Simple Downloadable Tools For Effective Workplace Investigations
Take advantage of tools we've built based on years of experience. They're simple. And they work!
Workplace Investigations Tools & Templates
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Engagement Letter (Attorney Client Privileged) Template
Digital downloadKickstart your attorney-client privileged investigations with my customizable engagement letter template, designed specifically for third-party workplace investigators. Simplify your process and ensure compliance!
$5
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Engagement Letter (Non-Privileged) Template
Digital downloadStreamline your investigations with my customizable engagement letter template, designed specifically for independent workplace investigators. Start your process on the right foot!
$5
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Essential Read-Out Talking Points Template
Digital downloadStreamline your workplace investigation read-outs with my structured talking points template. Ensure clarity, respect, and legal compliance while effectively communicating results to stakeholders.
$5
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Full Written Investigation Report Framework Template
Digital downloadCreate polished, professional investigation reports effortlessly! This ready-to-use template features guidance, editable sections, and a structured approach tailored for HR, attorneys, and consultants.
$10
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Simple Chronology Template
Digital downloadStreamline your workplace investigations with my easy-to-use template that helps you create a clear, timeline-based story for accurate reporting and enhanced clarity.
Free
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Summary Investigation Report Framework Template
Digital downloadStreamline your reporting process with my simple template and framework designed to present clear findings from workplace investigations. Perfect for HR professionals and managers!
$5
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Verbal Report Outline Template
Digital downloadThis structured template helps workplace investigators present findings succinctly to stakeholders, ensuring all key elements are covered for professional, high-stakes communication.
$5
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Witness Interview Notes Template
Digital downloadI created this comprehensive template for workplace investigators to document interviews professionally, ensuring legal soundness and ethical standards. It includes a structured script and spaces for critical notes.
$2.50
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Witness Intro Script and Confirming Email Content Template
Digital downloadStreamline your witness outreach with my comprehensive script and confirming email template. Ensure clear, professional communication while maintaining confidentiality and compliance throughout the investigation process.
$2.50
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Witness List Template
Digital downloadStay organized and ensure thoroughness with my editable Witness List Template. Track interviews and maintain confidentiality while keeping your team updated on every witness's status and relevance.
$2.50
Our Workplace Investigation Workbooks
These workbooks are included in our On-Demand Mastering Workplace Investigations Courses, and can easily be used as standalone resources.
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Planning Workplace Investigations Workbook
Digital downloadLead with clarity! This workbook guides you through the entire investigation planning process, covering scope, legal aspects, and evidence management, ensuring you set a solid foundation for your cases.
$48
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Conducting A Workplace Investigation Workbook
Digital downloadThis hands-on workbook guides HR professionals through fair and effective workplace investigations. Learn to handle interviews, manage stress, and document findings professionally for successful outcomes.
$48
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Reporting Workplace Investigations Workbook
Digital downloadTransform your investigation findings into clear, defensible reports. Learn to organize, summarize, and present evidence confidently for leadership and legal review.
$48
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Post-Investigation Preparedness Workbook
Digital downloadEquip yourself with essential tools to handle appeals, legal threats, and more after an investigation. Strengthen employee relations and drive improvements with confidence in this must-have resource for HR and legal teams.
$22
