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

Instructor: Teri Morning
Product ID: 704055
  • 20
  • December 2016
  • 10:30 AM PST | 01:30 PM EST
    Duration: 60 Min

Live Online Training
December 20, Tuesday 10:30 AM PST | 01:30 PM EST
Duration: 60 Min

One Dial-in One Attendee
Group-Max. 10 Attendees/Location
(For multiple locations contact Customer Care)

recorded version

1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section 48 hrs after completion of Live training

Training CD

One CD is for usage in one location only.
(For multiple locations contact Customer Care)
CD and Ref. material will be shipped within 15 business days after completion of Live training

Customer Care

Fax: +1-650-963-2556


Read Frequently Asked Questions

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.

Course "Investigative Report Writing and Documentation - Crucial Pieces of a Professional Investigation" has been pre-approved by HRCI as eligible for 1 credits towards a participant's recertification upon full completion.
“The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program”.

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 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 Webinar:

  • 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.
    1. 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 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
Instructor Profile:
Teri Morning

Teri Morning
President and Chief Everything Officer, Teri Morning Enterprises

Teri Morning, MBA, MS, SPHR, SPHR-CA, is the president of her own HR consulting firm and is a partner in a new investigatory software firm, HindsightHR. Ms. Morning has over 15 years’ of human resource and training experience in a variety of professional fields, including retail, distribution, finance, 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, meeting and working with employees from all types of businesses. In addition to an MBA, she has a master's degree in human resource development with a specialization in conflict management. Ms. Morning was certified by the State of Indiana in mediation skills, is qualified as a Myers-Briggs practitioner, and is a member of SHRM, holding the dual certification of a SHRM Senior Professional in Human Resources (SHRM-CSP) and as a HRCI Certified, Senior Professional in Human Resources – California (SPHR-CA). She recently completed certifications in project management and IT management.

Topic Background:

There is a multitude of laws and situations that require employers to perform internal investigations to uncover facts and demonstrate they’ve met compliance obligations. A good investigative report factually represents all facets of such an investigation and shows an employer took appropriate investigatory steps and made good decisions based on the information they discovered.

Investigative writing’s purpose is to report investigatory findings to its reader. Without a good investigatory report, it may be difficult to show a quality investigation took place even if it did. Even worse, from a bad report, poor decisions can be made based on its faulty representation of information.

Good investigative reports inform the reader to not only justify the employer’s decision making, but also demonstrating they did what a responsible employer acting in good faith would do, and if detected, took steps to rectify applicable conduct.

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