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Courses/Human Resources/Workplace Culture

Managing Workplace Investigations Effectively

Protect your organization and your people with a rigorous, fair, and legally defensible investigation process.

Created byAdam Mendlerworkspace_premium
5.0
(1 reviews)
BeginnerUpdated Jun 1, 2026
Managing Workplace Investigations Effectively

What You'll Learn

check_circleApply systematic documentation and evidence-gathering techniques to ensure investigations are legally defensible.
check_circleDetermine the appropriate scope and investigator for different types of workplace complaints.
check_circleAnalyze witness credibility and manage conflicting accounts during investigative interviews.
check_circleImplement effective interim measures to protect parties and maintain workplace safety during an investigation.
check_circleDevelop strategies to restore trust and prevent retaliation following the conclusion of an investigation.

About This Course

This course offers a practical, experience-driven guide to conducting workplace investigations. Through a candid conversation with a senior HR executive, learners gain insight into the full investigation lifecycle — from receiving an initial allegation to communicating findings and preventing retaliation. Drawing on real-world examples from a large multi-site healthcare organization, the course addresses how to document complaints, select and scope investigations, interview parties effectively, assess credibility, maintain confidentiality, and build the organizational culture that makes investigations more likely to succeed.

Topics

  • Initial response to workplace allegations: documentation and first steps
  • Determining when a formal investigation is warranted and defining its scope
  • Selecting the right investigator: internal versus external considerations
  • Communicating with complainants, respondents, and witnesses at the outset
  • Confidentiality obligations and balancing transparency
  • Interim protective measures during active investigations
  • Evidence gathering beyond interviews: files, records, and physical evidence
  • Planning and conducting investigative interviews with different parties
  • Assessing credibility when accounts conflict
  • Managing witnesses who have already spoken to each other
  • Handling reluctant or uncooperative witnesses
  • Common early mistakes in the first 24–48 hours
  • Keeping investigations focused and on scope
  • The role of organization and documentation in investigation integrity
  • Language to avoid in investigation reports
  • Post-investigation communication of findings
  • Anti-retaliation monitoring and follow-up obligations
  • Remediation, education, and preventing recurrence
  • The role of workplace culture and trust in investigation outcomes

Your Instructors

Adam Mendler
Adam Mendler

Motivational & Leadership Speaker

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star1,631 reviews

Adam Mendler is a nationally recognized authority on leadership, renowned for his unique ability to deliver perspective-shifting insights shaped by interviewing more than 500 of America’s most successful leaders. The creator and host of the top-rated business and leadership podcast Thirty Minute Mentors, Adam regularly elicits insights from America's top CEOs, founders, athletes, celebrities, and political and military leaders. A keynote speaker to businesses, universities, and non-profit organizations, Adam has written extensively on business and leadership, having authored more than 70 articles published in major media outlets including Forbes, Inc., and HuffPost. A Los Angeles native and lifelong Angels fan, Adam teaches graduate-level courses on leadership at UCLA, serves on the board of UCLA’s Master of Applied Statistics & Data Science program, is an emeritus member of USC’s Board of Governors, and is an advisor to numerous companies and leaders.

Shelly Barry
Shelly Barry

Senior Vice President, Human Resources

As Senior Vice President of Human Resources at Recovery Centers of America, Shelly plays a key role in shaping the organization’s workforce strategy. She leads talent acquisition efforts, provides strategic hiring insights, and oversees HR operations across corporate, inpatient, and outpatient teams. Additionally, she directs employee education, training, and development to cultivate a strong and engaged workforce. Before joining RCA, Shelly held senior leadership roles at Tower Health, managing HR systems for Phoenixville, Brandywine, and Chestnut Hill hospitals, as well as the Memorial Hospital of Salem County. With extensive experience in hospitals, physician practices, and ambulatory services, she has successfully led succession planning, training and development, compliance, policy management, compensation, onboarding, benefits administration, performance management, and fair hiring practices. Shelly holds a Bachelor of Science in Organizational Management from Wilmington University and a Master of Science in Human Resources Management from the Fox School of Business at Temple University. Passionate about addiction services, Shelly deeply values the dedication of RCA’s staff, who make it their mission every day to change lives. Her commitment to building high-performing teams ensures RCA continues to provide exceptional care while fostering a supportive and empowering workplace.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

5.0
Student's Choice
1 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.