Hi, HR friend.
What if you could confidently plan and conduct a workplace investigation without second-guessing your next step or yourself, and spending hours searching aimlessly on Google?
But instead, you had the tools, templates, and checklists to remove the guesswork, keep you organized, and obliterate the overwhelm?
Sounds dreamy, right?
Hi, I'm Saira
(pronounced “sy-rah”)
I'm an independent licensed workplace investigator with 25 years of HR experience and 150+ investigations under my belt dealing with issues related to discrimination, harassment, violence, and misconduct.
I created The Workplace Investigation Bootcamp Master List of Templates Bundle for HR pros like you to share my knowledge, expertise, tools, and templates.
Imagine how much more confident you'll be with a seasoned workplace investigator's systems and tools!
Workplace investigations are easier when you know
what to do, when to do it, and how to do it.
This is key to building competence, trust, and confidence in your
investigation process,
This template bundle is designed to guide you through every step of the investigation process.
It covers planning and setting up your process for success, crafting
the right questions, tracking evidence, writing the investigation report,
and closing out your file and process.
What's included?
01
15+ templates + checklists for every step of the investigation process.
02
A screenshare video to walk you through my investigation framework.
03
A feedback survey that will help me to improve the template bundle for you.
Menu of Templates
Workplace Investigation Roadmap (Google Sheets)
A planning roadmap for the investigation that outlines the steps (and order of the steps) taken in the investigation. This template helps you to stay organized, on track and to anticipate any bottlenecks or delays in the process.
Workplace Investigation Roadmap (Asana)
Same as above, but a CSV file of The Workplace Investigation Roadmap that can be imported into Asana.
Key Stakeholder Questions template
Questions to ask the Key Stakeholder prior to commencing an investigation. This helps you to get clarity on key issues early in the investigation process.
Employer Notification that an Investigation is Commencing
Email template from Key Stakeholder to complainant(s), respondent(s), and witness(es) to advise that an investigation is commencing.
Preliminary Notification to Respondent template
Email template from the Investigator to the respondent to explain the need to first meet with the complainant to get a clear understanding of the allegations against the respondent. This template also outlines the next steps and timelines for the respondent.
Summary of Allegations template
A template that you can use to share the complaint and allegations with the respondent.
Invitations to Participate in an Investigation Interview (from Investigator)
Email template from the Investigator to the complainant, respondent, and witness(es) inviting them to participate in an investigation interview.
Commitment to Confidentiality template
A template that outlines the expectations of confidentiality during and after the investigation process. The same template can be used for the complainant, respondent, and witness(es).
Interview Questions for Complainant, Respondent, and Witness
A template of sample interview questions for complainant, respondent, and witness(es).
Preamble checklist
A template of items to cover off on at the start of an investigation interview with the complainant, respondent, and witnesses. Providing this information early in the interview sets the participant at ease and helps you to build rapport and trust.
Interview template
A template and checklist for taking notes during the investigation interviews with the complainant, respondent, and witness(es).
Evidence Tracking Spreadsheet template + example
A spreadsheet for tracking all evidence gathered, reviewed, and analyzed during the investigation process. It includes details such as who provided the evidence, when it was received, what was received, etc. This tool is especially helpful if you are conducting an investigation that requires you to organize, examine and evaluate a lot of evidence. An example is provided on tab 2.
Analysis of Allegations and Evidence template
A template to assist you in analyzing and evaluating the allegations and evidence related to the case. This template can help you to get clear on what information you know, identify what information (or gaps) are still outstanding, and can help you to get clear on findings and conclusions (and why).
Anatomy of an Investigation Report checklist
A checklist of information to organize and include when you are writing a workplace investigation report
Sample Workplace Investigation Report
A sample workplace investigation report.
Findings Letters for Complainant
A template to advise the complainant of the outcome of the workplace investigation (two options: complaint substantiated, and complaint not substantiated).
Findings Letters for Respondent
A template to advise the respondent of the outcome of the workplace investigation (two options: complaint substantiated, and complaint not substantiated).
File Archive checklist
A checklist of items and information to archive in the workplace investigation file.
Sample Feedback Questions
A list of questions to ask the Key Stakeholder to gather feedback on the investigation process and your performance as a workplace investigator.
This template bundle is for you if...
-
You're an HR professional who has a solid understanding of employment law and the workplace investigation process
-
You want proven tools + templates that are aligned with best practices
-
You want to save time and energy and don't want to start from scratch
-
You want to adopt standardized procedures and templates that promote fairness and equity in your approach to handling workplace issues.
The Workplace
Investigation Bootcamp
Master List of Templates Bundle
Pay in Full
One payment of $797
-
15+ done for you and fully customizable templates
-
A screenshare video to walk you through my framework for workplace investigations
-
Lifetime access + receive any new templates added
Payment Plan
Two payments of $399
-
15+ done for you and fully customizable templates
-
A screenshare video to walk you through my framework for workplace investigations
-
Lifetime access + receive any new templates added
Testimonials
“The templates are an 11/10.
So practical!”
Robin B.
Director, People & Culture
“The templates are 🔥!"
Sarah A.
Conflict Coach & Mediator
“The templates are SO great. I'm very grateful to have them for the future.”
Maradyn W.
Director, People Ops
FAQ for
The Workplace Investigation Bootcamp
Master List of Templates Bundle
Are these templates included in any of your courses?
Yes, these templates are included in The Workplace Investigation Bootcamp. If you already have The Workplace Investigation Bootcamp, you can find these templates in your course bonus section.
How long will I have access to The Workplace Investigation Bootcamp Master List of Templates for?
How does forever sound? Dreamy, right? Your enrollment fee gives you lifetime access to the templates along with every update that comes with it (the 🎁 that keeps on giving!) As long as I offer this bundle, you’re in. And if I ever decide to discontinue or cancel the bundle, I'll give you 90 days' written notice - sound fair?
Do you offer refunds?
The Workplace Investigation Bootcamp Master List of Templates Bundle is a digital product, so it's non-refundable and non-returnable. We appreciate your understanding in recognizing the unique nature of digital content and its immediate accessibility.
How easy is it to access the template bundle?
This is a digital course. Everything is online, so, as long as you have internet access and access to Google Drive, you can access it from anywhere – your office, your bed, the beach…the possibilities are endless!
Will these templates work for me if I've never conducted a workplace investigation before?
They sure will. But if you're an HR professional who is looking for a self-led, online course that guides you through a step-by-step framework for conducting workplace investigations from start to finish, you may benefit from the full course - The Workplace Investigation Bootcamp.
Is this template bundle right for me if I've already conducted workplace investigations before, but I'm just looking for some tools, templates, and checklists?
Yes, this template bundle is perfect for you!
The Workplace
Investigation Bootcamp
Master List of Templates Bundle
Pay in Full
One payment of $797
-
15+ done for you and fully customizable templates
-
A screenshare video to walk you through my framework for workplace investigations
-
Lifetime access + receive any new templates added
Payment Plan
Two payments of $399
-
15+ done for you and fully customizable templates
-
A screenshare video to walk you through my framework for workplace investigations
-
Lifetime access + receive any new templates added
Or bundle and save 💫
Buy The Workplace Investigation Bootcamp Master List of Templates Bundle and The Workplace Assessment Sprint Resources + Templates Bundle together and save