Investigative Report Writing and Documentation – Crucial Pieces of a Professional Investigation


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This webinar has been approved for 1 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.


Webinar Compliance is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). This program is valid for 1 PDC.

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In this training program, attendees will learn how to write a factual, solid, representative report of an internal investigation that will withstand scrutiny and provide appropriate information to decision makers.

Since reports are often read by adversaries as well as not only internally within the organization, it’s important that reports as an overview of the investigation show a logical factual representation of actions and decisions.

Why You Should Attend:

Anyone who performs workplace investigations needs to be able to write their findings in a report such that it becomes a written presentation of the information discovered in their investigation.

It is imperative for a report that is used to document and communicate information to its readers be of as high a quality as the investigation itself. Because without a high quality investigatory report it can be hard to demonstrate the employer was taking appropriate investigatory steps or made factual decisions, even if in fact they did.

This webinar will discuss styles for report writing, tips for proofing and analyzing your own final report, report writing mistakes, characteristics of a good report, and more.

Areas Covered in the Session :

  • Gathering, using and safeguarding investigatory documentation.
  • Format of a report.
  • What should be included in a report and as significantly – what should not.
  • Style for report writing.
  • Writing of allegation(s).
  • What to do with evidence.
  • What goes in a witness summary in the report and what does not.
  • Writing of your final determinations.
  • What to do with partially substantiated allegation(s).
  • Why the report summary is written last.
  • Tips for proofing and analyzing your own final report.
  • Report writing mistakes.
  • Characteristics of a good report.
Who Should Attend:

  • Plant Managers and Upper Management
  • HR Generalists and Associates
  • Safety Managers and Associates
  • Small Business Owners
  • Regulatory Compliance Managers and Associates
  • Anyone who writes workplace investigative reports

HR3306

Teri Morning

  • Teri Morning, MBA, MS, SHRM-SCP specializes in solving company “people problems.”
  • Teri is the founder and a principal partner in HindsightHR – employee investigation and incident case management software. www.hindsightcloud.com
  • Teri also sources software solutions for compensation and performance management.
  • Twenty+ years human resource and training experience in a variety of fields, including retail, distribution, architectural, engineering, consulting, manufacturing (union), public sector and both profit and non-profit companies.
  • Teri has enjoyed consulting with employers on their problems and trained managers and employees for over 20 years, meeting and working with employees from all types of businesses.
  • In addition to a MBA, Teri has a Master’s degree in Human Resource Development with a specialization in Conflict Management.
  • Teri was certified by the State of Indiana in mediation skills, Teri is certified in Project Management and IT Management, qualified as a Myers-Briggs practitioner and holds the SHRM certification of a Senior Certified Professional.

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  • Login Information with Password to join the session, 24 hours prior to the webinar
  • Presentation Handout in .pdf format
  • Presentation from the Speaker
  • Feedback form
  • Certificate of Attendance
  • Recording access Information with Password to view the webinar, will be sent 24 hours after the completion of the Live webinar.
  • Presentation Handout in .pdf format
  • Certificate of Attendance