Documenting the Details: 3 Key Tips for Investigative Note taking and Documentation

Documenting the Details: 3 Key Tips for Investigative Note taking and Documentation

In this episode, podcast host Natalie Ivey shares 3 Key Tips from her best-in-class internal investigations training programs on how to improve note taking and documentation when conducting investigative interviews. Natalie shares the importance of proper planning, the use of templates, how to navigate difficult conversations with interviewees, and especially Subjects.

Key topics:

  • If you Fail to Plan Your Investigation You are Planning for Your Investigation to Fail
  • Identifying preparation strategies to improve interview documentation
  • Examining the negative impacts when investigative documentation isn’t effective and is done very poorly
  • Reviewing a strategy to get interviewees back on track after going off on tangents
  • Identifying critical details that need to be in every single document of conversation with interviewees to avoid creating holes that an investigator later needs to fill

Visit RPC HR for show notes and more information.

Check out Natalie's book How to Conduct Internal Investigations: A Practical Guide for Human Resource Professionals here: https://tinyurl.com/y39s7n77

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(75)

When Politics Walks Into the Workplace

When Politics Walks Into the Workplace

Topics: Political beliefs vs. protected characteristics Supervisor bias Comparator evidence Investigating promotion decisions Assignment and scheduling disparities Public-sector considerations Why HR...

18 Syys 12min

Why Workplace Investigations Matter More Than Ever

Why Workplace Investigations Matter More Than Ever

In this episode: Why Natalie took a two-month break Why investigations remain one of the most important HR risk-management tools The difference between investigating facts and deciding punishment Why...

15 Syys 8min

Supporting Managers Before Issues Escalate: Reducing Risk Through Better Early Conversations

Supporting Managers Before Issues Escalate: Reducing Risk Through Better Early Conversations

Episode Summary Most workplace investigations don't begin with a complaint to HR. They begin much earlier—with a manager's first conversation about attendance concerns, performance issues, behavioral ...

13 Heinä 19min

Weingarten rights Series Episode 3: Management’s Response: When to Say Yes—and When to Push Back

Weingarten rights Series Episode 3: Management’s Response: When to Say Yes—and When to Push Back

In this episode you'll learn: Why the best response to a steward's request for a private consultation is often the simplest one. How granting a short recess can actually strengthen the credibility of...

6 Heinä 12min

Can the Steward Call a Timeout? The Recess Question

Can the Steward Call a Timeout? The Recess Question

Episode Summary During an investigatory interview, a single question can suddenly reveal the true focus of an investigation. A union steward who initially has little context may immediately recognize ...

15 Kesä 7min

Weingarten Rights 101: What Every Investigator and Union Steward Should Know

Weingarten Rights 101: What Every Investigator and Union Steward Should Know

Episode Overview: In this first episode of the mini-series, host Natalie Ivey explains what Weingarten Rights are and the importance of internal investigators, especially HR and Employee Relations inv...

12 Kesä 12min

The Cost of Missteps – When Investigations Go Wrong

The Cost of Missteps – When Investigations Go Wrong

Episode Overview: In this first episode of the mini-series When HR Gets It Wrong: Risk, Reputation, and Recovery, we explore one of the most common—and costly—mistakes HR professionals make: mishandli...

4 Touko 10min

From Vanity Metrics to Board-Level Impact: The Trust & Risk Shift

From Vanity Metrics to Board-Level Impact: The Trust & Risk Shift

Episode Overview In this episode, Natalie is joined by Deb Muller, CEO of HR Acuity, to explore how HR leaders can shift from outdated “vanity metrics” to meaningful data that demonstrates true busine...

27 Huhti 32min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
oppimisen-psykologia
lakicast
rss-paasipodi
rss-alanvaihtajat
rss-porssipodi
rss-karon-grilli
rss-startup-ministerio
rss-inderes
rss-siksi-viestinta
rahapuhetta
hyva-paha-johtaminen
rss-pinnan-alle
rss-sami-miettinen-neuvottelija