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The Workplace Investigation Readiness Checklist

Seven phases. Forty-plus steps. The exact checklist a 10-year internal investigator uses to keep workplace investigations fair, thorough, and defensible from the first intake call through the final report.

  • Printable PDF, ready for casebook or clipboard
  • Intake, triage, plan, evidence, interviews, analysis, report
  • Weingarten / Garrity / Loudermill reminders in the interview phase
  • Reviewer attestation and 90-day retaliation monitoring included

What's inside

  1. 01Intake (first 24 hours) — 5 steps
  2. 02Triage & conflict check — 5 steps
  3. 03Investigation plan — 5 steps
  4. 04Evidence preservation — 4 steps
  5. 05Interviews — 6 steps
  6. 06Analysis — 4 steps
  7. 07Report & closeout — 6 steps

Informational only — not legal advice. We use your email to deliver the checklist and infrequent product updates. See our privacy policy.

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