Investigation and Disciplinary Report Writing for Managers
When a workplace incident, grievance or misconduct case arises, the quality of the written record can decide the outcome at a disciplinary hearing or the CCMA. This course teaches South African managers and investigators to gather facts, record evidence and write investigation and disciplinary reports that are accurate, fair and able to withstand challenge, without straying into legal opinion they are not qualified to give.
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Plan an investigation and identify the facts and evidence a report must capture.
Record statements, evidence and observations accurately and objectively.
Structure an investigation report so findings follow clearly from evidence.
Distinguish fact from assumption, opinion and hearsay in writing.
Write findings and outcomes in fair, defensible language.
Prepare documentation that supports a disciplinary process and hearing.
Course outline
01Purpose of Investigation and Disciplinary Reports
02Planning the Investigation
03Gathering and Recording Evidence
04Fact Versus Opinion and Hearsay
05Structuring the Investigation Report
06Writing Findings and Outcomes Fairly
07Documentation for Hearings
08Records, Confidentiality and Handover
Who should attend
This course suits line managers, supervisors, human resources practitioners and internal investigators who document workplace incidents, grievances or misconduct.
Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.
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