem, the work performed, and the result or deliverable. Distinguish the consultant’s employed leadership experience from their firm’s client results. Neither a polished presentation nor a large service list substitutes for a clear explanation of the work.
A worked buying decision
Illustrative scenario: a 45-person employer has a largely usable handbook but recurring confusion about attendance reporting and manager follow-through. Leadership initially requests a complete handbook rewrite. Discovery shows that the immediate gap is a reporting channel, coverage ownership, a tracker, and manager instructions.
A targeted attendance-system project may fit better than rewriting every policy. If the wider causes remain unclear, an assessment can establish priorities. If managers also need continuing guidance after rollout, fractional support may be appropriate. The right answer follows the work rather than the size of the package.
For budget planning, a separately commissioned $1,500 assessment followed by a handbook update quoted at $1,000 would total $2,500 in consulting fees. That is an illustrative combination, not a package offer or automatic assessment credit. Legal review, software, internal staff time, and other implementation expenses should be identified separately.
Approve a usable scope and first milestone
Before signing, resolve who can authorize policy or employment decisions, how records will be exchanged, and what happens when priorities change. Identify dependencies such as incomplete documents, delayed vendor access, or leadership decisions that prevent drafting. An engagement timeline should explain when work starts, not merely display a delivery date.
Holt’s free introductory conversation typically lasts 20–30 minutes. It helps determine fit; detailed review and consulting work are separately scoped. Begin with the assessment when priorities are unclear, or request a defined project directly. For provider selection questions, use the consultant comparison guide.
Frequently asked questions
Do we need an assessment before every HR project?
No. An assessment is useful when causes or priorities are unclear. A defined need, such as one policy or a handbook update, can be scoped directly after confirming the required information.
Can we use fractional HR with an internal HR employee?
Yes. Assign daily administration, approvals, manager support, and project ownership explicitly so the outside provider and internal employee complement each other.
Does a monthly fee include every project we request?
No. The proposal must define recurring responsibilities and capacity. Additional documents, implementation work, or support beyond the agreed scope need a written agreement.
Is the cheapest proposal the best value?
Compare equivalent deliverables, access, implementation, and follow-through. A lower price may reflect a narrower scope; a larger fee may include work your organization can perform internally.
Primary resources
Sources checked October 30, 2026. Agency resources support the specific points identified above; the buying frameworks, examples, and scope recommendations are Holt’s operational guidance.
General HR planning information, not legal or tax advice. Published fees describe Holt services and are subject to the agreed scope. Confirm applicable obligations with qualified advisers. Illustrative scenarios are not client results.
A practical next step
Choose the HR engagement that fits the problem
Start with a focused project when the output is clear, an assessment when priorities need investigation, or fractional HR when recurring leadership is needed.
Holt confirms deliverables, responsibilities, timing, and fees in writing. The introductory conversation is free; detailed review and consulting work are separately scoped.
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