Guide for Writing a Professional Investigation Report

This webinar describes:

How to structure and write a clear, concise, well-organized, objective, and credible investigation report from complaint to conclusion.
How to identify and use the models of proof/standards as a guide in your investigation report for issues of discrimination, harassment, and bullying (violence/threats)
How to provide parties with an analysis of the facts, conclusions, and or recommendations.
How and when to present your written investigation.

Webinar Oct 27 2025, Monday 01:00 PM EDT 90 Minutes Basic Level Code: GRC0000104

Establish the authority of the investigator and scope of investigation at the beginning of your investigative report.
The importance of writing an objective and credible investigation report from the complaint to the conclusion.
Structure of your investigative report
When and how to include in your report the standards/models of proof and how they were utilized in your investigation.
10 steps to include in your report to establish an effective investigation for:
o    Discrimination 
o    Harassment and
o    Bullying (threats/violence)
How to document your efforts to avoid legal minefields during your investigation efforts:
o    Negligent (and deliberately negligent) Investigation
o    Loudermill and Weingarten Rights
o    Violation of Public Policy
o    False light/Defamation 
o    False Imprisonment
o    Intentional or Negligent Infliction of Emotional Distress
o    Searches and Monitoring/Surveillance

  • All level Managers, Supervisors
  • Human Resources, Employee Relations, Labor Relations
  • Attorneys, Union Officers/Representatives/Stewards, and all levels of Law Enforcement or Security staff  

Among the many types of charges to investigate, all require a professionally written report documenting not only your findings of fact but also demonstrating that your investigation was done objectively, legally, and in a timely manner. So, you need to be prepared to not just conduct a proper investigation but also to show that you did. That means your report must be beyond reproach so it can withstand any appeal or challenge that may negatively reflect upon the integrity and credibility of your investigation, and you as a professional who takes such responsibility seriously as well! Yes, your report can and most likely will become an exhibit in some forum and/or evidence! This means your integrity, along with that of everyone else, could be exposed to public scrutiny.

If done right, your report can help remedy/resolve the situation. If done wrong, it all too often makes things worse. So, it pays to know how to do it right every step of the way. 

In short, this webinar can help you and your organization understand and demonstrate that you met the requirements to conduct an effective and professional investigation. 

Let’s face it, it is a minefield out there, so it’s important to be able to show you knew what you were doing and did it well!

T.R. Richardson
T.R. Richardson
With more than 10 years of experience facilitating executive workshops and board training across the corporate, nonprofit, and government sectors, T.R. brings a dynamic, engaging approach to strategic governance.

T.R. Richardson is an award-winning Leadership and Communication Strategist, Executive Coach, and the Founder of Richwood International, a firm specializing in leadership development, communication training, and executive alignment for high-impact organizations. With more than 10 years of experience facilitating executive workshops and board training across the corporate, nonprofit, and government sectors, T.R. brings a dynamic, engaging approach to strategic governance.

A trusted advisor to CEOs, board chairs, and leadership teams nationwide, T.R. is known for helping organizations make clarity actionable and turn strategic vision into measurable results. He blends real-world boardroom experience with research-backed insights to equip leaders with the tools they need to drive performance, accountability, and impact.

T.R. is a certified coach and a frequent keynote speaker on leadership, governance, and communication for high-stakes environments.

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