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Leading Workplace Investigations


Workplace Investigations provide the basis for organizational policies, procedures and work rules. This unique, intensive  learning program, taught by industry experts, allows you to explore SHRM’s best- practice framework for leading independent  workplace investigations. Using a real-world case study and  in-depth legal scenarios, this learning experience provides you  with the opportunity to test your investigative skills in a safe and  supportive learning environment of your peers from a wide network of professions. You will leave with proven, practical tools  and techniques as you prepare to conduct your own workplace  investigations.



This program is designed to provide you with the knowledge and skills necessary to:

  • Describe and apply the 7-step framework for conducting  effective workplace investigations both in person and  remotely

  • Identify the competencies associated with an investigator

  • Define the role of an investigator

  • List the pros and cons of formal investigations

  • Name the goals of the workplace investigation process



SECTION 1: Introduction

  • Program overview


SECTION 2: An Introduction to Workplace Investigations

  • Goals of an internal investigation process
  • Pros and cons of formal Investigations
  • The role and competencies required of an investigator


SECTION 3: Seven-Step Framework for Conducting Effective Workplace Investigations

  • Determine if an investigation is required
  • Define the objective of the investigation and make a plan
  • Conduct interviews and gather data
  • Analyze and validate data
  • Summarize results and develop a recommendation
  • Determine corrective actions
  • Apply the findings to educate and mitigate risks


SECTION 4: Conclusion

  • Final suggestions
  • Course reflection and next steps
  • Program follow-up and Q&A



SHRM: 7.5 PDCs

Leading Workplace Investigations

SKU: 000015
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