Advanced Internal Investigations Notetaking and Reports (CO240)

ILR School

How long?

  • 3 days
  • online

What are the topics?

ILR School

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Who should attend

  • Entry-level to senior HR professionals
  • Global HR managers
  • Employee relations managers
  • Generalists seeking to move into a specialized role
  • EEO, compliance, and security professional conducting internal employee-related investigations

About the course

Learn methods for capturing key information, maintaining documentation and writing fair, neutral and effective reports. Practice taking notes, developing documentation, avoiding advocacy language, addressing comparators/credibility and writing sound conclusions. Considerations include ethical issues and attorney/client privileges. Receive a report template that will uphold findings and withstand heightened scrutiny.

Appropriate and accurate documentation is critical to successful internal investigations.

In this course, you will learn methods for capturing key information; maintaining documentation; and writing fair, neutral, and effective reports. You'll practice taking notes, developing documentation, avoiding advocacy language, addressing comparators/credibility, and writing sound conclusions. Considerations include ethical issues and attorney/client privilege. You'll leave the course with a report template that will uphold findings and withstand heightened scrutiny.

Key Course Takeaways

  • Practice effectively taking and reviewing notes
  • Analyze interviews and evidence to present in the report
  • Address appropriate policies and employment and EEO law
  • Practice writing the executive summary, allegations, and factual findings in a report
  • Engage with techniques for avoiding advocacy language and addressing credibility when writing reports

Experts

Susan Brecher

Susan Brecher, currently the Director of HR Dispute Management and Resolution Certificate and Curriculum/Training Design is an employment practices attorney and expert in training and curriculum design for both online and classroom based workshops. She has broad experience in advising, consultin...

Tracey Levy

Employment Lawyer and Employee Relations professional, who helps businesses and individuals to identify and resolve workplace issues before they result in litigation. Legal advice, provided through an employee relations lens, offers individualized solutions for clients in the four key areas of: D...

Gayle Wasserman

Gayle F. Wasserman, Esq. is a management-side employment attorney and human resources consultant with over 18 years of experience. Since establishing her own private practice, Wasserman Law, in 2004, Gayle has regularly counseled clients throughout the New York tri-state area on a variety of emp...

Advanced Internal Investigations Notetaking and Reports (CO240) at ILR School

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