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Delivered Online or In-Person
You travel to organiser or they travel to you
Harpenden
Full day
All levels
This three-part webinar is designed to introduce participants to the knowledge and skills required for conducting investigations in the workplace. It will benefit all those, managers and HR professionals alike, who may be involved in a range of investigations, including disciplinary investigations, investigations into allegations of harassment / bullying and grievance investigations, etc.
The first webinar (90 minutes) focuses on the key principles of investigations and sets the foundation for an effective, fair and robust investigation. The second session (also 90 minutes) focuses on planning and conducting an investigation and gives practical guidance on a range of complex situations that may arise during an investigation. The final webinar (three hours, with a break) is a highly practical case study-based simulation session.
UNDERSTAND THE IMPORTANCE OF THE INVESTIGATION IN DISCIPLINARY AND GRIEVANCE PROCEDURES AND THE SIGNIFICANCE OF CONDUCTING A FAIR AND ROBUST INVESTIGATION
BE CLEAR ON THE ROLE AND RESPONSIBILITY OF THE INVESTIGATING MANAGER AND HOW TO WORK EFFECTIVELY WITH OTHERS PROVIDING SUPPORT, SUCH AS HR
KNOW THE IMPORTANCE OF PLANNING AND PREPARATION IN RELATION TO THE INVESTIGATION
BE ABLE TO CONDUCT AN EFFECTIVE INVESTIGATION INCLUDING INVESTIGATION INTERVIEWS AND TAKING STATEMENTS
BE CONFIDENT TO MAKE A RECOMMENDATION BASED ON THE INVESTIGATION AND PRODUCE A HIGH-QUALITY REPORT WHICH WILL STAND UP AT ANY SUBSEQUENT HEARING
HAVE AN AWARENESS OF THE LEGISLATION AFFECTING HOW EMPLOYERS DISCIPLINE THEIR EMPLOYEES AND RESPOND TO STAFF COMPLAINTS, INCLUDING THOSE OF BULLYING AND HARASSMENT AND THE PRACTICAL IMPLICATIONS THIS HAS FOR INVESTIGATIONS
HAVE BUILT KNOWLEDGE, SKILLS AND CONFIDENCE THROUGH PRACTICAL EXERCISES ADDRESSING CHALLENGING ISSUES AND PARTICIPANT CONCERNS
1. Welcome, agenda, overview
Objectives and agenda
2. Robust investigations
Following best practice and organisational policies
Ensuring a fair and reasonable investigation, underpinned by case law
3. Knowing when to investigate
Key factors to consider, including the value of a preliminary investigation
4. Launching the investigation
Scoping the investigation, and appointing an investigator
When to suspend
5. Investigation principles
Purpose and outcomes
Roles and responsibilities
Objectivity and confidentiality
6. Challenging situations
Complex investigations, eg, potential criminal proceedings, safeguarding, etc
Other challenges
7. Action plans and next steps
1. Welcome, agenda, overview
Objectives and agenda
2. Planning an investigation
How to plan your investigation
Importance of mind-set
3. Gathering evidence
Sources of evidence
Investigation interviews and statements
Key challenges, eg, reluctant witnesses and requests for anonymity
4. Evaluating evidence and making your recommendation
How to weigh up evidence and mitigating factors
Dealing with conflicting versions
The investigation report and next steps
5. The skills of an investigator
Identifying skills and self-assessment
6. Challenging situations
Mini case scenarios to highlight challenging situations, eg, counter-allegations, sickness, etc
7. Action plans and next steps
Participants reflect on how they will transfer this learning into the workplace and further development as appropriate
1. Welcome, agenda, overview
Objectives and agenda
2. Investigation interviews
Best practice review
Structuring the interview
Whole group exercise
3. Case study 1
Planning to conduct an investigation interview
Practical exercise
Debrief of learning
4. Case study 2
Planning to conduct an investigation interview
Practical exercise
Debrief of learning
5. Open forum6. Action plans and next steps
Participants reflect on how they will transfer this learning into the workplace and further development as appropriate
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