Speaker:
Teri Morning
Human Resource, OSHA
Teri
Morning, MBA, MS, SPHR, SPHR-CA is the President of her own HR Consulting firm
She has over 15 years human resource and training experience in a variety of
professional fields, including retail, distribution, architectural,
engineering, consulting, manufacturing (union), public sector and both profit
and non-profit company structures. She has consulted with employers on their
problems and trained managers and employees for over 10 years, meeting and
working with employees from all types of businesses. In addition to a MBA, Teri
has a Master’s degree in Human Resource Development with a specialization in Conflict
Management. She was certified by the State of Indiana in mediation skills, is
qualified as a Myers-Briggs practitioner and holds the dual SHRM certification
of a Senior Professional in Human Resources (SPHR) and Senior Professional in
Human Resources – California (SPHR-CA).
Course Description:
This two-day seminar will train you not only in how to perform a professional
investigation, but give you a crucial opportunity to conduct a mock
investigation. The first day is lecture and real life exercises. The second day
is an all-day mock investigation where you can practice and put to use the
skills you have learned - without the pressure of “practicing” on the job.
Every company will inevitably encounter times when they must conduct internal
investigations. Wherever there are people, there are employee relations issues.
Management techniques do not always have an answer for the challenges employers
face.
Knowing how to conduct an internal investigation in regards to a complaint, an
accident, or upon receipt of reports of misconduct or even in regards to a
performance situation, is one of the most critical skills every manager and
certainly, every HR
professional needs in today’s workplace. A professional investigation helps
an employer defend against legal liability and sends a message to employees
that they work for an ethical company.
However, whether the investigation, from fact-finding to writing reports,
defends the company and limits your legal liability or blows up into an
incredible, embarrassing mess (that incurs even greater liability) may depend
largely upon HOW the investigation is conducted.
In theory, investigating sounds relatively easy – just find out what happened.
In reality, finding out what happened often is not easy, instead becoming
complicated.
Reasons to attend:
When a complaint is received, regardless of from whom, from where or how, the
employer is on notice that there may be a problem. There are also many types of
workplace investigations that never start with a direct complaint.
Since many companies do not have a person who does investigations as their job
and the few persons pressed into service as investigators are often untrained;
an untrained person trying to handle an investigation has the potential to
escalate a small problem into a big disaster.
Even routine investigations can uncover unexpectedly ugly aspects of the people
and/or even of the company so untrained investigators even operating under the
best, most routine of circumstances may not do nearly enough to uncover the
problem, be easily dissuaded from doing anything at all or not protect
complainants and witnesses from being retaliated against.
Learning on the job can be costly in a number of way to the employer, not just
in attorney fees or judgments, but also in loss of employees, damage to morale,
vicious gossip and damage of reputations and loss of productivity than can take
years to repair.
Target Audience:
- HR
Generalists,
- Employee
Relations,
- Business
Owners,
- Plant
Managers,
- Branch
Managers.
- Anyone new
to HR.
[Click
Hear for Agenda & More information]
Agend:
Day 1 8:00 – 8:30 AM: Registration
First Module – Laying The Foundation:
- Root Causes Of Investigations
- Untangling Problems –
Determining If A Manager Resolves A Problem Vs. Reporting To HR
- Training Tips – Adding To
Your Existing Training So Investigations And Problem Solving Are
Smoother
- Mediating Employee Relations
Problems That Are Not Investigations
Exercise – Overseeing a Management
Counseling/Mediation meeting
10:00AM break
Second Module – Overview of How Federal Laws Impact Investigations
- Harassment and Discrimination
- Safety
- Disability
- Retaliation
- Wage and Hour
- National Labor Relations Act
- Union Workplaces
- OFCCP covered contractors
Exercise – Social Media?
Determining What Actions Are Protected Vs. Not
Third Module Processes and Practices
- 10 Step Strategic Process For
Investigations
- Types Of Evidence And
Evidence Handling
- Reviewing Documentation
- Documentation Do’s and Don’ts
- How To Take Good Notes
- Constructing Solid, Factual
Questions
12:30 – 1:30PM Lunch
After Lunch Group Activity – Employee Sally Complains. Taking A Complaint
Fourth Module Interviewing Witnesses
- Staging An Interview
- Starting An Interview
- How to Get People to Talk to
You
- Body Language
- Disgruntled, Reluctant,
Untruthful and Hostile Witnesses
- Ending An Interview
- Second Interviews
Exercise – Starting Interviews
Smoothly
3:15 – 3:30 Break Fifth Module Report Writing
- Before You Start Writing –
Reviewing Your Investigation
- Elements of a Good Report
- What Goes Where? What to Use
and What To Leave Out of Your Report
- Formatting a Professional
Report
4:00 – 4:15PM Exercise –
Proofing a Report Sixth Module Closing The Investigation
- The 4 Findings
- Determining What Is A
Malicious Complaint and Just As Important– What Is Not
- Need to Know vs Want To Know
- Investigation Communications
to Appropriate Parties
- Following Up – Closing The
Loop
- Monitoring For Retaliation.
Not If It Happens But When and Where.
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Day 2: Mock Investigation 8:30 Class Begins
- Taking The Complaint
- Asking Follow-up Questions
- Determining The Situation and
Allegations
- Dividing The Initial
Elements of The Complaint
- Determine if Intermediate
Action is Required
- Reviewing Initial Evidence
10:00AM break
- Getting Ready To Interview
- Determining Witnesses
- Constructing Questions
12:30 – 1:30PM Lunch
- Interviewing Witnesses
- Interviewing the Accused
- Determining if Second
Interviews Are Needed
3:15 – 3:30 Break
- Review The Evidence
- Determination Of Credibility
- Defending Your Credibility
Decisions
- Your Finding(s)
- Writing The Report
- What Goes In and What’s Left
Out
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To Enroll for This Program Today Please
click hear
Thank you & Regards,
Kevin Roberts,
kevin.roberts@complianzworld.com
Call us at this Toll Free number: +1-866-978-0800
http://www.complianzworld.com/