Workplace investigation plan
Define the scope, evidence, witnesses and timescale for a fair workplace investigation.
Free editable resources
Plan interviews, record evidence and document factual findings.
Define the scope, evidence, witnesses and timescale for a fair workplace investigation.
Capture a witness account in their own words with dates and confirmation.
Invite an employee or witness to an investigation meeting and explain its purpose.
Prepare neutral questions and consistent prompts for workplace investigation interviews.
Record questions, answers, evidence references and follow-up points during an investigation.
Summarise evidence, conflicting accounts and factual findings in a structured report.
Track documents, records, footage and other evidence gathered during an investigation.
Build a clear chronology of events, sources and unresolved points after an incident.
Practical guidance
Define the question being investigated, collect relevant information and separate confirmed facts from assumptions or conflicting accounts.
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