“Managing Workplace Investigations relating to Disciplinary, Grievance, Bullying & Harassment issues” training workshop

“Managing Workplace Investigations relating to Disciplinary, Grievance, Bullying & Harassment issues” training workshop – reserve your place now!

Taking place on Thursday 28^th January at the Hilton Edinburgh Grosvenor hotel, Haymarket, Edinburgh.

“This one-day course takes a practical look at managing workplace investigations, whether relating to disciplinary, grievance, harassment or bullying issues, providing you with skills and techniques to plan and deliver a professional investigation.”

As part, we shall consider the legal background to workplace investigations and the kind of challenging scenarios that investigators face in practice. Further, provide an awareness of tools and techniques to assist in effective investigation management.

The workshop is participative and interactive as we limit the number of delegates attending to fifteen. Hence, you will have the opportunity to practice learning throughout the day in order that you may confidently deliver an effective investigation when the need arises. 

Session learning objectives:

·         Understand the legal framework relating to workplace investigations

·         Know how to produce an effective investigation plan

·         Be aware of skills and techniques required to conduct an investigation meeting

·         Understand how to analyse facts and findings arising from an investigation and arrive at conclusions

·         Design and construct a robust and professional investigation report 

 Workshop outline

9:20am – session commences

Welcome, introduction and objectives for the day

The legal framework: in this session we will consider the key legal issues relevant to a great quality investigation, such as:

·         What does ‘a reasonable investigation’ really mean?

·         Confidentiality and anonymity – using electronic and digital evidence.

Planning an investigation: using a case study, we will plan an investigation, consider good-practice templates and look at some of the key issues that may arise in the planning phase, such as:

·         Roles and responsibilities

·         The remit of the investigation.

·         Who to interview, interview content and order of investigation

·         Invitations to interview meetings and practicalities

12:30 Lunch (provided)

Undertake effective investigation meetings: in this interactive session we will explore techniques to deliver effective and efficient investigation meetings, including:

·         Meeting structure and setting

·         How to get to the information you need

·         Dealing with challenging witness behaviours

·         Knowing when to stop and bring an investigation meeting to a close

·         Witness statements and sharing

Considering findings and reaching conclusions: here you shall organise the facts, evidence and information gathered into a focussed and concise output. As part, considering:

·         Conclusions, findings of fact or recommendations?

·         Conflicting evidence

·         Lack of evidence

Preparing the written investigation report: in order to construct the investigation report, we shall consider best practice templates and exercises to test, including consideration of:

·         Decisions upon what to include/exclude

·         Whom is provided with access to the report

·         The role of the report in formal proceedings

Lastly, we shall consider were the learning objectives for the day and the extent to which they were met.

4.30pm Close

DATE: Thursday 28^th January

VENUE: Hilton Edinburgh Grosvenor (a two-minute walk from Haymarket Railway station)

FEE PER DELEGATE: £295 plus vat (50% off third delegate booked)


To reserve your place(s) or if you have any queries, please contact me on 0131 341 2550 or email on ask@onlinehr.co.uk

Thank you!

Catriona