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Advanced Internal Investigations Notetaking and Reports

Course Number
CO240
Learn methods for capturing key information, maintaining documentation and writing fair, neutral and effective reports. Practice taking notes, developing documentation, avoiding advocacy language, addressing comparators/credibility and writing sound conclusions. Considerations include ethical issues and attorney/client privileges. Receive a report template that will uphold findings and withstand heightened scrutiny.

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Schedule & Details

Course

Appropriate and accurate documentation is critical to successful internal investigations.

In this course, you will learn methods for capturing key information; maintaining documentation; and writing fair, neutral, and effective reports. You'll practice taking notes, developing documentation, avoiding advocacy language, addressing comparators/credibility, and writing sound conclusions. Considerations include ethical issues and attorney/client privilege. You'll leave the course with a report template that will uphold findings and withstand heightened scrutiny.

Prerequisite: CO335 Advanced Internal Investigations Process

Key Course Takeaways

  • Practice effectively taking and reviewing notes
  • Analyze interviews and evidence to present in the report
  • Address appropriate policies and employment and EEO law
  • Practice writing the executive summary, allegations, and factual findings in a report
  • Engage with techniques for avoiding advocacy language and addressing credibility when writing reports

Who Should Enroll

  • Entry-level to senior HR professionals
  • Global HR managers
  • Employee relations managers
  • Generalists seeking to move into a specialized role
  • EEO, compliance, and security professional conducting internal employee-related investigations

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