The HR Investigations Podcast

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

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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

     

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