Investigations Training & Consulting

Let us share our expertise to help make your internal investigations the best they can be.

We offer a range of expert services designed to enhance your internal investigation capabilities:

Dynamic and interactive training on conducting internal investigations
Comprehensive reviews and audits of internal investigation practices

Preparation of investigation templates
Customized training and consulting

Build stronger internal investigators.

Most internal investigators know the fundamentals. The harder part is navigating the judgment calls that come with messy facts: Does this complaint warrant a formal investigation? What should the scope be? How do you avoid interviewing twenty people while still being thorough? How do you document your process and findings so decision-makers can actually rely on them?

Our practical, highly interactive trainings help HR, Employee Relations, Legal, Compliance, and People teams build the judgment and skills to handle those decisions with confidence.

Learn the investigation lifecycle from start to finish.

Training can be customized to your team’s needs and may include:

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When to investigate

Triage concerns, ask the right intake questions, and determine when a formal investigation is—and isn’t—necessary.

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Planning the investigation

Define scope, build an effective workplan, identify evidence, and avoid unnecessary rabbit holes.

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Conducting effective interviews

Use proven questioning techniques, build rapport, address inconsistencies, and get comfortable asking difficult questions.

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Assessing credibility & evidence

Recognize bias, weigh conflicting evidence, and make well-supported factual findings.

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Writing clear, concise reports

Organize the evidence, explain your reasoning, and write reports decision-makers can actually use.

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Outcome calibration & alternative resolutions

Think beyond the finding to appropriate outcomes—and recognize when coaching, facilitated conversations, or other interventions may be more effective.

Less lecture more practice.

We believe investigators get better by doing the work.

Our trainings use realistic workplace scenarios, hands-on exercises, group discussion, and practical tools to let participants work through the same judgment calls they encounter in real investigations. We create a space to try, discuss different approaches, and learn not only from the instructors, but from one another.

And because no two organizations investigate exactly the same way, we tailor the training to your team’s experience, policies, processes, and real-world challenges.

Investigation Program Consulting

We can also help strengthen the systems behind your investigations through:

Reviews and audits of existing investigation practices
Investigation protocols and process development
Templates, interview guides, and report-writing tools
Individual and team coaching and consultation

Flexible formats for
your team.

From a focused workshop to a multi-session training program, we can design the format around your team’s needs—including full-day trainings, two-day programs, and shorter sessions.

Schedule a Consultation