Your Solutions Start Here
When challenges arise, you need a trusted partner who will provide impartial guidance, ensuring you have the information you need to make decisions. You’re in the right place. Below, you’ll find the tailored services we offer to guide you to a resolution so you and your business can move forward with clarity and confidence.
Engagements
Every engagement begins with a free initial consultation to discuss the situation, outline potential approaches, and determine the best structure for your organization.
Investigations
Most workplace investigation engagements are structured as project‑based fees with a clearly defined scope and milestones. For a straightforward, single‑issue investigation — such as harassment, discrimination, or a policy breach — the project structure typically includes scoping, interviews, document review, analysis, and a final report. More complex matters, including highly sensitive cases, multi‑complainant situations, or multi‑jurisdictional issues, are scoped individually to ensure the work aligns with the organization’s needs and risk profile. Hourly rates and flexible retainer arrangements are also available for ongoing support.
✓ Case scoping
✓ Investigation plan
✓ Witness interviews
✓ Findings report
Advisory Services
Compliance consulting and advisory work is usually offered on either a defined-scope project fee or a fractional support model. Discrete projects—such as policy reviews or targeted training design—commonly range from $4,000–$15,000, depending on organizational size and deliverables. Ongoing advisory support can be structured as a monthly retainer, with typical arrangements starting around 10–20 hours per month and scaling with demand. All consulting engagements begin with a scoping discussion so we can provide a tailored proposal, clear assumptions, and a not-to-exceed budget aligned with your internal approval process.
✓ Policy audits
✓ Culture reviews
✓ Compliance training
✓ Ongoing support
Training
For organizations aiming to enhance their internal investigations capabilities, we provide a comprehensive course on investigations and report writing. Click the link below to view the course and pricing options.
How Our Engagements Work
We follow a transparent, step‑by‑step process from the first call to the final report. We begin with intake and scoping to understand the situation and define the work. Then we provide a tailored proposal that outlines the approach and expectations. From there, we conduct the investigation or consulting work. We deliver clear, written findings. Finally, we debrief with leadership to plan next steps and any implementation support needed.
Speaking Engagements
Traci Rooks is a bi-annual presenter at the Health Care Compliance Association speaking about topics including: Investigations, Report Writing, Auditing & Monitoring. She also periodically publishes articles about investigations. Use the Contact Form to request a speaking engagement.
Rooks Workplace Investigations | HR and Compliance Consulting 