Workplace Investigation Planner

Lead Smarter Workplace Investigations

—From Intake to Resolution

A step-by-step planning template built for HR and ER pros.
To bring clarity, confidence, and consistency to every case—so no detail slips through the cracks.

Get the Planner for Just $27 $7

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When workplace issues arise, your response matters.

But without a structured plan, investigations can:

Miss key details that weaken findings or create legal risk
Spiral into scattered notes, delays, and confusion
Erode employee trust and organizational credibility
Burn time rebuilding the process from scratch every time.

If you've ever found yourself second-guessing your process— or scrambling mid-case— this template was made for you.

Fix the Gaps in Your Process

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.

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Why It Works

This isn’t just a form—it’s a field-tested planning system used by HR + ER and investigation professionals to:
→ Stay organized under pressure
→ Avoid scope creep
→ Lead with clarity, not guesswork
→ Make decisions you can stand behind

Whether you’re a one-person HR shop or part of a larger ER team, this planner gives
you the structure and confidence you need—every time.

— HR Lead, TechCo

“Using the Planner cut my prep time in half—and I haven’t missed a step since.”

— External Investigator

“Clients say it feels ‘professional and thorough.’ That trust makes all the difference.”

— People & Culture Partner, Higher Ed

“It helps me stay grounded and gives me a map to follow. Total game changer.”

Get the Template Trusted Pros Already Love

Limited-Time Offer — Just $7

$27 → Now Only $7

✅ 1-user license
✅ Instant download
(Word, Google Docs & fillable PDF)
✅ Lifetime updates included

“Honestly shocked at how much is packed into this. The value is incredible.”
— HR Manager, Retail Industry

Get it Now for Just $7

Ready to Lead with More Confidence?

Don’t wait for the next complex case to realize your process needs more support.
This template is built to make your next investigation faster, cleaner, and more defensible.

Download the Planner for Just $7