Course description

This module will cover how to conduct thorough investigations for disciplinary or grievance issues and the importance of conducting investigations before commencing a formal procedure. 

Using a case study to bring the subject to life, delegates will learn how to prepare for investigatory meetings, how to ask questions to effectively gather information, and the importance of keeping comprehensive written records. 

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    Course agenda

    • When to initiate a formal investigation  
    • The definitions of misconduct and gross misconduct 
    • The company policy and procedure, and the Acas code of practice 
    • The communication skills used in investigations 
    • Investigation Reports and paperwork  


    Recommended duration: 2 hours

    We can adapt the agenda depending on your requirements/needs.
    Please discuss this with our team.

    Suitable for: Front-line managers and team leaders.

    This course can be followed by our Disciplinary & Dismissal and Grievance modules. 

              Learner Objectives

              By the end of the session, participants will be able to: 

              • Know when to initiate an investigation, and the importance of doing so 
              • Know the process and procedure for conducting an investigation, including the relevant company policies and templates   
              • Confidently lead an investigation, using an appropriate questioning style 

              Why not add a toolkit to your training session?

              Our toolkits help you get the best out of your teams, ensuring they are motivated, engaged and performing to the best of their potential. The toolkit will include easy to follow guides, notes and templates, including one hour’s support from an HR Consultant that will ensure a consistent and effective approach to managing.

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