Event Details

Workplace Investigations

Conducting workplace investigations is one of the most challenging duties that HR professionals must take on. Workforce demographics are shifting. New laws are constantly popping up. Managers make mistakes because they aren’t properly trained or they’re under pressure to resolve complaints quickly. Employees are more aware of their rights. This one hour webinar will cover the 5-step process of a workplace investigation. 

The 5-Step Workplace Investigation 
Step 1 – Foundation: 
Investigation necessary?
By whom (internal or 3rd party) 
What are the elements of the offense(s)? 

Step 2 – Scope: 
What is your authority? 
To whom do you report?
Where are the limits and boundaries? 

Step 3 – Who: 
Identify witnesses 
Identify records and record keepers 

Step 4 – Background data: 
How are things supposed to work? 
Obtain relevant documentation/video? 
Are we going outside the normal custom and practice (is there a hidden agenda)? 

Step 5 – Investigation Plan and Documentation: 
What’s your plan? 
Choose your report writing methodology before you start.
Organizing complex cases.
Think through and prepare questions in advance. 

Presenter:

Richard Birdsall, J.D., B.A, Senior Associate, The Growth Company, Inc.

Richard brings with him twenty years of trial experience including leadership representing the California Department of Transportation and its engineers; three years in the legal field of environmental remediation; nine years of criminal investigation experience including the California Department of Justice; two years conducting investigations for the Alaska State Commission for Human Rights; and over five years as a senior consultant for The Growth Company.

Birdsall brings TGC client’s years of legal experience with special emphasis and training in legal compliance, risk assessment, investigation, settlements, mediation and alternative dispute resolution. He has served as a court appointed mediator in large litigation cases and as an expert witness in civil litigation cases. He is particularly skillful and adept ferreting out troublesome HR problems and then finding creative ways to solve them. The best way to prevent problems is to hire correctly. Birdsall recruits for those hard to find skill sets and makes sure the potential hires are a fit for your workplace.

Birdsall also brings considerable experience as a law instructor at the college and professional levels. He loves teaching with an interactive model promoting student participation and involvement using hypothetical fact patterns to make it fun, real and practical. This skill set offers TGC's clients cost effective team building, training and coaching.