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✅ Add the Planning the Journey Workshop to Your Order for $97 $47!

Enhance your investigative approach with expert guidance on:

  • Legal implications of workplace investigations

  • Key considerations for initiating an investigation

  • Selecting an appropriate, unbiased investigator

  • Developing a structured investigation plan

🎁 Includes: Planning the Journey Workbook with cheat sheets and step-by-step guides.

Workplace Investigation Planner

What’s Inside the Planner


✅ Pre-Investigation Checklist 
Clarify scope, roles, and policies before you begin.

✅ Intake Frameworks
Capture allegations with clarity and purpose.

✅ Interview Planning Templates
Design focused, goal-driven interviews that surface info you actually need.

✅ Timeline + Case Tracker
Map your investigation from start to finish and stay on schedule.