Appraising Credibility, Reaching Conclusions & Writing the Investigative Report: Steps to Minimize Discrimination and Harassment Liability


January 26, 2017


Dr. Susan Strauss

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-951-801-2324

This program has been approved for 1.0 PDCs toward SHRM certification hours.


Investigators are required to conduct investigation in a fair and impartial manner, and then write an investigative report. However, even if you’ve been doing it for years, you require training to know how to properly prepare the final report – which is a crucial part of the investigation process.

Writing the investigative report isn’t the last step in an investigation. In fact, it starts from the very beginning of the investigation, and continues throughout the investigation. In order to create a good report, you need to pay attention to and use proper grammar, punctuation and objectivity. You also need to ensure that you capture all important or relevant details in the report.

In this hour-long webinar, our speaker will take you through the process, discussing the intricacies of writing a final report. Your report may be discoverable if you are sued, or if one of your employees files a formal charge with the EEOC, or with your state’s human rights department.

You will learn about critical actions required on your part, such as determining the credibility of an interviewee, corroborating evidence, and reaching a conclusion. You must decide whether the misconduct was a violation of any laws or policies, and then present your findings in an objective and concise manner. An in-depth report proves that an investigation occurred to minimize your liability. The report memorializes the entire investigative process, and is used to draw conclusions, and to corroborate evidence. It is your duty to provide an adequate, proper report, as it may reflect badly on your professionalism, if you do not. Your report should not be haphazard. Sign up for this webinar and learn important information quickly, to improve your professionalism.

All webinar attendees will be provided handouts including a final report template, which will help them remember, and make the most of the training they have received.

Training Highlights:

  • Discuss the critical elements of the investigative report
  • Learn which are the frequently missing components from reports
  • Find out how to document the credibility of each interviewee in the report
  • Learn how to reach a conclusion
  • Find out what documents to include in the report
  • Learn the dos and don’ts of documentation
  • Discuss the subjective observations which should be identified (if any)
  • Learn the importance of the final report in minimizing liability

Who will benefit:

The following people will benefit from, and should therefore attend this webinar:

  • Human Resource professionals
  • HR Generalist
  • HR Manager
  • HR Director
  • Managers
  • Supervisors
  • Organizational Development
  • C level Executive