The HR Investigations Podcast

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

Listen Later

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

     

    ...more
    View all episodesView all episodes
    Download on the App Store
    The HR Investigations PodcastBy RPC HR
    • 3.8
    • 3.8
    • 3.8
    • 3.8
    • 3.8

    3.8

    5 ratings

    More shows like The HR Investigations Podcast

    View all
    The Employment Law & HR Podcast by Alison Colley, Solicitor from Real Employment Law Advice

    The Employment Law & HR Podcast

    15 Listeners

    Radical Candor: Communication at Work by Kim Scott, Jason Rosoff & Amy Sandler

    Radical Candor: Communication at Work

    718 Listeners

    The Daily by The New York Times

    The Daily

    111,658 Listeners

    Up First from NPR by NPR

    Up First from NPR

    56,099 Listeners

    Women at Work by Harvard Business Review

    Women at Work

    1,406 Listeners

    Honest HR by SHRM

    Honest HR

    206 Listeners

    Maxwell Leadership Podcast by John Maxwell

    Maxwell Leadership Podcast

    2,455 Listeners

    SHRM All Things Work by SHRM

    SHRM All Things Work

    140 Listeners

    Coaching Real Leaders by Harvard Business Review / Muriel Wilkins

    Coaching Real Leaders

    625 Listeners

    Huberman Lab by Scicomm Media

    Huberman Lab

    28,161 Listeners

    Good Morning, HR by Mike Coffey, SPHR, SHRM-SCP

    Good Morning, HR

    54 Listeners

    What Now? with Trevor Noah by Spotify Studios

    What Now? with Trevor Noah

    3,780 Listeners

    HR BESTIES by HR Besties

    HR BESTIES

    510 Listeners

    The Jefferson Fisher Podcast by Civility Media

    The Jefferson Fisher Podcast

    6,921 Listeners