Core Investigation Skills

Gain an overview of the core elements of a fair and thorough investigation.

Course overview

This one-day course provides delegates with a comprehensive understanding of the workplace investigation process and equips them with essential skills to conduct basic fact-finding exercises or neutral evaluations. Participants will learn how to assess workplace issues effectively and recommend appropriate resolutions.

It is also ideal for individuals tasked with commissioning investigations, offering guidance on establishing clear terms of reference and producing coherent investigation reports. The training is particularly well-suited for addressing grievances, complaints, and one-off incidents that are unlikely to result in dismissal, ensuring fair and consistent outcomes.

Who should attend

It is ideal for senior managers, line managers, and supervisors responsible for conducting investigations into workplace issues such as grievances, attendance, performance, and disciplinary matters. It is equally suited for HR and ER professionals tasked with commissioning, managing, supporting, supervising, quality-assuring, or evaluating workplace investigations, ensuring a thorough and consistent approach to resolution.

The trainer was very insightful, approachable and engaging. He had good knowledge of investigations in HR as well as in volunteering and safe-guarding.

Georgie Fields, HR Consultant at Guide Dogs for the Blind

Benefits

Your organisation will benefit from highly skilled workplace investigators equipped to provide evidence-based, fair, and objective resolutions to workplace issues. This includes handling cases that may result in disciplinary actions, up to and including dismissal. By the end of the course, participants will:

Understand how to set up and effectively manage a workplace investigation or neutral evaluation.
Develop essential investigation skills, including active listening, interviewing, funnelling, summarising, and note-taking, to ensure a comprehensive and impartial process.
Gain expertise in presenting a well-structured investigation report.
Learn techniques to manage investigations with impartiality and neutrality, ensuring fairness throughout the process.

This training ensures your team is prepared to handle workplace issues with professionalism and confidence, promoting fairness and compliance within your organisation.

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