On The Record

Conducting Workplace Investigations That Hold Up

Workplace investigations are one of the most sensitive and high-risk responsibilities leaders and HR professionals handle—and they’re often approached without a clear structure.

When an investigation is inconsistent, incomplete, or poorly documented, it can undermine the entire process. What starts as a manageable issue can quickly escalate if the process itself is called into question.

In this session, we walk through how to conduct workplace investigations in a way that is fair, consistent, and well-documented. You’ll learn how to approach complaints, gather information effectively, maintain appropriate boundaries, and document your process so it reflects a thoughtful and defensible approach.

This session focuses on helping you manage investigations with clarity—so both the process and the outcome can stand up to scrutiny.

This session is for you if:

• You’ve been responsible for handling employee complaints or investigations
• You’ve questioned whether your investigation process was thorough enough
• You want a clear structure for interviews, documentation, and decision-making
• You’re guiding others on how to handle sensitive workplace issues

This session focuses on how to conduct workplace investigations with structure, consistency, and documentation that supports your decisions.