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Writing Investigative Reports - A Crucial Piece of a Professional Investigation

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Product Id : 701594
Instructor: Teri Morning

Duration: 60 Minutes  

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US$195.00

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Corporate Recorded

US$395.00

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The use of this seal confirms that this activity has met HR Certification Institutes (HRCI) criteria for recertification credit pre- approval.

This activity 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."


Overview: Learn how to write a factual, solid, representative report of an internal investigation that will withstand scrutiny and provide appropriate information to decision makers.

Why should you attend: 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. 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's imperative the 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!

Areas Covered in the Session:
  • Format of a report.
  • What should be included in a report and as importantly - 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 analyze your own final report.
  • Report writing mistakes.
  • Characteristics of a good report.

Who Will Benefit:
  • 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
Teri Morning MBA, MS, SPHR, SPHR-CA is the President of her own HR Consulting firm. She has over 15 years human resource and training experience in a variety of professional fields, including retail, distribution, architectural, engineering, consulting, manufacturing (union), public sector and both profit and non-profit company structures. She has consulted with employers on their problems and trained managers and employees for over 10 years, enjoying traveling the country extensively, 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. She was certified by the State of Indiana in mediation skills, is qualified as a Myers-Briggs practitioner and holds the dual SHRM certification of a Senior Professional in Human Resources (SPHR) and Senior Professional in Human Resources – California (SPHR-CA).




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